SHEBA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHEBA FOUNDATION (EIN 36-3976909)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-09
IRS object ID
201641309349100314
Schema version
2015v2.0
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)
Return2016-05-09T07:13:39-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY M KRAMERPreparerPersonNm
PTINP00124515PTIN
Phone8474700652PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,391,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$750,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$561,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$561,036DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$206,319NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,298,752GrossSalesPriceAmt
Total Rev And Expnss$1,104,748TotalRevAndExpnssAmt
Total Net Invst Incm$561,067TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$115,597OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$115,597OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$88,154TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,937TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$79PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$79PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$206,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$125,909TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,454TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,052,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,052,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,258,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$125,909TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,053,454TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$153,832ExcessRevenueOverExpensesAmt
Net Investment Income$435,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,261,894SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,170,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,170,871SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,926,526USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,303,600USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,327,497USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,965,689CorporateStockBOYAmt
Corporate Stock EOY$15,216,351CorporateStockEOYAmt
Corporate Stock EOYFMV$18,191,180CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,204,065CorporateBondsBOYAmt
Corporate Bonds EOY$152,905CorporateBondsEOYAmt
Corporate Bonds EOYFMV$155,066CorporateBondsEOYFMVAmt
Other Investments BOY$1,865,877OtherInvestmentsBOYAmt
Other Investments EOY$4,210,228OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,546,442OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,224,051TotalAssetsBOYAmt
Total Assets EOY$26,053,955TotalAssetsEOYAmt
Total Assets EOYFMV$29,391,056TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$26,224,051CapitalStockBOYAmt
Capital Stock EOY$26,053,955CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$26,224,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,053,955TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,224,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,053,955TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,224,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$153,832ExcessRevenueOverExpensesAmt
Subtotal$26,070,219SubtotalAmt
Other Decreases$16,264OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,053,955TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TREASURIESP2015-01-112015-01-11$1,099,079$1,099,020$59$59
US TREASURIESP1998-01-012015-01-11$452,588$452,711-$123-$123
COVERED ST ACCT 18935-003P2015-01-112015-01-11$1,782,016$1,893,956-$111,940-$111,940
COVERED LT ACCT 18935-003P1998-01-012015-01-11$1,550,143$1,959,832-$409,689-$409,689
COLUMBIA ASIA PAXP1989-01-012015-08-24$254,342$246,380$7,962$7,962
DODGE & COX INT'LP1989-01-012015-02-04$315,243$237,309$77,934$77,934
GOOGLEP1998-01-012015-05-07$92$92$92
REEDY CREEK BDP2007-12-262015-06-01$100,000$100,000
HSBC BDP2010-11-032015-06-30$90,000$90,000
GROVES TX BDP2007-12-262015-09-01$50,000$50,000
BARCLAYS BDP2011-11-102015-11-16$250,000$250,000
TATE & LYSLEP2015-01-112015-01-11$95,565$125,863-$30,298-$30,298
Capital Gain Dividends$259,684
FieldValueIRS element (for citing)
Capital Gain Net Income-$206,319CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$142,179NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,732,325AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,432,798NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11183DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,551,121AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,778,760NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.14349DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,751,159AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,732,681NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.17487DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,280,830AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,605,622NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08208DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,782,302AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,387,385NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.12388DistributionYr5Rt
Total Distribution0.636146TotalDistributionRt
Average Distribution0.127229AverageDistributionRt
Net Vl Noncharitable Assets$30,007,199NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,817,786AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,352NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,822,138AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,053,454QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,703InvestmentIncomeExciseTaxAmt
Subtotal$8,703SubtotalAmt
Tax Based On Investment Income$8,703TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$45,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$36,897OverpaymentAmt
Applied To ES Tax$8,800AppliedToESTaxAmt
Refund$28,097RefundAmt

