Lavin Family Foundation

Chicago, IL
Tax-exempt since Nov. 1964
EIN: 36-6106074

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$6.81M (2023)

Expenses

$5.41M (2023)

Total Assets

$46.7M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$6,809,890

Expenses

$5,405,637

Net Income

$1,404,253

Net Assets

$46,666,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96,870	1.4%
Dividends	$626,560	9.2%
Sales of Assets	$4,141,645	60.8%
Other Income	$1,944,815	28.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,826,000	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,666,237
Total Liabilities	$0
Net Assets	$46,666,237

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secreta)	$0	$0
Karen S Lavin (Vice President)	$0	$0
Craig L Bernick (Vice President)	$0	$0
Peter A Bernick (Treasurer)	$0	$0
Preston Lavin (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,013,896

Expenses

$5,286,946

Net Income

-$3,273,050

Net Assets

$45,261,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	0.2%
Interest Revenue	$82,430	4.1%
Dividends	$567,906	28.2%
Sales of Assets	$2,663,623	> 100%
Other Income	-$1,305,063

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,704,600	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,261,984
Total Liabilities	$0
Net Assets	$45,261,984

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secreta)	$0	$0
Karen S Lavin (Vice President)	$0	$0
Craig L Bernick (Vice President)	$0	$0
Peter A Bernick (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$7,346,394

Expenses

$4,626,821

Net Income

$2,719,573

Net Assets

$48,851,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,056	0.1%
Interest Revenue	$80,334	1.1%
Dividends	$677,465	9.2%
Sales of Assets	$5,570,010	75.8%
Other Income	$1,012,529	13.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,036,019	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,851,536
Total Liabilities	$0
Net Assets	$48,851,536

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secreta)	$0	$0
Karen S Lavin (Vice President)	$0	$0
Craig L Bernick (Vice President)	$0	$0
Peter A Bernick (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$5,782,251

Expenses

$9,620,856

Net Income

-$3,838,605

Net Assets

$46,161,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80,978	1.4%
Dividends	$731,929	12.7%
Sales of Assets	$2,932,126	50.7%
Other Income	$2,037,218	35.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,907,246	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,161,403
Total Liabilities	$1
Net Assets	$46,161,402

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secreta)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$6,603,543

Expenses

$5,924,884

Net Income

$678,659

Net Assets

$50,309,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$901,244	13.6%
Interest Revenue	$87,596	1.3%
Dividends	$920,130	13.9%
Sales of Assets	$2,345,102	35.5%
Other Income	$2,349,471	35.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,796,571	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,310,949
Total Liabilities	$1,342
Net Assets	$50,309,607

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secreta)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$1,969,388

Expenses

$7,523,311

Net Income

-$5,553,923

Net Assets

$49,630,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88,024	4.5%
Dividends	$976,639	49.6%
Sales of Assets	$2,072,363	> 100%
Other Income	-$1,167,638

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,280,890	70.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,630,948
Total Liabilities	$0
Net Assets	$49,630,948

Compensation

Key Employees and Officers	Compensation	Other
Carol Bernick (President And Treasurer)	$0	$0
Elizabeth Huber (Vice President And Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$5,712,174

Expenses

$6,754,197

Net Income

-$1,042,023

Net Assets

$55,184,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,334	0.1%
Dividends	$1,037,239	18.2%
Sales of Assets	$2,875,097	50.3%
Other Income	$1,793,504	31.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,288,127	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,184,871
Total Liabilities	$0
Net Assets	$55,184,871

Compensation

Key Employees and Officers	Compensation	Other
Leonard Lavin (President Deceased 8/2017)	$0	$0
Carol Bernick (President, Vp, & Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$1,683,902

Expenses

$6,467,416

Net Income

-$4,783,514

Net Assets

$56,226,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$362	0.0%
Dividends	$1,070,398	63.6%
Sales of Assets	$425,990	25.3%
Other Income	$187,152	11.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,652,170	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,226,894
Total Liabilities	$0
Net Assets	$56,226,894

Compensation

Key Employees and Officers	Compensation	Other
Leonard H Lavin (President)	$0	$0
Carol L Bernick (Vice President)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,367,892

Expenses

$5,689,673

Net Income

-$2,321,781

Net Assets

$61,328,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$800	0.0%
Dividends	$1,094,564	32.5%
Sales of Assets	$2,168,228	64.4%
Other Income	$104,300	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,419,000	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$61,328,034
Total Liabilities	$0
Net Assets	$61,328,034

Compensation

Key Employees and Officers	Compensation	Other
Leonard H Lavin (President)	$0	$0
Carol L Bernick (Vice President)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$3,091,976

Expenses

$4,816,522

Net Income

-$1,724,546

Net Assets

$63,257,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$749,072	24.2%
Dividends	$1,135,224	36.7%
Sales of Assets	$1,207,680	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,283,905	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,257,939
Total Liabilities	$0
Net Assets	$63,257,939

Compensation

Key Employees and Officers	Compensation	Other
Leonard H Lavin (President)	$0	$0
Carol L Bernick (Vice President)	$0	$0

990-PF

Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$4,824,478

Expenses

$4,539,564

Net Income

$284,914

Net Assets

$65,389,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$853,560	17.7%
Dividends	$710,556	14.7%
Sales of Assets	$3,260,362	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,140,500	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,389,769
Total Liabilities	$0
Net Assets	$65,389,769

Compensation

Key Employees and Officers	Compensation	Other
Leonard H Lavin (President)	$0	$0
Carol L Bernick (Vice President)	$0	$0

990-PF

Filed on July 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,837,269

Expenses

$3,169,638

Net Income

-$332,369

Net Assets

$65,104,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,183,081	41.7%
Dividends	$531,738	18.7%
Sales of Assets	$1,122,559	39.6%
Other Income	-$109

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,947,895	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,104,855
Total Liabilities	$0
Net Assets	$65,104,855

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$28,807,594

Expenses

$2,632,472

Net Income

$26,175,122

Net Assets

$65,718,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,147,133	4.0%
Dividends	$406,007	1.4%
Sales of Assets	$27,247,172	94.6%
Other Income	$7,282	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,591,500	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,718,937
Total Liabilities	$0
Net Assets	$65,718,937

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lavin Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.81M (2023)

Expenses $5.41M (2023)

Total Assets $46.7M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$6.81M (2023)

Expenses

$5.41M (2023)

Total Assets

$46.7M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001