MILLER FAMILY ENDOWMENT INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY ENDOWMENT INC (EIN 22-3761835)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202213079349101851
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T20:24:49-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN CENTER ROAD SUITE 400 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | 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 | 223761835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER FAMILY ENDOWMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9737696079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 TILLOU COURT | AddressLine1Txt |
| City | SOUTH ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGO H WEILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737696079 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGO | PersonFirstNm |
| Person Last | WEILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT F BERGER CPA | PreparerPersonNm |
| PTIN | P00082698 | PTIN |
| Phone | 5613945100 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,593,639 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $77,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $280,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $848,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $280,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,070 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $378,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $788,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $788,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $788,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$456,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $217,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,666 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,838,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,566,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,837,910 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $944,809 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $957,306 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $962,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $480,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $383,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $382,603 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $297,527 | OtherAssetsBOYAmt |
| Other Assets EOY | $297,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $297,460 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,779,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,318,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,593,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,779,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,318,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,779,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,318,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,779,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,318,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,779,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$456,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,323,124 | SubtotalAmt |
| Other Decreases | $4,898 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,318,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $832,109 | $566,109 | $266,000 | $266,000 | |
| PARTNERSHIP: SHORT TERM CAPITAL LOSS | -$1,201 | -$1,201 | D | ||
| PARTNERSHIP: LONG TERM CAPITAL GAIN | $3,012 | $3,012 | D | ||
| PARTNERSHIP: SECTION 1231 LOSS | -$3,515 | -$3,515 | D | ||
| PARTNERSHIP: WARANA INVESTMENTS | $16,570 | $16,570 | $16,570 | D | |
| CAPITAL GAINS DIVIDENDS | $40 | $40 | $40 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $280,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $582 | OverpaymentAmt |
| Applied To ES Tax | $582 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737696079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 TILLOU COURT | AddressLine1Txt |
| City | SOUTH ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PAUL S MILLER | |||||||||
| C/O THE MILLER FAMILY ENDOWMENT INC | 12 TILLOU COURT | SOUTH ORANGE | NJ | 07079 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| CAROL P MILLER | |||||||||
| C/O THE MILLER FAMILY ENDOWMENT INC | 12 TILLOU COURT | SOUTH ORANGE | NJ | 07079 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| JASON MILLER | |||||||||
| C/O THE MILLER FAMILY ENDOWMENT INC | 12 TILLOU COURT | SOUTH ORANGE | NJ | 07079 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARGO H WEILL | |||||||||
| C/O THE MILLER FAMILY ENDOWMENT INC | 12 TILLOU COURT | SOUTH ORANGE | NJ | 07079 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| NICOLE F GOULD | |||||||||
| C/O THE MILLER FAMILY ENDOWMENT INC | 12 TILLOU COURT | SOUTH ORANGE | NJ | 07079 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,938,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $159,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,191,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,191,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,128,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,486 | TotalTaxAmt |
