BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-21
IRS object ID
202421429349100627
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-21T16:58:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastMILLSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY B SAKSPreparerPersonNm
PTINP00965238PTIN
Phone3122982000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,893,327FMVAssetsEOYAmt
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$7,102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,102InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,657DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,759TotalRevAndExpnssAmt
Total Net Invst Incm$18,759TotalNetInvstIncmAmt
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$5,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,700AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,692TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,560OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,545OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,652TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,245TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,715TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$268,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$268,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,952TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,245TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$271,015TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$272,193ExcessRevenueOverExpensesAmt
Net Investment Income$10,514NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,828CashBOYAmt
Cash EOY$16,156CashEOYAmt
Cash EOYFMV$16,156CashEOYFMVAmt
Sav And Temp Cash Invst BOY$626,987SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$348,651SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$348,651SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$350,490CorporateStockBOYAmt
Corporate Stock EOY$361,305CorporateStockEOYAmt
Corporate Stock EOYFMV$1,528,520CorporateStockEOYFMVAmt
Total Assets BOY$998,305TotalAssetsBOYAmt
Total Assets EOY$726,112TotalAssetsEOYAmt
Total Assets EOYFMV$1,893,327TotalAssetsEOYFMVAmt
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$998,305RetainedEarningBOYAmt
Retained Earning EOY$726,112RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$998,305TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$726,112TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$998,305TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$726,112TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$998,305TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$272,193ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$726,112SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$726,112TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$146InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$146SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$146TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,054OverpaymentAmt
Applied To ES Tax$200AppliedToESTaxAmt
Refund$8,854RefundAmt

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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 Line12460 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$1,404,072AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$516,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,920,980TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,920,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,892,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,608MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,608MinimumInvestmentReturnAmt
Tax Based On Investment Income$146TaxBasedOnInvestmentIncomeAmt
Total Tax$146TotalTaxAmt
Distributable Before Adj$94,462DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,462DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,462DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,015ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$271,015QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,462DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$467,697ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$403,380ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$368,694ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$407,902ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$402,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,050,400TotalExcessDistributionCyovAmt
Qualifying Distributions$271,015QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$176,553RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,226,953TotalCorpusAmt
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$467,697ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,759,256ExcessDistriCyovToNextYrAmt
Excess From Year4$403,380ExcessFromYear4Amt
Excess From Year3$368,694ExcessFromYear3Amt
Excess From Year2$407,902ExcessFromYear2Amt
Excess From Year1$402,727ExcessFromYear1Amt
Excess From Current Year$176,553ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
199 WATER STREET 11TH FLOORNEW YORKNY10038NONEPUBLIC CHARITYGENERAL FUNDING$5,000
AMY KROUSE ROSENTHAL FOUNDATION
111 W WASHINGTON STREET STE 1500CHICAGOIL60602NONEPUBLIC CHARITYGENERAL FUNDING$2,500
BLADDER CANCER ADVOCACY NETWORK
4520 EAST WEST HIGHWAY STE 610BETHESDAMD20814NONEPUBLIC CHARITYGENERAL FUNDING$5,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPUBLIC CHARITYGENERAL FUNDING$3,000
CLASSIC CAR MUSEUM
4730 US 1 SOUTHST AUGUSTINEFL32086NONEPUBLIC CHARITYGENERAL FUNDING$2,000
CONCERN WORLDWIDE US
355 LEXINGTON AVENUE 16TH FLOORNEW YORKNY10017NONEPUBLIC CHARITYGENERAL FUNDING$5,000
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPUBLIC CHARITYGENERAL FUNDING$3,000
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPUBLIC CHARITYGENERAL FUNDING$8,000
FUNMI ADEWOLE FOUNDATION
4332 NORTH KEDZIE AVENUECHICAGOIL60618NONEPUBLIC CHARITYGENERAL FUNDING$1,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$30,000
HOLOCAUST EDUCATION FOUNDATION
PO BOX 6153NEWPORT NEWSVA23606NONEEDUCATION ORGANIZATIGENERAL FUNDING$20,000
INVEST IN KIDS
1775 SHERMAN STREET SUITE 2075DENVERCO80203NONEPUBLIC CHARITYGENERAL FUNDING$10,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPUBLIC CHARITYGENERAL FUNDING$4,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$75,000
JOHN HOWARD ASSOCIATION
70 EAST LAKE STREET SUITE 410CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$25,000
JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017NONEPUBLIC CHARITYGENERAL FUNDING$30,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,800
KING'S COLLEGE
133 N RIVER STWILKESBARREPA18711NONEPUBLIC CHARITYGENERAL FUNDING$5,000
LIVE4LALI
PO BOX 692LAKE ZURICHIL60047NONEPUBLIC CHARITYGENERAL FUNDING$1,000
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453NONEPUBLIC CHARITYGENERAL FUNDING$1,000
OUR PLACE
1020 FOREST AVENUEWILMETTEIL60091NONEPUBLIC CHARITYGENERAL FUNDING$5,000
PEOPLES MUSIC SCHOOL
931 W EASTWOOD AVECHICAGOIL60640NONEPUBLIC CHARITYGENERAL FUNDING$1,000
PLANNED PARENTHOOD
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$1,500
PLANNED PARENTHOOD OF SEV FLA
2300 NORTH FLORIDA MANGO ROADWEST PALM BEACHFL33409NONEPUBLIC CHARITYGENERAL FUNDING$2,500
THE NEW YORK FOUNDLING
590 AVENUE OF THE AMERICASNEW YORKNY10011NONEPUBLIC CHARITYGENERAL FUNDING$4,000
THE PEACE HOUSE
700 ROUND VALLEY DR 115PARK CITYUT84060NONEPUBLIC CHARITYGENERAL FUNDING$5,000
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$3,000
ZACHARIAS CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$268,300TotalGrantOrContriPdDurYrAmt
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$7,102ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,759ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,759TotalIncomeProducingActyAmt

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$5,400Amt
Net Investment Income$2,700NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BECTON DICKINSON COMPANY$119,319$437,165
BERKSHIRE HATHAWAY INC$117,152$807,835
INTEL CORP$122,007$276,652
EMBECTA CORP COMMON STOCK$2,827$6,868

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$5,515$5,515$0$0
FILING FEES$15$0$0$15
BANK FEES$30$30$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$11,692Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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