BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-18
IRS object ID
202641389349101259
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-18T20:22:18-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 NORTH WACKER DRAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606062807ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306000363EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLS FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone8479493000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO CRC 2460 DUNDEE RD 1247AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8479493000PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY B SAKSPreparerPersonNm
PTINP00965238PTIN
Phone3122982000PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$973,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,767InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,767InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$666,542NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$805,221GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$666,542CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$678,859TotalRevAndExpnssAmt
Total Net Invst Incm$678,859TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,025AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,013AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,013AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,550TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,236OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,221OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,234TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,028TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$581,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$581,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$593,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,234TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$584,028TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$85,048ExcessRevenueOverExpensesAmt
Net Investment Income$672,625NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,395CashBOYAmt
Cash EOY$5,944CashEOYAmt
Cash EOYFMV$5,944CashEOYFMVAmt
Sav And Temp Cash Invst BOY$122,456SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$343,633SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$343,633SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$197,985CorporateStockBOYAmt
Corporate Stock EOY$59,307CorporateStockEOYAmt
Corporate Stock EOYFMV$624,291CorporateStockEOYFMVAmt
Total Assets BOY$323,836TotalAssetsBOYAmt
Total Assets EOY$408,884TotalAssetsEOYAmt
Total Assets EOYFMV$973,868TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$323,836RetainedEarningBOYAmt
Retained Earning EOY$408,884RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$323,836TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$408,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$323,836TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$408,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$323,836TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$85,048ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$408,884SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$408,884TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$805,221GrossSalesPriceAmt
Cost Or Other Basis$138,679CostOrOtherBasisAmt
Gain Or Loss$666,542GainOrLossAmt
Gains Minus Excess Or Losses$666,542GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$666,542CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,349InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,349SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,349ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,349TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJONATHAN M MILLSIndividualWithBooksNm
Phone8479493000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12460 DUNDEE RD UNIT 1247AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CRC 2460 DUNDEE RD UNIT 1247AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,463,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$444,248AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,907,267TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,907,267AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,878,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,349TaxBasedOnInvestmentIncomeAmt
Total Tax$9,349TotalTaxAmt
Distributable Before Adj$84,584DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,584DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,584DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$584,028ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$584,028QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,584DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$368,694ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$407,902ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$402,727ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$176,553ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$452,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,808,192TotalExcessDistributionCyovAmt
Qualifying Distributions$584,028QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,584AppliedToCurrentYearAmt
Remaining Distri From Corpus$499,444RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,307,636TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$368,694ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,938,942ExcessDistriCyovToNextYrAmt
Excess From Year4$407,902ExcessFromYear4Amt
Excess From Year3$402,727ExcessFromYear3Amt
Excess From Year2$176,553ExcessFromYear2Amt
Excess From Year1$452,316ExcessFromYear1Amt
Excess From Current Year$499,444ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN M MILLSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
199 WATER STREET 11TH FLOORNEW YORKNY10038NONEPCGENERAL FUNDING$10,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 THIRD AVENUENEW YORKNY10017NONEPCGENERAL FUNDING$5,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL FUNDING$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106NONEPCGENERAL FUNDING$10,000
CHICAGO YOUTH PROGRAMS
5350 S PRAIRIE AVECHICAGOIL60615NONEPCGENERAL FUNDING$10,000
CITIZENSHIP COUNTS
4201 N 24TH STREET SUITE 210PHOENIXAZ85016NONEPFGENERAL FUNDING$15,000
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPCGENERAL FUNDING$10,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAYNEW YORKNY10018NONEPCGENERAL FUNDING$10,000
FURRY FRIENDS HUMANE INC
401 MAPLEWOOD DR STE 8 10JUPITERFL33458NONEPCGENERAL FUNDING$2,000
INSIGHT THROUGH EDUCATION
6266 S CONGRESS AVELAKE WORTHFL33462NONEPCGENERAL FUNDING$2,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010NONEPCGENERAL FUNDING$10,000
ISGAP - BREAKING THROUGH
450 PARK AVENUE SOUTH 3RD FLOORNEW YORKNY10016NONEPCGENERAL FUNDING$250,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPCGENERAL FUNDING$10,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIR 100WEST PALM BEACHFL33409NONEPCGENERAL FUNDING$40,000
JOHN HOWARD ASSOCIATION
70 EAST LAKE STREET SUITE 410CHICAGOIL60601NONEPCGENERAL FUNDING$35,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPCGENERAL FUNDING$2,500
LOYOLA ACADEMY
1100 LARAMIE AVEWILMETTEIL60091NONEPCGENERAL FUNDING$2,000
NORTH CHICAGO COMMUNITY PARTNERS
855 SKOKIE HWY STE DLAKE BLUFFIL60044NONEPCGENERAL FUNDING$25,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208NONEPCGENERAL FUNDING$25,000
OSA CONSERVATION
1300 I ST NW STE 400EWASHINGTONDC20005NONEPCGENERAL FUNDING$2,500
OUR PLACE OF NEW TRIER TOWNSHIP
410 GREEN BAY ROADWILMETTEIL60091NONEPCGENERAL FUNDING$30,000
PAIDEIA US
1350 AVENUE OF THE AMERICAS SUITENEW YORKNY10019NONEPCGENERAL FUNDING$15,0001200
PEACE HOUSE
700 ROUND VALLEY DR 115PARK CITYUT84060NONEPCGENERAL FUNDING$2,000
SGA YOUTH AND FAMILY SERVICES DONATION
11 E ADAMS SUITE 1500CHICAGOIL60603NONEPCSCHOLARSHIP & GUIDANCE$15,000
STERLING DONOR ADVISED FUND (ENDO COLLECTIVE)
12030 SUNRISE VALLEY SR SUITE 450RESTONVA20191NONEPCGENERAL FUNDING$3,000
THE WASHINGTON INSTITUTE FOR NEAR EAST POLICIES
19TH STREET NW SUITE 500WASHINGTONDC20036NONEPCGENERAL FUNDING$2,000
ZACHARIAS CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPCGENERAL FUNDING$33,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$581,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,767ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$550ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$666,542ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$678,859ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$678,859TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$6,025Amt
Net Investment Income$3,013NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,013DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HATHAWAY INCStockNm
EOY Book Value$59,307EOYBookValueAmt
EOYFMV$624,291EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$3,221$3,221$0$0
FILING FEES$15$0$0$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$3,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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