SHEBA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SHEBA FOUNDATION (EIN 36-3976909)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-13
IRS object ID
202001349349100015
Schema version
2019v5.0
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)
Return2020-05-13T08:03:51-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHarry M KramerPreparerPersonNm
PTINP00124515PTIN
Phone8474700652PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,434,236FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$375,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$51,003InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51,003InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$770,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$770,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,349,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,349,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,349,022CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,545,696TotalRevAndExpnssAmt
Total Net Invst Incm$2,170,696TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$93,519OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$93,519OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$80,005TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,890TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$177,624TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$106,459TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,850,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,850,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,028,124TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$106,459TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,852,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$482,428ExcessRevenueOverExpensesAmt
Net Investment Income$2,064,237NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$795,819SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,093,794SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,093,795SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,050,248USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,340,213USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,363,874USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,903,942CorporateStockBOYAmt
Corporate Stock EOY$15,884,489CorporateStockEOYAmt
Corporate Stock EOYFMV$26,060,141CorporateStockEOYFMVAmt
Corporate Bonds EOY$408,763CorporateBondsEOYAmt
Corporate Bonds EOYFMV$470,502CorporateBondsEOYFMVAmt
Other Investments BOY$7,051,142OtherInvestmentsBOYAmt
Other Investments EOY$7,455,589OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,445,924OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,801,151TotalAssetsBOYAmt
Total Assets EOY$27,182,848TotalAssetsEOYAmt
Total Assets EOYFMV$38,434,236TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$27,801,151CapitalStockBOYAmt
Capital Stock EOY$27,182,848CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$27,801,151TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,182,848TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,801,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,182,848TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,801,151TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$482,428ExcessRevenueOverExpensesAmt
Subtotal$27,318,723SubtotalAmt
Other Decreases$135,875OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,182,848TotNetAstOrFundBalancesEOYAmt

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 securitiesP1989-01-012019-01-11$1,103,151$1,103,151$1,103,151
publicly traded securitiesP2019-01-112019-01-11$35,689$35,689$35,689
Capital Gain Dividends$210,182
FieldValueIRS element (for citing)
Capital Gain Net Income$1,349,022CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$35,689NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,396,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$38,018,365NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06303DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,629,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$35,250,884NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07459DistributionYr2Rt
Adjusted Qlfy Distri Yr3$443,030AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,391,619NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.01458DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,053,454AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,007,199NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03511DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,732,325AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,432,798NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11183DistributionYr5Rt
Total Distribution0.299132TotalDistributionRt
Average Distribution0.059826AverageDistributionRt
Net Vl Noncharitable Assets$37,282,012NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,230,434AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$20,642NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,251,076AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,852,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$20,642InvestmentIncomeExciseTaxAmt
Subtotal$20,642SubtotalAmt
Tax Based On Investment Income$20,642TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$59,507EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$59,507TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$38,865OverpaymentAmt
Applied To ES Tax$38,865AppliedToESTaxAmt

