BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201741319349102014
Schema version
2016v3.0
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)
Return2017-05-11T13:43:05-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-06SignatureDt
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 Address155.201.34.6IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-06IPDt
IP Tm17:08:29IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id62962D362CD9031A60E7E12389A250D9ADB2D4C6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,806,185FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,653,646ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$103InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$103InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,674DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,674DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$429,959NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$689,074GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$429,959CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,089,382TotalRevAndExpnssAmt
Total Net Invst Incm$435,736TotalNetInvstIncmAmt
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
Taxes Rev And Expnss$26,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,038OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,023OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,134TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,023TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$899,557ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$889,057ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$927,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,023TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$889,072TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,161,691ExcessRevenueOverExpensesAmt
Net Investment Income$433,713NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$263,511CashBOYAmt
Cash EOY$150,572CashEOYAmt
Cash EOYFMV$150,572CashEOYFMVAmt
Sav And Temp Cash Invst BOY$254,024SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$128,460SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$128,460SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$228,259CorporateStockBOYAmt
Corporate Stock EOY$1,386,085CorporateStockEOYAmt
Corporate Stock EOYFMV$3,527,153CorporateStockEOYFMVAmt
Total Assets BOY$745,794TotalAssetsBOYAmt
Total Assets EOY$1,665,117TotalAssetsEOYAmt
Total Assets EOYFMV$3,806,185TotalAssetsEOYFMVAmt
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$745,794RetainedEarningBOYAmt
Retained Earning EOY$1,665,117RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$745,794TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,665,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$745,794TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,665,117TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$745,794TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,161,691ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,907,485SubtotalAmt
Other Decreases$2,242,368OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,665,117TotNetAstOrFundBalancesEOYAmt

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 #1598P2016-01-012016-01-05$1,763$1,886-$123-$123
MESIROW #1598P2016-01-012016-12-31$687,311$257,229$430,082$430,082
FieldValueIRS element (for citing)
Capital Gain Net Income$429,959CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$123NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$546,584AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,384,056NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.394915DistributionYr1Rt
Adjusted Qlfy Distri Yr2$958,005AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,465,164NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.653855DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,773,029AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,469,653NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.206427DistributionYr3Rt
Adjusted Qlfy Distri Yr4$778,877AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$677,249NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.150060DistributionYr4Rt
Adjusted Qlfy Distri Yr5$874,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$830,141NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.053255DistributionYr5Rt
Total Distribution4.458512TotalDistributionRt
Average Distribution0.891702AverageDistributionRt
Net Vl Noncharitable Assets$1,077,804NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$961,080AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,337NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$965,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$889,072QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,674InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,674SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,674TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,157EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,157TotalPaymentsAndCreditsAmt
Overpayment$2,483OverpaymentAmt
Applied To ES Tax$2,483AppliedToESTaxAmt
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
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 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

