SHEBA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEBA FOUNDATION (EIN 36-3976909)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-03
- IRS object ID
- 202311239349100426
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T07:43:44-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364442927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Kramer | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5750 Old Orchard Road Suite 120 | AddressLine1Txt |
| City | Skokie | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363976909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHEBA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEB | BusinessNameControlTxt |
| Phone | 6308516600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 CORPORATE BLVD | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON LAVIN | PersonNm |
| Person Title | DIRECTOR/PRES. | PersonTitleTxt |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHELDON | PersonFirstNm |
| Person Last | LAVIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Harry M Kramer | PreparerPersonNm |
| PTIN | P00124515 | PTIN |
| Phone | 8474700652 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,757,947 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $793,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $793,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $877,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $965,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $877,597 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,671,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,671,589 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,249 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $232,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232,156 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $270,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $251,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,004,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,004,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,275,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $251,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,007,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,396,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,419,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,610,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,872,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,872,582 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,511,083 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,757,280 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,710,449 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,932,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,029,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,869,953 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $413,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $413,619 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $384,451 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,428,066 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,219,770 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,920,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,895,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,292,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,757,947 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,895,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $36,292,309 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,895,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,292,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,895,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,292,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,895,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,396,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $36,292,309 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $36,292,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| publicly traded stocks and bonds | P | 2022-01-11 | 2022-01-11 | $88,009 | -$88,009 | -$88,009 | |
| publicly traded stocks and bonds | P | 1989-01-01 | 2022-01-11 | $798,714 | $798,714 | $798,714 | |
| Capital gains dividends | P | 1989-01-01 | 2022-01-11 | $166,892 | $166,892 | $166,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $877,597 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$88,009 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,736 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,736 | SubtotalAmt |
| Tax Based On Investment Income | $19,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $227 | EsPenaltyAmt |
| Tax Due | $7,163 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTINA SWANSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6308516600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 CORPORATE BLVD | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SHELDON LAVIN | ||||||
| 2735 KELLY LN | HIGHLAND PARK | IL | 60035 | DIRECTOR/PRES. | 2.00 | $0 |
| STEVEN LAVIN | ||||||
| 2708 ARLINGTON | HIGHLAND PARK | IL | 60035 | DIR/SEC/TREAS | 1.00 | $0 |
| DEBORAH ROSENBERG | ||||||
| 1690 EDGEWOOD | HIGHLAND PARK | IL | 60035 | DIR/ASS'T SEC | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,623,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,465,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,088,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,088,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,397,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,269,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,269,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,736 | TotalTaxAmt |
| Distributable Before Adj | $2,250,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,250,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,250,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,007,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,007,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,250,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $897,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,009,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $614,684 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,089,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,134,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,007,850 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,250,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $757,717 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,891,979 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $897,958 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,994,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,754 | ExcessFromYear4Amt |
| Excess From Year3 | $1,009,091 | ExcessFromYear3Amt |
| Excess From Year2 | $614,684 | ExcessFromYear2Amt |
| Excess From Year1 | $1,089,775 | ExcessFromYear1Amt |
| Excess From Current Year | $757,717 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON LAVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS | CHICAGO | IL | 60606 | CHARITABLE CAUSES CONSISTENT WITHJEWISH ETHICS | $325,000 | |||
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| ONE KROC DR | OAK BROOK | IL | 60523 | FAMILY ROOM PROGRAM AND GENERAL PROGRAMS FOR SUPPORT OF PARENTS OF CHLDREN NEEDING MAJOR MEDICAL CARE | $5,000 | |||
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 WEST VAN BUREN SUITE 250 | CHICAGO | IL | 60612 | FOR CANCER CENTER AT NEW MEDICAL FACILITY | $2,000,000 | |||
| NAT'L MULTIPLE SCLEROSIS SOCIETY - | ||||||||
| 525 W MONROE ST | CHICAGO | IL | 60661 | MEDICAL RELATING TO MULTIPLE SCLEROSIS. | $25,000 | |||
| GOODMAN THEATRE | ||||||||
| 170 N DEARBORN | CHICAGO | IL | 60601 | Support performing arts | $35,000 | |||
| UNITED STATES HOLOCAUST MEMORIAL MU | ||||||||
| 100 RAOUL WALLENGERG PLACE | WASHINGTON | DC | 20024 | HISTORICAL EDUCATION | $15,000 | |||
| GOLDBERG CHARITABLE CORP | ||||||||
| 193 GROVE ST | WELLESLEY | MA | 02482 | DIFFERENT SECTORS OF THE FOOD INDUSTRY ARE REPRESENTED BY PROFESSORS WHO WORK TO MAKE DECISIONS IN DEVELOPING AND UTILIZING FOOD TECH IN THE MOST RESPONSIBLE MANNER. | $500,000 | |||
| YMCA OF METRO CHICAGO | ||||||||
| 1030 W Van Buren St | CHICAGO | IL | 60607 | TO PROVIDE SOCIAL SERVICES TO THE CHICAGOLAND COMMUNITY | $5,000 | |||
| GLENWOOD ACADEMY | ||||||||
| 500 W 187TH ST | GLENWOOD | IL | 60425 | FOR GRANTS AND SCHOLARSHIPS | $15,500 | |||
| BUTTERFIELD SCHOLARSHIP FOUNDATION | ||||||||
| SCHOLARSHIPS FOR ENVIRONMENTAL STUDENTS | $3,000 | PO BOX N-3242 | NASSAU | BF | ||||
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | GENERAL HOSPITAL FUNDING | $1,000 | |||
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | FOR CANCER RESEARCH | $50,000 | |||
| WEIZMAN INSTITUTE OF SCIENCE | ||||||||
| 180 N LASALLE BLVD | CHICAGO | IL | 60601 | FOR BRAIN RESEARCH | $25,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,004,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $793,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $877,597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,671,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,671,589 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SHELDON LAVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2735 KELLY LANE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $3,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See statement 10 | BondNm |
| EOY Book Value | $413,619 | EOYBookValueAmt |
| EOYFMV | $384,451 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See statement 9 | StockNm |
| EOY Book Value | $24,029,058 | EOYBookValueAmt |
| EOYFMV | $33,869,953 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,757,280 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,710,449 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See statement 11 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,219,770 | BookValueAmt |
| EOYFMV | $5,920,512 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $232,156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $232,156 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $16,249 | $16,249 |
| IL ATTY GENERAL | $15 | |
| IRS EXCISE TAX | $15,417 |
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