MILIN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102583
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:30:48-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 5612901066 | 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 | 2019-11-15 | 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 | 65716920193195000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B4F405FAFCCD004D0D628352D4D9EFF30BBF017 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B4F405FAFCCD004D0D628352D4D9EFF30BBF017 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,057,620 | 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 | $13,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $707,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,482 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $420 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $311 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,689 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,282 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $152,261 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $152,028 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $351,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $367,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $427,306 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $174,227 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $227,038 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $227,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $419,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,857 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,013,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,001,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,057,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,013,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,001,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,013,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,001,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,013,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,001,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,013,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,000 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,035,564 | SubtotalAmt |
| Other Decreases | $33,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,001,791 | 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 | 2018-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $707,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $644,031 | CostOrOtherBasisAmt |
| Gain Or Loss | $63,999 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $63,673 | ExcessFMVOverAdjustedBssAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,096,737 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,061,968 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,322,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,992 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,457,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,528,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071225 | DistributionYr5Rt |
| Total Distribution | 0.419211 | TotalDistributionRt |
| Average Distribution | 0.104803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $789,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,489 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,467 | SubtotalAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,401 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,401 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $67 | 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 | $769,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $801,653 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $801,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $789,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,467 | TotalTaxAmt |
| Distributable Before Adj | $38,014 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,014 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,014 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,361 | 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 | $51,361 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $51,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,014 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $36,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,361 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,347 | RemainingDistriFromCorpusAmt |
| Total Corpus | $256,176 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,295 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,874 | ExcessFromYear4Amt |
| Excess From Year3 | $111,680 | ExcessFromYear3Amt |
| Excess From Year2 | $9,980 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $13,347 | 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 (6 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. | $1,000 |
| 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. | $18,550 |
| American Israel Education Foundation | |||||||
| 251 H Street | Washington | FL | 20001 | none | PC | To provide grants to support select educational programs for university students. | $18,000 |
| 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 |
| Chabad Lubavitch of Rochester | |||||||
| 1037 S Winston Road | Rochester | NY | 14618 | none | PC | To support the education programs that contribute to the spiritual invigoration of Jews, the Jewish home, and the Jewish community. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,050 | 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 | $13,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,249 | 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 | $63,999 | 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 | $86,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,482 | 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 (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #4067 EQUITIES | AT COST | $0 | $0 |
| MERRILL LYNCH #4067 MUT. FUNDS | AT COST | $88,268 | $83,857 |
| MERRILL LYNCH #4046 EQUITIES | AT COST | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $33,773 | Amt |
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 | $8,469 | $8,469 | |
| REGISTRATION FEES | $311 | $311 | |
| BANK FEES | $152 | $152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES #4067 | CategoryTxt |
| Amt | $420 | Amt |
| Net Investment Income | $420 | NetInvestmentIncomeAmt |