MILLS FAM CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201901359349101095
Schema version
2018v3.1
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)
Return2019-05-15T10:06:13-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 Line1THREE LAKES DRIVEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8479493000PhoneNum
Signature2019-05-10SignatureDt
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 Address155.201.42.97IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm14:42:00IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9C2C56F62DF6D984D2C90569A5D70F7A6C7F9E79AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,510,713FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$430,127ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$600InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$600InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,418DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$467,491NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$730,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$467,491CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$934,636TotalRevAndExpnssAmt
Total Net Invst Incm$504,509TotalNetInvstIncmAmt
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$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,429AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,071AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$29,274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,746OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,716OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,520TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,101TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$635,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$635,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$681,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,145TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$637,261TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$252,956ExcessRevenueOverExpensesAmt
Net Investment Income$489,364NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,534CashBOYAmt
Cash EOY$49,170CashEOYAmt
Cash EOYFMV$49,170CashEOYFMVAmt
Sav And Temp Cash Invst BOY$435,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$467,065SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$467,065SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$990,585CorporateStockBOYAmt
Corporate Stock EOY$900,481CorporateStockEOYAmt
Corporate Stock EOYFMV$2,994,478CorporateStockEOYFMVAmt
Total Assets BOY$1,428,693TotalAssetsBOYAmt
Total Assets EOY$1,416,716TotalAssetsEOYAmt
Total Assets EOYFMV$3,510,713TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,428,693RetainedEarningBOYAmt
Retained Earning EOY$1,416,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,428,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,416,716TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,428,693TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,416,716TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,428,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$252,956ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,681,649SubtotalAmt
Other Decreases$264,933OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,416,716TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MESIROW #1598P2018-01-012018-12-31$12,628$11,254$1,374$1,374
MESIROW #1598P2018-01-012018-12-31$717,743$251,626$466,117$466,117
FieldValueIRS element (for citing)
Capital Gain Net Income$467,491CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,374NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,017,220AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,450,830NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.294775DistributionYr1Rt
Adjusted Qlfy Distri Yr2$889,072AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,077,804NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.824892DistributionYr2Rt
Adjusted Qlfy Distri Yr3$546,584AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,384,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.394915DistributionYr3Rt
Adjusted Qlfy Distri Yr4$958,005AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,465,164NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.653855DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,773,029AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,469,653NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.206427DistributionYr5Rt
Total Distribution3.374864TotalDistributionRt
Average Distribution0.674973AverageDistributionRt
Net Vl Noncharitable Assets$3,587,026NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,421,146AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,894NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,426,040AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$637,261QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,787InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,787SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,787TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,213OverpaymentAmt
