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DONALD LEVIN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DONALD LEVIN FAMILY FOUNDATION (EIN 36-3329401)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-02-08
IRS object ID
201800399349100605
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-08T10:42:15-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363329401EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Donald Levin Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DONALD LEVINInCareOfNm
Business Name ControlDONABusinessNameControlTxt
Phone8478321700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12301 RAVINE WAYAddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD R LEVINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8478321700PhoneNum
Signature2017-12-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoel B PolakowPreparerPersonNm
PTINP00845521PTIN
Phone8472055000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.98.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id15866820180395000000FederalOriginalSubmissionId
Federal Original Submission Id2018-02-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC05A2893BCEFD04C9D481DD2CFFDD73A3C301DADAtSubmissionCreationDeviceId
At Submission Filing Device IdDDEC9BC1A70B1C29D8CF98F6B9FBB15BB5383F02AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$52,394,170FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,378InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,378InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$766,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$766,550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,018,375NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,325,042GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,018,375CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,793,303TotalRevAndExpnssAmt
Total Net Invst Incm$3,793,303TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,038LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$248,103OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$248,103OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$70,904TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$323,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$248,103TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,114,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,114,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,437,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$248,103TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,114,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,355,743ExcessRevenueOverExpensesAmt
Net Investment Income$3,545,200NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,252CashBOYAmt
Cash EOY$69,760CashEOYAmt
Cash EOYFMV$69,760CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,481,784SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,253,400SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,253,400SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$32,451,566CorporateStockBOYAmt
Corporate Stock EOY$35,217,823CorporateStockEOYAmt
Corporate Stock EOYFMV$45,199,918CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,985,007CorporateBondsBOYAmt
Corporate Bonds EOY$2,802,642CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,850,921CorporateBondsEOYFMVAmt
Other Assets BOY$10,478OtherAssetsBOYAmt
Other Assets EOY$20,171OtherAssetsEOYAmt
Other Assets EOYFMV$20,171OtherAssetsEOYFMVAmt
Total Assets BOY$38,956,087TotalAssetsBOYAmt
Total Assets EOY$42,363,796TotalAssetsEOYAmt
Total Assets EOYFMV$52,394,170TotalAssetsEOYFMVAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Other Liabilities BOY$4,153OtherLiabilitiesBOYAmt
Other Liabilities EOY$56,119OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,153TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,119TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$1,000CapitalStockEOYAmt
Additional Paid In Capital BOY$45,500,000AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$46,500,000AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$6,549,066RetainedEarningBOYAmt
Retained Earning EOY-$4,193,323RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,951,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,307,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,956,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,363,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,951,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,355,743ExcessRevenueOverExpensesAmt
Subtotal$42,307,677SubtotalAmt
Tot Net Ast Or Fund Balances EOY$42,307,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
HARRIS LONG TERM - SEE ATTACHED2016-12-31$6,662,579$4,189,543$2,473,036$2,473,036
HARRIS SHORT TERM - SEE ATTACHED2016-12-31$939,462$784,663$154,799$154,799
JPMORGAN LONG TERM - SEE ATTACHED2016-12-31$1,797,169$1,469,486$327,683$327,683
JPMORGAN SHORT TERM - SEE ATTACHED2016-12-31$873,459$862,975$10,484$10,484
CAPITAL GAIN DIVIDENDS$52,373P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,018,375CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,485,962AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$39,995,419NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.137165DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,612,495AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,745,232NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.122201DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,656,323AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,412,851NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067846DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,250,016AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,486,348NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061017DistributionYr4Rt
Adjusted Qlfy Distri Yr5$190,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,665,773NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05208DistributionYr5Rt
Total Distribution0.440309TotalDistributionRt
Average Distribution0.088062AverageDistributionRt
Net Vl Noncharitable Assets$47,469,318NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,180,243AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$35,452NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,215,695AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,114,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,904InvestmentIncomeExciseTaxAmt
Subtotal$70,904SubtotalAmt
Tax Based On Investment Income$70,904TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,800TotalPaymentsAndCreditsAmt
Tax Due$56,104TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line1DONALD LEVINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8478321700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12301 RAVINE WAYAddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60025ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD LEVIN
2301 RAVINE WAYGLENVIEWIL60025PRESIDENT, DIRECTOR0$0$0$0
ALLAN KANDELMAN
2301 RAVINE WAYGLENVIEWIL60025SECRETARY, DIRECTOR0$0$0$0
ALAN BERRY
525 W MONROE STREETCHICAGOIL60661TREASURER, DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,027,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,144,551AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,171FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,192,201TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$48,192,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$722,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,469,318NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,373,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,373,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,904TaxBasedOnInvestmentIncomeAmt
Total Tax$70,904TotalTaxAmt
Distributable Before Adj$2,302,562DistributableBeforeAdjAmt
Distributable Before Ded$2,302,562DistributableBeforeDedAmt
Distributable As Adjusted$2,302,562DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,114,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,114,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,114,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,302,562DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,297ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$228,667ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$445,484ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,745,243ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,515,267ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,942,958TotalExcessDistributionCyovAmt
Qualifying Distributions$1,114,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,114,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,188,062ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,188,062ExcessDistributionCyovAppCYAmt
Total Corpus$5,754,896TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,754,896ExcessDistriCyovToNextYrAmt
Excess From Year2$2,239,629ExcessFromYear2Amt
Excess From Year1$3,515,267ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD R LEVINContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BACK TO BASICS PROJECT
7444 STATE ROAD 45 EASTUNIONVILLEIN47468NONEEOFUNRESTRICTED$500
Lucile Packard Foundation for Children's Health
400 HAMILTON AVE STE 340PALO ALTOCA94301NoneEOFUNRESTRICTED$1,000,000
Orphans of the Storm
2200 Riverwoods RdDeerfieldIL60015noneEOFUnrestricted$15,000
Help Hope Live
2 Radnor Corporate Center Suite 10RadnorPA19087noneEOFunrestricted$50,000100 Matsonford Road
Baptist Health System Foundation Inc
841 Prudential Drive Suite 1300JacksonvilleFL32207noneEOFunrestricted$25,000
Wish For Our Heroes
802 Mulberry St Suite GB-06NoblesvilleIN46060noneEOFunrestricted$10,000
Garrido Stray Rescue Foundation
5310 N Harlem Ave Suite 210ChicagoIL60656noneEOFunrestricted$5,000
Teen Cancer America Inc
11835 Olympic Blvd 265 ELos AngelesCA90064noneEOFunrestricted$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,114,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,378ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$766,550ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,018,375ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,793,303ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,793,303TotalIncomeProducingActyAmt

