MILLS FAM CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAM CHARITABLE TR (EIN 30-6000363)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101229
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:27:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DRIVE STE | AddressLine1 |
| Address Line2 | 1500 | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606115313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306000363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLS FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8479493000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EASTWOOD AVENUE | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M MILLS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479493000 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A REISIN | PreparerPersonNm |
| PTIN | P00079655 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,659,983 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,008,695 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,255,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,850,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,255,865 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,289,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,280,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,512 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,785,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,785,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,797,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,785,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $491,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,274,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,195 | CashBOYAmt |
| Cash EOY | $7,734 | CashEOYAmt |
| Cash EOYFMV | $7,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $526,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $526,944 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $26,036 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $26,036 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $674,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,099,269 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,156,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,001,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,659,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,156,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,001,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,156,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,001,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,156,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,001,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,156,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $491,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,648,485 | SubtotalAmt |
| Other Decreases | $646,716 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,001,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,850,105 | GrossSalesPriceAmt |
| Cost Or Other Basis | $594,240 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,255,865 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,255,865 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,255,865 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $778,877 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $677,249 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.150060 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $874,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $830,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.053255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $772,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,546,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.499918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $963,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,200,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.437939 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,065,328 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,468,206 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.307170 | DistributionYr5Rt |
| Total Distribution | 3.448342 | TotalDistributionRt |
| Average Distribution | 0.689668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,469,653 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,013,573 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,026,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,785,778 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,702 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,702 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,047 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN M MILLS | IndividualWithBooksNm |
| Phone | 8479493000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EASTWOOD AVENUE | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M MILLS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EASTWOOD AVENUE | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,241,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,492,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,492,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,469,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,749 | TotalTaxAmt |