| Distributable Before Adj | $201,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $788,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $788,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $465,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $440,651 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $905,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $788,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $586,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,492,699 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,492,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $465,312 | ExcessFromYear2Amt |
| Excess From Year1 | $440,651 | ExcessFromYear1Amt |
| Excess From Current Year | $586,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL S MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | |||||||
| 1 S AVENUE | GARDEN CITY | NY | 11530 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| ALS ASSOCIATION | |||||||
| 42 BROADWAY | NY | NY | 10004 | N/A | PC | GENERAL OPERATIONS | $100 |
| ALS THERAPY DEVELOPMENT | |||||||
| 480 ARSENAL ST | WATERTOWN | MA | 02472 | N/A | PC | GENERAL OPERATIONS | $250 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATIONS | $500 |
| ALZHEIMERS FOUNDATION | |||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PC | GENERAL OPERATIONS | $135 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | GENERAL OPERATIONS | $150 |
| BERKSHIRE MEDICAL CENTER | |||||||
| 725 N ST | PITTSFIELD | MA | 01201 | N/A | PC | GENERAL OPERATIONS | $500 |
| BIRTHING AT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE | NY | NY | 10016 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| BOCA RATON MUSEUM OF ART | |||||||
| 501 PLAZA REAL | BOCA RATON | FL | 33432 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOW RD | BOCA RATON | FL | 334862304 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| BROOKLYN LAW SCHOOL | |||||||
| 250 JORALEMON STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATIONS | $500 |
| CHANDLER HALL | |||||||
| 99 BARCLAY STREET | NEWTOWN | PA | 18940 | N/A | PC | GENERAL OPERATIONS | $100 |
| CHASSIDIC ART INSTITUTE | |||||||
| 375 KINGSTON AVENUE | BROOKLYN | NY | 11213 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| COLON CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE | WASHINGTON | DC | 200053516 | N/A | PC | GENERAL OPERATIONS | $360 |
| COMMUNITY FOOD BANK OF NEW YORK | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | GENERAL OPERATIONS | $1,100 |
| CONGREGATION B'NAI JESHURON | |||||||
| 1025 SOUTH ORANGE AVENUE | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL OPERATIONS | $3,879 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DR | ARLINGTON | VA | 22202 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| CROHNS & COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| DORSET THEATRE FESTIVAL | |||||||
| 104 CHANEY ROAD | DORSET | VT | 05251 | N/A | PC | GENERAL OPERATIONS | $500 |
| FLORIDA SHERIFF ASSOCIATION | |||||||
| 2617 MAHON DR | TALLAHASSEE | FL | 32308 | N/A | PC | GENERAL OPERATIONS | $25 |
| GILDAS CLUB | |||||||
| 195 W HOUSTON STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATIONS | $550 |
| GLAUCOMA RESEARCH | |||||||
| 2 EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATIONS | $350 |
| HEARTS OF GOLD | |||||||
| 11 W 25TH ST | NY | NY | 10010 | N/A | PC | GENERAL OPERATIONS | $103 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 53 STICKLE AVENUE | ROCKAWAY | NJ | 07866 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 256 COLUMBIA TURNPIKE 105 | FLORHAM PARK | NJ | 07932 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 EAST | WHIPPANY | NJ | 07981 | N/A | PC | GENERAL OPERATIONS | $23,600 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | GENERAL OPERATIONS | $15,615 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| KESSLER FOUNDATION | |||||||
| 300 EXECUTIVE DRIVE 70 | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| KNIGHTS OF PYTHIAS | |||||||
| 458 PEARL STREET | STOUGHTON | MA | 02702 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PC | GENERAL OPERATIONS | $250 |
| MAKE A WISH FOUNDATION | |||||||
| 1702 EAST HIGHLAND SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | GENERAL OPERATIONS | $135 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | PC | GENERAL OPERATIONS | $43 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MEMORIES LIVE FOUNDATION | |||||||
| 55 UNION PLACE BOX 164 | SUMMIT | NJ | 07901 | N/A | PC | GENERAL OPERATIONS | $100 |
| MILLBURN EDUCATION FOUNDATION | |||||||
| PO BOX 1260 | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL OPERATIONS | $100 |
| MILLBURN SHORT HILLS BUISNESS ORGANIZATION INC | |||||||
| 375 MILLBURN AVENUE | MILLBURN | NJ | 07041 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| NATIONAL EATING DISORDER ASSOCIATION | |||||||
