SHEBA FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SHEBA FOUNDATION (EIN 36-3976909)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-07
IRS object ID
201821279349100132
Schema version
2017v2.2
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)
Return2018-05-07T09:19:30-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY M KRAMERPreparerPersonNm
PTINP00124515PTIN
Phone8474700652PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,609,610FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,622,897ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$673,725DividendsRevAndExpnssAmt
Dividends Net Invst Incm$673,725DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,138,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,138,438GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,138,438CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,435,075TotalRevAndExpnssAmt
Total Net Invst Incm$1,812,178TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$237,948OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$237,948OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$42,632TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,867TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$81PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$284,161TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$249,565TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,627,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,627,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,911,661TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$249,565TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,629,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$523,414ExcessRevenueOverExpensesAmt
Net Investment Income$1,562,613NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,639,874SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,301,116SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,301,116SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,447,106USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,403,783USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,397,127USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,575,247CorporateStockBOYAmt
Corporate Stock EOY$17,553,877CorporateStockEOYAmt
Corporate Stock EOYFMV$26,595,261CorporateStockEOYFMVAmt
Other Investments BOY$6,085,049OtherInvestmentsBOYAmt
Other Investments EOY$5,531,205OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,316,106OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,747,276TotalAssetsBOYAmt
Total Assets EOY$27,789,981TotalAssetsEOYAmt
Total Assets EOYFMV$37,609,610TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$27,747,276CapitalStockBOYAmt
Capital Stock EOY$27,789,981CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$27,747,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,789,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,747,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,789,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,747,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$523,414ExcessRevenueOverExpensesAmt
Other Increases$30,580OtherIncreasesAmt
Subtotal$28,301,270SubtotalAmt
Other Decreases$511,289OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,789,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly traded securitiesP2001-01-012017-07-01$864,791$864,791$864,791
Capital Gain Dividends$273,647
FieldValueIRS element (for citing)
Capital Gain Net Income$1,138,438CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$443,030AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,391,619NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01458DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,053,454AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$30,007,199NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03511DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,732,325AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,432,798NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11183DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,551,121AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,778,760NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.14349DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,751,159AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,732,681NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.17487DistributionYr5Rt
