SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
SCHEDULE 13G/A
(RULE 13d-102)
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. 4)*
MANUFACTURED HOME COMMUNITIES, INC.
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(Name of Issuer)
Common Stock, par value $0.01 per share
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(Title of Class of Securities)
564682 10 2
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(CUSIP Number)
December 31, 2001
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(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this
Schedule is filed:
[ ] Rule 13d-1(b)
[ ] Rule 13d-1(c)
[X] Rule 13d-1(d)
*The remainder of this cover page shall be filled out for a reporting
person's initial filing on this form with respect to the subject class of
securities, and for any subsequent amendment containing information which would
alter the disclosures provided in a prior cover page.
The information required in the remainder of this cover page shall not
be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange
Act of 1934 ("Act") or otherwise subject to the liabilities of that section of
the Act, but shall be subject to all other provisions of the Act (however, see
the Notes).
CUSIP NO. 564682 10 2 13G/A PAGE 2 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samuel Zell
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
United States
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares 465,111
-----------------------------------------------------
Beneficially 6 Shared Voting Power
326,352
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each 465,111
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
326,352
Person With
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9 Aggregate Amount Beneficially Owned by Each Reporting Person
791,463
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
3.6%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
IN
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CUSIP NO. 564682 10 2 13G/A PAGE 3 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samuel Zell Revocable Trust u/t/a 1-17-90
FEIN 325-38-2344
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Illinois
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Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
326,352
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
326,352
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
326,352
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
1.5%
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12 Type of Reporting Person (See Instructions)
OO
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CUSIP NO. 564682 10 2 13G/A PAGE 4 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samstock/SZRT, L.L.C.
FEIN 325-38-2344
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Delaware
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
307,774
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
307,774
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
307,774
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
1.4%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
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CUSIP NO. 564682 10 2 13G/A PAGE 5 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samstock/ZGPI, L.L.C.
FEIN 36-3716786
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Delaware
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
6,003
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
6,003
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
6,003
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
Less than 0.1%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
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CUSIP NO. 564682 10 2 13G/A PAGE 6 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samstock, L.L.C.
FEIN 36-4156890
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Delaware
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
947,665
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
947,665
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
947,665
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
4.4%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
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CUSIP NO. 564682 10 2 13G/A PAGE 7 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samstock/ZFT, L.L.C.
FEIN 36-30229676
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
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4 Citizenship or Place of Organization
Delaware
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
196,165
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
196,165
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
196,165
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
0.9%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
--------------------------------------------------------------------------------
CUSIP NO. 564682 10 2 13G/A PAGE 8 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
EGI Holdings, Inc.
FEIN 36-4175553
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Illinois
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Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
579,873
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
579,873
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
579,873
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
2.7%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
CO
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CUSIP NO. 564682 10 2 13G/A PAGE 10 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Donald S. Chisholm Trust
FEIN 38-6469512
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
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4 Citizenship or Place of Organization
Michigan
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Number of
5 Sole Voting Power
Shares 7,000
-----------------------------------------------------
Beneficially 6 Shared Voting Power
-0-
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each 7,000
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
-0-
Person With
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9 Aggregate Amount Beneficially Owned by Each Reporting Person
7,000
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10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
Less than 0.1%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
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CUSIP NO. 564682 10 2 13G/A PAGE 11 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Samstock/Alpha, L.L.C.
FEIN36-3002855
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
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3 SEC Use Only
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4 Citizenship or Place of Organization
Delaware
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Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
8,887
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
8,887
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
8,887
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
Less than 0.1%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
--------------------------------------------------------------------------------
CUSIP NO. 564682 10 2 13G/A PAGE 12 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
EGIL Investments, Inc.
