BETA

MILLS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MILLS FAMILY FOUNDATION (EIN 20-3972275)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-06
IRS object ID
201502189349100615
Schema version
2014v5.0
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)
Return2015-08-06T15:07:23-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR SUITE 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972275EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone8472346525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH GREEN BAY ROADAddressLine1Txt
CityLAKE FORESTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600452146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MILLSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8472346525PhoneNum
Signature2015-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK THOMSONPreparerPersonNm
PTINP00079658PTIN
Phone3126707444PhoneNum
Preparation2015-06-23PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,980,889FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,961,750ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$147,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,380DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$947,764NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,532,070GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$947,764CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,056,894TotalRevAndExpnssAmt
Total Net Invst Incm$1,095,144TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,819AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,819AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,590TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$219OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,834TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,204,702ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,204,702ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,223,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,207,536TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$833,564ExcessRevenueOverExpensesAmt
Net Investment Income$1,095,144NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$785,959CashBOYAmt
Cash EOY$1,778,786CashEOYAmt
Cash EOYFMV$1,778,786CashEOYFMVAmt
Rcvbl From Officers BOY$2,000RcvblFromOfficersBOYAmt
Corporate Stock BOY$1,372,954CorporateStockBOYAmt
Corporate Stock EOY$1,147,778CorporateStockEOYAmt
Corporate Stock EOYFMV$3,375,884CorporateStockEOYFMVAmt
Corporate Bonds BOY$839,858CorporateBondsBOYAmt
Corporate Bonds EOY$740,958CorporateBondsEOYAmt
Corporate Bonds EOYFMV$826,219CorporateBondsEOYFMVAmt
Other Assets BOY$399,588OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,400,359TotalAssetsBOYAmt
Total Assets EOY$3,667,522TotalAssetsEOYAmt
Total Assets EOYFMV$5,980,889TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$80,520OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$80,520TotalLiabilitiesEOYAmt
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$3,400,359RetainedEarningBOYAmt
Retained Earning EOY$3,587,002RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,400,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,587,002TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,400,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,667,522TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,400,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$833,564ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,233,923SubtotalAmt
Other Decreases$646,921OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,587,002TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,532,070GrossSalesPriceAmt
Cost Or Other Basis$1,584,306CostOrOtherBasisAmt
Gain Or Loss$947,764GainOrLossAmt
Gains Minus Excess Or Losses$947,764GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$947,764CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,754,710AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,509,997NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.389071DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,131,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,294,599NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.343297DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,524,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,598,377NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.586597DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,402,426AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,378,788NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.017144DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,708,954AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$985,808NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.733557DistributionYr5Rt
Total Distribution4.069666TotalDistributionRt
