BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349102273
Schema version
2017v2.2
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)
Return2018-05-15T12:01:44-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 Line11600 EASTWOOD AVENUEAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN M MILLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8479493000PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY SAKSPreparerPersonNm
PTINP00965238PTIN
Phone3122982000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,631,437FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$90InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$43,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,594DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$748,860NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,187,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$748,860CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,400OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$793,944TotalRevAndExpnssAmt
Total Net Invst Incm$792,544TotalNetInvstIncmAmt
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
Other Expenses Rev And Expnss$13,148OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,148OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,148TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,148TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,017,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,017,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,030,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,148TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,017,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$236,424ExcessRevenueOverExpensesAmt
Net Investment Income$779,396NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$150,572CashBOYAmt
Cash EOY$2,534CashEOYAmt
Cash EOYFMV$2,534CashEOYFMVAmt
Sav And Temp Cash Invst BOY$128,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$435,574SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$435,574SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,386,085CorporateStockBOYAmt
Corporate Stock EOY$990,585CorporateStockEOYAmt
Corporate Stock EOYFMV$3,193,329CorporateStockEOYFMVAmt
Total Assets BOY$1,665,117TotalAssetsBOYAmt
Total Assets EOY$1,428,693TotalAssetsEOYAmt
Total Assets EOYFMV$3,631,437TotalAssetsEOYFMVAmt
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$1,665,117RetainedEarningBOYAmt
Retained Earning EOY$1,428,693RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,665,117TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,428,693TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,665,117TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,428,693TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,665,117TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$236,424ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,428,693SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,428,693TotNetAstOrFundBalancesEOYAmt

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 #1598P2017-01-012017-12-31$30,393$27,454$2,939$2,939
MESIROW #1598P2017-01-012017-12-31$1,157,411$411,490$745,921$745,921
FieldValueIRS element (for citing)
Capital Gain Net Income$748,860CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,939NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$889,072AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,077,804NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.824892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$546,584AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,384,056NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.394915DistributionYr2Rt
Adjusted Qlfy Distri Yr3$958,005AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,465,164NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.653855DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,773,029AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,469,653NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.206427DistributionYr4Rt
Adjusted Qlfy Distri Yr5$778,877AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$677,249NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.150060DistributionYr5Rt
Total Distribution4.230149TotalDistributionRt
Average Distribution0.846030AverageDistributionRt
Net Vl Noncharitable Assets$3,450,830NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,919,506AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,794NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,927,300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,017,220QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,588InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,588SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,588TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,483EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,483TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$169EsPenaltyAmt
Tax Due$13,274TaxDueAmt

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 Line11600 EASTWOOD AVENUEAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
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