FEIN 36-417555
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Illinois
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
579,873
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
579,873
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
579,873
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
2.7%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
CO
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CUSIP NO. 564682 10 2 13G/A PAGE 13 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Ann Lurie
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
United States
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
1,398,876
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
1,398,876
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
1,398,876
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
6.5%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
IN
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CUSIP NO. 564682 10 2 13G/A PAGE 14 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Anda Partnership
FEIN 88-0132846
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
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4 Citizenship or Place of Organization
Nevada
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Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
233,694
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
233,694
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
233,694
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
1.1%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
PN
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CUSIP NO. 564682 10 2 13G/A PAGE 15 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
LFT Partnership
FEIN 39-6527526
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2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Illinois
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
5,346
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
5,346
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
5,346
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
Less than 0.1%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
PN
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CUSIP NO. 564682 10 2 13G/A PAGE 16 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Mark Slezak
--------------------------------------------------------------------------------
2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
United States
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
1,393,440
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
1,393,440
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
1,393,440
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
6.5%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
IN
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CUSIP NO. 564682 10 2 13G/A PAGE 17 OF 28 PAGES
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1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons
(Entities Only)
Chai Trust Company, L.L.C.
FEIN 36-7328783
--------------------------------------------------------------------------------
2 Check the Appropriate Box if a Member of a Group (a) [X]
(See Instructions) (b) [ ]
--------------------------------------------------------------------------------
3 SEC Use Only
--------------------------------------------------------------------------------
4 Citizenship or Place of Organization
Illinois
--------------------------------------------------------------------------------
Number of
5 Sole Voting Power
Shares -0-
-----------------------------------------------------
Beneficially 6 Shared Voting Power
2,318,466
Owned by -----------------------------------------------------
7 Sole Dispositive Power
Each -0-
-----------------------------------------------------
Reporting 8 Shared Dispositive Power
2,318,466
Person With
--------------------------------------------------------------------------------
9 Aggregate Amount Beneficially Owned by Each Reporting Person
2,318,466
--------------------------------------------------------------------------------
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ]
(See Instructions)
Not Applicable
--------------------------------------------------------------------------------
11 Percent of Class Represented by Amount in Row (9)
10.8%
--------------------------------------------------------------------------------
12 Type of Reporting Person (See Instructions)
OO
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CUSIP No. 564682 10 2 13G/A Page 18 of 28
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ITEM 1(a). NAME OF ISSUER:
This Schedule 13G/A relates to the common stock, par value $.0001 per
share, of Manufactured Home Communities, Inc., a Maryland corporation (the
Issuer").
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
Two North Riverside Plaza, Suite 800, Chicago, Illinois 60606
ITEM 2(a). NAME OF PERSON FILING:
This Schedule 13G/A is being filed by the following persons and
entities:
Samuel Zell
Samuel Zell Revocable Trust u/t/a 1-17-90
Samstock/SZRT, L.L.C., a Delaware limited liability company
Samstock/ZGPI, L.L.C., a Delaware limited liability company
Samstock, L.L.C., a Delaware limited liability company
Samstock/ZFT, L.L.C., a Delaware limited liability company
Samstock/Alpha, L.L.C., a Delaware limited liability company
EGI Holdings, Inc., an Illinois corporation
Donald S. Chisholm Revocable Trust
EGIL Investments, Inc., an Illinois corporation
Ann Lurie
Anda Partnership, an Illinois general partnership
LFT Partnership, an Illinois general partnership
Mark Slezak
Chai Trust Company, L.L.C., a Illinois limited liability company
The above persons and entities are each a "Reporting Person" and are
collectively referred to herein as the "Reporting Persons."
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
The address for the Reporting Persons (other than Rochelle Zell
Revocable Trust and Donald S. Chisolm Trust is as follows:
Two North Riverside Plaza, Chicago, Illinois 60606
The address for Rochelle Zell Revocable Trust is as follows:
Samuel Zell, Co-Trustee
980 North Michigan Avenue
Suite 1380
Chicago, Illinois 60611
CUSIP No. 564682 10 2 13G/A Page 19 of 28
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The address for Donald S. Chisholm Trust is as follows:
505 E. Huron Street
Ann Arbor, Michigan 48104
ITEM 2(c). CITIZENSHIP:
The Reporting Persons' state or organization or citizenship is as
follows:
Samuel Zell United States
Samuel Zell Revocable Trust u/t/a 1-17-90 Illinois
Samstock/SZRT, L.L.C. Delaware
Samstock/ZGPI, L.L.C. Delaware
Samstock, L.L.C. Delaware
Samstock/ZFT, L.L.C. Delaware
Samstock/Alpha, L.L.C. Delaware
EGI Holdings, Inc. Illinois
Donald S. Chisholm Revocable Trust Michigan
EGIL Investments, Inc. Illinois
Ann Lurie United States
Anda Partnership Illinois
LFT Partnership Illinois
Mark Slezak United States
Chai Trust Company, L.L.C. Illinois
ITEM 2(d). TITLE OF CLASS OF SECURITIES:
The securities reported herein are shares of common stock, par value
$.01 per share of the Issuer ("Common Stock").