| Distributable Before Adj | $60,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,785,778 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,785,778 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,749 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,773,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $894,614 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $854,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $696,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $836,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $754,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,036,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,785,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,725,044 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,761,846 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $894,614 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,867,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $854,671 | ExcessFromYear4Amt |
| Excess From Year3 | $696,281 | ExcessFromYear3Amt |
| Excess From Year2 | $836,905 | ExcessFromYear2Amt |
| Excess From Year1 | $754,331 | ExcessFromYear1Amt |
| Excess From Current Year | $1,725,044 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN M MILLS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR URBAN SCHOOL LEADERSHIP (AUSL) | ||||||||
| 3400 N AUSTIN | CHICAGO | IL | 60634 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| ADAPTIVE SKI PROGRAM | ||||||||
| 1595 CAMINO LA CANADA | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $4,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE SUITE 1200 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $200 | |
| AMERICAN RED CROSS | ||||||||
| 2025 EAST STREET | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $100 | |
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $260 | |
| BRIARWOOD SCHOLARSHIP FOUNDATION | ||||||||
| 355 DEERFIELD ROAD | DEERFIELD | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| CANCER WELLNESS | ||||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $350 | |
| CANINE THERAPY CORPS | ||||||||
| 1700 W IRVING PARK RD SUITE 311 | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,500 | |
| CCFA | ||||||||
| 386 PARK AVE SOUTH 17 FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $7,500 | |
| CENTER FOR ENRICHED LIVING | ||||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 | |
| CHARTER OAK CULTURAL CENTER | ||||||||
| 21 CHARTER OAK AVE | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 | |
| CITIZENSHIP COUNTS | ||||||||
| 4201 N 24TH STREET SUITE 210 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $35,000 | |
| COALITION TO SALUTE AMERICA'S HEROES (SECRET SANTA PROJECT) | ||||||||
| 552 FORT EVANS ROAD SUITE 300 | LEESBURG | VA | 20176 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $85 | |
| COLLEGE BOUND OPPORTUNITIES | ||||||||
| 2033 N MILWAUKEE AVENUE SUITE 246 | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 | |
| COLLEGE OF LAKE COUNTY | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 60030 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $7,500 | |
| EVANSTON SCHOLARS | ||||||||
| 1234 SHERMAN AVE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 | |
| FAMILY SERVICE | ||||||||
| 777 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,500 | |
| FIREFIGHTERS BURN FUND | ||||||||
| 4496 NW 152ND AVE | CHIEFLAND | FL | 32644 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $100 | |
| FRENCHMAN'S CREEK CHARITIES FOUNDATION | ||||||||
| 13495 TOURNAMENT DR | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,150 | |
| FIEDLER HILLEL AT NORTHWESTERN UNIVERSITY | ||||||||
| 629 FOSTER ST | EVANSTON | IL | 60201 | NONE | RELIGIOUS ORGANIZATI | GENERAL FUNDING | $100 | |
| FRIENDS OF THE IDF | ||||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $32,000 | |
| FRIENDS OF ST BENEDICT | ||||||||
| 6930 W TOUHY | NILES | IL | 60714 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,500 | |
| GRACEWORKS HOPE NETWORK FOR CHILDREN | ||||||||
| PO BOX 1239 | ANAHEIM | CA | 92815 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| HOLOCAUST EDUCATION FOUNDATION | ||||||||
| PO BOX 6153 | NEWPORT NEWS | VA | 23606 | NONE | EDUCATION ORGANIZATI | GENERAL FUNDING | $25,000 | |
| IL DRUG ENFORCEMENT OFFICERS ASSN | ||||||||
| PO BOX 1083 | PLAINFIELD | IL | 60544 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $100 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| HUNDRED CLUB OF LAKE COUNTY | ||||||||
| PO BOX 163 | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $150 | |
| INTEGRATIVE TOUCH FOR KIDS | ||||||||
| 8340 N THORNYDALE RD 110-153 | TUCSON | AZ | 85741 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| ISRAEL TENNIS CENTER FOUNDATION | ||||||||
| 3275 WEST HILLSBORO BLVD STE 102 | DEERFIELD BEACH | FL | 33442 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| JANE ADDAMS SENIOR CAUCUS | ||||||||
| 1111 N WELLS STREET SUITE 302 | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 | |
| JCC CHICAGO | ||||||||
| 30 SOUTH WELLS STREET SUITE 4000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $300 | |
| JEWISH COUNCIL ON URBAN AFFAIRS | ||||||||
| 610 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $12,000 | |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $33,000 | |
| JOHN HOWARD ASSOCIATION | ||||||||
| 375 E CHICAGO AVE SUITE 529 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| KESHET | ||||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | EDUCATIONAL INSTITUT | GENERAL FUNDING | $20,000 | |
| KLEZMER MUSIC FOUNDATION | ||||||||
| 4025 HARVARD TER | SKOKIE | IL | 60076 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $4,000 | |
