BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-28
IRS object ID
202032419349101113
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-28T17:26:48-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY SAKSPreparerPersonNm
PTINP00965238PTIN
Phone3122982000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.35.117IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-04IPDt
IP Tm12:00:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE4C4429325E61D7B0FC413B79CAD8AAB8FF2D513AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,297,880FMVAssetsEOYAmt
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$463InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$463InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$283,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$417,535GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$283,842CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$318,285TotalRevAndExpnssAmt
Total Net Invst Incm$318,285TotalNetInvstIncmAmt
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$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,037OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,022OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,787TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,390TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$557,615ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$557,615ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$578,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,397TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$560,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$260,117ExcessRevenueOverExpensesAmt
Net Investment Income$303,888NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,170CashBOYAmt
Cash EOY$206,973CashEOYAmt
Cash EOYFMV$206,973CashEOYFMVAmt
Sav And Temp Cash Invst BOY$467,065SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,947SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,947SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$900,481CorporateStockBOYAmt
Corporate Stock EOY$798,479CorporateStockEOYAmt
Corporate Stock EOYFMV$2,939,960CorporateStockEOYFMVAmt
Total Assets BOY$1,416,716TotalAssetsBOYAmt
Total Assets EOY$1,156,399TotalAssetsEOYAmt
Total Assets EOYFMV$3,297,880TotalAssetsEOYFMVAmt
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$1,416,716RetainedEarningBOYAmt
Retained Earning EOY$1,156,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,416,716TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,156,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,416,716TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,156,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,416,716TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$260,117ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,156,599SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,156,399TotNetAstOrFundBalancesEOYAmt