ITEM 2(e). CUSIP NUMBER:
564682 10 2
ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULE 13d-1(b), OR
13d-2(b) OR (c), CHECK WHETHER THE FILING PERSON IS:
Not Applicable
ITEM 4. OWNERSHIP
This Issuer is the sole general partner of MHC Operating Limited
Partnership, an Illinois limited Partnership (the "Operating Partnership").
Certain of The Reporting Persons: Samstock/SZRT, L.L.C.; Samstock, L.L.C.;
Samstock/ZFT, L.L.C.; EGI Holdings, Inc.; EGIL
CUSIP No. 564682 10 2 13G/A Page 20 of 28
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Investments, Inc.; Anda Partnership; and LFT Partnership are limited partners of
the Operating Partnership. Each limited partner of the Operating Partnership
holds operating partnership units ("OP Units") which are exchangeable, at the
Holder's option, on a one-for-one basis into a share of Common Stock. Amounts
reported herein for each Reporting Person assume (i) the exchange of such
Reporting Person's OP Units for shares of Common Stock and the exercise of
options to purchase Common Stock, if applicable; and (ii) the exchange of all
Reporting Persons' OP Units for shares of Common Stock and the exercise of all
Reporting Persons' options to purchase Common Stock beneficially owned by the
Reporting Persons. Collectively, the Reporting Persons own 3,356,059 shares of
Common Stock, or 15.6%, of the issued and outstanding shares of Common Stock
(assuming the conversion of all OP Units and the exercise of all options to
purchase shares of Common Stock beneficially owned by the Reporting Persons).
Samuel Zell has the sole power to vote and to direct the vote and the
sole power to dispose and to direct the disposition of 465,111 shares of Common
Stock (assuming the exercise of options to purchase 459,999 shares of Common
Stock).
Shared Power with Such Reporting Person
----------------------------------------------------------------------------------------------------------------------------------
Total
Beneficially Samuel Zell Chai Trust
Owned by Revocable Company,
Reporting Person ("RP") such RP Samuel Zell Ann Lurie Mark Slezak Trust L.L.C.
----------------------------------------------------------------------------------------------------------------------------------
Samuel Zell Revocable Trust 18,578 18,578 18,578
----------------------------------------------------------------------------------------------------------------------------------
Samstock/SZRT, L.L.C. 307,774(1) 307,774 307,774
----------------------------------------------------------------------------------------------------------------------------------
Samstock/ZGPI, L.L.C. 6,003 6,003
----------------------------------------------------------------------------------------------------------------------------------
Samstock, L.L.C. 947,665(2) 947,665
----------------------------------------------------------------------------------------------------------------------------------
Samstock/ZFT, L.L.C. 196,165 196,165
----------------------------------------------------------------------------------------------------------------------------------
Samstock/Alpha, L.L.C. 8,887 8,887
----------------------------------------------------------------------------------------------------------------------------------
EGI Holdings, Inc. 579,873(3) 579,873 579,873 579,873
----------------------------------------------------------------------------------------------------------------------------------
EGIL Investments, Inc. 579,873(3) 579,873 579,873
----------------------------------------------------------------------------------------------------------------------------------
Anda Partnership 233,694(3) 233,694 233,694 579,873
----------------------------------------------------------------------------------------------------------------------------------
LFT Partnership 5,436(3) 5,436
----------------------------------------------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------
Total Shared Votes 2,883,948 326,352 1,398,876 1,393,040 326,352 2,318,466
----------------------------------------------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------
(1) Includes 13,641 OP Units
(2) Includes 601,665 OP Units
(3) Represents OP Units
Sole Power with Respect to Common Stock
-----------------------------------------------------------------------------------------------------------------------------------
Total
Beneficially Samuel Zell Chai Trust
Owned by Revocable Company,
Reporting Person ("RP") such RP Samuel Zell Ann Lurie Mark Slezak Trust L.L.C.
