DONALD LEVIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DONALD LEVIN FAMILY FOUNDATION (EIN 36-3329401)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-06
- IRS object ID
- 201400379349100210
- Schema version
- 2012v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-06T18:43:14-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1 |
| City | Deerfield | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363329401 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald Levin Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DONALD LEVIN | InCareOfName |
| Name Control | DONA | NameControl |
| Phone | 8478321700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RAVINE WAY | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | GLENVIEW | City |
| State | IL | State |
| ZIP Code | 60025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD R LEVIN | Name |
| Title | PRESIDENT | Title |
| Phone | 8478321700 | Phone |
| Date Signed | 2014-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472055000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 23697238 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13679 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13679 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 158597 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 158597 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22426 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 841828 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22426 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20194702 | TotalRevenueAndExpenses |
| Total Net Investment Income | 194702 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4211 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 46325 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 46325 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1484 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 53745 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46325 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1251500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1251500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1305245 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46325 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1251500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 18889457 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 148377 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20634 | CashBOY |
| Cash EOY | 62798 | CashEOY |
| Cash EOYFMV | 62798 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 318301 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3407937 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3407937 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 202683 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 2897010 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12306613 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13771718 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 6570000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 6453692 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 2088 | OtherAssetsBOY |
| Other Assets EOY | 1093 | OtherAssetsEOY |
| Other Assets EOYFMV | 1093 | OtherAssetsEOYFMV |
| Total Assets BOY | 3440716 | TotalAssetsBOY |
| Total Assets EOY | 22348441 | TotalAssetsEOY |
| Total Assets EOYFMV | 23697238 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 15 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1035 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 15 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1035 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1000 | CapitalStockBOY |
| Capital Stock EOY | 1000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 20000000 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3439701 | RetainedEarningsBOY |
| Retained Earnings EOY | 2346406 | RetainedEarningsEOY |
| Total Net Assets BOY | 3440701 | TotalNetAssetsBOY |
| Total Net Assets EOY | 22347406 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3440716 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 22348441 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3440701 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 18889457 | ExcessOfRevenueOverExpenses |
| Other Increases | 23592 | OtherIncreases |
| Subtotal | 22353750 | Subtotal |
| Other Decreases | 6344 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 22347406 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| 4,400 SHS CARNIVAL | P | 2013-04-25 | 151791 | 155676 | -3885 | -3885 | |
| 3,000 SHS CME GROUP CL A | P | 2013-08-16 | 221278 | 168720 | 52558 | 52558 | |
| DELL | P | 2013-01-08 | 120 | 120 | 120 | 2013-01-08 | |
| 6,600 SHS WMS INDS | P | 2013-02-25 | 164943 | 168274 | -3331 | -3331 | |
| 100,000 SHS FEDL HOME LN BKS | P | 2013-09-16 | 100000 | 100000 | 2007-12-13 | ||
| 100000 SHS US TREASURY NOTE | P | 2012-10-31 | 100000 | 100000 | 2007-11-19 | ||
| 18,300 SHS BOSTON SCIENTIFIC | P | 2012-12-11 | 103696 | 126732 | -23036 | -23036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22426 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 190914 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3665773 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05208 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 208947 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3673703 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056876 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 220063 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4256049 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051706 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203602 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4111942 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049515 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 200667 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4372679 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045891 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256068 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051214 | AverageDistributionRatio |
| Net Noncharitable Assets | 20486348 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1049188 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1484 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1050672 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1251500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1484 | InvestmentIncomeExciseTax |
| Subtotal | 1484 | Subtotal |