Total Distribution0.479876TotalDistributionRt
Average Distribution0.095975AverageDistributionRt
Net Vl Noncharitable Assets$35,250,884NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,383,204AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,626NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,398,830AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,629,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,252InvestmentIncomeExciseTaxAmt
Subtotal$31,252SubtotalAmt
Tax Based On Investment Income$31,252TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,799EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$30,799TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$453TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$30,149,425AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,638,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,787,700TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$35,787,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$536,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,250,884NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,762,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,762,544MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,252TaxBasedOnInvestmentIncomeAmt
Total Tax$31,252TotalTaxAmt
Distributable Before Adj$1,731,292DistributableBeforeAdjAmt
Distributable Before Ded$1,731,292DistributableBeforeDedAmt
Distributable As Adjusted$1,731,292DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,629,250ExpensesAndContributionsAmt
Qualifying Distributions$2,629,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,629,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,731,292DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,417,259ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,686,117ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,556,158ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$4,659,534TotalExcessDistributionCyovAmt
Qualifying Distributions$2,629,250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,731,292AppliedToCurrentYearAmt
Remaining Distri From Corpus$897,958RemainingDistriFromCorpusAmt
Total Corpus$5,557,492TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,417,259ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,140,233ExcessDistriCyovToNextYrAmt
Excess From Year4$1,686,117ExcessFromYear4Amt
Excess From Year3$1,556,158ExcessFromYear3Amt
Excess From Current Year$897,958ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
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$105,000
MACULA VISION RESEARCH FUND
300 BARR HARBOR DRWEST CONSHOHOCKENPA19428MEDICAL SERVICES.$1,000
RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN SUITE 250CHICAGOIL60612FOR CANCER CENTER AT NEW MEDICAL FACILITY$1,585,000
NAT'L MULTIPLE SCLEROSIS SOCIETY -
525 W MONROE STCHICAGOIL60661MEDICAL RELATING TO MULTIPLE SCLEROSIS.$25,000
GOODMAN THEATRE
170 N DEARBORNCHICAGOIL60601Support performing arts$35,000
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NWWASHINGTONDC20001EDUCATION FUND$1,000
CYSTIC FIBROSIS FOUNDATION
150 N Michigan AveCHICAGOIL60601MEDICAL RELATED TO CYSTIC FIBROSIS.$5,000
GOLDBERG CHARITABLE CORP
193 GROVE STWELLESLEYMA02482DIFFERENT SECTORS OF THE FOOD INDUSTRY ARE REPRESENTED BY PROFESSORS WHO WORK TO MAKE DECISIONS IN DEVELOPING AND UTILIZING FOOD TECH IN THE MOST RESPONSIBLE MANNER.$25,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON 104CHICAGOIL60661EDUCATE LOCAL YOUTH ON THE IMPORTANCE OF WORK-READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY.$500
GLOBAL GREEN USA
2218 Main Street 2nd FloorSANTA MONICACA90405advancing smart solutions to climate change that improve lives and protect the planet.$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$5,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905MEDICAL RESEARCH$500,000
THE BLUE CARD
171 MADISON AVENEW YORKNY10016SUPPORTS HOLOCAUST SURVIVORS AND THEIR FAMILIES$25,000
BUTTERFIELD SCHOLARSHIP FOUNDATION
SCHOLARSHIPS FOR ENVIRONMENTAL STUDENTS$5,000PO BOX N-3242NASSAUBF
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,627,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$673,725ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,138,438ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,812,178ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,812,178TotalIncomeProducingActyAmt