-----------------------------------------------------------------------------------------------------------------------------------
Samuel Zell 465,111 465,111 0 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Ann Lurie 0 0 0 0 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Mark Slezak 0 0 0 0 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Donald S. Chisolm Trust 7,000 0 0 0 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Total Sole Power 476,111 476,111 0 0 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Total Sole and Shared Power 3,356,059 791,463 1,398,876 1,393,040 326,352 2,318,466
-----------------------------------------------------------------------------------------------------------------------------------
Percent of Outstanding 15.3% 3.6% 6.5% 6.5% 1.5% 1.8%
-----------------------------------------------------------------------------------------------------------------------------------
CUSIP No. 564682 10 2 13G/A Page 21 of 28
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ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS
If this statement is being filed to report the fact that as of the date
hereof the reporting person has ceased to be the beneficial owner of more than
five percent of the class of securities, check the following: [ ]
ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON
Not applicable.
ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH
ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING
COMPANY OR CONTROL PERSON
Not applicable
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP
Not applicable
ITEM 9. NOTICE OF DISSOLUTION OF GROUP
Not applicable
ITEM 10. CERTIFICATION
Not applicable
CUSIP No. 564682 10 2 13G/A Page 22 of 28
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SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I
certify that the information set forth in this statement is true, complete and
correct.
Dated: February 14, 2002
SAMUEL ZELL REVOCABLE TRUST U/T/A 1/17/90
By: /s/ Samuel Zell
--------------------------------------
Its: Trustee
SAMSTOCK, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
SAMSTOCK/SZRT, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
SAMSTOCK/ZGPI, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
CUSIP No. 564682 10 2 13G/A Page 23 of 28
--------------------------------------------------------------------------------
SAMSTOCK/ZFT, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
SAMSTOCK/ALPHA, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
EGI HOLDINGS, INC., AN ILLINOIS CORPORATION
By: /s/ Donald J. Liebentritt
--------------------------------------
Its: Vice President
DONALD S. CHISHOLM TRUST
By: /s/ Samuel Zell
--------------------------------------
Its: Co-Trustee
CUSIP No. 564682 10 2 13G/A Page 24 of 28
--------------------------------------------------------------------------------
EGIL INVESTMENTS, INC., AN ILLINOIS
CORPORATION
By: /s/ Mark Slezak
--------------------------------------
Its: Vice President
ANDA PARTNERSHIP, AN ILLINOIS GENERAL
PARTNERSHIP
By: Ann Only Trust, a general partner
By: /s/ Ann Lurie
--------------------------------------
Its: Co-Trustee
AND
By: Ann and Descendants Trust
By: /s/ Ann Lurie
--------------------------------------
Its: Co-Trustee
LFT PARTNERSHIP, AN ILLINOIS GENERAL
PARTNERSHIP
By: Jesse Trust, a general partner
By: /s/ Ann Lurie
--------------------------------------
Its: Trustee
/s/ Samuel Zell
------------------------------------------
Samuel Zell
/s/ Ann Lurie
------------------------------------------
Ann Lurie
/s/ Mark Slezak
------------------------------------------
Mark Slezak
Chai Trust Company, L.L.C.
