MILLS FAM CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-15
IRS object ID: 202311359349103926
Schema version: 2022v5.0
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T13:25:23-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134008324	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 NORTH WACKER DR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606062807	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	306000363	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MILLS FAMILY CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MILL	BusinessNameControlTxt
Phone	8479493000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO MEDLINE INDUSTRIES 3 LAKES DR	AddressLine1Txt
City	NORTHFIELD	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60093	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN M MILLS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8479493000	PhoneNum
Signature	2023-05-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JONATHAN	PersonFirstNm
Person Last	MILLS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRITTNEY B SAKS	PreparerPersonNm
PTIN	P00965238	PTIN
Phone	3122982000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,947,555	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$3,300	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,300	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$14,152	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$14,152	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$646,526	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$803,524	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$646,526	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$663,978	TotalRevAndExpnssAmt
Total Net Invst Incm	$663,978	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,500	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$9,131	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$7,489	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$7,374	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$15	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$21,620	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,874	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,515	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$498,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$498,550	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$520,320	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,874	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$501,065	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$143,658	ExcessRevenueOverExpensesAmt
Net Investment Income	$654,104	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$24,373	CashBOYAmt
Cash EOY	$20,828	CashEOYAmt
Cash EOYFMV	$20,828	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$336,633	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$626,987	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$626,987	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$493,641	CorporateStockBOYAmt
Corporate Stock EOY	$350,490	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,299,740	CorporateStockEOYFMVAmt
Total Assets BOY	$854,647	TotalAssetsBOYAmt
Total Assets EOY	$998,305	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,947,555	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$854,647	RetainedEarningBOYAmt
Retained Earning EOY	$998,305	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$854,647	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$998,305	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$854,647	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$998,305	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$854,647	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$143,658	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$998,305	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$998,305	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MESIROW #1598 - LT COVERED	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2020-01-01	AcquiredDt
Sold	2022-12-31	SoldDt
Gross Sales Price	$803,524	GrossSalesPriceAmt
Cost Or Other Basis	$156,998	CostOrOtherBasisAmt
Gain Or Loss	$646,526	GainOrLossAmt
Gains Minus Excess Or Losses	$646,526	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$646,526	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,092	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,092	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,092	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,600	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,600	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$2,492	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JONATHAN M MILLS	IndividualWithBooksNm
Phone	8479493000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	13853 RIVOLI DR	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33410	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JONATHAN M MILLS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13853 RIVOLI DR	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33410	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	3.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,754,988	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$426,340	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,181,328	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,181,328	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,720	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,148,608	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$107,430	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$107,430	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,092	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,092	TotalTaxAmt
