MILIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201403079349100105
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T09:52:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE SUITE 1100 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Boca Raton | City |
| State | FL | State |
| ZIP Code | 33481 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE MILIN | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Signature | 2014-08-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,569,986 | 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 | $5,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,292,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $205,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $39,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,473 | 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 | $4,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,260 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,807 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $36,561 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $31,720 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,064 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $438,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $364,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $506,217 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,723 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,296 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $776,477 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $672,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $729,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,320,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,358,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,569,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,320,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,358,667 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,320,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,358,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,320,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,358,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,320,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,235 | OtherIncreasesAmt |
| Subtotal | $1,358,667 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,358,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #4067 | $461,269 | $435,611 | $25,658 | $25,658 | |
| MERRILL LYNCH #4067 | $268,086 | $234,848 | $33,238 | $33,238 | |
| MERRILL LYNCH #4067 | $555,924 | $442,020 | $113,904 | $113,904 | |
| CAPITAL GAIN DIVIDENDS | $4,391 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,191 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $147,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,540,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,674,465 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077075 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,684,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,650,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $195,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,161,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090352 | DistributionYr5Rt |
| Total Distribution | 0.483566 | TotalDistributionRt |
| Average Distribution | 0.096713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,528,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,929 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,732 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,858 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,858 | SubtotalAmt |
| Tax Based On Investment Income | $3,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,824 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $426 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,611 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33481 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL J MILIN | ||||||
| PO BOX 811209 | BOCA RATON | FL | 33481 | PRESIDENT/DIRECTOR | 26.0 | $0 |
| IRENE MILIN | ||||||
| PO BOX 811209 | Boca Raton | FL | 33481 | SECRETARY/DIRECTOR | 26.0 | $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 | $1,324,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,551,533 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,551,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,528,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,858 | TotalTaxAmt |
| Distributable Before Adj | $72,555 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,555 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,850 | 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 | $108,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $108,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,386 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,025 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $410,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $72,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,295 | RemainingDistriFromCorpusAmt |
| Total Corpus | $447,002 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $88,386 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $358,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,052 | ExcessFromYear4Amt |
| Excess From Year3 | $98,400 | ExcessFromYear3Amt |
| Excess From Year2 | $47,025 | ExcessFromYear2Amt |
| Excess From Year1 | $71,844 | ExcessFromYear1Amt |
| Excess From Current Year | $36,295 | 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 | PO BOX 811209 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33481 | ZIPCode |
| 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HILLEL | ||||||||
| 777 GLADES ROAD | BUILDING LY-3A | BOCA RATON | FL | 33431 | NONE | PC | CHARITABLE DONATION | $15,000 |
| JEWISH FEDERATION OF S PALM BEACH | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | CHARITABLE DONATION | $2,500 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 2510 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE DONATION | $87,000 | |
| JEWISH EDUCATION CENTER | ||||||||
| 3600 NW 2ND STREET | BOCA RATON | FL | 33431 | NONE | PC | CHARITABLE DONATION | $1,800 | |
| ANIMAL AID | ||||||||
| 571 NE 44TH ST | OAKLAND PARK | FL | 33334 | NONE | PC | CHARITABLE DONATION | $1,800 | |
| COTA CHILDREN | ||||||||
| 2501 WEST COTA DRIVE | BLOOMINGTON | IN | 47403 | NONE | PC | CHARITABLE DONATION | $500 | |
| ELS FOR AUTISM | ||||||||
| 3990 MILITARY TRAIL | SUITE 200 | JUPITER | FL | 33458 | NONE | PC | CHARITABLE DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,850 | 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 | $5,447 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,754 | 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 | $177,191 | 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 | $205,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,392 | 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 | $5,473 | Amt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt |
|---|---|---|---|---|
| TEMPLETON GLOBAL BOND FD | 2010-06 | 2013-03 | $7 | $7 |
| ABBOTT LABS-REPORTED AS NOMINEE - SEE ATTACHMENT | 2013-06 | 2013-09 | $3,231 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT BONDS | BondNm |
| EOY Book Value | $50,723 | EOYBookValueAmt |
| EOYFMV | $63,296 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,720 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $32,064 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH-MUTUAL FUNDS-03 | AT COST | $0 | $0 |
| MERRILL LYNCH-MUTAL FUNDS - 04 | AT COST | $156,241 | $146,899 |
| MERRILL LYNCH-MUTUAL FUNDS-04 | AT COST | $464,250 | $530,751 |
| ALTERNATIVE INVESTMENT-04 | AT COST | $0 | $0 |
| MERRILL LYNCH-MUTAL FUNDS - 04 | AT COST | $51,952 | $51,952 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,816 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES # 04M04 | $10,390 | $10,390 |
| MISCELLANEOUS EXPENSES - M04 | $1,720 | $1,720 |
| BANK FEES | $150 | $150 |
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 (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX - 2012 | $2,000 | |
| FEDERAL TAX - 2013 | $1,403 | |
| FOREIGN TAX # 04M04 | $252 | $252 |
| FL ANNUAL FEE | $543 | |
| NY TAXES | $250 |