Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ILENE & MICHAEL SHAW CHARITABLE TRUST I
 
Number and street (or P.O. box number if mail is not delivered to street address)833 RICE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HIGHLAND PARK, IL60035
A Employer identification number

36-4054433
B Telephone number (see instructions)

(847) 432-0126
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,415,302J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 199,613
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,645 1,645  
4 Dividends and interest from securities... 86,599 86,599  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,111
b Gross sales price for all assets on line 6a 305,503
7 Capital gain net income (from Part IV, line 2)... 137,111
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 339 339  
12 Total. Add lines 1 through 11........ 425,307 225,694  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,756 7,756   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,735 32,735   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,491 40,491   0
25 Contributions, gifts, grants paid....... 199,360 199,360
26 Total expenses and disbursements. Add lines 24 and 25 239,851 40,491   199,360
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 185,456
b Net investment income (if negative, enter -0-) 185,203
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 42,072 81,002 81,002
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,320 1,861 1,861
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,798,550 Click to see attachment1,943,109 4,242,096
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 94,957 Click to see attachment95,945 86,695
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,210 Click to see attachment3,648 Click to see attachment3,648
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,940,109 2,125,565 4,415,302
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,940,109 2,125,565
30 Total net assets or fund balances (see instructions)..... 1,940,109 2,125,565
31 Total liabilities and net assets/fund balances (see instructions). 1,940,109 2,125,565
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,940,109
2
Enter amount from Part I, line 27a .....................
2
185,456
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,125,565
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,125,565
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a JOHNSON CONTROLS INTERNATIONAL P 1920-07-14 2020-07-12
b NXP SEMICONDUCTORS P 2015-08-17 2018-02-26
c STERICYCLE P 2016-03-08 2018-02-27
d TIME WARNER INC P 2018-06-15 2018-06-15
e APPLE COMPUTER INC P 1998-07-23 2018-12-14
APPLE COMPUTER INC P 1998-07-23 2018-12-18
AT&T P 1996-10-21 2018-06-25
TIME INC P 1996-10-21 2018-01-30
OAKTREE P    
OAKTREE P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,102   44,097 -9,995
b 24,924   18,239 6,685
c 18,723   34,411 -15,688
d 134,214   62,421 71,793
e 11,692   61 11,631
74,416   396 74,020
6     6
5,772   8,767 -2,995
240     240
1,414     1,414
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -9,995
b       6,685
c       -15,688
d       71,793
e       11,631
      74,020
      6
      -2,995
      240
      1,414
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 137,111
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 208,395 4,357,569 0.047824
2016 186,103 3,417,317 0.054459
2015 170,705 3,539,750 0.048225
2014 154,675 3,213,355 0.048135
2013 143,268 2,588,334 0.055351
2
Total of line 1, column (d) .....................
2
0.253994
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050799
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,876,636
5
Multiply line 4 by line 3......................
5
247,728
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,852
7
Add lines 5 and 6........................
7
249,580
8
Enter qualifying distributions from Part XII, line 4,.............
8
199,360
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,704
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,704
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,704
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,460
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,560
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,850
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,850 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletILENE SHAW Telephone no.bullet (847) 432-0126