| 3308 PRESTON ROAD | PLANO | TX | 75093 | N/A | PC | GENERAL OPERATIONS | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE FL 3 | NEW YORK | NY | 100173211 | N/A | PC | GENERAL OPERATIONS | $250 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| NCJW ESSEX COUNTY | |||||||
| 70 SOUTH ORANGE AVENUE 120 | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| NEW YORK TIMES | |||||||
| 620 8TH AVENUE | NEW YORK | NY | 100181618 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| PALM BEACH FIREFIGHTERS | |||||||
| 330 N COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | PC | GENERAL OPERATIONS | $75 |
| PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK | WOODBURY | NY | 11797 | N/A | PC | GENERAL OPERATIONS | $200 |
| PARALYZED VETERANS OF AMERICA | |||||||
| PO BOX758542 | TOPEKA | KS | 66675 | N/A | PC | GENERAL OPERATIONS | $50 |
| PARKINSON'S FOUNDATION | |||||||
| 3848 FAU BLVD | BOCA RATON | FL | 33431 | N/A | PC | GENERAL OPERATIONS | $500 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATIONS | $84 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | PC | GENERAL OPERATIONS | $250 |
| RACHEL COALITION | |||||||
| 256 COLUMBIA TURNPIKE 105 | FLORHAM PARK | NJ | 07932 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 5 BISHOP PLACE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | GENERAL OPERATIONS | $609,000 |
| SAINT BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 070395672 | N/A | PC | GENERAL OPERATIONS | $100 |
| SOUTHERN VT ARTS CENTER | |||||||
| 930 SOUTHERN VT CENTER ROAD | MANCHESTER | VT | 05254 | N/A | PC | GENERAL OPERATIONS | $370 |
| ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATIONS | $250 |
| ST LABRE INDIAN SCHOOL | |||||||
| 112 ST LABRE CAMPUS DR | ASHLAND | MT | 59003 | N/A | PC | GENERAL OPERATIONS | $50 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FL 6 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATIONS | $326 |
| TEMPLE BETH SHALOM | |||||||
| 193 EAST MT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| TEMPLE UNIVERSITY DEVELOPMENT | |||||||
| 1801 N BROAD STREET | PHIL | PA | 19122 | N/A | PC | GENERAL OPERATIONS | $100 |
| TEREZIN MUSIC FOUNDATION | |||||||
| PO BOX 230206 | BOSTON | MA | 02123 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TUORO COLLEGE | |||||||
| 50 W 47TH STREET | NY | NY | 10016 | N/A | PC | GENERAL OPERATIONS | $8,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| WESTON PLAYHOUSE | |||||||
| 703 MAIN STREET | WESTON | VT | 01161 | N/A | PC | GENERAL OPERATIONS | $500 |
| WORLD OF CHANGE | |||||||
| PO BOX 83 | PORTLAND | ME | 04112 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL OPERATIONS | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $788,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,515 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $20,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $280,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,491 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,875 | Amt |
| Net Investment Income | $3,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DELAWARE DOES NOT REQUIRE FILING | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #338 - FIXED INCOME | $957,306 | $958,966 |
| GOLDMAN SACHS #383 - FIXED INCOME | $0 | $3,034 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #337 - US EQUITY | $513,351 | $808,426 |
| GOLDMAN SACHS #339 - NON US EQUITY | $435,831 | $725,873 |
| GOLDMAN SACHS #338 - US EQUITY | $407,040 | $1,009,814 |
| GOLDMAN SACHS #338 - GLOBAL EQUITY | $151,137 | $185,418 |
| GOLDMAN SACHS #338 - NON US EQUITY | $59,336 | $108,379 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORINTHIAN EQUITY FUND, LP | AT COST | $65,992 | $65,992 |
| AG NET LEASE REALTY FUND II, LP | AT COST | $34,959 | $34,959 |
| AG PRIVATE EQUITY PARTNERS II, LP | AT COST | $8,515 | $8,515 |
| STARWOOD ENERGY INFRASTRUCTURE FUND, LP | AT COST | $50,142 | $50,142 |
| GS TACTICAL TILT OVERLAY FUND | AT COST | $223,491 | $222,995 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED GAIN (LOSS) AT CONTRIBUTION | $297,402 | $297,402 | $297,402 |
| PARTNERSHIP: DISTRIBUTION RECEIVABLE | $125 | $0 | $0 |
| DIVIDEND RECEIVABLE | $0 | $53 | $53 |
| CAPITAL GAINS RECEIVABLE | $0 | $5 | $5 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGE IN NET ASSETS | Desc |
| Amt | $4,898 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $21,810 | $21,810 | $0 |
| INVESTMENT EXPENSE | $14 | $14 | $0 |
| ADR FEES | $672 | $0 | $0 |
| BANK FEES | $298 | $0 | $0 |
| PARTNERSHIP: RENTAL LOSS | $190 | $190 | $0 |
| PARTNERSHIP: PORTFOLIO DEDUCTIONS | $2,428 | $2,428 | $0 |
| BUSINESS LICENSES AND FEES | $566 | $0 | $0 |
| PARTNERSHIP: UBTI LOSS | $246 | $0 | $0 |
| PARTNERSHIP: OTHER LOSSES | $4,915 | $4,915 | $0 |
| OUTREACH EXPENSES | $4,329 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| IRS REFUND | $20,000 | $0 | $20,000 |
| OTHER INCOME | $70 | $70 | $70 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,486 | $1,486 | $0 |
| EXCISE TAXES | $0 | $0 | $0 |
| RECLAIMABLE TAX | $970 | $0 | $0 |