Average Distribution0.813933AverageDistributionRt
Net Vl Noncharitable Assets$5,670,643NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,615,523AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,951NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,626,474AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,207,536QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,903InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,903SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,903TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,080EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$15,000AppliedToEsTaxAmt
Total Payments And Credits$29,080TotalPaymentsAndCreditsAmt
Overpayment$7,177OverpaymentAmt
Applied To ES Tax$7,177AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES MILLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472346525PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH GREEN BAY ROADAddressLine1Txt
CityLAKE FORESTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600452146ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES MILLS
500 NORTH GREEN BAY ROADLAKE FORESTIL60045TRUSTEE1.00$0$0$0
CHARLES MILLS
700 S RIDGE ROADLAKE FORESTIL60045TRUSTEE1.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,498,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,258,931AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,756,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,756,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$86,355CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,670,643NetVlNoncharitableAssetsAmt
Minimum Investment Return$283,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$283,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,903TaxBasedOnInvestmentIncomeAmt
Total Tax$21,903TotalTaxAmt
Distributable Before Adj$261,629DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$261,629DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$261,629DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,207,536ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,207,536QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,207,536AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$261,629DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,661,902ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,334,443ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,415,463ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$974,948ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,543,267ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,930,023TotalExcessDistributionCyovAmt
Qualifying Distributions$2,207,536QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$261,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,945,907RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,875,930TotalCorpusAmt
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$1,661,902ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,214,028ExcessDistriCyovToNextYrAmt
Excess From Year4$1,334,443ExcessFromYear4Amt
Excess From Year3$1,415,463ExcessFromYear3Amt
Excess From Year2$974,948ExcessFromYear2Amt
Excess From Year1$1,543,267ExcessFromYear1Amt
Excess From Current Year$1,945,907ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES MILLSContributingManagerNm
Contributing ManagerCHARLES MILLSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STALEXANDRIAVA22311NONEPUBLIC CHARITYGENERAL FUNDING$10,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPUBLIC CHARITYGENERAL FUNDING$1,500
ASPCA
424 E 92ND STNEW YORKNY10128NONEPUBLIC CHARITYGENERAL FUNDING$1,000
BATTERED & ABUSED WOMEN & CHILDREN FOUNDATION
2424 WASHINGTON ST SUITE 123WAUKEGANIL60085NONEPUBLIC CHARITYGENERAL FUNDING$1,000
BERNIE'S BOOK BANK
28101 BALLARD DRLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$1,000
BETHEL UNITED METHODIST CHURCH
63 WEST MAIN STREETMASCOUTAHIL62258NONERELIGIOUS ORGANIZATIGENERAL FUNDING$500
BEYOND OCD
2300 LINCOLN PARK WESTCHICAGOIL60614NONEPUBLIC CHARITYGENERAL FUNDING$5,000
BOYS & GIRLS CLUBS OF CHICAGO
550 W VAN BUREN STREET SUITE 350CHICAGOIL60607NONEPUBLIC CHARITYGENERAL FUNDING$31,000
CENTRAL AVE SYNAGOGUE
874 CENTRAL AVEHIGHLAND PARKIL60035NONERELIGIOUS ORGANIZATIGENERAL FUNDING$10,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYGENERAL FUNDING$2,500
COMMUNITY SCHOOL
PO BX 2118SUN VALLEYID83353NONEEDUCATION ORGANIZATIGENERAL FUNDING$250,500
CONWAY FARMS GOLF CLUB
425 CONWAY FARMS DRLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$500
CORNELL UNIVERSITY
PO BOX 223623PITTSBURGHPA15251NONEPUBLIC UNIVERSITYGENERAL FUNDING$650,000
CRISTO REY ST MARTIN
501 S MARTINWAUKEGANIL60085NONEEDUCATION ORGANIZATIGENERAL FUNDING$500
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEEDUCATION ORGANIZATIGENERAL FUNDING$50,000
