MILIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202033079349100133
- Schema version
- 2019v5.1
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T14:13:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 17045 Brookwood Drive | 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 | SECRETARY | PersonTitleTxt |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Cohen CPA | PreparerPersonNm |
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.95.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 65716920203075000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EF181ABF6B35BD103118DDF9F7D340001E3997C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CDA1BF36F1A29A964D0E0162D8329803E407180 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,134,102 | 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 | $14,499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,489 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,489 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $182 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,064 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $311 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $166,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,055 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $152,261 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $151,385 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $154,131 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $367,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $450,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $618,785 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $227,038 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $226,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $238,227 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $88,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,904 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,001,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $943,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,134,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,001,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $943,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,001,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $943,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,001,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $943,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,001,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,485 | OtherIncreasesAmt |
| Subtotal | $943,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $943,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $487,168 | GrossSalesPriceAmt |
| Cost Or Other Basis | $471,827 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,489 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $15,489 | ExcessFMVOverAdjustedBssAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,489 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $789,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,096,737 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,061,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,322,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134202 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,992 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,457,870 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105628 | DistributionYr5Rt |
| Total Distribution | 0.413031 | TotalDistributionRt |
| Average Distribution | 0.082606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $741,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,232 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,344 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $228 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228 | SubtotalAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $228 | 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 | 17045 BROOKWOOD DRIVE | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MILIN | ||||||||
| 17045 Brookwood Drive | Boca Raton | FL | 33496 | PRESIDENT/DIRECTOR | 26.0 | $0 | $0 | $0 |
| IRENE MILIN | ||||||||
| 17045 Brookwood Drive | Boca Raton | FL | 33496 | SECRETARY/DIRECTOR | 26.0 | $0 | $0 | $0 |
| AMY MILIN | ||||||||
| 17045 Brookwood Drive | 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 | $701,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $752,536 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $752,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $741,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $36,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,344 | 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 | $82,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $228 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $84,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $36,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,510 | RemainingDistriFromCorpusAmt |
| Total Corpus | $265,391 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $180,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,680 | ExcessFromYear4Amt |
| Excess From Year3 | $9,980 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $13,347 | ExcessFromYear1Amt |
| Excess From Current Year | $45,510 | 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 | Michael 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 | 5612901066 | RecipientPhoneNum |
| Form And Info And Materials | none | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Israel Cancer Association USA | |||||||
| 2751 S Dixie Hwy 3A | West Palm Beach | FL | 33405 | NONE | PC | To support the mission of innovative cancer breakthroughs by providing funding for the advancement of cancer research worldwide. | $1,800 |
| Jewish Policy Center | |||||||
| 50 F Street NW 100 | Washington | DC | 20001 | none | PC | To provide timely perspectives and analyses of foreign and domestic policies by leading scholars, academics, and commentators. | $12,500 |
| 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. | $32,180 |
| American Israel Education Foundation | |||||||
| 251 H Street | Washington | FL | 20001 | none | PC | To provide grants to support select educational programs for university students. | $25,000 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave Floor 17 | Chicago | IL | 60601 | none | PC | To advance research, enhance care for all affected, and promote brain health in an attempt to reduce the risk of dementia and eliminate Alzheimer's disease. | $500 |
| Jewish Adoption & Family Care Options | |||||||
| 4200 N University Drive | Sunrise | FL | 33351 | none | PC | To care for abused, neglected and at-risk children as well as those with developmental disabilities by providing a full continuum of high-quality services including foster care, adoption, family preservation, mentoring, independent living and developmental disability programs. | $1,000 |
| 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 |
| Aspire | |||||||
| 1815 South Wolf Road | Hillside | IL | 60162 | none | PC | To support the housing and counseling offerings that encourage the successes of children and adults with developmental disabilities, strengthen their families and build embracing communities. | $500 |
| Friends of the March of the Living | |||||||
| 7500 SW 120 Street | Pinecrest | FL | 33156 | none | PC | To contribute to the endowment fund which supports the March of the Living Program's goals of educating Jewish teenagers about the dangers of assimilation, hatred and intolerance. | $3,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,033 | 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 | $14,499 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,185 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,173 | 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 | $89,034 | BookValueAmt |
| EOYFMV | $95,904 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES #4067 | $7,912 | $7,912 | |
| REGISTRATION FEES | $311 | $311 | |
| BANK FEES | $152 | $152 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,485 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES #4067 | CategoryTxt |
| Amt | $182 | Amt |
| Net Investment Income | $182 | NetInvestmentIncomeAmt |