Applied To ES Tax$6,213AppliedToESTaxAmt
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$3,143,959AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$497,692AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,641,651TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,641,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,625CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,587,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,787TaxBasedOnInvestmentIncomeAmt
Total Tax$9,787TotalTaxAmt
Distributable Before Adj$169,564DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$169,564DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$169,564DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$637,261ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$637,261QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$637,261AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$169,564DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,725,044ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$896,246ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$487,298ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$843,856ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$860,266ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,812,710TotalExcessDistributionCyovAmt
Qualifying Distributions$637,261QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$169,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$467,697RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,280,407TotalCorpusAmt
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$1,725,044ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,555,363ExcessDistriCyovToNextYrAmt
Excess From Year4$896,246ExcessFromYear4Amt
Excess From Year3$487,298ExcessFromYear3Amt
Excess From Year2$843,856ExcessFromYear2Amt
Excess From Year1$860,266ExcessFromYear1Amt
Excess From Current Year$467,697ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF HEBREW UNIVERSITY
20 N UPPER WACKER DR 2020CHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$2,000
AMERICAN FRIENDS OF THE ISRAEL SPORTS CENTER FOR THE DISABLED (ISCD)
PO BOX 667DEERFIELDIL60015NONEPUBLIC CHARITYGENERAL FUNDING$5,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPUBLIC CHARITYGENERAL FUNDING$55
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPUBLIC CHARITYGENERAL FUNDING$7,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVECHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$390
AWAKENINGS ART
4001 N RAVENSWOOD AVECHICAGOIL60613NONEPRIVATE OPERATING FOGENERAL FUNDING$15,000
BLADDER CANCER ADVOCACY NETWORK INC
4915 ST ELMO AVENUE SUITE 202BETHESDAMD20814NONEPUBLIC CHARITYGENERAL FUNDING$2,000
B'NAI B'RITH INTERNATIONAL
1120 20TH ST SUITE 300 NORTHWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL FUNDING$100
B'NAI B'RITH YOUTH ORGANIZATION
800 EIGHTH STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL FUNDING$1,000
BOTANIC GARDEN'S CONSERVATION INTERNATIONAL (CHICAGO BOTANIC GARDENS)
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYGENERAL FUNDING$250
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPUBLIC CHARITYGENERAL FUNDING$650
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$1,000
CHICAGO BLACKHAWKS BLIND HOCKEY
1N450 HIGHLAND AVEGLEN ELLYNIL60137NONEPUBLIC CHARITYGENERAL FUNDING$5,000
CHICAGO HEARING SOCIETY (A DIVISION OF LESTER AND ROSALIE ANIXTER CENTER)
2001 N CLYBOURN AVECHICAGOIL60614NONEPUBLIC CHARITYGENERAL FUNDING$1,000
CITIZENSHIP COUNTS
4201 N 24TH STREET SUITE 210PHOENIXAZ85016NONEPUBLIC CHARITYGENERAL FUNDING$35,000
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVENUE SUITE 246RIVERWOODSIL60015NONEPUBLIC CHARITYGENERAL FUNDING$20,000
CROHN'S & COLITIS FOUNDATION (CCFA)
386 PARK AVE SOUTH 17 FLOORNEW YORKNY10016NONEPUBLIC CHARITYGENERAL FUNDING$1,000
DIGESTIVE HEALTH FOUNDATION
251 EAST HURON SUITE 3200CHICAGOIL60611NONEPUBLIC CHARITYGENERAL FUNDING$37,500
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER
106 MILITARY TRAILJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPUBLIC CHARITYGENERAL FUNDING$150
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPUBLIC CHARITYGENERAL FUNDING$1,500
FRIENDS OF SOUTH FLORIDA PBS
3401 S CONGRESS AVEBOYNTON BEACHFL33426NONEPUBLIC CHARITYGENERAL FUNDING$40
FUMNI ADEWOLE FOUNDATION
4332 N KEDZIE AVECHICAGOIL60618NONEPUBLIC CHARITYGENERAL FUNDING$650
GLOBAL LYME ALLIANCE
1290 EAST MAIN STREET 3RD FLOORSTAMFORDCT06902NONEPUBLIC CHARITYGENERAL FUNDING$250
HAWAIIAN EYE FOUNDATION
95717 KIPAPAMILILANIHI96789NONEPUBLIC CHARITYGENERAL FUNDING$2,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$20,000
HIGHLAND PARK HIGHWOOD LEGAL AID CLINIC
