DONALD LEVIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DONALD LEVIN FAMILY FOUNDATION (EIN 36-3329401)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-12
- IRS object ID
- 201920439349100212
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-12T18:35:41-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363329401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald Levin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONALD LEVIN | InCareOfNm |
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 8478321700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RAVINE WAY | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R LEVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8478321700 | PhoneNum |
| Signature | 2019-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel B Polakow | PreparerPersonNm |
| PTIN | P00845521 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.98.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820190435000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-02-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD4A3A1F1C29D500D0689BDC876D357E0EEC6474 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DDEC9BC1A70B1C29D8CF98F6B9FBB15BB5383F02 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,972,917 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $818,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $818,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,126,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,761,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,126,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,201,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,951,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,651 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $235,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $235,441 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $23 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $57,158 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,143 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $303,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,411,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,411,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,714,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,411,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,486,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,715,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,760 | CashBOYAmt |
| Cash EOY | $225,105 | CashEOYAmt |
| Cash EOYFMV | $225,105 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,253,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,984,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,984,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,217,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,490,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,671,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,802,642 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $20,171 | OtherAssetsBOYAmt |
| Other Assets EOY | $91,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,363,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,792,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,972,917 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $56,119 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $46,500,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $46,750,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,193,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,958,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,307,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,792,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,363,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,792,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,307,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,486,629 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,794,306 | SubtotalAmt |
| Other Decreases | $1,487 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,792,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| HARRI LONG TERM-SEE ATTACHED | 2017-12-31 | $5,909,349 | $4,515,119 | $1,394,230 | $1,394,230 | |
| HARRIS SHORT TERM-SEE ATTACHED | 2017-12-31 | $3,984 | $0 | $3,984 | $3,984 | |
| JP MORGAN LONG TERM-SEE ATTACHED | 2017-12-31 | $15,984,757 | $12,518,539 | $3,466,218 | $3,466,218 | |
| JP MORGAN SHORT TERM-SEE ATTACHED | 2017-12-31 | $3,691,755 | $3,601,849 | $89,906 | $89,906 | |
| CAPITAL GAIN DIVIDENDS | $172,148 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,126,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,114,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,469,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023478 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,485,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,995,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,612,495 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,745,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122201 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,656,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,412,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,250,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,486,348 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061017 | DistributionYr5Rt |
| Total Distribution | 0.411707 | TotalDistributionRt |
| Average Distribution | 0.082341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,211,320 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,216,791 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,273,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,411,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $57,158 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,158 | SubtotalAmt |
| Tax Based On Investment Income | $57,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $141,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $141,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $84,042 | OverpaymentAmt |
| Applied To ES Tax | $84,042 | 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 | Yes (true) | 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 | DONALD LEVIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478321700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RAVINE WAY | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60025 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD LEVIN | ||||||||
| 2301 RAVINE WAY | GLENVIEW | IL | 60025 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| ALLAN KANDELMAN | ||||||||
| 2301 RAVINE WAY | GLENVIEW | IL | 60025 | SECRETARY, DIRECTOR | 0 | $0 | $0 | $0 |
| ALAN BERRY | ||||||||