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 Line11600 EASTWOOD AVENUEAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
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$3,233,886AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$269,495AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,503,381TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,503,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,450,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,588TaxBasedOnInvestmentIncomeAmt
Total Tax$15,588TotalTaxAmt
Distributable Before Adj$156,954DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$156,954DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$156,954DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,017,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,017,220QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,017,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,954DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$754,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,725,044ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$896,246ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$487,298ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$843,856ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,706,775TotalExcessDistributionCyovAmt
Qualifying Distributions$1,017,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$156,954AppliedToCurrentYearAmt
Remaining Distri From Corpus$860,266RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,567,041TotalCorpusAmt
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$754,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,812,710ExcessDistriCyovToNextYrAmt
Excess From Year4$1,725,044ExcessFromYear4Amt
Excess From Year3$896,246ExcessFromYear3Amt
Excess From Year2$487,298ExcessFromYear2Amt
Excess From Year1$843,856ExcessFromYear1Amt
Excess From Current Year$860,266ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A SAFE PLACE
2710 17TH STZIONIL60099NONEPCGENERAL FUNDING$5,000
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049NONEPCGENERAL FUNDING$200
AKR YELLOW UMBRELLA FOUNDATION
111 W WASHINGTON ST SUITE 1500CHICAGOIL60602NONEPFGENERAL FUNDING$500
AMERICAN FRIENDS OF HEBREW UNIVERSITY
20 N UPPER WACKER DR 2020CHICAGOIL60606NONEPCGENERAL FUNDING$7,500
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED (ISCD)
PO BOX 667DEERFIELDIL60015NONEPCGENERAL FUNDING$2,500
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
165 EAST 56TH STREET JACOBNEW YORKNY10022NONEPCGENERAL FUNDING$9,000BLAUSTEIN BUILDING
AMERICAN LUNG ASSOCIATION
55 W WACKER DRCHICAGOIL60606NONEPCGENERAL FUNDING$200
AMERICAN PARKINSON DISEASE ASSOCIATION
2100 PFINGSTEN RDGLENVIEWIL60026NONEPCGENERAL FUNDING$50
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVECHICAGOIL60603NONEPCGENERAL FUNDING$190
BCUREFUL
438 N SHERIDAN ROADWAUKEGANIL60085NONEPCGENERAL FUNDING$1,000
BIKE MS NYC (NATIONAL MULTIPLE SCLEROSIS SOCIETY)
733 3RD AVENUE 3RD FLNEW YORKNY10017NONEPCGENERAL FUNDING$200
B'NAI B'RITH INTERNATIONAL
1120 20TH ST SUITE 300 NORTHWASHINGTONDC20036NONEPCGENERAL FUNDING$250
BOTANIC GARDEN'S CONSERVATION INTERNATIONAL (CHICAGO BOTANIC GARDENS)
1000 LAKE COOK RDGLENCOEIL60022NONEPCGENERAL FUNDING$200
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL FUNDING$650
CENTER FOR AMERICAN PROGRESS
1333 H STREETWASHINGTONDC20005NONEPCGENERAL FUNDING$2,000
CHICAGO HEARING SOCIETY (A DIVISION OF LESTER AND ROSALIE ANIXTER CENTER)
2001 N CLYBOURN AVECHICAGOIL60614NONEPCGENERAL FUNDING$1,000
CITIZENSHIP COUNTS
4201 N 24TH STREET SUITE 210PHOENIXAZ85016NONEPCGENERAL FUNDING$35,000
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVENUE SUITE 246RIVERWOODSIL60015NONEPCGENERAL FUNDING$20,100
COMMON GROUND FOUNDATION
1136 S DELANO CT B201CHICAGOIL60605NONEPCGENERAL FUNDING$5,000
CROHN'S & COLITIS FOUNDATION (CCFA)
386 PARK AVE SOUTH 17TH FLOORNEW YORKNY10016NONEPCGENERAL FUNDING$3,000
DIGESTIVE HEALTH FOUNDATION
251 EAST HURON SUITE 3200CHICAGOIL60611NONEPCGENERAL FUNDING$37,500
EDGEBROOK LUTHERAN CHURCH
5252 WEST DEVONCHICAGOIL60646NONEPCGENERAL FUNDING$1,730
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER
106 MILITARY TRAILJUPITERFL33458NONEPCGENERAL FUNDING$2,000
EVANSTON SCHOLARS
1234 SHERMAN AVE SUITE 214EVANSTONIL60202NONEPCGENERAL FUNDING$500
FAMILY SERVICE OF LAKE COUNTY
777 CENTRAL AVEHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$6,000
FOOD FOR THE POOR INC
6401 LYONS ROADCOCONUT CREEKFL33073NONEPCGENERAL FUNDING$75
FORWARD ASSOCIATION
125 MAIDEN LANENEW YORKNY10038NONEPCGENERAL FUNDING$2,500
FRACTURED ATLAS INC
248 W 35TH STREET 10TH FLOORNEW YORKNY10001NONEPCGENERAL FUNDING$2,000
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPCGENERAL FUNDING$3,275
FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAY SUITE 1301NEW YORKNY10018NONEPCGENERAL FUNDING$48,000