    Located atbullet833 RICE STREETHIGHLAND PARKIL ZIP+4bullet60035
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ILENE SHAW TRUSTEE
    0.00     		0 0 0
    833 RICE STREET
    HIGHLAND PARK,IL60035
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,829,032
    b
    Average of monthly cash balances.......................
    1b
    121,867
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,950,899
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,950,899
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,263
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,876,636
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    243,832
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    243,832
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,704
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,704
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    240,128
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    240,128
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    240,128
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    199,360
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    199,360
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    199,360
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 240,128
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 199,360
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 199,360
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		40,768
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HIGHLAND PARK HIGH SCHOOL SCHOLARSHIP FUND
    433 VINE AVE
    HIGHLAND PARK,IL60035     		    FULFILL EXEMPT PURPOSE 1,000
    CHICAGO LIGHTHOUSE ASSOCIATE BOARD
    1850 W ROOSEVELT RD
    CHICAGO,IL60608     		    FULFILL EXEMPT PURPOSE 5,000
    AM SHALOM (DUES)
    840 VERNON AVE
    GLENCOE,IL60022     		    FULFILL EXEMPT PURPOSE 3,200
    AM SHALOM (BOOK OF LIFE)
    840 VERNON AVE
    GLENCOE,IL60022     		    FULFILL EXEMPT PURPOSE 200
    COUNCIL OF RELIGIOUS LEADERS OF METROPOLITAN CHICAGO (CALENDERS)
    5401 S CORNELL AVE 223
    CHICAGO,IL60615     		    FULFILL EXEMPT PURPOSE 30,000
    WFMT
    RENEE CROWN PUBLIC MEDIA CENTER
    CHICAGO,IL60625     		    FULFILL EXEMPT PURPOSE 5,000
    COUNCIL OF RELIGIOUS LEADERS OF METROPOLITAN CHICAGO (100 DINNERS)
    5401 S CORNELL AVE 223
    CHICAGO,IL60615     		    FULFILL EXEMPT PURPOSE 5,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGANE AVE
    CHICAGO,IL60604     		    FULFILL EXEMPT PURPOSE 5,000
    LYRIC OPERA OF CHICAGO
    20 N UPPER WACKER DRIVE
    CHICAGO,IL60606     		    FULFILL EXEMPT PURPOSE 5,000
    RAVINIA FESTIVAL
    418 SHERIDAN ROAD
    HIGHLAND PARK,IL60035     		    FULFILL EXEMPT PURPOSE 5,000
    CHICAGO SHAKESPEARE THEATER
    NAVY PIER 800 E GRAND AVE
    CHICAGO,IL60611     		    FULFILL EXEMPT PURPOSE 1,000
    WRITERS THEATRE
    325 TUDOR CT
    GLENCOE,IL60022     		    FULFILL EXEMPT PURPOSE 150
    CHICAGO OPERA THEATER
    70 E LAKE STREET 415
    CHICAGO,IL60601     		    FULFILL EXEMPT PURPOSE 150
    WTTW
    5400 N SAINT LOUIS AVENUE
    CHICAGO,IL606254698     		    FULFILL EXEMPT PURPOSE 5,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		    FULFILL EXEMPT PURPOSE 5,000
    NEWBERRY LIBRARY
    60 W WALTON ST
    CHICAGO,IL60610     		    FULFILL EXEMPT PURPOSE 500
    CHICAGO ARCHITECTURE CENTER
    111 E WACKER DR
    CHICAGO,IL60601     		    FULFILL EXEMPT PURPOSE 1,500
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK RD
    GLENCOE,IL60022     		    FULFILL EXEMPT PURPOSE 240
    CHICAGO HISTORY MUSEUM
    1601 N CLARK ST
    CHICAGO,IL60614     		    FULFILL EXEMPT PURPOSE 120
    FRANK LLOYD WRIGHT FOUNDATION
    209 S LASALLE ST
    CHICAGO,IL60604     		    FULFILL EXEMPT PURPOSE 150