| LAKE COUNTY CENTER FOR INDEPENDENT LIVING | ||||||||
| 377 NORTH SEYMOUR AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $3,000 | |
| LEAGUE OF WOMEN VOTERS | ||||||||
| 1730 M STREET NORTHWEST SUITE 1000 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $220 | |
| LIFT | ||||||||
| 1620 I ST NW SUITE 820 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 | |
| LIVE4LALI | ||||||||
| PO BOX 692 | LAKE ZURICH | IL | 60047 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 | |
| LYNN SAGE FOUNDATION | ||||||||
| 141 W JACKSON BLVD SUITE 300 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE SUITE 860 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $50,000 | |
| MEMORY CARE HOME SOLUTIONS | ||||||||
| 1526 SOUTH BIG BEND BLVD | ST LOUIS | MO | 63117 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $3,000 | |
| MIDTOWN EDUCATIONAL FOUNDATION | ||||||||
| 718 S LOOMIS STREET | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $7,500 | |
| MIDWEST CENTER ON LAW AND THE DEAF | ||||||||
| PO BOX 804297 | CHICAGO | IL | 60680 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,500 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $100 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25 | |
| NEW ISRAEL FUND | ||||||||
| 330 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| 4 CHASE METROTECH CENTER 7TH FLOOR | BROOKLYN | NY | 11245 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 | EAST LOCKBOX 5193 |
| NORTH SHORE AUXILIARY OF THE JEWISH CHILD AND FAMILY SERVICES | ||||||||
| 216 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $75 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | EDUCATIONAL INSTITUT | GENERAL FUNDING | $1,000,000 | |
| PADS | ||||||||
| 3001 GREEN BAY ROAD BUILDING 5 | NORTH CHICAGO | IL | 60064 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $12,000 | |
| PAIDEIA | ||||||||
| 1350 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $30,000 | 1200 |
| PAN MAERICAN ZOONOTIC RESEARCH | ||||||||
| 1001 EDGELL RD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20 | |
| PARKINSONS DISEASE RESEARCH | ||||||||
| 25 NORTH WINDFIELD RD | WINFIELD | IL | 60190 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $200 | |
| PLANNED PARENTHOOD | ||||||||
| 18 S MICHIGAN AVE 6TH FLOOR | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $210 | |
| PROJECT CURE | ||||||||
| 4920 LENA RD UNIT 109 | BRADENTON | FL | 34211 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| RAVINIA FESTIVAL ASSOCIATION | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $3,323 | |
| SCHOLARSHIP GUIDANCE AND CONSULTING OUTREACH | ||||||||
| 3900 RIDGEWAY ROAD | PINE BLUFF | AR | 71603 | NONE | EDUCATIONAL INSTITUT | GENERAL FUNDING | $10,000 | |
| SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 NORTH TORREY PINES ROAD TPC 2 | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| SPEECH AND LANGUAGE DEVELOPMENT CENTER | ||||||||
| 8699 HOLDER ST | BUENA PARK | CA | 90620 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| STEPS 4 DOUG | ||||||||
| 33 LITTLE MARRYAT RD | TROUT VALLEY | IL | 60013 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 | |
| SPERTUS COLLEGE OF JUDAICA | ||||||||
| 610 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60605 | NONE | EDUCATIONAL INSTITUT | GENERAL FUNDING | $1,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $35 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $9,800 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 SOUTH GREENLEAF STREET | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 1427 E 60TH SUITE 120 | CHICAGO | IL | 60637 | NONE | EDUCATIONAL INSTITUT | GENERAL FUNDING | $37,500 | |
| WORLDWIDE FISTULA FUND | ||||||||
| 1100 E WOODFIELD RD SUITE 350 | SCHAUMBURG | IL | 60173 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $200 | |
| WRITERS' THEATRE | ||||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 | |
| ZACHARIAS CENTER | ||||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $231,175 | |
| JUPITER MEDICAL CENTER | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 | |
| WOMENS RESIDENTIAL SERVICES | ||||||||
| 24647 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,785,778 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,847 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,255,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,280,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,280,907 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JONATHAN M MILLS | |||||||
| 1 | ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | $998,553 | Yes (X) | Yes (X) |
| LOIS MILLS | |||||||
| 2 | ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | $10,142 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $998,553 | 2013-11-01 |
| 2 | PUBLICLY TRADED SECURITIES | $10,142 | 2013-11-01 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMERICA CORP | $115,904 | $35,839 |
| BECTON DICKINSON & COMPANY | $81,098 | $557,538 |
| BERKSHIRE HATHAWAY INC | $192,018 | $433,930 |
| EXXON MOBIL INC | $52,035 | $71,962 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTED DONATED STOCK TO DONOR BASIS | Description |
| Amount | $646,716 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $5,634 | $5,634 | $0 |
| BANK FEES | $336 | $336 | $0 |
| MISCELLANEOUS | $542 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2012 FEDERAL EXTENSION PAYMENT | $2,400 | $0 | $0 |
| 2013 FEDERAL ESTIMATES | $3,265 | $0 | $0 |
Comments