2019-06-25T06:33:39-07:00 2018-12-31 364442927 Gordon Kramer 5750 Old Orchard Road Suite 120 Skokie IL 60077 990PF 2018-01-01 363976909 THE SHEBA FOUNDATION SHEB 6308516600 1225 CORPORATE BLVD AURORA IL 60505 SHELDON LAVIN DIRECTOR/PRES. 2019-06-25 true Harry M Kramer P00124515 8474700652 2018 2019-02-21 02:37:17Z X 34492586 X 1170513 10 10 714770 714770 785201 785201 785201 6594 6594 2677088 1506575 3700 1850 1850 127653 127653 29331 10963 160684 140466 1850 2394500 2394500 2555184 140466 2396350 121904 1366109 2301116 795819 795819 2403783 3050248 3047725 17553877 16903942 23155289 5531205 7051142 7493753 27789981 27801151 34492586 0 X 27789981 27801151 27789981 27801151 27789981 27801151 27789981 121904 27911885 110734 27801151 Publicly traded securities P 1989-01-01 2018-01-11 437867 437867 437867 Capital Gain Dividends 347334 785201 false 2629250 35250884 0.07459 443030 30391619 0.01458 1053454 30007199 0.03511 2732325 24432798 0.11183 2551121 17778760 0.14349 0.379594 0.075919 38018365 2886316 13661 2899977 2396350 27322 27322 27322 17000 25000 42000 X 171 14507 14507 false false false false false false false false true true IL true false false false false true N/A KRISTINA SWANSON 6308516600 1225 CORPORATE BLVD AURORA IL 60505 false false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 33915193 4682132 0 38597325 0 38597325 578960 38018365 1900918 1900918 27322 27322 1873596 1873596 1873596 2396350 2396350 2396350 1873596 1686117 1556158 897958 4140233 2396350 0 1873596 522754 4662987 0 1686117 2976870 1556158 897958 522754 SHELDON LAVIN X JEWISH UNITED FUND 30 S WELLS CHICAGO IL 60606 CHARITABLE CAUSES CONSISTENT WITHJEWISH ETHICS 300000 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 10000 RUSH UNIVERSITY MEDICAL CENTER 1700 WEST VAN BUREN SUITE 250 CHICAGO IL 60612 FOR CANCER CENTER AT NEW MEDICAL FACILITY 2000000 NAT'L MULTIPLE SCLEROSIS SOCIETY - 525 W MONROE ST CHICAGO IL 60661 MEDICAL RELATING TO MULTIPLE SCLEROSIS. 25000 GOODMAN THEATRE 170 N DEARBORN CHICAGO IL 60601 Support performing arts 35000 CYSTIC FIBROSIS FOUNDATION 150 N Michigan Ave CHICAGO IL 60601 MEDICAL RELATED TO CYSTIC FIBROSIS. 5000 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 5000 GLENWOOD ACADEMY 500 W 187TH ST GLENWOOD IL 60425 FOR GRANTS AND SCHOLARSHIPS 5000 BUTTERFIELD SCHOLARSHIP FOUNDATION PO BOX N-3242 NASSAU BF SCHOLARSHIPS FOR ENVIRONMENTAL STUDENTS 2000 EXCELLENCE FOR PARAGUAY 597 WILLOWSIDE RD SANTA ROSA CA 95401 FUNDING FOR PRIMARY SCHOOL IN PARAGUAY 5000 SINAI HEALTH SYSTEM 1500 S FAIRFIELD AVE CHICAGO IL 60608 GENERAL HOSPITAL FUNDING 2000 2394500 14 10 14 714770 14 6594 18 785201 1506575 1506575 false false false false false false false false false false X X 1 SHELDON LAVIN 2735 KELLY LANE HIGHLAND PARK IL 60035 1170513 X TAX PREPARATION FEE 3700 1850 0 1850 8,000 SHARES COMERICA, INC @MORGAN 19007 22480 549520 1,000 MCDONALD'S JAPAN @M0RGAN 19007 29260 41520 31,312 MB FINANCIAL BANK @MORGAN 19007 150091 1240895 SPDR S&P 500 ETF 3500090 4947416 DODGE & COX INTL STK FD 325410 399011 ISHARES MSCI EAFE 1148560 1203873 COCA COLA 125024 151520 JPM GLOBAL RES ENH INDEX FD 953326 1066426 ALLY FINANCIAL 2982 