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$731,573AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$362,644AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,094,217TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,094,217AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,077,804NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,674TaxBasedOnInvestmentIncomeAmt
Total Tax$8,674TotalTaxAmt
Distributable Before Adj$45,216DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,216DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,216DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$889,072ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$889,072QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$889,072AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,216DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$836,905ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$754,331ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,725,044ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$896,246ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$487,298ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,699,824TotalExcessDistributionCyovAmt
Qualifying Distributions$889,072QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,216AppliedToCurrentYearAmt
Remaining Distri From Corpus$843,856RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,543,680TotalCorpusAmt
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$836,905ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,706,775ExcessDistriCyovToNextYrAmt
Excess From Year4$754,331ExcessFromYear4Amt
Excess From Year3$1,725,044ExcessFromYear3Amt
Excess From Year2$896,246ExcessFromYear2Amt
Excess From Year1$487,298ExcessFromYear1Amt
Excess From Current Year$843,856ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049NONEPCGENERAL FUNDING$100
AMERICAN FRIENDS OF HEBREW UNIVERSITY
20 N UPPER WACKER DR 2020CHICAGOIL60606NONEPCGENERAL FUNDING$2,500
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPCGENERAL FUNDING$15,000
AUSL
3400 N AUSTINCHICAGOIL60634NONEPCGENERAL FUNDING$5,000
BE NICE EXPRESS
NEW BRAUNFELS TXNEW BRAUNFELSTX78130NONENCGENERAL FUNDING$500
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL FUNDING$650
CANCER WELLNESS
215 REVERE DRIVENORTHBROOKIL60062NONEPCGENERAL FUNDING$1,100
CCFA
386 PARK AVE SOUTH 17TH FLOORNEW YORKNY10016NONEPCGENERAL FUNDING$5,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK RDGLENCOEIL60022NONEPCGENERAL FUNDING$200
CHICAGO HEARING SOCIETY
2001 N CLYBOURN AVECHICAGOIL60614NONEPCGENERAL FUNDING$1,000
CITIZENSHIP COUNTS
4201 N 24TH STREET SUITE 210PHOENIXAZ85016NONEPCGENERAL FUNDING$35,000
CLEARBROOK
1835 W CENTRAL RDARLINGTON HEIGHTSIL60005NONEPCGENERAL FUNDING$2,000
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVENUE SUITE 246RIVERWOODSIL60015NONEPCGENERAL FUNDING$20,100
DIGESTIVE HEALTH FOUNDATION
251 EAST HURON SUITE 3200CHICAGOIL60611NONEPCGENERAL FUNDING$37,500
EL SOL
106 MILITARY TRAILJUPITERFL33458NONEPCGENERAL FUNDING$2,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009NONEPCGENERAL FUNDING$150
FAMILY SERVICE
777 CENTRAL AVEHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$3,000
FOCUS ON THE ARTS
433 VINE AVEHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$100
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073NONEPCGENERAL FUNDING$25
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPCGENERAL FUNDING$1,000
FRIENDS OF THE IDF
1430 BROADWAY SUITE 1301NEW YORKNY10018NONEPCGENERAL FUNDING$32,000
HAWAIIAN EYE FOUNDATION
95717 KIPAPAMILILANIHI96789NONEPCGENERAL FUNDING$3,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPCGENERAL FUNDING$10,000
HIGHWOOD HP ROTARY
PO BOX 42HIGHLAND PARKIL60035NONEPCGENERAL FUNDING$1,000
HOME OF THE SPARROW
4209 W SHAMROCK LN UNIT BMCHENRYIL60050NONEPCGENERAL FUNDING$2,300
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRIVESKOKIEIL60077NONEPCGENERAL FUNDING$5,000
ILLINOIS POLICE ASSOCIATION
7508 W NORTH AVEELMWOOD PARKIL60707NONEPCGENERAL FUNDING$50
INSTITUTE OF CONTEMPORARY ART
1717 E 7TH STLOS ANGELESCA90021NONEPCGENERAL FUNDING$1,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010NONEPCGENERAL FUNDING$4,000
ISRAEL SPORTS CENTER FOR THE DISABLED
PO BOX 667DEERFIELDIL60015NONEPCGENERAL FUNDING$2,500
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPCGENERAL FUNDING$1,000
JAC EDUCATION FOUNDATION
484 CENTRAL CT 301HIGHLAND PARKIL60035NONEPCGENERAL FUNDING$5,000
JAFCO JEWISH ADOPTION AND FOSTER CARE ORG
4200 N UNIVERSITY DRFORT LAUDERDALEFL33351NONEPCGENERAL FUNDING$360
JCC CHICAGO
30 SOUTH WELLS STREET SUITE 4000CHICAGOIL60606NONEPCGENERAL FUNDING$2,000
JCC WOMEN'S AUXILIARY
216 W JACKSON BLVD SUITE 800CHICAGOIL60606NONEPCGENERAL FUNDING$300
JEWISH COUNCIL ON URBAN AFFAIRS
610 S MICHIGAN AVE SUITE 500CHICAGOIL60605NONEPCGENERAL FUNDING$15,000
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRWEST PALM BEACHFL33417NONEPCGENERAL FUNDING$15,000
JEWISH UNITED FUND
30 S WELLS STREETCHICAGOIL60606NONEPCGENERAL FUNDING$33,000
JOHN HOWARD ASSOCIATION
375 E CHICAGO AVE SUITE 529CHICAGOIL60601NONEPCGENERAL FUNDING$30,000
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPCGENERAL FUNDING$1,000
KANSAS UNIVERSITY - WENDY TALBOT ENDOWMENT FUND
1266 OREAD AVELAWRENCEKS66045NONEPCGENERAL FUNDING$100
KESHET
617 LANDWEHR RDNORTHBROOKIL60062NONEPCGENERAL FUNDING$10,000
KLEZMER MUSIC FOUNDATION
4025 HARVARD TERSKOKIEIL60076NONEPCGENERAL FUNDING$4,000
LAKE COUNTY CENTER FOR INDEPENDENT LIVING
377 N SEYMOUR AVEMUNDELEINIL60060NONEPCGENERAL FUNDING$4,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045NONEPCGENERAL FUNDING$10,000
LIGHTHOUSE FOR THE BLIND
1850 WEST ROOSEVELT ROADCHICAGOIL60608NONEPCGENERAL FUNDING$5,000
LIVE4LALI
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$10,000
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
17 N STATE ST 1650CHICAGOIL60602NONEPCGENERAL FUNDING$100
NATIONAL RESOURCE DEFENSE COUNCIL
40 WEST 20TH STNEW YORKNY10011NONEPCGENERAL FUNDING$1,000
NEW ISRAEL FUND
6 EAST 39TH ST SUITE 301NEW YORKNY100160112NONEPCGENERAL FUNDING$5,000
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453NONEPCGENERAL FUNDING$1,000
PACIFIC GARDEN MISSION
1458 S CANAL STCHICAGOIL60607NONEPCGENERAL FUNDING$192
PADS
3001 GREEN BAY ROAD BUILDING 5NORTH CHICAGOIL60064NONEPCGENERAL FUNDING$10,000
PAIDEIA
1350 AVENUE OF THE AMERICAS SUITENEW YORKNY10019NONEPCGENERAL FUNDING$30,0001200
PARKINSONS DISEASE RESEARCH
25 NORTH WINDFIELD RDWINFIELDIL60190NONEPCGENERAL FUNDING$100
PLANNED PARENTHOOD
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603NONEPCGENERAL FUNDING$650
SCHOLARSHIP GUIDANCE AND CONSULTING OUTREACH
3900 RIDGEWAY ROADPINE BLUFFAR71603NONEPCGENERAL FUNDING$10,000
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037NONEPCGENERAL FUNDING$75
SEATTLE WORKS
1625 19TH AVESEATTLEWA98122NONEPCGENERAL FUNDING$1,000
SIMON WISENTHAL CENTER
1399 ROXBURY DRLOS ANGELESCA90035NONEPCGENERAL FUNDING$2,000
SPECIAL OLYMPICS OF ILLINOIS
605 EAST WILLOWNORMALIL61761NONEPCGENERAL FUNDING$50
SPERTUS COLLEGE OF JUDAICA
610 S MICHICAGO AVE SUITE 500CHICAGOIL60605NONEPCGENERAL FUNDING$4,000
STUDENT CONSERVATION ASSOCIATION
4245 NORTH FAIRFAX DRIVE SUITE 825ARLINGTONVA22203NONEPCGENERAL FUNDING$25
THE ARK
6450 N CALIFORNIA AVECHICAGOIL60645NONEPCGENERAL FUNDING$4,000
THE KINDLING GROUP
4021 N BROADWAY STCHICAGOIL60613NONEPCGENERAL FUNDING$10,000
THE MEDLINE FOUNDATION
THREE LAKES DRIVENORTHFIELDIL60093NONEPFGENERAL FUNDING$10,000
THE SELFHELP HOME
908 W ARGYLECHICAGOIL60640NONEPCGENERAL FUNDING$5,000
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024NONEPCGENERAL FUNDING$2,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPCGENERAL FUNDING$100
UNIVERSITY OF CHICAGO MEDICINE COMER CHILDREN'S HOSPITAL
5721 S MARYLAND AVECHICAGOIL60637NONEPCGENERAL FUNDING$150
WRITERS' THEATRE
376 PARK AVENUEGLENCOEIL60022NONEPCGENERAL FUNDING$2,500
WXEL
3401 S CONGRESS AVEBOYNTON BEACHFL33426NONEPCGENERAL FUNDING$80
ZACHARIAS CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPCGENERAL FUNDING$455,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$899,557TotalGrantOrContriPdDurYrAmt
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$103ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$429,959ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$435,736ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$435,736TotalIncomeProducingActyAmt