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$1,622,897TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property24,505 shares of First Busey stock.NoncashPropertyDesc
Fair Market Value$722,897FairMarketValueAmt
Received2017-11-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,000 SHARES COMERICA, INC @MORGAN 19007$22,480$694,480
1,000 MCDONALD'S JAPAN @M0RGAN 19007$29,260$43,986
31,312 MB FINANCIAL BANK @MORGAN 19007$150,091$1,394,010
SPDR S&P 500 ETF$3,390,546$5,176,283
DODGE & COX INTL STK FD$580,731$847,326
ISHARES MSCI EAFE$1,468,899$1,793,257
OAKMARK INTL FD$301,897$393,803
COCA COLA$125,024$146,816
JPM GLOBAL RES ENH INDEX FD$1,355,313$1,817,194
ALLY FINANCIAL$20,240$27,877
AMAZON COM$13,905$51,457
AMERICAN INTERNATIONAL GROUP$29,169$34,259
CAPITAL ONE FINANCIAL GROUP$28,847$38,836
DELTA AIR LINES$28,862$37,520
EXXON MOBIL CORP$123,209$146,370
FACEBOOK INC$12,235$28,939
JOHN HANCOCK L/C EQUITY$420,681$532,455
KINDER MORGAN INC$30,605$30,665
KOHLS CORP$21,402$28,091
LOEWS CORP$22,095$27,567
MASTERCARD INC$17,700$37,083
PARNASSUS EQUITY INCOME FUND$307,492$395,656
RAYONIER INC$11,617$14,360
T ROWE PRICE GROUP$27,304$39,559
UNITEDHEALTH GROUP$29,600$47,178
WESTROCK COMPANY$11,925$19,089
WELLS FARGO & CO$27,021$32,640
MFS INTL VALUE$220,435$293,440
T ROWE PRICE OVERSEAS STOCK$664,813$838,757
BROWN ADV JAPAN ALPHA$148,885$186,183
CREDIT SUISSE GP$293,767$249,900
VERIZON COMMUNICATIONS$123,059$129,731
BIG LOTS INC$167,453$323,312
BOEING CO$290,598$1,489,885
CISCO SYSTEMS INC$260,303$437,271
WALT DISNEY$135,456$178,467
DUKE ENERGY CORP$69,884$81,587
ENCANA CORPS$132,047$80,913
KONINKLIJKE AHOLD$67,571$79,940
MICROSOFT CORP$180,941$541,212
NOBLE ENERGY$36,909$15,444
OCCIDENTAL PETE CORP$231,287$193,726
PNC FINL SVCS$60,014$103,889
PRICELINE GROUP$231,445$344,073
ROYAL DUTCH SHELL$76,074$67,110
TEXAS INSTRUMENTS$137,263$382,250
VERIZON COMMUNICATIONS$246,088$263,591
VISA INC$274,818$500,776
ALPHABET INC$37,360$63,830
CUMMINS INC$126,612$211,968
GENERAL ELECTRIC$141,268$96,603
ABBOTT LABS$134,323$195,693
BHP HILTON$132,506$206,955
NESTLE$128,301$157,927
DISH NETWORK$29,006$26,358
INTUITIVE SURGICAL INC$8,075$13,138
MARATHON PETROLEUM$15,460$26,590
SERVICENOW INC$9,604$15,908
VERTEX PHARMACEUTICALS$8,959$15,735
XCEL ENERGY$11,344$14,000
FIRST BUSEY CORP$211,698$733,680
ACADIA HEALTHCARE CO$14,281$10,376
APPLE INC$38,118$46,369
AUTOZONE$37,952$42,683
BALL CORP$25,334$25,170
BROADCOM LTD$19,119$18,754
CBS CORP$21,931$22,715
CONCHO RESOURCES$20,676$23,585
ELECTRONIC ARTS INC$14,617$17,860
FEDERAL REALTY INV TRUSTS$26,815$27,757
MOHAWK INDUSTRIES$15,905$19,313
MOLSON COORS BREWING$5,498$5,581
NVIDIA CORP$9,693$18,576
S&P GLOBAL$18,406$21,683
CHARLES SCHWAB CORP$25,290$31,644
STANLEY BLACK & DECKER$17,961$23,757
WALGREENS BOOT ALLIANCE$30,008$26,942
WASTE CONNECTIONS$14,125$17,097
ISHARES CORE MSCI EAFE$756,138$816,079
DODGE & COX INCOME FUND$193,798$192,957
NB HIGH INCOME$335,791$364,642
EQUITY COMMONWEALTH$143,110$140,438
QUALCOMM INC$132,593$152,240
TARGET CORP$128,722$130,500
JOHN HANCOCK REGIONAL BK$60,977$67,146
JOHN HANCOCK BLUE CHIP$222,865$215,043
OPPENHEIMER STEELPATH$46,975$46,171
ISHARES MSCI ISRAEL$178,221$169,257
SPDR S&P 500$656,889$720,522
INVESCO ASIA PAC GRWTH$229,935$233,830
CALVERT GLOBAL WATER$166,597$181,423
COLUMBIA GLOBAL TECH$257,424$285,121
FIDELITY ADVISOR ENERGY$36,337$43,432

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,403,783USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,397,127USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GSO ENERGY LPFMV$92,126$129,083
ARLONAT COST$1,496,711$1,496,711
JPM GLOBAL BD OPPFMV$324,700$339,550
DOUBLELINE TOTL RETURNFMV$341,379$330,220
AMERICAN FUNDS MUTUAL FUNDSFMV$2,308,217$3,055,752
VANGUARD INTM TMFMV$778,639$775,779
ISHARES JP MORGANFMV$189,433$189,011

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON CONTRIBUTIONS INDesc
Amt$511,289Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAdjutment to basis attributable to prior periodDesc
Amt$30,580Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$237,948Amt
Net Investment Income$237,948NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$9,867$9,867
FORM 990-PF$32,750
IL ATTY GENERAL$15

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