BETA

LAVIN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAVIN FOUNDATION (EIN 65-1264736)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-23
IRS object ID
202200829349100510
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-23T12:11:53-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464576154PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVEN J SHIFRIN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11740 Princeton CourtAddressLine1Txt
CityLake ForestCityNm
State AbbreviationILStateAbbreviationCd
ZIP60045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651264736EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lavin FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAVIBusinessNameControlTxt
Phone8474322928PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11639 ThornwoodAddressLine1Txt
CityHighland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSteven LavinPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-03-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStevenPersonFirstNm
Person LastLavinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven J ShifrinPreparerPersonNm
PTINP00110195PTIN
Phone8478046555PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,673FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$14InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$14TotalRevAndExpnssAmt
Total Net Invst Incm$14TotalNetInvstIncmAmt
Total Adj Net Incm$14TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$366TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,066TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,850TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,052ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$14AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,725CashBOYAmt
Cash EOY$25,673CashEOYAmt
Cash EOYFMV$25,673CashEOYFMVAmt
Total Assets BOY$36,725TotalAssetsBOYAmt
Total Assets EOY$25,673TotalAssetsEOYAmt
Total Assets EOYFMV$25,673TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,983OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,983OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,983TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,983TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$31,742NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$20,690NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$31,742TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,690TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,725TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,673TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,742TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,052ExcessRevenueOverExpensesAmt
Subtotal$20,690SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,690TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Steven LavinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474322928PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11639 Thornwood LaneAddressLine1Txt
CityHighland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Steven Lavin
1639 Thornwood LnHighland ParkIL60035President1.00$0
Dawn Lavin
1639 Thornwood LnHighland ParkIL60035Treasurer0.00$0
Michael A Lavin
17 N Loomis St Apt 2CChicagoIL60607Director0.00$0
Alexander D Lavin
220 Water St 306BrooklynNY11201Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,984TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$31,984AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$480CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,504NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,575MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,575MinimumInvestmentReturnAmt
Distributable Before Adj$1,575DistributableBeforeAdjAmt
Distributable Before Ded$1,575DistributableBeforeDedAmt
Distributable As Adjusted$1,575DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,750ExpensesAndContributionsAmt
Qualifying Distributions$8,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,575DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,563ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$178,088ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$218,173ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$234,568ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$162,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$818,668TotalExcessDistributionCyovAmt
Qualifying Distributions$8,750QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,575AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,175RemainingDistriFromCorpusAmt
Total Corpus$825,843TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,563ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$800,280ExcessDistriCyovToNextYrAmt
Excess From Year4$178,088ExcessFromYear4Amt
Excess From Year3$218,173ExcessFromYear3Amt
Excess From Year2$234,568ExcessFromYear2Amt
Excess From Year1$162,276ExcessFromYear1Amt
Excess From Current Year$7,175ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSteven LavinContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Council for Jewish Elderly
3003 W Touhy AveChicagoIL60645NonePublicGeneral Use$1,000
Stand with Us
PO Box 7214DeerfieldIL60015NonePublicGeneral Use$3,750
Build
5100 W Harrison StChicagoIL60644NonePCGeneral Use$3,000
The Ark
6450 N California AveChicagoIL60645NonePCGeneral Use.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,850Amt
Net Investment Income$1,850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank Service ChargeDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDue to Related PartiesDesc
BOY Book Value$4,983BOYBookValueAmt
EOY Book Value$4,983EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxCategoryTxt
Amt$366Amt

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