BETA

MILLS FAM CHARITABLE TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MILLS FAM CHARITABLE TR (EIN 30-6000363)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-29
IRS object ID
201621819349100307
Schema version
2015v2.1
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)
Return2016-06-29T13:52:20-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One North Wacker DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306000363EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLS FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JONATHAN M MILLSInCareOfNm
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
Signature2016-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrittney B SaksPreparerPersonNm
PTINP00965238PTIN
Phone3122982000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,090,171FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$88InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,534DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,534DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$490,731NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$713,803GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$490,731CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$500,353TotalRevAndExpnssAmt
Total Net Invst Incm$500,353TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$4,506OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,491OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,506TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,491TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$594,569ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$546,569ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$599,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,491TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$546,584TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,722ExcessRevenueOverExpensesAmt
Net Investment Income$495,862NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,056CashBOYAmt
Cash EOY$263,511CashEOYAmt
Cash EOYFMV$263,511CashEOYFMVAmt
Sav And Temp Cash Invst BOY$348,656SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$254,024SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$254,024SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$441,810CorporateStockBOYAmt
Corporate Stock EOY$228,259CorporateStockEOYAmt
Corporate Stock EOYFMV$572,636CorporateStockEOYFMVAmt
Total Assets BOY$844,522TotalAssetsBOYAmt
Total Assets EOY$745,794TotalAssetsEOYAmt
Total Assets EOYFMV$1,090,171TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$844,522RetainedEarningBOYAmt
Retained Earning EOY$745,794RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$844,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$745,794TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$844,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$745,794TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$844,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,722ExcessRevenueOverExpensesAmt
Subtotal$745,800SubtotalAmt
Other Decreases$6OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$745,794TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MESIROW #1598 - LT - SEE ATTACHEDP2015-11-03$4,494$4,537-$43-$43
MESIROW #1598 - LT - SEE ATTACHEDP$697,570$207,080$490,490$490,490
MESIROW #1598 - ST - SEE ATTACHEDP2015-11-03$11,739$11,546$284$193
FieldValueIRS element (for citing)
Capital Gain Net Income$490,731CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$958,005AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,465,164NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.653855DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,773,029AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,469,653NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.206427DistributionYr2Rt
Adjusted Qlfy Distri Yr3$778,877AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$677,249NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.15006DistributionYr3Rt
Adjusted Qlfy Distri Yr4$874,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$830,141NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.053255DistributionYr4Rt
Adjusted Qlfy Distri Yr5$772,944AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,546,141NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.499918DistributionYr5Rt
Total Distribution4.563515TotalDistributionRt
Average Distribution0.912703AverageDistributionRt
