SHEBA FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHEBA FOUNDATION (EIN 36-3976909)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-29
IRS object ID
202211199349101221
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)
Return2022-04-29T07:48:54-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364442927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gordon KramerBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15750 Old Orchard Road Suite 120AddressLine1Txt
CitySkokieCityNm
State AbbreviationILStateAbbreviationCd
ZIP60077ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363976909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHEBA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHEBBusinessNameControlTxt
Phone6308516600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 CORPORATE BLVDAddressLine1Txt
CityAURORACityNm
State AbbreviationILStateAbbreviationCd
ZIP60505ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELDON LAVINPersonNm
Person TitleDIRECTOR/PRES.PersonTitleTxt
Signature2022-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHELDONPersonFirstNm
Person LastLAVINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHarry M KramerPreparerPersonNm
PTINP00124515PTIN
Phone8474700652PhoneNum

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$49,658,270FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,250,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$103InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$103InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$929,626DividendsRevAndExpnssAmt
Dividends Net Invst Incm$929,626DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,121,874NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,121,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,121,874CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$32,555OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$32,555OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,334,158TotalRevAndExpnssAmt
Total Net Invst Incm$2,084,158TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$786LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$786LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$231,543OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$231,543OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$20,759TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,744TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$259,288TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$249,173TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,410,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,410,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,669,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$249,173TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,413,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$664,870ExcessRevenueOverExpensesAmt
Net Investment Income$1,834,985NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,116,639SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,610,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,610,797SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,158,072USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,511,083USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,487,692USGovtObligationsEOYFMVAmt
Corporate Stock BOY$14,265,703CorporateStockBOYAmt
Corporate Stock EOY$16,932,192CorporateStockEOYAmt
Corporate Stock EOYFMV$34,020,387CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,745,755CorporateBondsBOYAmt
Corporate Bonds EOY$413,619CorporateBondsEOYAmt
Corporate Bonds EOYFMV$424,968CorporateBondsEOYFMVAmt
Other Investments BOY$8,944,718OtherInvestmentsBOYAmt
Other Investments EOY$8,428,066OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,114,426OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,230,887TotalAssetsBOYAmt
Total Assets EOY$29,895,757TotalAssetsEOYAmt
Total Assets EOYFMV$49,658,270TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$29,230,887CapitalStockBOYAmt
Capital Stock EOY$29,895,757CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$29,230,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,895,757TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,230,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,895,757TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,230,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$664,870ExcessRevenueOverExpensesAmt
Subtotal$29,895,757SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,895,757TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
publicly traded stocks and bondsP1989-01-012021-01-11$610,965$610,965$610,965
P
Capital Gain Dividends$510,909
FieldValueIRS element (for citing)
Capital Gain Net Income$1,121,874CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,506InvestmentIncomeExciseTaxAmt
Subtotal$25,506SubtotalAmt
Tax Based On Investment Income$25,506TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,951EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,951TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$2,617TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 Line1KRISTINA SWANSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6308516600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11225 CORPORATE BLVDAddressLine1Txt
CityAURORACityNm
State AbbreviationILStateAbbreviationCd
ZIP60505ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHELDON LAVIN
2735 KELLY LNHIGHLAND PARKIL60035DIRECTOR/PRES.2.00$0
STEVEN LAVIN
2708 ARLINGTONHIGHLAND PARKIL60035DIR/SEC/TREAS1.00$0
DEBORAH ROSENBERG
1690 EDGEWOODHIGHLAND PARKIL60035DIR/ASS'T SEC1.00$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$44,108,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,583,381AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,691,994TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$47,691,994AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$715,380CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,976,614NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,348,831MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,348,831MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,506TaxBasedOnInvestmentIncomeAmt
Total Tax$25,506TotalTaxAmt
Distributable Before Adj$2,323,325DistributableBeforeAdjAmt
Distributable Before Ded$2,323,325DistributableBeforeDedAmt
Distributable As Adjusted$2,323,325DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,413,100ExpensesAndContributionsAmt
Qualifying Distributions$3,413,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,323,325DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$897,958ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$522,754ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,009,091ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$614,684ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,044,487TotalExcessDistributionCyovAmt
Qualifying Distributions$3,413,100QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,323,325AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,089,775RemainingDistriFromCorpusAmt
Total Corpus$4,134,262TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,134,262ExcessDistriCyovToNextYrAmt
Excess From Year4$897,958ExcessFromYear4Amt
Excess From Year3$522,754ExcessFromYear3Amt
Excess From Year2$1,009,091ExcessFromYear2Amt
Excess From Year1$614,684ExcessFromYear1Amt
Excess From Current Year$1,089,775ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHELDON LAVINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH UNITED FUND
30 S WELLSCHICAGOIL60606CHARITABLE CAUSES CONSISTENT WITHJEWISH ETHICS$325,000
RONALD MCDONALD HOUSE CHARITIES
ONE KROC DROAK BROOKIL60523FAMILY 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 250CHICAGOIL60612FOR CANCER CENTER AT NEW MEDICAL FACILITY$3,000,000
NAT'L MULTIPLE SCLEROSIS SOCIETY -
525 W MONROE STCHICAGOIL60661MEDICAL RELATING TO MULTIPLE SCLEROSIS.$25,000
GOODMAN THEATRE
170 N DEARBORNCHICAGOIL60601Support performing arts$35,000
NORTHSHORE UNIVERSITY HEALTHSYSTEM
1033 UNIVERSITY PLACEEVANSTONIL60201ADVANCE MEDICAL CARE WITH EMPHASIS ON PANCREATIC CANCER RESEARCH$5,000
YMCA OF METRO CHICAGO
1030 W Van Buren StCHICAGOIL60607TO PROVIDE SOCIAL SERVICES TO THE CHICAGOLAND COMMUNITY$5,000
GLENWOOD ACADEMY
500 W 187TH STGLENWOODIL60425FOR GRANTS AND SCHOLARSHIPS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,410,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$929,626ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,555ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,121,874ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,084,158ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,084,158TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEECategoryTxt
Amt$6,200Amt
Net Investment Income$3,100NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,100DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSee statement 13BondNm
EOY Book Value$413,619EOYBookValueAmt
EOYFMV$424,968EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSee statement 12StockNm
EOY Book Value$16,932,192EOYBookValueAmt
EOYFMV$34,020,387EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,511,083USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,487,692USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSee statement 14CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,428,066BookValueAmt
EOYFMV$11,114,426EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegalCategoryTxt
Legal Fees$786LegalFeesAmt
Net Investment Income$786NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$32,555RevenueAndExpensesPerBooksAmt
Net Investment Income$32,555NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$113,323$113,323$0$0
PORTFOLIO DEDUCTIONS - LLCs$118,220$118,220$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$13,744$13,744
IL ATTY GENERAL$15
IRS EXCISE TAX$7,000

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