ECO MYTHS ALLIANCE
825 SOUTH WAUKEGAN RD STE A8LAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$5,000
FURRY FRIENDS ADOPTION CENTER AND CLINIC
401 MAPLEWOOD DRIVE STE 10JUPITERFL33458NONEPUBLIC CHARITYGENERAL FUNDING$100,000
GIRL SCOUTS OF THE USA
420 FIFTH AVENUENEW YORKNY10018NONEPUBLIC CHARITYGENERAL FUNDING$1,000
GLENKIRK FOUNDATION
3504 COMMERCIAL AVENUENORTHBROOKIL60062NONEPUBLIC CHARITYGENERAL FUNDING$50,000
HABITAT FOR HUMANITY
2201 S HALSTED ST 1251CHICAGOIL60608NONEPUBLIC CHARITYGENERAL FUNDING$200
JEWISH UNITED FUND
30 S WELLS STREETCHICAGOIL60606NONERELIGIOUS ORGANIZATIGENERAL FUNDING$100,000
LAKE FOREST ACADEMY
1500 WEST KENNEDY ROADLAKE FORESTIL60045NONEEDUCATION ORGANIZATIGENERAL FUNDING$130,000
LAKE FOREST COUNTRY DAY SCHOOL
145 S GREEN BAY ROADLAKE FORESTIL60045NONEEDUCATION ORGANIZATIGENERAL FUNDING$18,600
LAKE FOREST HIGH SCHOOL
1285 N MCKINLEY RDLAKE FORESTIL60045NONEEDUCATION ORGANIZATIGENERAL FUNDING$100
LAKE FOREST OPEN LANDS ASSOCIATION
272 E DEERPATH SUITE 318LAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$500
LANDMARK FOUNDATON
626 NORTH MICHIGAN AVECHICAGOIL60611NONEPUBLIC CHARITYGENERAL FUNDING$500
LITTLE SISTERS OF THE POOR
2325 N LAKEWOOD AVECHICAGOIL60614NONEPUBLIC CHARITYGENERAL FUNDING$5,000
LYRIC OPERA
20 N WACKER DRIVECHICAGOIL60606NONEPUBLIC CHARITYGENERAL FUNDING$50,000
MISERICORDIA
6300 N RIDGECHICAGOIL60660NONEPUBLIC CHARITYGENERAL FUNDING$252,500
MOTHERS TRUST FOUNDATION
400 EAST ILLINOIS ROADLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$500
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPUBLIC CHARITYGENERAL FUNDING$2,000
NORTHWESTERN LAKE FOREST HOSPITAL
660 N WESTMORELAND ROADLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$125,000
PADS LAKE COUNTY
1800 GRAND AVEWAUKEGANIL60085NONEPUBLIC CHARITYGENERAL FUNDING$500
RAGDALE
1260 GREEN BAY ROADLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$10,000
READING POWER
1885 MILLBURNE ROADLAKE FORESTIL60045NONEPUBLIC CHARITYGENERAL FUNDING$1,500
SALVATION ARMY
850 S GREEN BAY ROADWAUKEGANIL60085NONEPUBLIC CHARITYGENERAL FUNDING$1,000
SCHOOL OF ST MARY
201 E ILLINOISLAKE FORESTIL60045NONEEDUCATION ORGANIZATIGENERAL FUNDING$1,000
SEDOL FOUNDATION
18160 W GAGES LAKE RDGAGES LAKEIL60030NONEPUBLIC CHARITYGENERAL FUNDING$1,000
SPECIAL OLYMPICS ILLINOIS
103 SCHELTER RD 25LINCOLNSHIREIL60069NONEPUBLIC CHARITYGENERAL FUNDING$600
ST MARYS PARISH
175 E ILLINOISLAKE FORESTIL60045NONERELIGIOUS ORGANIZATIGENERAL FUNDING$1,500
ST JAMES CHURCH
865 MADISON AVENEW YORKNY10021NONERELIGIOUS ORGANIZATIGENERAL FUNDING$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPUBLIC CHARITYGENERAL FUNDING$99,702
THE WELL OF MERCY
6339 N FAIRFIELD AVECHICAGOIL60659NONEPUBLIC CHARITYGENERAL FUNDING$30,000
UNITED WAY OF LAKE COUNTY
330 SOUTH GREENLEAF STREETGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$70,000
UNIVERSITY OF ILLINOIS AT CHICAGO CANCER RESEARCH FOUNDATION
601 S MORGAN STCHICAGOIL60607NONEPUBLIC CHARITYGENERAL FUNDING$1,000
UNIVERSITY OF ILLINOIS AT CHICAGO
601 S MORGAN STCHICAGOIL60607NONEEDUCATION ORGANIZATIGENERAL FUNDING$25,000
USO
PO BOX 96322WASHINGTONDC20090NONEPUBLIC CHARITYGENERAL FUNDING$1,000
ZACHARIAS CENTER
4275 OLD GRAND AVENUEGURNEEIL60031NONEPUBLIC CHARITYGENERAL FUNDING$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,204,702TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,380ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$947,764ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,095,144ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,095,144TotalIncomeProducingActyAmt

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 ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JAMES MILLS
1500 NORTH GREEN BAY ROADLAKE FORESTIL60045$1,711,750Yes (X)
MARGARET MILLS
2500 NORTH GREEN BAY ROADLAKE FORESTIL60045$250,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,711,750FairMarketValueAmt
Received2014-07-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,819Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,819DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJP MORGANBondNm
EOY Book Value$740,958EOYBookValueAmt
EOYFMV$826,219EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGANStockNm
EOY Book Value$1,147,778EOYBookValueAmt
EOYFMV$3,375,884EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$399,588BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ DONATED STOCK TO DONOR BASISDesc
Amt$646,921Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$204$0$0
ILLINOIS CHARITY BUREAU$15$0$15

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO BROKER$0$69,141
DUE TO DIRECTOR$0$11,379

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 EXCISE TAX$1,510$0$0
2014 ESTIMATED TAX$14,080$0$0

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