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$37,591,861AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$257,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,849,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,849,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$567,746CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,282,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,864,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,864,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,642TaxBasedOnInvestmentIncomeAmt
Total Tax$20,642TotalTaxAmt
Distributable Before Adj$1,843,459DistributableBeforeAdjAmt
Distributable Before Ded$1,843,459DistributableBeforeDedAmt
Distributable As Adjusted$1,843,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,852,550ExpensesAndContributionsAmt
Qualifying Distributions$2,852,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$20,642PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,831,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,843,459DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,556,158ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$897,958ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$522,754ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,976,870TotalExcessDistributionCyovAmt
Qualifying Distributions$2,852,550QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,843,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,009,091RemainingDistriFromCorpusAmt
Total Corpus$3,985,961TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,556,158ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,429,803ExcessDistriCyovToNextYrAmt
Excess From Year2$897,958ExcessFromYear2Amt
Excess From Year1$522,754ExcessFromYear1Amt
Excess From Current Year$1,009,091ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxt
JEWISH UNITED FUND
30 S WELLSCHICAGOIL60606CHARITABLE CAUSES CONSISTENT WITHJEWISH ETHICS$300,000
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$2,175,000
NAT'L MULTIPLE SCLEROSIS SOCIETY -
525 W MONROE STCHICAGOIL60661MEDICAL RELATING TO MULTIPLE SCLEROSIS.$60,000
GOODMAN THEATRE
170 N DEARBORNCHICAGOIL60601Support performing arts$35,000
CYSTIC FIBROSIS FOUNDATION
150 N Michigan AveCHICAGOIL60601MEDICAL RELATED TO CYSTIC FIBROSIS.$5,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON 104CHICAGOIL60661EDUCATE LOCAL YOUTH ON THE IMPORTANCE OF WORK-READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY.$500
CLEVELAND CLINIC
2049 E 100th StCLEVELANDOH44195SUPPORT FOR NONPROFIT MULTISPECIALTY ACADEMIC MEDICAL CENTER$250,000
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
THE BLUE CARD
171 MADISON AVENEW YORKNY10016SUPPORTS HOLOCAUST SURVIVORS AND THEIR FAMILIES$1,000
BUTTERFIELD SCHOLARSHIP FOUNDATION
SCHOLARSHIPS FOR ENVIRONMENTAL STUDENTS$2,500PO BOX N-3242NASSAUBF
MISERICORDIA
6300 N RIDGE AVECHICAGOIL60660SOCIAL SERVICES FOR THE DEVELOPMENTALLY DISABLED$500
BRAIN RESEARCH FOUNDATION
111 W WASHINGTON ST STE 1460CHICAGOIL60602MEDICAL RESEARCH$1,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,850,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,003ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$770,671ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,349,022ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,170,696ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,170,696TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSHELDON LAVINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12735 KELLY LANEAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
FieldValueIRS element (for citing)
Total Contributions$375,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$4,100Amt
Net Investment Income$2,050NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,050DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS GROUPBondNm
EOY Book Value$408,763EOYBookValueAmt
EOYFMV$470,502EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,000 SHARES COMERICA, INC @MORGAN 19007$22,480$574,000
1,000 MCDONALD'S JAPAN @M0RGAN 19007$29,260$47,400
45,402 FIFTH THIRD BANK @MORGAN 19007$150,091$1,395,657
SPDR S&P 500 ETF$2,618,915$5,189,349
ISHARES MSCI EAFE$867,590$1,106,596
COCA COLA$125,024$177,120
JPM GLOBAL RES ENH INDEX FD$842,697$1,101,715
EXXON MOBIL CORP$123,209$122,115
CREDIT SUISSE GP$290,279$188,300
VERIZON COMMUNICATIONS$123,059$150,491
BIG LOTS INC$167,453$165,370
BOEING CO$290,598$1,645,740
CISCO SYSTEMS INC$260,303$547,559
WALT DISNEY$135,456$240,086
DUKE ENERGY CORP$69,884$88,474
ENCANA CORPS$132,047$28,468
KONINKLIJKE AHOLD$67,571$91,163
MICROSOFT CORP$180,941$997,768
NOBLE ENERGY$36,909$13,165
OCCIDENTAL PETE CORP$231,287$108,382
PNC FINL SVCS$60,014$114,934
ROYAL DUTCH SHELL$76,074$59,334
TEXAS INSTRUMENTS$137,263$469,541
VERIZON COMMUNICATIONS$246,088$305,772
VISA INC$274,818$825,257
CUMMINS INC$126,612$214,752
ABBOTT LABS$134,323$297,843
NESTLE$128,301$198,874
FIRST BUSEY CORP$211,698$673,888
ISHARES CORE MSCI EAFE$767,132$815,761
EQUITY COMMONWEALTH$143,110$151,116
QUALCOMM INC$91,760$146,903
JOHN HANCOCK REGIONAL BK$72,620$79,642
JOHN HANCOCK BLUE CHIP$294,918$333,307
ISHARES MSCI ISRAEL$178,221$189,255
SPDR S&P 500$666,843$880,609
INVESCO ASIA PAC GRWTH$268,729$253,000
CALVERT GLOBAL WATER$177,858$208,616
COLUMBIA GLOBAL TECH$328,772$451,138
FIDELITY ADVISOR ENERGY$46,702$43,028
ALLERGAN PLC$140,540$158,671
APPLE INC$52,930$98,373
DISNEY$53,622$77,956
KRAFT HEINZ$67,773$38,909
WATSCO INC$133,788$175,466
FIDELITY 500 IDX$365,388$445,003
SIX CIRCLES US$1,553,679$1,734,246
SIX CIRCLES INTL$813,081$848,243
BOOKING HOLDINGS$231,445$406,639
JP BETABUILDERS JAPAN$318,938$324,885
ALTRIA GROUP$92,593$109,403
UNITED PARCEL SERVICE$147,330$171,610
JPMORGAN BETBUILDERS CANADA$429,282$471,743
JP MORGAN BETABUILDERS DEV ASIA$97,966$104,443
INVESCO OPPENHEIMER STEELPATH$51,204$43,872
SPDR GOLD TRUST$138,021$159,191

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,340,213USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,363,874USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GSO ENERGY LPFMV$137,497$187,876
ARLONAT COST$2,478,280$2,478,280
GEMIN8 INNOVATION FUND LPAT COST$623,096$623,096
DOUBLELINE TOTL RETURNFMV$321,267$322,773
AMERICAN FUNDS MUTUAL FUNDSFMV$2,670,019$3,575,656
SIX CIRCLES ULTRA SHORTFMV$176,952$176,598
VANGUARD TOTAL INTL BDFMV$1,048,478$1,081,645

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNondeductible expenses (potfolio deductions)Desc
Amt$135,875Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$93,519Amt
Net Investment Income$93,519NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$10,890$10,890
FORM 990-PF$69,100
IL ATTY GENERAL$15

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