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
11600 EASTWOODHIGHLAND PARKIL60035$363,633Yes (X)
JONATHAN MILLS
21600 EASTWOODHIGHLAND PARKIL60035$3,290,013Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1200 SHARES BDX, 100 SHARES COST, AND 800 SHARES ABBV$103,2442016-07-28
1600 SHS BDX, 600 SHS BRKB, 540 SHS INTC, 120 SHS MMM, AND 320 SHS ABBV$260,3892016-12-23
2294 SHS BDX, 147 SHS COST, AND 1,178 SHS OF ABBV$151,8982016-07-28
21,506 SHS BDX, 753 SHS COST, AND 6,022 SHS ABBV$787,1902016-07-29
2883 SHS BDX, 883 SHS BRKB, 795 SHS INTC, 177 SHS 3MM, AND 471 SHS ABBV$383,2922016-12-23
24,517 SHS BDX, 4,517 SHS BRKB, 4,065 SHS INTC, 903 SHS MMM, AND 2,409 SHS ABBV$1,967,6332016-12-27

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY$82,167$214,284
ABBVIE$139,589$419,606
BECTON DISCKINSON COMPANY$574,309$1,327,075
BERKSHIRE HATHAWAY INC$450,771$1,209,312
COSTCO WHOLESALE CORP$29,888$161,018
EXXON MOBIL INC$0$0
INTEL CORP$109,361$195,858

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN COST BASIS AND FMV OF STOCK CONTRIBUTIONDesc
Amt$2,242,368Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$2,023$2,023$0$0
REGISTRATION FEES$15$0$0$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$26,096Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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