Net Vl Noncharitable Assets$1,384,056NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,263,232AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,959NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,268,191AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$546,584QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,917InvestmentIncomeExciseTaxAmt
Subtotal$9,917SubtotalAmt
Tax Based On Investment Income$9,917TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,261EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$20,000AppliedToEsTaxAmt
Total Payments And Credits$21,261TotalPaymentsAndCreditsAmt
Es Penalty$187EsPenaltyAmt
Overpayment$11,157OverpaymentAmt
Applied To ES Tax$11,157AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN M MILLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 Pos3.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$956,589AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$448,544AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,405,133TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,405,133AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,077CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,384,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,203MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,203MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,917TaxBasedOnInvestmentIncomeAmt
Total Tax$9,917TotalTaxAmt
Distributable Before Adj$59,286DistributableBeforeAdjAmt
Distributable Before Ded$59,286DistributableBeforeDedAmt
Distributable As Adjusted$59,286DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$546,584ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$546,584QualifyingDistributionsAmt
Adjusted Qualifying Distri$546,584AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,286DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr5$696,281ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$836,905ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$754,331ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,725,044ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$896,246ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,908,807TotalExcessDistributionCyovAmt
Qualifying Distributions$546,584QualifyingDistributionsAmt
Applied To Current Year$59,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$487,298RemainingDistriFromCorpusAmt
Total Corpus$5,396,105TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$696,281ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,699,824ExcessDistriCyovToNextYrAmt
Excess From Year4$836,905ExcessFromYear4Amt
Excess From Year3$754,331ExcessFromYear3Amt
Excess From Year2$1,725,044ExcessFromYear2Amt
Excess From Year1$896,246ExcessFromYear1Amt
Excess From Current Year$487,298ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049NONEPCGENERAL FUNDING$200
AMERICAN FRIENDS OF THE ISREAL SPORTS CENTER
PO BOX 667DEERFIELDIL60015NONEPCGENERAL FUNDING$1,000
AMIT
817 BROADWAYNEW YORKNY10003NONEPCGENERAL FUNDING$2,500
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL FUNDING$535
AUSL
3400 N AUSTINCHICAGOIL60634NONEPCGENERAL FUNDING$15,000
B'NAI B'RITH HERITAGE SOCIETY
1120 20TH STWASHINGONDC20036NONENCGENERAL FUNDING$250SUITE 300 NORTH
BOY SCOUTS OF AMERICA
1325 W WALNUT HILL LANEIRVINGTX75015NONEPCGENERAL FUNDING$5,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL FUNDING$650
CANCER WELLNESS
215 REVERE DRIVENORTHBROOKIL33458NONEPCPUBLIC CHARITY$1,000
CCFA
386 PARK AVE SOUTHNEW YORKNY10016NONEPCGENERAL FUNDING$5,00017TH FLOOR
CHICAGO HEARING SOCIETY
2001 N CLYBOURN AVECHICAGOIL60614NONEPCGENERAL FUNDING$2,500
CHICAGO HIGH SCHOOL FOR THE ARTS
2714 W AUGUSTCHICAGOIL60622NONENCGENERAL FUNDING$100
CITIZENSHIP COUNTS
4201 N 24TH STREETPHOENIXAZ85016NONEPCGENERAL FUNDING$35,000SUITE 210
COLLEGE BOUND OPPORTUNITIES
2033 N MILWAUKEE AVENUERIVERWOODSIL60015NONEPCGENERAL FUNDING$20,050SUITE 246
COOL GLOBES
ONE MEDLINE PLACEMUNDELEINIL60060NONEPCGENERAL FUNDING$35,000
DIGESTIVE HEALTH FOUNDATION
251 EAST HURONCHICAGOIL60611NONEPCGENERAL FUNDING$37,500SUITE 3200
EL SOL
106 MILITARY TRAILJUPITERFL33458NONEPCGENERAL FUNDING$3,000
FAMILY SERVICE
777 CENTRAL AVEHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$3,000
FIEDLER HILLEL AT NORTHWESTERN UNIVERSITY
629 FOSTER STEVANSTONIL60201NONEPCGENERAL FUNDING$2,500
FLORIDA RESOURCE CENTER FOR WOMEN AND CHILDREN
PO BOX 10596RIVERIA BEACHFL33419NONEPCGENERAL FUNDING$2,500
FRENCHMAN'S CREEK CHARITIES FOUNDATION
13495 TOURNAMENT DRPALM BEACH GARDENSFL33410NONEPCGENERAL FUNDING$1,000
FRIENDS OF THE IDF
1430 BROADWAYNEW YORKNY10018NONEPCGENERAL FUNDING$32,000SUITE 1301
HAWAIIN EYE FOUNDATION
