SHEBA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEBA FOUNDATION (EIN 36-3976909)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-25
- IRS object ID
- 201921769349100202
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-25T06:33:39-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Harry M Kramer | PreparerPersonNm |
| PTIN | P00124515 | PTIN |
| Phone | 8474700652 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $34,492,586 | 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 | $1,170,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $714,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $714,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $785,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $785,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $785,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,677,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,506,575 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,653 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,963 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $160,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,394,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,394,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,555,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,396,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,366,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,301,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $795,819 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $795,819 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,403,783 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,050,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,047,725 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,553,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,903,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,155,289 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,531,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,051,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,493,753 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,789,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,801,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,492,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $27,789,981 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,801,151 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,789,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,801,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,789,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,801,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,789,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,911,885 | SubtotalAmt |
| Other Decreases | $110,734 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,801,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly traded securities | P | 1989-01-01 | 2018-01-11 | $437,867 | $437,867 | $437,867 |
| Capital Gain Dividends | $347,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $785,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,629,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,250,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07459 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $443,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,391,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,053,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,007,199 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03511 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,732,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,432,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11183 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,551,121 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,778,760 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14349 | DistributionYr5Rt |
| Total Distribution | 0.379594 | TotalDistributionRt |
| Average Distribution | 0.075919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,018,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,886,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,899,977 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,396,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,322 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,322 | SubtotalAmt |
| Tax Based On Investment Income | $27,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $42,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $171 | EsPenaltyAmt |
| Overpayment | $14,507 | OverpaymentAmt |
| Applied To ES Tax | $14,507 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $33,915,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,682,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,597,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,597,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $578,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,018,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,900,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,900,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,322 | TotalTaxAmt |
| Distributable Before Adj | $1,873,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,873,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,873,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,396,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,396,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,396,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,873,596 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,686,117 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,556,158 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $897,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,140,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,396,350 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,873,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $522,754 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,662,987 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,686,117 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,976,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,556,158 | ExcessFromYear4Amt |
| Excess From Year1 | $897,958 | ExcessFromYear1Amt |
| Excess From Current Year | $522,754 | 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 (12 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 | $300,000 | |||
| 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 | $10,000 | |||
| 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 | |||