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		    FULFILL EXEMPT PURPOSE 11,300
    UNIVERSITY OF CHICAGO LABORATORY SCHOOLS
    5835 S KIMBARK AVE
    CHICAGO,IL60637     		    FULFILL EXEMPT PURPOSE 5,000
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD212182696     		    FULFILL EXEMPT PURPOSE 50,000
    FOUNDATION OF THE FEDERAL BAR ASSOCIATION
    1220 N FILMORE ST 400
    ARLINGTON,VA22201     		    FULFILL EXEMPT PURPOSE 10,000
    AMERICAN TECHNION SOCIETY
    111 W WASHINGTON ST STE 1220
    CHICAGO,IL60602     		    FULFILL EXEMPT PURPOSE 5,000
    JEWISH UNITED FUND
    30 S WELLS ST
    CHICAGO,IL60606     		    FULFILL EXEMPT PURPOSE 2,500
    THE ARK
    6450 N CALIFORNIA AVENUE
    CHICAGO,IL60645     		    FULFILL EXEMPT PURPOSE 300
    SIMON WIESENTHAL CENTER
    77 WEST WACKER DRIVE SUITE 4500
    CHICAGO,IL60601     		    FULFILL EXEMPT PURPOSE 500
    ORT AMERICA
    3701 COMMERCIAL AVE
    NORTHBROOK,IL60062     		    FULFILL EXEMPT PURPOSE 100
    AVODAH
    4700 NORTH RAVENSWOOD SUITE B
    CHICAGO,IL60640     		    FULFILL EXEMPT PURPOSE 100
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET 11TH FLOOR
    NEW YORK,NY100187904     		    FULFILL EXEMPT PURPOSE 100
    SHAKVA
    3645 TECHNY ROAD
    NORTHBROOK,IL60062     		    FULFILL EXEMPT PURPOSE 1,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC200242126     		    FULFILL EXEMPT PURPOSE 150
    NEW ISRAEL FUND
    1301 CLAVEY ROAD
    HIGHLAND PARK,IL60035     		    FULFILL EXEMPT PURPOSE 300
    PANCREATIC CANCER NETWORK
    1500 ROSECRANS AVENUE SUITE 200
    MANHATTAN BEACH,CA90266     		    FULFILL EXEMPT PURPOSE 5,000
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURON ST
    CHICAGO,IL60611     		    FULFILL EXEMPT PURPOSE 100
    AMERICAN CANCER SOCIETY
    100 TRI STATE INTERNATIONAL
    LINCOLNSHIRE,IL60069     		    FULFILL EXEMPT PURPOSE 1,000
    LARABIDA CHILDREN'S HOSPITAL
    6501 S PROMONTORY DR
    CHICAGO,IL60649     		    FULFILL EXEMPT PURPOSE 250
    SPECIAL KIDS FOUNDATION
    2218 N MONTICELO AVE
    CHICAGO,IL60647     		    FULFILL EXEMPT PURPOSE 250
    ST JUDES CHILDREN'S RESEARCH HOSPITAL
    W 37TH PL
    CHICAGO,IL60609     		    FULFILL EXEMPT PURPOSE 100
    LEUKEMIA & LYMPHOMA SOCIETY
    954 W WASHINGTON BLVD 305
    CHICAGO,IL60607     		    FULFILL EXEMPT PURPOSE 1,500
    AMERICAN DIABETES SOCIETY
    55 E MONROE ST 3420
    CHICAGO,IL60603     		    FULFILL EXEMPT PURPOSE 200
    OUNCE OF PREVENTION FUND
    33 W MONROE ST 1200
    CHICAGO,IL60603     		    FULFILL EXEMPT PURPOSE 200
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		    FULFILL EXEMPT PURPOSE 5,000
    LURIE CHILDREN'S FOUNDATION
    225 E CHICAGO AVE
    CHICAGO,IL60611     		    FULFILL EXEMPT PURPOSE 150
    SIU FOUNDATION
    COLYER HALL 1235 DOUGLAS DR
    CARBONDALE,IL62901     		    FULFILL EXEMPT PURPOSE 150
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		    FULFILL EXEMPT PURPOSE 1,000
    CONCERN WORLDWIDE US
    332 MICHIGAN AVENUE 9TH FLOOR
    CHICAGO,IL60604     		    FULFILL EXEMPT PURPOSE 300
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		    FULFILL EXEMPT PURPOSE 150
    HUMAN RIGHTS WATCH
    314 W SUPERIOR ST SUITE 300
    CHICAGO,IL60654     		    FULFILL EXEMPT PURPOSE 200
    HABITAT FOR HUMANITY
    1100 W CERMAK ROAD SUITE 404
    CHICAGO,IL60608     		    FULFILL EXEMPT PURPOSE 100
    NOW FOUNDATION
    PO BOX 641515
    CHICAGO,IL60664     		    FULFILL EXEMPT PURPOSE 100
    MADD
    1430 BRANDING LN 104
    DOWNERS GROVE,IL60515     		    FULFILL EXEMPT PURPOSE 100
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		    FULFILL EXEMPT PURPOSE 250
    RANDOM ACTS OF FLOWERS
    2000 GREENLEAF ST 5
    EVANSTON,IL60202     		    FULFILL EXEMPT PURPOSE 150