3422 AMAZON COM 3476 16522 AMERICAN INTERNATIONAL GROUP 9250 7646 CAPITAL ONE FINANCIAL GROUP 8027 9524 DELTA AIR LINES 9931 13024 EXXON MOBIL CORP 123209 119333 KINDER MORGAN INC 12002 11335 KOHLS CORP 3014 5573 LOEWS CORP 8728 10242 MASTERCARD INC 4995 12074 PARNASSUS EQUITY INCOME FUND 155925 205706 T ROWE PRICE GROUP 5360 7293 UNITEDHEALTH GROUP 8683 17189 WELLS FARGO & CO 11108 10506 MFS INTL VALUE 232797 267350 T ROWE PRICE OVERSEAS STOCK 390268 426743 CREDIT SUISSE GP 290279 152040 VERIZON COMMUNICATIONS 123059 137795 BIG LOTS INC 167453 166521 BOEING CO 290598 1629270 CISCO SYSTEMS INC 260303 494699 WALT DISNEY 135456 182019 DUKE ENERGY CORP 69884 83711 ENCANA CORPS 132047 35085 KONINKLIJKE AHOLD 67571 91635 MICROSOFT CORP 180941 642633 NOBLE ENERGY 36909 9943 OCCIDENTAL PETE CORP 231287 161429 PNC FINL SVCS 60014 84175 ROYAL DUTCH SHELL 76074 58620 TEXAS INSTRUMENTS 137263 345870 VERIZON COMMUNICATIONS 246088 279976 VISA INC 274818 579480 ALPHABET INC 10033 17605 CUMMINS INC 126612 160368 ABBOTT LABS 134323 248020 BHP HILTON 132506 217305 NESTLE 128301 148724 DISH NETWORK 10121 6243 INTUITIVE SURGICAL INC 3201 6226 MARATHON PETROLEUM 4191 6019 SERVICENOW INC 3379 6588 VERTEX PHARMACEUTICALS 2617 5137 XCEL ENERGY 7368 9312 FIRST BUSEY CORP 211698 601353 APPLE INC 12909 14670 AUTOZONE 8165 12575 BALL CORP 10593 13242 CONCHO RESOURCES 7490 5962 FEDERAL REALTY INV TRUSTS 11481 10978 NVIDIA CORP 3022 4005 S&P GLOBAL 4877 5948 CHARLES SCHWAB CORP 5512 5690 STANLEY BLACK & DECKER 4230 3951 WALGREENS BOOT ALLIANCE 8424 8815 WASTE CONNECTIONS 5862 7351 ISHARES CORE MSCI EAFE 524933 471900 DODGE & COX INCOME FUND 114063 110158 EQUITY COMMONWEALTH 143110 138136 QUALCOMM INC 131238 135332 JOHN HANCOCK REGIONAL BK 71689 62872 JOHN HANCOCK BLUE CHIP 249830 226301 OPPENHEIMER STEELPATH 49588 41431 ISHARES MSCI ISRAEL 178221 159786 SPDR S&P 500 666843 683781 INVESCO ASIA PAC GRWTH 253627 214230 CALVERT GLOBAL WATER 177431 164149 COLUMBIA GLOBAL TECH 282400 288522 FIDELITY ADVISOR ENERGY 46337 39475 ALLERGAN PLC 140540 110938 APPLE INC 52930 52843 DISNEY 53622 59101 KRAFT HEINZ 67773 52121 WATSCO INC 133788 135520 FIDELITY 500 IDX 371771 344168 JOHN HANCOCK LRF CP CORE 232795 229055 LENNOX INTERNATIONAL 4712 4815 MARTIN MARIETTA MATERIALS 10525 10312 PACKAGING CORP OF AMERICA 4956 4757 PARKER HANNIFIN CORP 5320 4623 PFIZER 7809 9516 PUBLIC STORAGE 7773 8501 SALESFORCE.COM INC 6234 7259 SIX CIRCLES US 707806 663110 SPOTIFY TECHNOLOGY SA 6242 5448 TESLA INC 4705 4659 JPMORGAN BETABUILDERS 365090 319858 SIX CIRCLES INTL 353903 330416 BOOKING HOLDINGS 231445 341039 MICROSOFT CORP 19902 20720 JP BETABUILDERS JAPAN 344036 295786 3050248 3047725 GSO ENERGY LP FMV 126098 195241 ARLON AT COST 2478806 2478806 GEMIN8 INNOVATION FUND LP AT COST 330663 330663 DOUBLELINE TOTL RETURN FMV 273323 268543 AMERICAN FUNDS MUTUAL FUNDS FMV 2525101 2904763 VANGUARD INTM TM FMV 797139 794885 SIX CIRCLES ULTRA SHORT FMV 176952 176244 VANGUARD SHORT TERM FMV 343060 344608 Nondeductible expenses (potfolio deductions) 110734 Other Investment Income 6594 6594 INVESTMENT FEES 127653 127653 0 0 FOREIGN TAXES 10963 10963 FORM 990-PF 18353 IL ATTY GENERAL 15