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 150 N Michigan Ave | CHICAGO | IL | 60601 | MEDICAL RELATED TO CYSTIC FIBROSIS. | $5,000 | |||
| JUNIOR ACHIEVEMENT OF CHICAGO | ||||||||
| 651 W WASHINGTON 104 | CHICAGO | IL | 60661 | EDUCATE LOCAL YOUTH ON THE IMPORTANCE OF WORK-READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. | $500 | |||
| 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 | $5,000 | |||
| BUTTERFIELD SCHOLARSHIP FOUNDATION | ||||||||
| SCHOLARSHIPS FOR ENVIRONMENTAL STUDENTS | $2,000 | PO BOX N-3242 | NASSAU | BF | ||||
| EXCELLENCE FOR PARAGUAY | ||||||||
| 597 WILLOWSIDE RD | SANTA ROSA | CA | 95401 | FUNDING FOR PRIMARY SCHOOL IN PARAGUAY | $5,000 | |||
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | GENERAL HOSPITAL FUNDING | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,394,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $714,770 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $785,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,506,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,506,575 | 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 | $1,170,513 | 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 | $3,700 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (99 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SHARES COMERICA, INC @MORGAN 19007 | $22,480 | $549,520 |
| 1,000 MCDONALD'S JAPAN @M0RGAN 19007 | $29,260 | $41,520 |
| 31,312 MB FINANCIAL BANK @MORGAN 19007 | $150,091 | $1,240,895 |
| SPDR S&P 500 ETF | $3,500,090 | $4,947,416 |
| DODGE & COX INTL STK FD | $325,410 | $399,011 |
| ISHARES MSCI EAFE | $1,148,560 | $1,203,873 |
| COCA COLA | $125,024 | $151,520 |
| JPM GLOBAL RES ENH INDEX FD | $953,326 | $1,066,426 |
| ALLY FINANCIAL | $2,982 | $3,422 |
| AMAZON COM | $3,476 | $16,522 |
| AMERICAN INTERNATIONAL GROUP | $9,250 | $7,646 |
| CAPITAL ONE FINANCIAL GROUP | $8,027 | $9,524 |
| DELTA AIR LINES | $9,931 | $13,024 |
| EXXON MOBIL CORP | $123,209 | $119,333 |
| KINDER MORGAN INC | $12,002 | $11,335 |
| KOHLS CORP | $3,014 | $5,573 |
| LOEWS CORP | $8,728 | $10,242 |
| MASTERCARD INC | $4,995 | $12,074 |
| PARNASSUS EQUITY INCOME FUND | $155,925 | $205,706 |
| T ROWE PRICE GROUP | $5,360 | $7,293 |
| UNITEDHEALTH GROUP | $8,683 | $17,189 |
| WELLS FARGO & CO | $11,108 | $10,506 |
| MFS INTL VALUE | $232,797 | $267,350 |
| T ROWE PRICE OVERSEAS STOCK | $390,268 | $426,743 |
| CREDIT SUISSE GP | $290,279 | $152,040 |
| VERIZON COMMUNICATIONS | $123,059 | $137,795 |
| BIG LOTS INC | $167,453 | $166,521 |
| BOEING CO | $290,598 | $1,629,270 |
| CISCO SYSTEMS INC | $260,303 | $494,699 |
| WALT DISNEY | $135,456 | $182,019 |
| DUKE ENERGY CORP | $69,884 | $83,711 |
| ENCANA CORPS | $132,047 | $35,085 |
| KONINKLIJKE AHOLD | $67,571 | $91,635 |
| MICROSOFT CORP | $180,941 | $642,633 |
| NOBLE ENERGY | $36,909 | $9,943 |
| OCCIDENTAL PETE CORP | $231,287 | $161,429 |
| PNC FINL SVCS | $60,014 | $84,175 |
| ROYAL DUTCH SHELL | $76,074 | $58,620 |
| TEXAS INSTRUMENTS | $137,263 | $345,870 |
| VERIZON COMMUNICATIONS | $246,088 | $279,976 |
| VISA INC | $274,818 | $579,480 |
| ALPHABET INC | $10,033 | $17,605 |
| CUMMINS INC | $126,612 | $160,368 |
| ABBOTT LABS | $134,323 | $248,020 |
| BHP HILTON | $132,506 | $217,305 |
| NESTLE | $128,301 | $148,724 |
| DISH NETWORK | $10,121 | $6,243 |
| INTUITIVE SURGICAL INC | $3,201 | $6,226 |
| MARATHON PETROLEUM | $4,191 | $6,019 |
| SERVICENOW INC | $3,379 | $6,588 |
| VERTEX PHARMACEUTICALS | $2,617 | $5,137 |
| XCEL ENERGY | $7,368 | $9,312 |
| FIRST BUSEY CORP | $211,698 | $601,353 |
| APPLE INC | $12,909 | $14,670 |
| AUTOZONE | $8,165 | $12,575 |
| BALL CORP | $10,593 | $13,242 |
| CONCHO RESOURCES | $7,490 | $5,962 |
| FEDERAL REALTY INV TRUSTS | $11,481 | $10,978 |
| NVIDIA CORP | $3,022 | $4,005 |
| S&P GLOBAL | $4,877 | $5,948 |
| CHARLES SCHWAB CORP | $5,512 | $5,690 |
| STANLEY BLACK & DECKER | $4,230 | $3,951 |
| WALGREENS BOOT ALLIANCE | $8,424 | $8,815 |
| WASTE CONNECTIONS | $5,862 | $7,351 |
| ISHARES CORE MSCI EAFE | $524,933 | $471,900 |
| DODGE & COX INCOME FUND | $114,063 | $110,158 |
| EQUITY COMMONWEALTH | $143,110 | $138,136 |
| QUALCOMM INC | $131,238 | $135,332 |
| JOHN HANCOCK REGIONAL BK | $71,689 | $62,872 |
| JOHN HANCOCK BLUE CHIP | $249,830 | $226,301 |
| OPPENHEIMER STEELPATH | $49,588 | $41,431 |
| ISHARES MSCI ISRAEL | $178,221 | $159,786 |
| SPDR S&P 500 | $666,843 | $683,781 |
| INVESCO ASIA PAC GRWTH | $253,627 | $214,230 |
| CALVERT GLOBAL WATER | $177,431 | $164,149 |
| COLUMBIA GLOBAL TECH | $282,400 | $288,522 |
| FIDELITY ADVISOR ENERGY | $46,337 | $39,475 |
| ALLERGAN PLC | $140,540 | $110,938 |
| APPLE INC | $52,930 | $52,843 |
| DISNEY | $53,622 | $59,101 |
| KRAFT HEINZ | $67,773 | $52,121 |
| WATSCO INC | $133,788 | $135,520 |
| FIDELITY 500 IDX | $371,771 | $344,168 |
| JOHN HANCOCK LRF CP CORE | $232,795 | $229,055 |
| LENNOX INTERNATIONAL | $4,712 | $4,815 |
| MARTIN MARIETTA MATERIALS | $10,525 | $10,312 |
| PACKAGING CORP OF AMERICA | $4,956 | $4,757 |
| PARKER HANNIFIN CORP | $5,320 | $4,623 |
| PFIZER | $7,809 | $9,516 |
| PUBLIC STORAGE | $7,773 | $8,501 |
| SALESFORCE.COM INC | $6,234 | $7,259 |
| SIX CIRCLES US | $707,806 | $663,110 |
| SPOTIFY TECHNOLOGY SA | $6,242 | $5,448 |
| TESLA INC | $4,705 | $4,659 |
| JPMORGAN BETABUILDERS | $365,090 | $319,858 |
| SIX CIRCLES INTL | $353,903 | $330,416 |
| BOOKING HOLDINGS | $231,445 | $341,039 |
| MICROSOFT CORP | $19,902 | $20,720 |
| JP BETABUILDERS JAPAN | $344,036 | $295,786 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,050,248 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,047,725 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GSO ENERGY LP | FMV | $126,098 | $195,241 |
| ARLON | AT COST | $2,478,806 | $2,478,806 |
| GEMIN8 INNOVATION FUND LP | AT COST | $330,663 | $330,663 |
| DOUBLELINE TOTL RETURN | FMV | $273,323 | $268,543 |
| AMERICAN FUNDS MUTUAL FUNDS | FMV | $2,525,101 | $2,904,763 |
| VANGUARD INTM TM | FMV | $797,139 | $794,885 |
| SIX CIRCLES ULTRA SHORT | FMV | $176,952 | $176,244 |
| VANGUARD SHORT TERM | FMV | $343,060 | $344,608 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondeductible expenses (potfolio deductions) | Desc |
| Amt | $110,734 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $6,594 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,594 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $127,653 | Amt |
| Net Investment Income | $127,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $10,963 | $10,963 |
| FORM 990-PF | $18,353 | |
| IL ATTY GENERAL | $15 |
Comments