| 525 W MONROE STREET | CHICAGO | IL | 60661 | TREASURER, DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,719,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,263,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,847 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,991,188 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,991,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,211,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,560,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,560,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,158 | TotalTaxAmt |
| Distributable Before Adj | $2,503,408 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,503,408 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,503,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,411,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,411,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57,158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,353,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,503,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,239,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,515,267 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,754,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,411,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,503,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,907,592 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,662,512 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,662,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,239,653 | ExcessFromYear3Amt |
| Excess From Year2 | $3,515,267 | ExcessFromYear2Amt |
| Excess From Current Year | $1,907,592 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R LEVIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BACK TO BASICS PROJECT | ||||||||
| 7444 STATE ROAD 45 EAST | UNIONVILLE | IN | 47468 | NONE | EOF | UNRESTRICTED | $500 | |
| Lucile Packard Foundation for Children's Health | ||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | None | EOF | UNRESTRICTED | $250,000 | |
| Vegas Golden Knights Foundation | ||||||||
| 3780 Las Vegas Blvd S | Las Vegas | NV | 89158 | none | EOF | unrestricted | $100,000 | |
| Pet Gotcha Day Foundation | ||||||||
| 222 Merchandise Mart Plz Ste 1212 | Chicago | IL | 60654 | none | EOF | unrestricted | $500 | |
| Chicago Police Memorial Foundation | ||||||||
| 1407 W Washington Blvd | Chicago | IL | 60607 | none | EOF | unrestricted | $25,000 | |
| Arizona State University Foundation | ||||||||
| ASU Foundation | Tempe | AZ | 85280 | none | EOF | unrestricted | $4,000,000 | PO Box 2260 |
| Congregation Bene Shalom | ||||||||
| 4435 Oakton St | Skokie | IL | 60076 | none | EOF | unrestricted | $15,000 | |
| Mark-9 | ||||||||
| 560 W Odgen Ave Suite C | Lisle | IL | 60532 | none | EOF | unrestricted | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,411,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,612 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $818,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,126,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,951,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,951,210 | 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 | Donald Levin | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 Ravine Way | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,165 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET | $0 | $0 |
| BLACKROCK HIGH YIELD BOND | $0 | $0 |
| JPM CORE BD FD-SEL | $0 | $0 |
| JPM UNCONSTRAINED DEBT FD | $0 | $0 |
| ISHARES JP MORGAN EM BOND FUND | $0 | $0 |
| VANGUARD TOTAL INTL BND-ADM | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $811,885 | $1,446,486 |
| CARTER | $352,812 | $423,980 |
| FEDEX | $0 | $0 |
| GENERAL MOTORS | $1,253,190 | $1,215,487 |
| ALPHABET INC CAP STK CL A | $1,239,484 | $2,896,992 |
| INTEL | $434,772 | $662,060 |
| JP MORGAN CHASE | $0 | $0 |
| LIBERTY INTERACTIVE | $0 | $0 |
| ORACLE | $1,426,708 | $1,809,756 |
| TE CONNECTIVITY | $122,470 | $316,548 |
| VISA | $415,119 | $1,395,837 |
| WELLS FARGO | $1,447,888 | $1,576,800 |
| ISHARES RUSSELL GROWTH INDEX | $0 | $0 |
| SPDR S&P 500 ETF TRUST | $0 | $0 |
| ISHARES MSCI EAFE INDEX | $0 | $0 |
| MFS INTL VALUE-I | $0 | $0 |
| ANADARKO | $943,812 | $923,517 |
| APACHE | $1,185,162 | $977,235 |
| CITIGROUP | $1,280,205 | $1,822,196 |
| GENERAL ELECTRIC | $863,453 | $365,796 |
| INTERPUBLIC GROUP | $752,726 | $841,616 |
| TENET HEALTHCARE | $0 | $0 |
| GLENCORE | $0 | $0 |
| BROWN ADV JAPAN ALPHA OPP-IS | $0 | $0 |
| JPM GLBL RES ENH INDEX | $0 | $0 |
| AXALTA COATING SYSTEMS | $0 | $0 |
| FIAT CHRYSLER | $790,341 | $1,677,458 |
| HERC HOLDINGS | $1,081,365 | $1,372,160 |
| HOWARD HUGHES | $509,076 | $608,678 |
| JONES LANG LASALLE | $0 | $0 |
| LIBERTY BROADBAND | $1,180,736 | $1,932,578 |
| HARTFORD CAPITAL APPREC-I | $0 | $0 |
| JPM US LARGE CAP CORE PLUS FD | $0 | $0 |
| PRIMECAP ODYSSEY STOCK FD | $0 | $0 |
| DODGE & COX INTL STOCK FD | $0 | $0 |
| ADIENT | $454,678 | $310,549 |
| BAIDU ADR | $788,890 | $1,006,192 |
| CBRE GROUP CL A | $313,071 | $445,410 |
| HCA HEALTHCARE | $1,438,879 | $2,545,896 |
| MGM RESORTS INTERNATIONAL | $474,241 | $519,126 |
| AMG MANAGERS PICTET INTL | $0 | $0 |
| ISHARES CORE MSCI EAFE EFT | $0 | $0 |
| ADT | $1,293,428 | $1,062,009 |
| AMERICAN INTL GROUP | $672,820 | $660,176 |
| COMCAST CL A | $664,136 | $708,200 |
| QUARTE RETAIL CL A | $253,874 | $328,708 |
| GLENCORE | $1,574,739 | $1,814,561 |
| ENERGY SELECT SECTOR SPDR | $347,751 | $353,630 |
| FIDELITY 500 INDEX FD-AI | $8,186,005 | $8,576,173 |
| FINANCIAL SELECT SECTOR SPDR | $353,327 | $356,168 |
| HEALTH CARE SELECT SECTOR | $886,356 | $990,036 |
| UTILITIES SELECT SECTOR SPDR | $176,786 | $189,014 |
| VANGAUARD INFO TECH ETF | $1,018,926 | $1,093,824 |
| FIDELITY INTERNATIONAL INDEX | $5,441,037 | $5,399,202 |
| ISHARES MSCI CANADA ETF | $353,104 | $353,965 |
| ISHARES CORE MSCI EUROPE | $353,884 | $339,077 |
| ISHARES INC MSCI JAPAN NEW | $353,788 | $353,911 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,651 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $20,171 | $7,847 | $7,847 |
| RETAINER | $0 | $84,042 | $84,042 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $1,487 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| IL FILING FEES | $15 |
| MISC EXPENSES | $1,128 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED ILLINOIS FILING FEES | $15 | $15 |
| ACCRUED FEDERAL EXCISE TAX | $56,104 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER'S MANAGEMENT FEE | CategoryTxt |
| Amt | $235,441 | Amt |
| Net Investment Income | $235,441 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $57,158 | Amt |
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