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$24,380,086AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,084,075AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,464,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$30,464,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$456,962CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,007,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,500,360MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,500,360MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,703TaxBasedOnInvestmentIncomeAmt
Total Tax$8,703TotalTaxAmt
Distributable Before Adj$1,491,657DistributableBeforeAdjAmt
Distributable Before Ded$1,491,657DistributableBeforeDedAmt
Distributable As Adjusted$1,491,657DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,053,454ExpensesAndContributionsAmt
Qualifying Distributions$1,053,454QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,053,454AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,491,657DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,067,629ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$512,983ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,970,107ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,686,117ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,556,158ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,792,994TotalExcessDistributionCyovAmt
Qualifying Distributions$1,053,454QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,053,454AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$438,203ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$438,203ExcessDistributionCyovAppCYAmt
Total Corpus$6,354,791TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$629,426ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,725,365ExcessDistriCyovToNextYrAmt
Excess From Year4$512,983ExcessFromYear4Amt
Excess From Year3$1,970,107ExcessFromYear3Amt
Excess From Year2$1,686,117ExcessFromYear2Amt
Excess From Year1$1,556,158ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
JEWISH UNITED FUND
30 S WELLSCHICAGOIL60606N/ACHARITABLE CAUSES CONSISTENT WITHJEWISH ETHICS$250,000
RONALD MCDONALD HOUSE CHARITIES
ONE KROC DROAK BROOKIL60523N/AFAMILY ROOM PROGRAM AND GENERAL PROGRAMS FOR SUPPORT OF PARENTS OF CHLDREN NEEDING MAJOR MEDICAL CARE$205,000
MACULA VISION RESEARCH FUND
300 BARR HARBOR DRWEST CONSHOHOCKENPA19428N/AMEDICAL SERVICES.$1,000
RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN SUITE 250CHICAGOIL60612N/AFOR CANCER CENTER AT NEW MEDICAL FACILITY$25,000
NAT'L MULTIPLE SCLEROSIS SOCIETY -
525 W MONROE STCHICAGOIL60661N/AMEDICAL RELATING TO MULTIPLE SCLEROSIS.$15,000
GOODMAN THEATRE
170 N DEARBORNCHICAGOIL60601N/ASupport performing arts$35,000
UNITED STATES HOLOCAUST MEMORIAL MU
100 RAOUL WALLENGERG PLACEWASHINGTONDC20024N/AHISTORICAL EDUCATION$15,000
OUNCE OF PREVENTION FUND
33 West Monroe Street Suite 2400CHICAGOIL60603N/AADVOCATES AND PROVIDES FOR QUALITY EDUCATION IN IMPOVERISHED COMMUNITIES.$500
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON 104CHICAGOIL60661N/AEDUCATE LOCAL YOUTH ON THE IMPORTANCE OF WORK-READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY.$500
CLEVELAND CLINIC
2049 E 100th StCLEVELANDOH44195SUPPORT FOR NONPROFIT MULTISPECIALTY ACADEMIC MEDICAL CENTER$500,000NONE
YMCA OF METRO CHICAGO
1030 W Van Buren StCHICAGOIL60607TO PROVIDE SOCIAL SERVICES TO THE CHICAGOLAND COMMUNITY$5,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,052,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$561,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$206,319ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$354,748ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$354,748TotalIncomeProducingActyAmt

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$750,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$2,750Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,375DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HSBC FIN CORP 5%
BARCLAYS BK 3.25%
GENERAL ELECTRIC 5.375%$152,905$155,066