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 PersonDonald LevinContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12301 Ravine WayAddressLine1Txt
CityGlenviewCityNm
State AbbreviationILStateAbbreviationCd
ZIP60025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,990Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOUBLELINE TOTAL RET$480,567$467,142
BLACKROCK HIGH YIELD BOND$458,266$511,577
JPM CORE BD FD-SEL$708,142$703,007
JPM UNCONSTRAINED DEBT FD$293,784$305,294
WELLS FARGO CORE BOND FUND$0$0
ISHARES JP MORGAN EM BOND FUND$163,134$163,221
VANGUARD TOTAL INTL BND-ADM$698,749$700,680

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA$811,885$1,244,194
CARTER$444,074$730,750
FEDEX$145,597$383,486
GENERAL MOTORS$1,253,190$1,457,718
ALPHABET INC CAP STK CL A$1,239,484$2,336,928
INTEL$740,473$982,464
JP MORGAN CHASE$794,626$1,298,936
LIBERTY INTERACTIVE$253,874$348,836
ORACLE$1,158,247$1,426,325
TD AMERITRADE$0$0
TE CONNECTIVITY$122,470$299,016
VISA$415,119$978,732
WELLS FARGO$1,447,888$1,654,500
ISHARES RUSSELL GROWTH INDEX$105,616$185,589
SPDR S&P 500 ETF TRUST$3,531,986$4,945,965
ISHARES CORE MID-CAP$0$0
ISHARES MSCI EAFE INDEX$1,398,712$1,615,649
MFS INTL VALUE-I$675,962$959,399
ANADARKO$943,812$669,245
APACHE$1,185,162$938,900
CATERPILLAR$0$0
CITIGROUP$1,280,205$1,847,596
GENERAL ELECTRIC$1,802,367$1,699,854
INTERPUBLIC GROUP$752,726$765,072
ITRON$0$0
MICROSOFT$0$0
TENET HEALTHCARE$792,727$289,168
GLENCORE$1,574,739$1,929,700
BROWN ADV JAPAN ALPHA OPP-IS$174,581$169,110
JPM GLBL RES ENH INDEX$1,458,247$1,733,279
AXALTA COATING SYSTEMS$655,163$714,324
FIAT CHRYSLER$790,341$1,715,778
HERC HOLDINGS$1,081,365$1,316,684
HOWARD HUGHES$509,076$577,857
JONES LANG LASALLE$791,130$815,100
LIBERTY BROADBAND$958,312$1,886,940
HARTFORD CAPITAL APPREC-I$447,561$554,761
JPM US LARGE CAP CORE PLUS FD$302,675$356,521
PRIMECAP ODYSSEY STOCK FD$365,464$479,321
ASTON/PICTET INTERNATIONAL-I$0$0
DODGE & COX INTL STOCK FD$441,758$593,334
ADIENT$454,678$663,521
BAIDU ADR$788,890$1,089,836
CBRE GROUP CL A$313,071$382,588
HCA HEALTHCARE$1,113,525$1,162,014
MGM RESORTS INTERNATIONAL$474,241$606,174
AMG MANAGERS PICTET INTL$578,653$712,627
ISHARES CORE MSCI EAFE EFT$648,151$682,127

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,038LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$10,478BOYBookValueAmt
EOY Book Value$20,171EOYBookValueAmt
EOYFMV$20,171EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
MISCELLANEOUS EXPENSE$10
IL FILING FEES$15

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED ILLINOIS FILING FEES$15$15
ACCRUED FEDERAL EXCISE TAX$4,138$56,104

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER'S MANAGEMENT FEECategoryTxt
Amt$248,103Amt
Net Investment Income$248,103NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$70,904Amt

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