FUNMI ADEWOLE FOUNDATION
4332 N KEDZIE AVECHICAGOIL60618NONEPCGENERAL FUNDING$2,500
GURNEE ROTARY CLUB CHARITABLE FOUNDATION
6161 WEST GRAND AVENUEGURNEEIL60031NONEPCGENERAL FUNDING$1,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPCGENERAL FUNDING$10,000
HILLEL OF BROWARD AND PALM BEACH
777 GLADES RDBOCA RATONFL33431NONEPCGENERAL FUNDING$1,000
HOME OF THE SPARROW INC
4209 W SHAMROCK LN UNIT BMCHENRYIL60050NONEPCGENERAL FUNDING$1,300
ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER
9603 WOODS DRIVESKOKIEIL60077NONEPCGENERAL FUNDING$2,500
INSIGHT THROUGH EDUCATION INC
6266 S CONGRESS AVELAKE WORTHFL33462NONEPCGENERAL FUNDING$2,000
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPCGENERAL FUNDING$1,000
JANE ADDAMS SENIOR CAUCUS
1111 N WELLS STREET SUITE 302CHICAGOIL60610NONEPCGENERAL FUNDING$5,000
JEWISH COMMUNITY CENTERS OF CHICAGO (WOMEN'S AUXILIARY)
216 W JACKSON BLVD SUITE 800CHICAGOIL60606NONEPCGENERAL FUNDING$300
JEWISH FEDERATION OF PALM BEACH COUNTY INC
4601 COMMUNITY DRWEST PALM BEACHFL33417NONEPCGENERAL FUNDING$30,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPCGENERAL FUNDING$33,000
JEWISH VOCATIONAL SERVICE
216 W JACKSON BLVD SUITE 800CHICAGOIL60606NONEPCGENERAL FUNDING$5,000
JOHN HOWARD ASSOCIATION
375 E CHICAGO AVE SUITE 529CHICAGOIL60601NONEPCGENERAL FUNDING$20,000
JUPITER MEDICAL CENTER INC
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPCGENERAL FUNDING$1,000
JUSTIN BARTLETT ANIMAL RESCUE
10405 SOUTHERN BLVDROYAL PALM BEACHFL33411NONEPCGENERAL FUNDING$500
KESHET
617 LANDWEHR RDNORTHBROOKIL60062NONEPCGENERAL FUNDING$10,000
KLEZMER MUSIC FOUNDATION
4025 HARVARD TERRACESKOKIEIL60076NONEPCGENERAL FUNDING$5,000
LAF CHICAGO (FKA LEGAL ASSISTANCE FOUNDATION)
120 S LASALLE ST 900CHICAGOIL60603NONEPCGENERAL FUNDING$2,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045NONEPCGENERAL FUNDING$5,000
LIVE 4 LALI INC
PO BOX 692LAKE ZURICHIL60047NONEPCGENERAL FUNDING$1,000
LYNN SAGE FOUNDATION
141 W JACKSON BLVD SUITE 300CHICAGOIL60604NONEPCGENERAL FUNDING$1,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVE SUITE 860CHICAGOIL60606NONEPCGENERAL FUNDING$15,000
MEMORY CARE HOME SOLUTIONS
1526 SOUTH BIG BEND BLVDST LOUISMO63117NONEPCGENERAL FUNDING$1,000
MIDTOWN EDUCATIONAL FOUNDATION
718 S LOOMIS STREETCHICAGOIL60607NONEPCGENERAL FUNDING$4,000
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREET 7TH FLOORNEW YORKNY10014NONEPCGENERAL FUNDING$100
NATIONAL RESOURCES DEFENSE COUNCIL INC (NRDC)
40 WEST 20TH STNEW YORKNY10011NONEPCGENERAL FUNDING$1,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208NONEPCGENERAL FUNDING$17,500
ONE MILLION DEGREES
226 W JACKSON BLVD 528CHICAGOIL60606NONEPCGENERAL FUNDING$2,000
PADS LAKES COUNTY INC
3001 GREEN BAY ROAD BUILDING 5NORTH CHICAGOIL60064NONEPCGENERAL FUNDING$5,000
PAIDEIA
1350 AVENUE OF THE AMERICAS SUITENEW YORKNY10019NONEPCGENERAL FUNDING$10,0001200
PARKINSONS DISEASE RESEARCH
25 NORTH WINDFIELD RDWINFIELDIL60190NONEPCGENERAL FUNDING$100
RAVINIA FESTIVAL ASSOCIATION
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$4,000
RAYMOND F KRAVIS CENTER FOR PERFORMING ARTS INC
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEPCGENERAL FUNDING$1,000
RESILIENCE PARTNERS NFP
58 EAST 26TH STREETCHICAGOIL60616NONEPCGENERAL FUNDING$1,200
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037NONEPCGENERAL FUNDING$1,300
SEATTLE WORKS
1625 19TH AVESEATTLEWA98122NONEPCGENERAL FUNDING$1,000
SGA YOUTH AND FAMILY SERVICES NFP
11 E ADAMS SUITE 1500CHICAGOIL60603NONEPCGENERAL FUNDING$10,000
SIERRA CLUB FOUNDATION
70 E LAKE ST 1500CHICAGOIL60601NONEPCGENERAL FUNDING$200
SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
610 S MICHIGAN AVE SUITE 500CHICAGOIL60605NONEPCGENERAL FUNDING$5,000
UNITED WAY OF LAKE COUNTY INC
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPCGENERAL FUNDING$5,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPCGENERAL FUNDING$595,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,017,220TotalGrantOrContriPdDurYrAmt
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$90ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,594ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,400ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$748,860ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$793,944ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$793,944TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE$93,209$434,655
BECTON DICKINSON COMPANY$331,360$1,031,386
BERKSHIRE HATHAWAY INC$450,771$1,470,792
INTEL CORP$115,245$256,496

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$13,148RevenueAndExpensesPerBooksAmt
Net Investment Income$13,148NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$1,400RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

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