BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202121329349103502
Schema version
2020v4.1
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)
Return2021-05-12T18:51:23-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 MEDLINE INDUSTRIES 3 LAKES DRAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8479493000PhoneNum
Signature2021-05-04SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY 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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,701,258FMVAssetsEOYAmt
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$126InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$126InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,544DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,544DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$252,840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401,851GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$252,840CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$270,510TotalRevAndExpnssAmt
Total Net Invst Incm$270,510TotalNetInvstIncmAmt
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$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$40TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,258OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,243OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,098TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,643TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,455TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$496,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$496,170ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$511,268TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,643TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$498,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$240,758ExcessRevenueOverExpensesAmt
Net Investment Income$257,867NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$206,973CashBOYAmt
Cash EOY$23,719CashEOYAmt
Cash EOYFMV$23,719CashEOYFMVAmt
Sav And Temp Cash Invst BOY$150,947SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$225,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$225,048SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$798,479CorporateStockBOYAmt
Corporate Stock EOY$666,874CorporateStockEOYAmt
Corporate Stock EOYFMV$2,452,491CorporateStockEOYFMVAmt
Total Assets BOY$1,156,399TotalAssetsBOYAmt
Total Assets EOY$915,641TotalAssetsEOYAmt
Total Assets EOYFMV$2,701,258TotalAssetsEOYFMVAmt
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$1,156,399RetainedEarningBOYAmt
Retained Earning EOY$915,641RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,156,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$915,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,156,399TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$915,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,156,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$240,758ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$915,641SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$915,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MESIROW #1598 - ST COVEREDP2020-01-012020-12-31$18,711$17,876$835$835
MESIROW #1598 - LT COVEREDP2019-01-012020-06-16$42,243$20,428$21,815$21,815
MESIROW #1598 - LT NON-COVEREDP2019-01-012020-12-31$340,897$110,707$230,190$230,190
FieldValueIRS element (for citing)
Capital Gain Net Income$252,840CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$835NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,584InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,584SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,584TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,135EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,135TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$551OverpaymentAmt
Applied To ES Tax$551AppliedToESTaxAmt
Refund$0RefundAmt

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 Line113853 RIVOLI DRAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
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 Line113853 RIVOLI DRAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
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$2,555,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$155,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,710,971TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,710,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,665CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,670,306NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,515MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,515MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,584TaxBasedOnInvestmentIncomeAmt
Total Tax$3,584TotalTaxAmt
Distributable Before Adj$129,931DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,931DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,931DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$498,625ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$498,625QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$498,625AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,931DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$487,298ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$843,856ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$860,266ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$467,697ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$403,380ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,062,497TotalExcessDistributionCyovAmt
Qualifying Distributions$498,625QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$129,931AppliedToCurrentYearAmt
Remaining Distri From Corpus$368,694RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,431,191TotalCorpusAmt
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$487,298ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,943,893ExcessDistriCyovToNextYrAmt
Excess From Year4$843,856ExcessFromYear4Amt
Excess From Year3$860,266ExcessFromYear3Amt
Excess From Year2$467,697ExcessFromYear2Amt
Excess From Year1$403,380ExcessFromYear1Amt
Excess From Current Year$368,694ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093NONEPUBLIC CHARITYGENERAL FUNDING$2,500
BLADDER CANCER ADVOCACY NETWORK
4520 EAST WEST HIGHWAY STE 610BETHESDAMD20814NONEPUBLIC CHARITYGENERAL FUNDING$10,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPUBLIC CHARITYGENERAL FUNDING$1,000
CENTER FOR ENRICHED LIVING
280 SAUNDERS RDRIVERWOODSIL60015NONEPUBLIC CHARITYGENERAL FUNDING$5,000
CITIZENSHIP COUNTS
504 CENTENNIAL BLVD 805VOORHEESNJ08043NONEPUBLIC CHARITYGENERAL FUNDING$20,000
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVENUE SUITE 246RIVERWOODSIL60015NONEPUBLIC CHARITYGENERAL FUNDING$20,000
DIGESTIVE HEALTH FOUNDATION
251 EAST HURON SUITE 3200CHICAGOIL60611NONEPUBLIC CHARITYGENERAL FUNDING$37,500
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER INC
106 MILITARY TRAILJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,000
FAMILY SERVICE OF LAKE COUNTY
777 CENTRAL AVENUE SUITE 17HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$5,000
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPUBLIC CHARITYGENERAL FUNDING$2,150
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPUBLIC CHARITYGENERAL FUNDING$10,000
FUNMI ADEWOLE FOUNDATION
4332 NORTH KEDZIE AVENUECHICAGOIL60618NONEPUBLIC CHARITYGENERAL FUNDING$720
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$30,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPUBLIC CHARITYGENERAL FUNDING$3,500
JANE ADDAMS SENIOR CAUCUS
1111 N WELLS STREET SUITE 302CHICAGOIL60610NONEPUBLIC CHARITYGENERAL FUNDING$5,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIRCLE 100WEST PALM BEACHFL33409NONEPUBLIC CHARITYGENERAL FUNDING$20,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$35,000
JOHN HOWARD ASSOCIATION
70 EAST LAKE STREET SUITE 410CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$14,000
JUPITER COMMUNITY HIGH SCHOOL
500 MILITARY TRAILJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,200
KESHET
600 ACADEMY DRIVE SUITE 130NORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$5,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$50,000
LIVE4LALI
3255 N ARLINGTON HEIGHT ROAD SUITEARLINGTON HEIGHTSIL60004NONEPUBLIC CHARITYGENERAL FUNDING$500508
MEMORY CARE HOME SOLUTIONS
4389 W PINE BLVDST LOUISMO63108NONEPUBLIC CHARITYGENERAL FUNDING$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST 11THNEW YORKNY10011NONEPUBLIC CHARITYGENERAL FUNDING$100
PLANNED PARENTHOOD
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$1,500
ROBERT F KENNEDY HUMAN RIGHTS
88 PINE STREET SUITE 801NEW YORKNY10005NONEPUBLIC CHARITYGENERAL FUNDING$25,000
SCHOLARSHIP & GUIDANCE (SGA YOUTH AND FAMILY SERVICES)
11 E ADAMS SUITE 1500CHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$10,000
THE FIRST TEE OF CHICAGO FOUNDATION
35 E WACKER DR 300CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$1,500
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$3,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$170,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$496,170TotalGrantOrContriPdDurYrAmt
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$126ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,544ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$252,840ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$270,510ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$270,510TotalIncomeProducingActyAmt

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$4,800Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BECTON DICKINSON COMPANY$197,229$749,068
BERKSHIRE HATHAWAY INC$366,339$1,452,666
INTEL CORP$103,306$250,757

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$10,243$10,243$0$0
FILING FEES$15$0$0$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$40Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$40DisbursementsCharitablePrpsAmt

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