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 COVEREDP2019-01-012019-12-31$24,709$24,648$61$61
MESIROW #1598 - LT COVEREDP2019-01-012019-07-11$13,277$14,459-$1,182-$1,182
MESIROW #1598 - LT NON COVEREDP2019-01-012019-11-25$379,549$94,586$284,963$284,963
FieldValueIRS element (for citing)
Capital Gain Net Income$283,842CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$61NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$637,261AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,587,026NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.177657DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,017,220AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,450,830NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.294775DistributionYr2Rt
Adjusted Qlfy Distri Yr3$889,072AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,077,804NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.824892DistributionYr3Rt
Adjusted Qlfy Distri Yr4$546,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,384,056NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.394915DistributionYr4Rt
Adjusted Qlfy Distri Yr5$958,005AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,465,164NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.653855DistributionYr5Rt
Total Distribution2.346094TotalDistributionRt
Average Distribution0.469219AverageDistributionRt
Net Vl Noncharitable Assets$3,254,057NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,526,865AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,039NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,529,904AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$560,005QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,078InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,078SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,213EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,213TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,135OverpaymentAmt
Applied To ES Tax$4,135AppliedToESTaxAmt
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address 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$2,960,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$342,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,303,611TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,303,611AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,554CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,254,057NetVlNoncharitableAssetsAmt
Minimum Investment Return$162,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$162,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,078TaxBasedOnInvestmentIncomeAmt
Total Tax$6,078TotalTaxAmt
Distributable Before Adj$156,625DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$156,625DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$156,625DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$560,005ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$560,005QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$560,005AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,625DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$896,246ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$487,298ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$843,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$860,266ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$467,697ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,555,363TotalExcessDistributionCyovAmt
Qualifying Distributions$560,005QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$156,625AppliedToCurrentYearAmt
Remaining Distri From Corpus$403,380RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,958,743TotalCorpusAmt
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$896,246ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,062,497ExcessDistriCyovToNextYrAmt
Excess From Year4$487,298ExcessFromYear4Amt
Excess From Year3$843,856ExcessFromYear3Amt
Excess From Year2$860,266ExcessFromYear2Amt
Excess From Year1$467,697ExcessFromYear1Amt
Excess From Current Year$403,380ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A SAFE PLACE
2710 17TH STZIONIL60099NONEPUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093NONEPUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017NONEPUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN LUNG ASSOCIATION
55 W WACKER DR SUITE 1150CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$50
AMERICAN PARKINSON DISEASE ASSOCIATION
1800 NORTH MAIN STREET SUITE 215WHEATONIL60187NONEPUBLIC CHARITYGENERAL FUNDING$200
AMY KROUSE ROSENTHAL FOUNDATION
111 W WASHINGTON ST SUITE 1500CHICAGOIL60602NONEPUBLIC CHARITYGENERAL FUNDING$400
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVECHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$390
BLADDER CANCER ADVOCACY NETWORK
4520 EAST WEST HIGHWAY STE 610BETHESDAMD20814NONEPUBLIC CHARITYGENERAL FUNDING$15,000
BOTANIC GARDEN'S CONSERVATION INTERNATIONAL US INC
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYGENERAL FUNDING$400
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPUBLIC CHARITYGENERAL FUNDING$650
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEPUBLIC CHARITYGENERAL FUNDING$150
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$1,000
CENTER FOR ENRICHED LIVING
280 SAUNDERS RDRIVERWOODSIL60015NONEPUBLIC CHARITYGENERAL FUNDING$5,000
CHICAGO FURNITURE BANK
4800 WEST ROOSEVELT RDCHICAGOIL60644NONEPUBLIC CHARITYGENERAL FUNDING$250
CITIZENSHIP COUNTS
504 CENTENNIAL BLVD 805VORHEESNJ08043NONEPUBLIC 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
EASTERSEALS
141 W JACKSON BLVD SUITE 1400ACHICAGOIL60604NONEPUBLIC CHARITYGENERAL FUNDING$50
ENVIRONMENTAL DEFENSE FUND INCORPORATED
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPUBLIC CHARITYGENERAL FUNDING$300
FAMILY SERVICE OF LAKE COUNTY
777 CENTRAL AVENUE SUITE 17HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$3,000
FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC
777 GLADES ROAD AD 295BOCA RATONFL33431NONEPUBLIC CHARITYGENERAL FUNDING$200
FOOD FOR THE POOR
6401 LYONS RDCOCONUT CREEKFL33073NONEPUBLIC CHARITYGENERAL FUNDING$150
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPUBLIC CHARITYGENERAL FUNDING$1,900
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPUBLIC CHARITYGENERAL FUNDING$16,000
FURRY FRIENDS ADOPTION CLINIC & RANCH
100 CAPITAL STREETJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$500
GLOBAL SMILE FOUNDATION
101 ACCESS ROAD SUITE 205NORWOODMA02062NONEPUBLIC CHARITYGENERAL FUNDING$1,500
HAR SINAI - OHEB SHALOM CONGREGATION
7310 PARK HEIGHTS AVEBALTIMOREMD21208NONEPUBLIC CHARITYGENERAL FUNDING$1,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$30,000
HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC
9603 WOODS DRIVESKOKIEIL60077NONEPUBLIC CHARITYGENERAL FUNDING$1,000
INSIGHT THROUGH EDUCATION
PO BOX 33054PALM BEACH GARDENSFL33420NONEPUBLIC CHARITYGENERAL FUNDING$2,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPUBLIC CHARITYGENERAL FUNDING$4,000
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$15,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$33,000
JOHN HOWARD ASSOCIATION
70 EAST LAKE STREET SUITE 410CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$18,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,200
KESHET
600 ACADEMY DRIVE SUITE 130NORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$7,500
KLEZMER MUSIC FOUNDATION
4025 HARVARD TERSKOKIEIL60076NONEPUBLIC CHARITYGENERAL FUNDING$1,000
LAKE COUNTY CENTER FOR INDEPENDENT LIVING
377 NORTH SEYMOUR AVEMUNDELEINIL60060NONEPUBLIC CHARITYGENERAL FUNDING$10,000
LESTER AND ROSALIE ANIXTER CENTER
6610 N CLARK STCHICAGOIL60626NONEGROUPGENERAL FUNDING$1,000
LIVE4LALI
3255 N ARLINGTON HEIGHT ROAD SUITEARLINGTON HEIGHTSIL60004NONEPUBLIC CHARITYGENERAL FUNDING$500508
LYNN SAGE FOUNDATION
141 W JACKSON BLVD SUITE 300CHICAGOIL60604NONEPUBLIC CHARITYGENERAL FUNDING$1,000
MARCH OF DIMES
1550 CRYSTAL DR SUITE 1300ARLINGTONVA22202NONEPUBLIC CHARITYGENERAL FUNDING$75
MEMORY CARE HOME SOLUTIONS
4389 W PINE BLVDST LOUISMO63108NONEPUBLIC CHARITYGENERAL FUNDING$2,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190NONEPUBLIC CHARITYGENERAL FUNDING$100
PADS LAKE COUNTY
1800 GRAND AVEWAUKEGANIL60085NONEPUBLIC CHARITYGENERAL FUNDING$2,000
PARKINSON'S FOUNDATION
200 SE 1ST STREET SUITE 800MIAMIFL33131NONEPUBLIC CHARITYGENERAL FUNDING$300
ROTARY CLUB OF HIGHLAND PARK - HIGHWOOD
PO BOX 42HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$1,000
SCHOLARSHIP & GUIDANCE (SGA YOUTH AND FAMILY SERVICES)
11 E ADAMS SUITE 1500CHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$10,000
SCRIPPS RESEARCH INSTITUTE
120 SCRIPPS WAYJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$300
SEATTLE WORKS
PO BOX 80986SEATTLEWA98108NONEPUBLIC CHARITYGENERAL FUNDING$1,000
SPECIAL OLYMPICS OF ILLINOIS
605 EAST WILLOWNORMALIL61761NONEPUBLIC CHARITYGENERAL FUNDING$50
SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
610 S MICHIGAN AVE SUITE 280CHICAGOIL60605NONEPUBLIC CHARITYGENERAL FUNDING$5,000
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$5,000
WATERKEEPER ALLIANCE INC
180 MAIDEN LANE SUITE 603NEW YORKNY10038NONEPUBLIC CHARITYGENERAL FUNDING$10,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$557,615TotalGrantOrContriPdDurYrAmt
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$462ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,980ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$283,843ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$318,285ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$318,285TotalIncomeProducingActyAmt

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$4,750Amt
Net Investment Income$2,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BECTON DICKINSON COMPANY$223,682$916,204
BERKSHIRE HATHAWAY INC$450,771$1,680,630
INTEL CORP$124,026$343,126

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONQUALIFYING DISTRIBUTIONS - TAXABLE EXPENDITURE ON 4720Desc
Amt$200Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$12,022$12,022$0$0
FILING FEES$15$0$0$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAIDCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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