MILIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202303079349100605
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T14:58:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-04 | 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) |
|---|---|---|
| Preparer Person | Adam Cohen CPA | PreparerPersonNm |
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $909,644 | 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 | $11,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,463 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $408,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $209 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$19,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,338 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,658 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,195 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $424,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $398,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $453,786 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $402,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $417,647 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $369,412 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $55,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,518 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,078,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $898,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,078,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $898,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,078,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $898,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,078,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $898,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,078,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $911,631 | SubtotalAmt |
| Other Decreases | $12,892 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $898,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST) | 2022-12-31 | $141,366 | $192,529 | -$51,163 | -$51,163 |
| PUBLICLY TRADED SECURITIES (LT) | 2022-12-31 | $209,964 | $194,010 | $15,954 | $15,954 |
| PUBLICLY TRADED SECURTITIES (LT) | 2022-12-31 | $50,000 | $50,000 | $0 | |
| PUBLICLY TRADED SECURITIES (ST) | 2022-12-31 | $4 | $4 | $0 | |
| PUBLICLY TRADED SECURITIES (LT) | 2022-12-31 | $4 | $4 | $0 | |
| COLLECTIBLES | 2022-12-31 | $6,894 | $5,148 | $1,746 | $1,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,463 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,036 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,036 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,954 | OverpaymentAmt |
| Applied To ES Tax | $1,954 | AppliedToESTaxAmt |
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 | $1,035,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,325 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,139,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $56,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,000 | 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 | $139,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,347 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,510 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $56,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,084 | RemainingDistriFromCorpusAmt |
| Total Corpus | $202,904 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $202,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,347 | ExcessFromYear4Amt |
| Excess From Year3 | $45,510 | ExcessFromYear3Amt |
| Excess From Year2 | $30,091 | ExcessFromYear2Amt |
| Excess From Year1 | $31,872 | ExcessFromYear1Amt |
| Excess From Current Year | $82,084 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chabad of West Boca | |||||||
| 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. | $38,800 |
| 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. | $1,000 | |
| 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. | $7,200 |
| Shirley Barish Memorial Israel Experience | |||||||
| 1500 Sunset Blvd | Houston | TX | 77005 | NONE | PC | To promote the education of Congregation Emanu El members to become dedicated advocates on behalf of Israel, to strengthen the bonds between Israel and the Diaspora Jewry and to enhance the US-Israel relationship. | $1,000 |
| American Friends of Magen David Adom | |||||||
| 20 W 36th Street Suite 1100 | New York | NY | 10018 | none | PC | To provide medical care for the people of Israel by supporting the nation's leading medical emergency, disaster, ambulance and blood service provider. | $70,000 |
| St Jude Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | none | PC | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | $1,000 |
| Israel Cancer Association | |||||||
| PO BOX 804 | Palm Beach | FL | 33480 | none | PC | To provide seed money that goes directly to the scientist toward finding a cure for cancer. | $1,000 |
| Israel Tennis Education Center | |||||||
| 165 East 56th Street | New York | NY | 10022 | none | PC | To help at-risk children in Israel reach their full potential providing a comprehensive program of tennis instruction, fitness, academic tutoring, and counseling, that emphasizes positive values including teamwork, respect, confidence, and leadership. | $1,000 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave FL 7 | Chicago | IL | 60601 | none | PC | To provide funds to end Alzheimer's and all other dementia - by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,000 | 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 | $11,895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,213 | 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 | -$33,463 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$19,146 | 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 | $47,518 | BookValueAmt |
| EOYFMV | $51,788 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES AND PRIOR ADJUSTMENTS | Desc |
| Amt | $12,892 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $8,299 | $8,299 |
| BANK FEES | $8 | $8 |
| ANNUAL FILING FEES | $61 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $209 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES #4067 | $68 | $68 |
| FEDERAL TAXES | $27 | $0 |