By: /s/ Donald J. Liebentritt
------------------------------------------
Its: Vice President
CUSIP No. 564682 10 2 13G/A Page 25 of 28
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JOINT FILING AGREEMENT
THIS AGREEMENT dated as February 12, 2002 among Samuel Zell Revocable
Trust u/t/a 1/17/90; Samstock, L.L.C. a Delaware limited liability company;
Samstock/SZRT, L.L.C., a Delaware limited liability company; Samstock/ZGPI,
L.L.C., a Delaware limited liability company; Samstock/ZFT, L.L.C., a Delaware
limited liability company; Samstock/Alpha, L.L.C., a Delaware limited liability
company; Samstock/Alpha, L.L.C., a Delaware limited liability company; EGI
Holdings, Inc., an Illinois corporation; Donald S. Chisholm Trust; EGIL
Investments, Inc., an Illinois corporation; Anda Partnership, a Nevada general
partnership; LFT Partnership, an Illinois general partnership; Samuel Zell; Ann
Lurie; and Mark Slezak (collectively the "Reporting Persons") hereby replaces
that certain Joint Filing Agreement dated as of May 18, 2001.
WHEREAS, the Reporting Persons beneficially own or have the right to
acquire shares of common stock $0.1 par value, of Manufactured Home Communities,
Inc., a Maryland corporation;
WHEREAS, the parties hereto may be deemed to constitute a "group" for
purposes of Section 13(d) (3) of the Securities Exchange Act of 1934, as amended
(the "Act"); and
WHEREAS, each of the parties hereto desire by this Agreement to provide
for the joint filing of a Schedule 13G, and all amendments thereto, with the
Securities and Exchange Commission.
NOW, THEREFORE, the parties hereto agree as follows:
1. The parties hereto will join in the preparation and filing of a
single statement containing the information required by Schedule
13G, and all amendments thereto, and the Schedule 13G and all
such amendments will be filed on behalf of each party hereto;
2. Each party hereto will be responsible for the timely filing of
the Schedule 13G, and all amendments thereto, and for the
completeness and accuracy of the information concerning such
party contained therein. No party hereto will be responsible for
the completeness or accuracy of the information concerning any
other party contained in the Schedule 13G or any amendment
thereto, except to the extent such party knows or has reason to
believe that such information is inaccurate.
3. This Agreement may be executed in counterparts, all of which when
taken together will constitute one and the same instrument.
CUSIP No. 564682 10 2 13G/A Page 26 of 28
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IN WITNESS WHEREOF, the undersigned have executed this Agreement as of
the date first above written.
SAMUEL ZELL REVOCABLE TRUST U/T/A 1/17/90
By: /s/ Samuel Zell
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Its: Trustee
SAMSTOCK, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
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Its: Vice President
SAMSTOCK/SZRT, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
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Its: Vice President
SAMSTOCK/ZGPI, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
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Its: Vice President
SAMSTOCK/ZFT, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
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Its: Vice President
CUSIP No. 564682 10 2 13G/A Page 27 of 28
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SAMSTOCK/ALPHA, L.L.C., A DELAWARE LIMITED
LIABILITY COMPANY
By: /s/ Donald J. Liebentritt
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Its: Vice President
EGI HOLDINGS, INC., AN ILLINOIS CORPORATION
By: /s/ Donald J. Liebentritt
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Its: Vice President
DONALD S. CHISHOLM TRUST
By: /s/ Samuel Zell
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Its: Co-Trustee
EGIL INVESTMENTS, INC., AN ILLINOIS
CORPORATION
By: /s/ Mark Slezak
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Its: Vice President
CUSIP No. 564682 10 2 13G/A Page 28 of 28
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ANDA PARTNERSHIP, AN ILLINOIS GENERAL
PARTNERSHIP
By: Ann Only Trust, a general partner
By: /s/ Ann Lurie
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Its: Co-Trustee
AND
By: Ann and Descendants Trust
By: /s/ Ann Lurie
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Its: Co-Trustee
LFT PARTNERSHIP, AN ILLINOIS GENERAL
PARTNERSHIP
By: Jesse Trust, a general partner
By: /s/ Ann Lurie
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Its: Trustee
/s/ Samuel Zell
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Samuel Zell
/s/ Ann Lurie
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Ann Lurie
/s/ Mark Slezak
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Mark Slezak
Chai Trust Company, L.L.C.
By: /s/ Donald J. Liebentritt
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Its: Vice President