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,000 SHARES COMERICA, INC @MORGAN 19007$22,480$334,640
1,000 MCDONALD'S JAPAN @M0RGAN 19007$29,260$21,730
31,312 MB FINANCIAL BANK @MORGAN 19007$150,091$1,013,569
SPDR S&P 500 ETF$1,895,074$2,544,501
ISHARES RUSSEL MIDCAP$257$481
ISHARES CORE S&P$1,221,192$1,471,359
DODGE & COX INTL STK FD$272,627$337,696
ISHARES MSCI EAFE$816,739$797,359
OAKMARK INTL FD$649,068$562,398
PIMCO COMMODITY STRAT
COCA COLA$125,024$137,472
JPM GLOBAL RES ENH INDEX FD$1,356,639$1,439,645
ALEXION PHARMACEUTICALS
ALLY FINANCIAL$21,586$18,957
AMAZON COM$16,117$34,470
AMERICAN INTERNATIONAL GROUP$19,794$24,292
BERKSHIRE HATHAWAY
BEST BUY$12,537$12,089
BIOGEN IDEC INC
CAPITAL ONE FINANCIAL GROUP$27,283$24,180
CABOT OIL & GAS CORP
DELTA AIR LINES$16,407$19,009
DR PEPPER SNAPPLE GROUP INC
EDISON INTERNATIONAL$16,784$17,112
EXXON MOBIL CORP$139,449$150,600
FACEBOOK INC$29,009$40,189
GILEAD SCIENCES$31,477$29,649
GENUINE PARTS CO$17,668$17,178
JOHN HANCOCK L/C EQUITY$585,878$632,756
JOHNSON & JOHNSON
KANSAS CITY SOUTHERN INDUSTRIES$11,797$7,616
KINDER MORGAN INC$12,334$7,430
KOHLS CORP$16,324$13,527
LOEWS CORP$28,637$27,110
MARTIN MARIETTA MATERIALS$4,527$5,600
MASTERCARD INC$22,226$29,403
PARNASSUS EQUITY INCOME FUND$529,612$549,068
PROCTER & GAMBLE CO
RAYONIER INC$14,984$11,278
REGENERON PHARMA$24,369$30,401
SALESFORCE.COM$14,954$18,581
SALIX PHARMACEUTICALS
SCHLUMBERGER LTD
STARBUCKS CORP$13,505$21,731
T ROWE PRICE GROUP$22,425$21,233
THE PRICELINE GROUP
UNITEDHEALTH GROUP$12,114$12,235
WESTROCK COMPANY$17,689$15,146
WELLS FARGO & CO$24,861$26,202
ARM HOLDINGS$13,593$11,762
MFS INTL VALUE$208,170$221,455
T ROWE PRICE OVERSEAS STOCK$515,382$514,370
BROWN ADV JAPAN ALPHA$308,795$296,446
T ROWE PRICE NEW ASIA
ADMIRAL GROUP$134,017$141,430
CREDIT SUISSE GP$197,192$151,830
MUENCHENER RUECK-UNSPONS$150,525$149,888
TATE & LYLE PLC
VERIZON COMMUNICATIONS$123,059$113,285
BIG LOTS INC$167,453$221,913
BOEING CO$290,598$730,469
CVS HEALTH CORP$238,451$311,886
CALIFORNIA RES CORP$8,351$2,451
CISCO SYSTEMS INC$260,303$310,029
WALT DISNEY$135,456$174,433
DUKE ENERGY CORP$69,884$69,248
ENCANA CORPS$246,596$61,436
GNC HLDGS$37,052$30,710
HELMERICH & PAYNE$281,266$372,976
KONINKLIJKE AHOLD$67,589$81,662
MICROSOFT CORP$180,941$351,022
NOBLE ENERGY$36,909$17,453
OCCIDENTAL PETE CORP$231,287$177,814
PNC FINL SVCS$60,014$68,623
PRICELINE GROUP$251,407$275,389
ROYAL DUTCH SHELL$70,918$41,394
TEXAS INSTRUMENTS$137,263$200,605
VERIZON COMMUNICATIONS$246,088$230,176
VISA INC$274,818$340,600
BARCLAYS BK PLC$100,634$103,880
MERRILL LYNCH PFD CAP$94,277$100,440
MERRILL LYNCH PFD CAP$95,976$100,440
ARROW ELECTRONICS$14,146$13,328
ALPHABET INC$30,840$41,738
CUMMINS INC$126,612$105,612
GENERAL ELECTRIC$122,797$148,928
PRECISION CASTPARTS$123,697$137,350
CELGENE CORP$23,374$23,114
GAP INC$10,571$9,633
ILLUMINA INC$14,168$17,851
PAYPAL HLDGS$7,191$7,421
PIONEER NATURAL RES$15,645$12,162
ASHTON/FAIRPOINTE MID CAP$361,572$413,984
DEUTSCHE X-TRACKERS MSCI$697,713$634,485
VANGUARD FTSE EUROPE$172,838$155,675
DOVER CORP$18,125$16,492

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,203,584USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,225,907USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$100,016StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$101,590StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GSO ENERGY LPFMV$127,942$123,084
JPM GLOBAL BD OPPFMV$655,835$632,452
DOUBLELINE TOTL RETURNFMV$353,398$339,950
JPM CORE BOND FDFMV$1,064,640$1,050,339
AMERICAN FUNDS MUTUAL FUNDSFMV$2,008,413$2,400,617

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descadjustrment to prior year unrealized gain on contributionDesc
Amt$16,264Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$115,597Amt
Net Investment Income$115,597NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$8,937$8,937
FORM 990-PF$79,202
IL ATTY GENERAL$15

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