MILIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-02-01
- IRS object ID
- 202300329349100505
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-01T12:46:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD 7th FL | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134149246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % IRENE MILIN | InCareOfNm |
| Business Name Control | MILI | BusinessNameControlTxt |
| Phone | 5619485640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17369 Vistancia Circle | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Irene Milin | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 5612901066 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Irene | PersonFirstNm |
| Person Last | Milin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,309,687 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,699 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,356 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,538 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,195 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $51,316 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $337,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $640,766 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $384,786 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $402,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $404,099 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $55,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $996,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,078,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,309,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $996,811 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,078,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $996,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,078,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $996,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,078,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $996,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,339 | OtherIncreasesAmt |
| Subtotal | $1,078,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,078,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST) | 2021-12-31 | $195,038 | $190,575 | $4,463 | $4,463 |
| PUBLICLY TRADED SECURITIES (LT) | 2021-12-31 | $302,659 | $156,916 | $145,235 | $145,743 |
| COLLECTIBLES | 2021-12-31 | $65 | $48 | $17 | $17 |
| PUBLICLY TRADED SECURITIES (ST) | 2021-12-31 | $5 | $5 | $0 | |
| PUBLICLY TRADED SECURITIES (LT) | 2021-12-31 | $100,000 | $100,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,033 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,033 | SubtotalAmt |
| Tax Based On Investment Income | $2,033 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $2,073 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRENE MILIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619898876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17369 VISTANCIA CIRCLE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRENE MILIN | ||||||||
| 17369 Vistancia Circle | Boca Raton | FL | 33496 | PRESIDENT/DIRECTOR | 26.0 | $0 | $0 | $0 |
| TANYA MILIN | ||||||||
| 17369 Vistancia Circle | Boca Raton | FL | 33496 | SECRETARY/DIRECTOR | 26.0 | $0 | $0 | $0 |
| AMY MILIN | ||||||||
| 17369 Vistancia Circle | Boca Raton | FL | 33496 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $812,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $945,401 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $945,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $931,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,033 | TotalTaxAmt |
| Distributable Before Adj | $44,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $76,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $44,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,800 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $13,347 | ExcessFromYear3Amt |
| Excess From Year2 | $45,510 | ExcessFromYear2Amt |
| Excess From Year1 | $30,091 | ExcessFromYear1Amt |
| Excess From Current Year | $31,872 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Irene Milin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17045 Brookwood Drive | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5619485640 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Chabad of Boca Raton | ||||||||
| 19701 State Road 7 | Boca Raton | FL | 33498 | none | PC | To help unite Jews worldwide, empower them with knowledge of their 3,300 year-old tradition and foster within them a deeper connection to Judaism's rituals and faith. | $26,600 | |
| Jewish Federation of South Palm Beach County | ||||||||
| 9901 Donna Klein Jewish Academy | Boca Raton | FL | 33428 | none | PC | To build and sustain a strong, caring, vibrant Jewish community by developing Jewish communal leadership; promoting Jewish identity, education and engagement; and advocating for the well-being and security of the Jewish people. | $5,000 | |
| Jewish Policy Center | ||||||||
| 50 F St NW 100 | Washington | DC | 20001 | NONE | PC | To further the organization's mission of providing timely perspectives and analysis of foreign and domestic policies by leading scholars, academics, and commentators. | $12,500 | |
| Donna Klein Jewish Academy | ||||||||
| 9701 Donna Klein Boulevard | Boca Raton | FL | 33428 | PC | To further the organization's mission of providing a premier Jewish Community Day School within a community joined in the love of knowledge, the joy of learning and a deep passion for Judaism. | $500 | ||
| Aishel House | ||||||||
| 1955 University Blvd | Houston | TX | 77030 | NONE | To further the organization's mission of providing patients & families of all faiths visiting the Texas Medical Center with caring support including accommodations, transportation, meals, child care & personal counseling. | $5,000 | ||
| Foundation for Defense of Democracies | ||||||||
| PO Box 33249 | Washington | DC | 20033 | NONE | PC | To support research focusing on foreign policy and national security. | $25,000 | |
| Joyce K Salzberg Center for Professional Developm | ||||||||
| Temple University | Philadelphia | PA | 19122 | NONE | PC | To assist in enhancing students' professionalism and empowering students to present themselves successfully as candidates for an internship, employment and post-secondary education opportunities. | $1,800 | Suite 120 Gladfelter Hall 1115 Pol |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,111 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CASH IN LIEU OF DIVIDENDS | 41 | $53 |
| MISCELLANEOUS INCOME | 41 | $81 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,514 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #4067 MUT. FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $55,230 | BookValueAmt |
| EOYFMV | $68,150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES #4067 | $10,689 | $10,689 |
| BANK FEES | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN LIEU | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES AND PRIOR ADJUSTMENTS | Desc |
| Amt | $13,339 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES #4067 | $86 | $86 |
| STATE TAXES | $500 | $500 |
| FEDERAL TAXES | $1,789 | $0 |