MILIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201843169349101289
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T14:02:47-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE SUITE 1100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 5619898876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 811209 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE MILIN | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 5614149246 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Lipson | PreparerPersonNm |
| PTIN | P00893236 | PTIN |
| Phone | 3059959600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 60323320183165000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA90C7695D23D4DD82B4D8CE33A6A78D96F2C4BE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA90C7695D23D4DD82B4D8CE33A6A78D96F2C4BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,191,238 | 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 | $12,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,047 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $333 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,563 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,312 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,386 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,282 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,417 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $423,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $351,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $491,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $104,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $174,227 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $183,093 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $458,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $419,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $448,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,046,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,013,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,191,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,046,215 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,013,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,046,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,013,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,046,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,013,690 | SubtotalAmt |
| Other Decreases | $126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| MERRIL LYNCH #4067 SEE ATTACHED | P | $297,846 | $307,413 | -$9,519 | -$9,567 | ||
| GOLD ARN ISSUER, 5,000 SHS | P | $54,848 | $50,000 | $4,848 | $4,848 | 2016-03-23 | 2017-06-02 |
| PROSHARES TR ULTRA PRO 700 SHS | P | $13,631 | $38,380 | -$24,749 | -$24,749 | 2014-10-15 | 2017-01-09 |
| CAPITAL GAIN DIVIDENDS | P | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,061,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059211 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,540 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,322,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,992 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,457,870 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,528,260 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,540,566 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095452 | DistributionYr5Rt |
| Total Distribution | 0.465718 | TotalDistributionRt |
| Average Distribution | 0.093144 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,096,737 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $230 | SubtotalAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,631 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,631 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,401 | OverpaymentAmt |
| Applied To ES Tax | $1,401 | 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 | P0 BOX 811209 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | ||||||||
| PO BOX 811209 | BOCA RATON | FL | 33481 | PRESIDENT/DIRECTOR | 26.0 | $0 | $0 | $0 |
| IRENE MILIN | ||||||||
| PO Box 811209 | Boca Raton | FL | 33431 | SECRETARY/DIRECTOR | 26.0 | $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 | $1,072,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,113,439 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,113,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,096,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230 | TotalTaxAmt |
| Distributable Before Adj | $54,607 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,607 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,680 | 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 | $53,680 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,844 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $314,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $53,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $927 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $927 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $313,746 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,295 | ExcessFromYear4Amt |
| Excess From Year3 | $84,874 | ExcessFromYear3Amt |
| Excess From Year2 | $111,680 | ExcessFromYear2Amt |
| Excess From Year1 | $9,980 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
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 | PO BOX 811209 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5619898876 | 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 |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF S PALM BEACH | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | To provide travel experiences by discovering the past and exploring the lives of people in Israel, Latin America and China. | $5,000 |
| CHABAD OF BOCA RATON | |||||||
| 4000 N Federal Highway 200 | Boca Raton | FL | 33431 | 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. | $15,380 |
| JEWISH POLICY CENTER | |||||||
| 50 F St NW Suite 100 | Washington | DC | 20001 | NONE | PC | The Jewish Policy Center, a 501c(3) non-profit organization, provides timely perspectives and analysis of foreign and domestic policies by leading scholars, academics, and commentators | $12,500 |
| JAFCO | |||||||
| 5100 N Nob Hill Road | Sunrise | FL | 33351 | NONE | PC | JAFCOs mission is to care for abused and neglected children and those with disabilities in the Jewish community and to work in partnership with families and the entire community | $1,000 |
| HANDS ON TZADAKEH | |||||||
| 2901 Clint Moore Road 318 | Boca Raton | FL | 33496 | NONE | PC | To reach out to individuals in need by supporting programs that fall below the radar screen of traditional funding | $1,800 |
| AMERICAN ISRAEL EDUCATION FDN | |||||||
| 251 H Street | Washington | DC | 20001 | NONE | PC | To provide grants to support select educational programs for university students. | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,680 | 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 | $12,696 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,707 | 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 | $15,006 | 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 | $35,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,409 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,047 | Amt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MERRIL LYNCH #4067 SEE ATTACHED | P | $205,033 | $160,716 | $44,396 |
| MERRIL LYNCH #4067 SEE ATTACHED | P | $27 | $0 | $27 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT BONDS | BondNm |
| EOY Book Value | $174,227 | EOYBookValueAmt |
| EOYFMV | $183,093 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,282 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,417 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL-MUTUAL FUNDS #4047 | AT COST | $153,111 | $156,825 |
| MERRILL-MUTUAL FUNDS #4047 | AT COST | $216,855 | $240,411 |
| MERRILL-MUTUAL FUNDS #4046 | AT COST | $0 | $0 |
| MERRILL-MUTUAL FUNDS #4046 | AT COST | $50,000 | $51,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $126 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES #4067 | $8,413 | $8,413 |
| BANK FEES | $150 | $150 |
| FL ANNUAL FILING FEE | $61 | |
| NY ANNUAL FILLING FEE | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc |
|---|
| ML SYSTEMATIC SEC 1256 INC- PASS THROUGH |
| ML SYSTEMATIC ST CAP LOSS- PASS THROUGH |
| ML SYSTEMATIC SEC 988 GAIN- PASS THROUGH |
| ML SYSTEMATIC ORDINARY LOSS-PASS THROUGH |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX # 4067 | CategoryTxt |
| Amt | $333 | Amt |
| Net Investment Income | $333 | NetInvestmentIncomeAmt |