Distributable Before Adj	$98,338	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$98,338	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$98,338	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$501,065	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$501,065	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$98,338	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$860,266	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$467,697	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$403,380	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$368,694	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$407,902	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,507,939	TotalExcessDistributionCyovAmt
Qualifying Distributions	$501,065	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$98,338	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$402,727	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,910,666	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$860,266	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,050,400	ExcessDistriCyovToNextYrAmt
Excess From Year4	$467,697	ExcessFromYear4Amt
Excess From Year3	$403,380	ExcessFromYear3Amt
Excess From Year2	$368,694	ExcessFromYear2Amt
Excess From Year1	$407,902	ExcessFromYear1Amt
Excess From Current Year	$402,727	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JONATHAN M MILLS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
199 WATER STREET 11TH FLOOR	NEW YORK	NY	10038	NONE	PUBLIC CHARITY	GENERAL FUNDING	$10,000
BLADDER CANCER ADVOCACY NETWORK
4520 EAST WEST HIGHWAY STE 610	BETHESDA	MD	20814	NONE	PUBLIC CHARITY	GENERAL FUNDING	$5,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROAD	DEERFIELD	IL	60015	NONE	PUBLIC CHARITY	GENERAL FUNDING	$1,500
CITIZENSHIP COUNTS
504 CENTENNIAL BLVD 805	VOORHEES	NJ	08043	NONE	PUBLIC CHARITY	GENERAL FUNDING	$15,000
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DR	PALM BEACH GARDENS	FL	33410	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,850
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224	NEW YORK	NY	10163	NONE	PUBLIC CHARITY	GENERAL FUNDING	$20,000
FUNMI ADEWOLE FOUNDATION
4332 NORTH KEDZIE AVENUE	CHICAGO	IL	60618	NONE	PUBLIC CHARITY	GENERAL FUNDING	$1,200
FURRY FRIENDS
6715 NE 63RD STREET	VANCOUVER	WA	98661	NONE	PUBLIC CHARITY	GENERAL FUNDING	$500
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398	HIGHLAND PARK	IL	60035	NONE	PUBLIC CHARITY	GENERAL FUNDING	$30,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102	DEERFIELD BEACH	FL	33442	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIRCLE 100	WEST PALM BEACH	FL	33409	NONE	PUBLIC CHARITY	GENERAL FUNDING	$33,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREET	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	GENERAL FUNDING	$85,000
JOHN HOWARD ASSOCIATION
70 EAST LAKE STREET SUITE 410	CHICAGO	IL	60601	NONE	PUBLIC CHARITY	GENERAL FUNDING	$25,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAY	JUPITER	FL	33458	NONE	PUBLIC CHARITY	GENERAL FUNDING	$1,500
LAKE FOREST COLLEGE
555 N SHERIDAN RD	LAKE FOREST	IL	60045	NONE	PUBLIC CHARITY	GENERAL FUNDING	$50,000
NORTHWESTERN UNIVERSITY
633 CLARK STREET	EVANSTON	IL	60208	NONE	PUBLIC CHARITY	GENERAL FUNDING	$20,000
PLANNED PARENTHOOD
18 S MICHIGAN AVE 6TH FLOOR	CHICAGO	IL	60603	NONE	PUBLIC CHARITY	GENERAL FUNDING	$1,500
SCHOLARSHIP & GUIDANCE (SGA YOUTH AND FAMILY SERVICES)
11 E ADAMS SUITE 1500	CHICAGO	IL	60603	NONE	PUBLIC CHARITY	GENERAL FUNDING	$20,000
SHARSHERET INC
1086 TEANECK ROAD SUIT 2G	TEANECK	NJ	07666	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,000
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREET	GURNEE	IL	60031	NONE	PUBLIC CHARITY	GENERAL FUNDING	$3,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVE	GURNEE	IL	60031	NONE	PUBLIC CHARITY	GENERAL FUNDING	$143,000
FAMILIES HELPING FAMILIES CHICAGOLAND
4245 TERRI LYN LN	NORTHBROOK	IL	60062	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,500
INSIGHT THOUGH EDUCATION
6266 S CONGRESS AVE	LAKE WORTH	FL	33462	NONE	PUBLIC CHARITY	GENERAL FUNDING	$4,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980	LOS ANGELES	CA	90010	NONE	PUBLIC CHARITY	GENERAL FUNDING	$5,000
KIND KITCHEN OF PALM BEACH
844 PROSPERITY FARMS RD	NORTH PALM BEACH	FL	33408	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,000
KING'S COLLEGE
133 N RIVER ST	WILKESBARRE	PA	18711	NONE	PUBLIC CHARITY	GENERAL FUNDING	$2,000
LIVE4LALI
PO BOX 692	LAKE ZURICH	IL	60047	NONE	PUBLIC CHARITY	GENERAL FUNDING	$1,000
NORTH SUBURBAN LEGAL AID CLINIC
1086 TEANECK RD SUITE 2G	TEANECK	NJ	07666	NONE	PUBLIC CHARITY	GENERAL FUNDING	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$498,550	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,300	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$14,152	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$646,526	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$663,978	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$663,978	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & LEGAL FEES	CategoryTxt
Amt	$5,000	Amt
Net Investment Income	$2,500	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,500	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BECTON DICKINSON COMPANY	$112,781	$449,297
BERKSHIRE HATHAWAY INC	$117,152	$699,659
INTEL CORP	$117,996	$141,918
EMBECTA CORP COMMON STOCK	$2,561	$8,866

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$7,374	$7,374	$0	$0
FILING FEES	$15	$0	$0	$15
LATE FILING PENALTY	$100	$0	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES PAID	CategoryTxt
Amt	$9,131	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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