95717 KIPAPAMILILANIHI96789NONEPCGENERAL FUNDING$3,000
HIGHLAND PARK COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60045NONEPCGENERAL FUNDING$10,000
HUBBARD STREET DANCE CHICAGO
1147 W JACKSON BLVDCHICAGOIL60607NONEPCGENERAL FUNDING$500
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRIVESKOKIEIL60077NONENCGENERAL FUNDING$10,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVDLOS ANGELESCA90010NONEPCGENERAL FUNDING$5,000SUITE 980
INVEST IN KIDS
1775 SHERMAN STREETDENVERCO80203NONEPCGENERAL FUNDING$3,000SUITE 2075
ISRAEL TENNIS CENTER FOUNDATION
3275 WEST HILLSBORO BLVDDEERFIELD BEACHFL33442NONEPCGENERAL FUNDING$1,000STE 102
ISRAEL SPORTS CENTER FOR THE DISABLED
PO BOX 667DEERFIELDIL60015NONEPCGENERAL FUNDING$1,500
JANE ADDAMS SENIOR CAUCUS
1111 N WELLS STREETCHICAGoIL60610NONEPCGENERAL FUNDING$10,000SUITE 302
JCC WOMEN'S AUXILIARY
216 W JACKSON BLVDCHICAGOIL60606NONEPCGENERAL FUNDING$600SUITE 800
JEWISH COUNCIL ON URBAN AFFAIRS
610 S MICHIGAN AVECHICAGOIL60605NONEPCGENERAL FUNDING$15,000SUITE 500
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 AVECHICAGOIL60601NONEPCGENERAL FUNDING$25,000SUITE 529
JUPITER MEDICAL CENTER
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPCGENERAL FUNDING$1,000
JVS CHICAGO
216 W JACKSON BLVDCHICAGOIL60606NONEPCGENERAL FUNDING$5,000SUITE 800
KESHET
617 LANDWEHR RDNORTHBROOKIL60062NONENCGENERAL FUNDING$20,000
KLEZMER MUSIC FOUNDATION
4025 HARVARD TERSKOKIEIL60076NONEPCGENERAL FUNDING$4,500
KRAVIS CENTER FOR PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEPCGENERAL FUNDING$3,000
LIGHTHOUSE FOR THE BLIND
1850 WEST ROOSEVELT ROADCHICAGOIL60608NONEPCGENERAL FUNDING$5,000
LIVE4LALI
PO BOX 692LAKE ZURICHIL60047NONEPCGENERAL FUNDING$500
LYNN SAGE FOUNDATION
141 W JACKSON BLVDCHICAGOIL60604NONEPCGENERAL FUNDING$1,000SUITE 300
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCGENERAL FUNDING$50,000SUITE 860
MARINE BIOLOGICAL LAB
7 MBL STREETWOODS HOLEMA02543NONEPCGENERAL FUNDING$1,000
THE MEDLINE FOUNDATION
ONE MEDLINE PLACEMUNDELEINIL60060NONEPFGENERAL FUNDING$13,000
MEMORY CARE HOME SOLUTIONS
1526 SOUTH BIG BEND BLVDST LOUISMO63117NONEPCGENERAL FUNDING$4,000
MIDTOWN EDUCATIONAL FOUNDATION
718 S LOOMIS STREETCHICAGOIL60607NONEPCGENERAL FUNDING$8,000
NATIONAL RESOURCE DEFENSE COUNCIL
40 WEST 20TH STNEW YORKNY10011NONEPCGENERAL FUNDING$1,000
NORTH SHORE AUXILIARY OF THE JEWISH CHILD & FAMILY
216 W JACKSON BLVDCHICAGOIL60606NONEPCGENERAL FUNDING$575SUITE 800
PADS
3001 GREEN BAY ROADNORTH CHICAGOIL60064NONEPCGENERAL FUNDING$24,000BUILDING 5
PAIDEIA
1350 AVENUE OF THE AMERICASNEW YORKNY10019NONEPCGENERAL FUNDING$30,000SUITE 1200
PARKINSONS DISEASE RESEARCH
25 NORTH WINDFIELD RDWINFIELDIL60190NONEPCGENERAL FUNDING$200
PLANNED PARENTHOOD
18 S MICHIGAN AVECHICAGOIL60603NONEPCGENERAL FUNDING$2006TH FLOOR
RAVINIA FESTIVAL ASSOCIATION
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGENERAL FUNDING$4,000
RESPONSE
PO BOX 1340ASPENCO81612NONEPCGENERAL FUNDING$3,000
SCHOLARSHIP GUIDANCE AND CONSULTING OUTREACH
3900 RIDGEWAY ROADPINE BLUFFAR71603NONENCGENERAL FUNDING$10,000
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037NONEPCGENERAL FUNDING$1,150
SEARCH INC
1925 NORTH CLYBOURN AVENUECHICAGOIL60614NONEPCGENERAL FUNDING$2,500
SEATTLE WORKS
1625 19TH AVESEATTLEWA98122NONEPCGENERAL FUNDING$1,000
SPECIAL OLYMPICS OF ILLINOIS
605 EAST WILLOWNORMALIL61761NONEPCGENERAL FUNDING$59
SPERTUS COLLEGE OF JUDAICA
610 S MICHICAGO AVECHICAGOIL60605NONENCGENERAL FUNDING$1,000SUITE 500
TULANE HILLEL
912 BROADWAY STREETNEW ORLEANSIL70118NONEPCGENERAL FUNDING$20,000
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024NONEPCGENERAL FUNDING$5,000
VASCULITIS FOUNDATION
PO BOX 28660KANSAS CITYMO64188NONEPCGENERAL FUNDING$2,000
WRITERS' THEATRE
376 PARK AVENUEGLENCOEIL60022NONEPCGENERAL FUNDING$5,000
ZACHARIAS CENTER
4275 OLD GRAND AVEGURNEEIL60031NONEPCGENERAL FUNDING$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$594,569TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,534ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$490,731ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$500,353ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$500,353TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BECTON DICKINSON & COMPANY$0$0
BERKSHIRE HATHAWAY INC$192,018$483,266
EXXON MOBIL INC$26,482$29,153
ABBVIE$9,759$60,217

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASEDesc
Amt$6Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$4,354$4,354
BANK FEES$137$137
REGISTRATION FEES$15$15

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