491 LAUREL AVEHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$500
ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER
9603 WOODS DRIVESKOKIEIL60077NONEPUBLIC CHARITYGENERAL FUNDING$1,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL FUNDING$5,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPUBLIC CHARITYGENERAL FUNDING$1,500
JANE ADDAMS SENIOR CAUCUS
1111 N WELLS STREET SUITE 302CHICAGOIL60610NONEPUBLIC CHARITYGENERAL FUNDING$4,000
JEWISH CHILD AND FAMILY SERVICES
1300 N JACKSON STMILWAUKEEIL53202NONEPUBLIC CHARITYGENERAL FUNDING$500
JEWISH COMMUNITY CENTER OF CHICAGO (WOMEN'S AUXILIARY)
30 SOUTH WELLS STREET SUITE 4000CHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$300
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRWEST PALM BEACHFL33417NONEPUBLIC CHARITYGENERAL FUNDING$30,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$33,000
JOHN HOWARD ASSOCIATION
375 E CHICAGO AVE SUITE 529CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUNDING$18,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$1,000
KESHET
617 LANDWEHR RDNORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$7,500
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$50,000
LYNN SAGE FOUNDATION
141 W JACKSON BLVD SUITE 300CHICAGOIL60604NONEPUBLIC CHARITYGENERAL FUNDING$1,000
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605NONEPUBLIC CHARITYGENERAL FUNDING$25
MEMORY CARE HOME SOLUTIONS
1526 SOUTH BIG BEND BLVDST LOUISMO63117NONEPUBLIC CHARITYGENERAL FUNDING$2,000
MIDTOWN EDUCATIONAL FOUNDATION
718 S LOOMIS STREETCHICAGOIL60607NONEPUBLIC CHARITYGENERAL FUNDING$4,300
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014NONEPUBLIC CHARITYGENERAL FUNDING$100
NATIONAL PARKS CONSERVATION ASSOCIATION
8 S MICHIGAN AVECHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$100
NORTH SHORE AUXILIARY OF THE JEWISH CHILD AND FAMILY SERVICES
216 W JACKSON BLVD SUITE 800CHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$75
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208NONEPUBLIC CHARITYGENERAL FUNDING$15,000
PADS LAKE COUNTY INC
3001 GREEN BAY ROAD BUILDING 5NORTH CHICAGOIL60064NONEPUBLIC CHARITYGENERAL FUNDING$3,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NW SUITE 600WASHINGTONDC20005NONEPUBLIC CHARITYGENERAL FUNDING$75
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$500
RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PARKWAYCHICAGOIL60612NONEPUBLIC CHARITYGENERAL FUNDING$10,000
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037NONEPUBLIC CHARITYGENERAL FUNDING$1,100
SEATTLE WORKS
240 2ND AVE S 2018SEATTLEWA98104NONEPUBLIC CHARITYGENERAL FUNDING$1,000
SGA YOUTH AND FAMILY SERVICES NFP
11 E ADAMS SUITE 1500CHICAGOIL60603NONEPUBLIC CHARITYGENERAL FUNDING$10,000
SPECIAL OLYMPICS ILLINOIS
605 EAST WILLOWNORMALIL61761NONEPUBLIC CHARITYGENERAL FUNDING$50
SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
610 S MICHIGAN AVE SUITE 500CHICAGOIL60605NONEPUBLIC CHARITYGENERAL FUNDING$5,000
THE ART CENTER HIGHLAND PARK
1957 SHERIDAN RDHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL FUNDING$100
UCHICAGO MEDICINE INTERNATIONAL LIMITED (COMER CHILDREN'S HOSPITAL)
5721 S MARYLAND AVECHICAGOIL60637NONESUPPORTING ORGANIZATGENERAL FUNDING$100
UNITED STATES HOLOCAUST MEMORIAL COUNCIL
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024NONEPUBLIC CHARITYGENERAL FUNDING$1,800
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$5,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$263,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$635,160TotalGrantOrContriPdDurYrAmt
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$600ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,418ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$467,491ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$504,509ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$504,509TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
LOIS MILLS
113853 RIVOLI DRPALM BEACH GARDENSFL33410$42,739Yes (X)
JONATHAN MILLS
213853 RIVOLI DRPALM BEACH GARDENSFL33410$387,388Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1124 SHARES BOEING (BA)$42,7392018-07-12
21113 SHARES BOEING (BA)$387,3882018-07-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$2,429NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,071DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE$96,400$416,984
BECTON DICKINSON COMPANY$236,398$800,074
BERKSHIRE HATHAWAY INC$450,771$1,515,016
INTEL CORP$116,912$262,404

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN COST BASIS AND FMV OF STOCK CONTRIBUTIONDesc
Amt$264,933Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$12,716$12,716$0$0
FILING FEES$30$0$0$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAIDCategoryTxt
Amt$29,274Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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