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		    FULFILL EXEMPT PURPOSE 100
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		    FULFILL EXEMPT PURPOSE 100
    THE NATURE CONSERVANCY
    8 S MICHIGAN AVE
    CHICAGO,IL60603     		    FULFILL EXEMPT PURPOSE 100
    THE ANTI CRUELTY SOCIETY
    169 W GRAND AVE
    CHICAGO,IL60654     		    FULFILL EXEMPT PURPOSE 100
    PAWS CHICAGO
    1997 N CLYBOURN AVE
    CHICAGO,IL60614     		    FULFILL EXEMPT PURPOSE 100
    GUTTMACHER INSTITUTE
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		    FULFILL EXEMPT PURPOSE 250
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET
    NEW YORK,NY10038     		    FULFILL EXEMPT PURPOSE 2,500
    FOOD AND WATER WATCH
    1616 P STREET NW
    WASHINGTON,DC20036     		    FULFILL EXEMPT PURPOSE 200
    FEEDING AMERICA
    35 E WACKER DR
    CHICAGO,IL60601     		    FULFILL EXEMPT PURPOSE 100
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN COURT
    GENEVA,IL60134     		    FULFILL EXEMPT PURPOSE 100
    SOME - SO OTHERS MAY EAT
    71 O STREET NW
    WASHINGTON,DC20001     		    FULFILL EXEMPT PURPOSE 100
    AMERICANS UNITED
    1310 L STREET NW SUITE 200
    WASHINGTON,DC20005     		    FULFILL EXEMPT PURPOSE 100
    WBEZ
    848 E GRAND AVE
    CHICAGO,IL60611     		    FULFILL EXEMPT PURPOSE 150
    READING IS FUNDAMENTAL
    750 FIRST STREET NE SUITE 920
    WASHINGTON,DC20002     		    FULFILL EXEMPT PURPOSE 150
    LITERATURE FOR ALL OF US
    5940 N SHERIDAN ROAD
    CHICAGO,IL60660     		    FULFILL EXEMPT PURPOSE 150
    MERIT SCHOOL OF MUSIC
    38 S PEORIA ST
    CHICAGO,IL60607     		    FULFILL EXEMPT PURPOSE 250
    PROVINCETOWN ART ASSOCIATION AND MUSEUM (PAAM)
    460 COMMERCIAL ST
    PROVINCETOWN,MA02657     		    FULFILL EXEMPT PURPOSE 500
    THE ART CENTER HIGHLAND PARK
    1957 SHERIDAN ROAD
    HIGHLAND PARK,IL60035     		    FULFILL EXEMPT PURPOSE 150
    PLEASANT HOME FOUNDATION
    217 HOME AVE
    OAK PARK,IL60302     		    FULFILL EXEMPT PURPOSE 200
    NATIONAL TRUST (FOR HISTORIC PRESERVATION)
    53 W JACKSON BLVD 350
    CHICAGO,IL60604     		    FULFILL EXEMPT PURPOSE 200
    NORTHERN STAR THEATER
    12 W MARSHALL ST
    RICE LAKE,WI54868     		    FULFILL EXEMPT PURPOSE 250
    BEND THE ARC
    330 7TH AVENUE SUITE 1900
    NEW YORK,NY10001     		    FULFILL EXEMPT PURPOSE 500
    AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO
    25 W 45TH ST 1405
    NEW YORK,NY10036     		    FULFILL EXEMPT PURPOSE 250
    HIAS
    216 W JACKSON BLVD 700
    CHICAGO,IL60606     		    FULFILL EXEMPT PURPOSE 500
    LOOKINGGLASS THEATRE COMPANY
    821 N MICHIGAN AVE
    CHICAGO,IL60611     		    FULFILL EXEMPT PURPOSE 100
    AMERICAN CIVIL LIBERTIES FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		    FULFILL EXEMPT PURPOSE 500
    COUNCIL OF RELIGIOUS LEADERS OF METROPOLITAN CHICAGO (APP)
    5401 S CORNELL AVE 223
    CHICAGO,IL60615     		    FULFILL EXEMPT PURPOSE 10,000
    FOCUS ON THE ARTS
    FAMILY PAVILION ROTUNDA 600 E GRAND
    AVE
    CHICAGO,IL60601     		    FULFILL EXEMPT PURPOSE 250
    THIRD COAST INTERNATIONAL AUDIO FESTIVAL
    848 EAST GRAND
    CHICAGO,IL606113509     		    FULFILL EXEMPT PURPOSE 100
    THE SELFHELP HOME
    908 W ARGYLE ST
    CHICAGO,IL60640     		    FULFILL EXEMPT PURPOSE 500
    Total .................................bullet 3a 199,360
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,645  
    4 Dividends and interest from securities....     14 86,599  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 339  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 137,111  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 225,694 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    225,694
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
     
