MILLS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAMILY FOUNDATION (EIN 20-3972275)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202021399349100372
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T15:51:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203972275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8472346525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MILLS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8472346525 | PhoneNum |
| Signature | 2020-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK THOMSON | PreparerPersonNm |
| PTIN | P00079658 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2020-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.55.26.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-05 | IPDt |
| IP Tm | 08:17:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62071EF7CBA15931A8125C56E0489CC4412CFD5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,628,744 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $320,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $100,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,651,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,648,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,651,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,071,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,751,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,143,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,143,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,143,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,143,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,071,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,751,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,482 | CashBOYAmt |
| Cash EOY | $3,083 | CashEOYAmt |
| Cash EOYFMV | $3,083 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,457,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,663,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,625,661 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $173,740 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,709,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,628,744 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $36,539 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $36,539 | 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 | $2,673,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,666,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,673,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,709,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,666,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,673,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,071,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,008 | OtherIncreasesAmt |
| Subtotal | $1,666,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,648,144 | GrossSalesPriceAmt |
| Cost Or Other Basis | $996,430 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,651,714 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,651,714 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,651,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,542,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,632,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.451348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,623,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,428,713 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.483181 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,055,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,780,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.808191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,505,337 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,922,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.508935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,207,536 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,670,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.389292 | DistributionYr5Rt |
| Total Distribution | 2.640947 | TotalDistributionRt |
| Average Distribution | 0.528189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,985,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,633,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,650,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,143,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,605 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,605 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $8,972 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MILLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472346525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 | CHARLES MILLS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,825,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,061,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,061,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,985,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,517 | TotalTaxAmt |
| Distributable Before Adj | $231,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,774 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,143,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,143,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,517 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,126,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,945,907 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,285,839 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,873,087 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,395,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,262,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,763,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,143,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,911,774 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,675,012 | 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 | $1,945,907 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,729,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,285,839 | ExcessFromYear4Amt |
| Excess From Year3 | $2,873,087 | ExcessFromYear3Amt |
| Excess From Year2 | $2,395,721 | ExcessFromYear2Amt |
| Excess From Year1 | $2,262,684 | ExcessFromYear1Amt |
| Excess From Current Year | $2,911,774 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES MILLS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY DANCE MARATHON | |||||||
| LA STUDENT CENTER BOX 146 | MUNCIE | IN | 47306 | PC | GENERAL FUNDING | $500 | |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | PC | GENERAL FUNDING | $1,250,000 | |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 W WASHINGTON SUITE 700 | CHICAGO | IL | 60606 | PC | GENERAL FUNDING | $4,500 | |
| DIGESTIVE HEALTH FOUNDATION | |||||||
| 541 N FAIRBANKS CT STE 800 | CHICAGO | IL | 60611 | PC | GENERAL FUNDING | $100,000 | |
| FURRY FRIENDS | |||||||
| PO BOX 5099 | SAN JOSE | CA | 95150 | PC | GENERAL FUNDING | $100,000 | |
| GLENKIRK FOUNDATION | |||||||
| 3504 COMMERCIAL AVENUE | NORTHBROOK | IL | 60062 | PC | GENERAL FUNDING | $50,000 | |
| HABITAT FOR HUMANITY | |||||||
| 1100 W CERMAK RD STE 404 | CHICAGO | IL | 60608 | PC | GENERAL FUNDING | $150 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | PC | GENERAL FUNDING | $100,000 | |
| LAKE COUNTY HAVEN | |||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | PC | GENERAL FUNDING | $1,000 | |
| LAKE FOREST ACADEMY | |||||||
| 1500 WEST KENNEDY ROAD | LAKE FOREST | IL | 60045 | PC | GENERAL FUNDING | $200,000 | |
| LYRIC OPERA | |||||||
| 20 N WACKER | CHICAGO | IL | 60606 | PC | GENERAL FUNDING | $10,000 | |
| MISERICORIA HOME | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | GENERAL FUNDING | $100,000 | |
| MOTHER'S TRUST FOUNDATION | |||||||
| 400 EAST ILLINOIS ROAD | LAKE FOREST | IL | 60045 | PC | GENERAL FUNDING | $783 | |
| NORTHWESTERN MEMORIAL HEALTHCARE | |||||||
| 251 E HURON ST | CHICAGO | IL | 60611 | PC | GENERAL FUNDING | $100,000 | |
| STARKEY FOUNDATION INC | |||||||
| 144 SOUTH YOUNG STREET | WICHITA | KS | 67209 | PC | GENERAL FUNDING | $60,000 | |
| TEMPLE BETH EL | |||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | PC | GENERAL FUNDING | $25,000 | |
| THE CHILDREN'S HEART FOUNDATION | |||||||
| 620 MARGATE DRIVE | LINCOLNSHIRE | IL | 60069 | PC | GENERAL FUNDING | $4,000 | |
| UNITED WAY OF LAKE COUNTY | |||||||
| 330 SOUTH GREENLEAF STREET | GURNEE | IL | 60031 | PC | GENERAL FUNDING | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL FUNDING | $400,000 | |
| VANDERBILT UNIVERSITY | |||||||
| GIFT PROCESSING VU STATION B 357727 | NASHVILLE | TN | 37235 | PC | GENERAL FUNDING | $500,000 | 2301 VANDERBILT PLACE |
| WATERKEEPER ALLIANCE | |||||||
| 180 MAIDEN LN STE 603 | NEW YORK | NY | 10038 | PC | GENERAL FUNDING | $10,000 | |
| WOOD FAMILY FOUNDATION | |||||||
| 121 W WACKER DR STE 619 | CHICAGO | IL | 60601 | PC | GENERAL FUNDING | $2,500 | |
| ZACHARIAS CENTER | |||||||
| 4275 OLD GRAND AVENUE | GURNEE | IL | 60031 | PC | GENERAL FUNDING | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,143,433 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,006 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,651,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,751,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,751,720 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES MILLS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH GREEN BAY ROAD | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $320,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $245,446 | $679,180 |
| CAMPBELL SOUP CO | $339,888 | $494,200 |
| CORNING INC | $379,456 | $884,944 |
| DEERE & CO | $418,058 | $866,300 |
| MICROSOFT CORP | $48,307 | $291,745 |
| NEWELL BRANDS INC | $165,727 | $218,724 |
| S&P 500 EFT TRUST | $6,667 | $16,093 |
| CORTEVA INC | $10,297 | $34,733 |
| DOW INC. | $20,107 | $64,308 |
| DUPONT DE NEMOURS INC | $29,510 | $75,434 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $65,008 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DIRECTOR | Desc |
| BOY Book Value | $36,539 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Comments