| Tax Based On Investment Income | 1484 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 464 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 464 | TotalCreditsAndPayments |
| Tax Due | 1020 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD LEVIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8478321700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RAVINE WAY | AddressLine1 |
| City | GLENVIEW | City |
| State | IL | State |
| ZIP Code | 60025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DONALD LEVIN | ||||||
| 2301 RAVINE WAY | GLENVIEW | IL | 60025 | PRESIDENT, DIRECTOR | 0 | 0 |
| ALLAN KANDELMAN | ||||||
| 2301 RAVINE WAY | GLENVIEW | IL | 60025 | SECRETARY, DIRECTOR | 0 | 0 |
| ALAN BERRY | ||||||
| 525 W MONROE STREET | CHICAGO | IL | 60661 | TREASURER, DIRECTOR | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13503241 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7293988 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1094 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20798323 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20798323 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 311975 | CashDeemedCharitable |
| Net Noncharitable Assets | 20486348 | NetNoncharitableAssets |
| Minimum Investment Return | 1024317 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1024317 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1484 | TaxBasedOnInvestmentIncome |
| Total Tax | 1484 | TotalTax |
| Distributable Amount Before Adj | 1022833 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1022833 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1022833 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1251500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1251500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1484 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1250016 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1022833 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year3 | 7635 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 25868 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8297 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 41800 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1251500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1022833 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 228667 | RemainingDistriFromCorpus |
| Total Corpus | 270467 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 270467 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 7635 | ExcessFromYear3 |
| Excess From Year2 | 25868 | ExcessFromYear2 |
| Excess From Year1 | 8297 | ExcessFromYear1 |
| Excess From Current Year | 228667 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R LEVIN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| City of Chicago - Animal Care and Control | |||||||
| 2741 S Western Ave | CHICAGO | IL | 60608 | NONE | EXEMPT | UNRESTRICTED | $1,000,000 |
| BACK TO BASICS PROJECT | |||||||
| 7444 STATE ROAD 45 EAST | UNIONVILLE | IN | 47468 | NONE | EXEMPT | UNRESTRICTED | $500 |
| The Monarch Institute for Neurological Differences | |||||||
| 2815 Rosefield Dr | Houston | TX | 77080 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| desert youth hockey association inc | |||||||
| 1520 N McClintock Dr | Tempe | AZ | 85281 | NONE | EXEMPT | UNRESTRICTED | $245,000 |
| Cape Fear Council - BSA | |||||||
| 110 Longstreet Dr | Wilmington | NC | 28412 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1251500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,679 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $158,597 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,426 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $194,702 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 194702 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Donald Levin | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 Ravine Way | AddressLine1 |
| City | Glenview | City |
| State | IL | State |
| ZIP Code | 60025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,700 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOUBLELINE TOTAL RET | 1500000 | 1441981 |
| PIMCO SHORT-TERM FUND-INSTL | 1775000 | 1767491 |
| RIDGEWORTH SEIX FLOATING | 1970000 | 1953652 |
| BLACKROCK HIGH YIELD BOND | 700000 | 691929 |
| TEMPLETON | 625000 | 598639 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (35 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| APPLIED MATERIALS | 73345 | 119272 |
| ARRIS | 115859 | 184248 |
| BAKER HUGHES | 131892 | 142390 |
| BOSTON SCEINTIFIC | 0 | 0 |
| BANK OF AMERICA | 163061 | 171120 |
| CME GROUP | 0 | 0 |
| CARNIVAL | 0 | 0 |
| CARTER | 99952 | 258026 |
| CIMAREX ENERGY | 82941 | 125320 |
| COMCAST SYSTEMS | 99450 | 186491 |
| FEDEX | 145597 | 193987 |
| GENERAL MOTORS | 148670 | 169059 |
| HNI | 134695 | 220698 |
| INTEL | 174072 | 192528 |
| JP MORGAN CHASE | 122517 | 201591 |
| LIBERTY INTERACTIVE | 84706 | 140820 |
| MEDTRONIC | 51477 | 69225 |
| ORACLE | 215985 | 255409 |
| ROWAN | 113958 | 117504 |
| TD AMERITRADE | 136143 | 198968 |
| TE CONNECTIVITY | 122470 | 186408 |
| TEXAS INSTRUMENTS | 165165 | 209404 |
| ULTRA PETROLEUM | 136418 | 65824 |
| UNILEVER | 100253 | 123456 |
| VISA | 106144 | 267540 |
| WELLS FARGO | 171946 | 243788 |
| WMS INDS | 0 | 0 |
| ISHARES RUSSELL VALUE INDEX | 669785 | 695634 |
| ISHARES RUSSELL GROWTH INDEX | 441985 | 482885 |
| SPDR S&P 500 ETF TRUST | 1932503 | 1999319 |
| ISHARES CORE MID-CAP | 1494969 | 1569626 |
| ISHARES MSCI EAGE INDEX | 1360103 | 1448155 |
| MFS INTL VALUE-I | 1537910 | 1631904 |
| T-ROWE PRICE NEW ASIA | 968867 | 949215 |
| VIRTUS EMERGING | 1003775 | 951904 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,211 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INTEREST RECEIVABLE | 1786 | 0 | 0 |
| DIVIDEND RECEIVABLE | 238 | 1093 | 1093 |
| PREPAID FEDERAL EXCISE TAX | 64 | 0 | 0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXPENSES RELATED TO TAX-EXEMPT INCOME | Description |
| Amount | $6,344 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MISCELLANEOUS EXPENSE | 10 |
| IL FILING FEES | 15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX-EXEMPT DIVIDEND INCOME | Description |
| Amount | $23,592 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| ACCRUED ILLINOIS FILING FEES | 15 | 15 |
| ACCRUED FEDERAL EXCISE TAX | 0 | 1020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER'S MANAGEMENT FEE | Category |
| Amount | $46,325 | Amount |
| Net Investment Income | 46325 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,484 | Amount |
Comments