    Employer identification number

    36-4054433
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
          		Employer identification number
    36-4054433
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ILENE SHAW TRUST
     
    833 RICE STREET
     
    HIGHLAND PARK, IL60035

    		$ 199,613


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
          		Employer identification number

    36-4054433
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SHARES OF APPLE STOCK $ 199,613 2018-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
          		Employer identification number

    36-4054433
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET 26,477 51,781
    AMAZON.COM 29,595 45,059
    AMERICAN AIRLINE GROUP INC 30,351 32,110
    AMERICAN EXPRESS CO 40,032 47,660
    APPLE INC 523,074 2,055,983
    BB&T CORP COM 35,637 64,980
    BOEING CO 37,396 161,250
    CELGANE CORP 209,059 143,113
    CHARTER COMMUNICATIONS INC 26,623 116,268
    CHEVRON CORP 46,074 43,516
    COLGATE PALMOLIVE 25,055 59,520
    DOWDUPOINT INC 22,580 34,281
    ECOLAB INC 31,714 88,410
    LUXOTTICA GROUP SPA 15,320 29,540
    MERK & CO INC 21,640 38,205
    MONDELEZ INTERNATIONAL INC 40,097 40,030
    MORGAN STANLEY 30,000 7,476
    NESTLE 18,165 60,720
    NOVARTIS AG 32,078 42,905
    OCCIDENTAL PETROLEUM CORP 26,120 18,414
    PEPSICO 317,426 414,190
    PFIZER INC 10,858 17,460
    PPL CORP 53,896 56,660
    SCHLUMBERGER LTD 25,948 12,917
    THERMO FISHER SCIENTIFIC INC 41,674 223,790
    UBS AG LONDON 30,000 6,213
    UNITED TECHNOLOGIES 42,074 74,536
    WELLS FARGO 33,065 46,080
    BROADCOM INC 39,023 38,142
    SALESFORCE.COM 74,316 68,485
    AT&T 7,742 102,402

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OAKTREE CAPITAL GROUP, LLC AT COST 45,945 39,750
    HSBS BANK 08/31/22 COD AT COST 50,000 46,945

    TY 2018 OtherAssetsSchedule
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 3,210 3,648 3,648


    TY 2018 OtherExpensesSchedule
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGENCY FEES 32,735 32,735   0


    TY 2018 OtherIncomeSchedule2
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 339 339 339


    TY 2018 TaxesSchedule
    Name:
    ILENE & MICHAEL SHAW CHARITABLE TRUST I
    EIN:
    36-4054433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,308 1,308   0
    IL FEES 130 130   0
    FEDERAL TAX 6,318 6,318   0