MILIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-13
- IRS object ID
- 201342569349100114
- Schema version
- 2012v2.1
- 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
- Investments Govt Obligations Sch
- 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) |
|---|---|---|
| Timestamp | 2013-09-13T19:31:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE 16TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134149246 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milin Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % IRENE MILIN | InCareOfName |
| Name Control | MILI | NameControl |
| Phone | 5619898876 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IRENE MILIN | Name |
| Title | SECRETARY/DIRECTOR | Title |
| Date Signed | 2013-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3059959600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1538385 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5831 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5831 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 51115 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51115 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 47030 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 563488 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47030 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 175 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 175 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 104151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104151 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 5763 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2838 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 508 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 12540 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12540 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 27891 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13048 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 147050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 147050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 174941 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13048 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 147050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -70790 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 91103 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 179955 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18097 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18097 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 15250 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 36561 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 37219 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 332776 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 438967 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 533137 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 50843 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 50785 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 70268 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 812853 | InvestmentsOtherBOY |
| Investments Other EOY | 776477 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 879664 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1391677 | TotalAssetsBOY |
| Total Assets EOY | 1320887 | TotalAssetsEOY |
| Total Assets EOYFMV | 1538385 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1391677 | RetainedEarningsBOY |
| Retained Earnings EOY | 1320887 | RetainedEarningsEOY |
| Total Net Assets BOY | 1391677 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1320887 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1391677 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1320887 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1391677 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -70790 | ExcessOfRevenueOverExpenses |
| Subtotal | 1320887 | Subtotal |
| Total Net Assets Fund Balances EOY | 1320887 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| MERRILL LYNCH 04M03 | 3 | 3 | |||
| MERRILL LYNCH 04M04 | 73225 | 74105 | -880 | -880 | |
| MERRILL LYNCH 04M04 | 95096 | 86798 | 8298 | 8298 | |
| MERRILL LYNCH 04M04 | 30798 | 33664 | -2866 | -2866 | |
| MERRILL LYNCH 04M04 | 315816 | 276838 | 38978 | 38978 | |
| 38,930 SYSTEMATIC MOMENTUM FUT | 45050 | 45050 | |||
| CAPITAL GAIN DIVIDENDS | 3500 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47030 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 129060 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1674465 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.077075 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 181015 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1684153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.107481 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 186900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1650978 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.113206 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 195250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2161001 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.090352 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 378880 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2493513 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.151946 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.54006 | TotalDistributionRatio |
| Average Distribution Ratio | 0.108012 | AverageDistributionRatio |
| Net Noncharitable Assets | 1540566 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 166400 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 911 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 167311 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 147050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1822 | InvestmentIncomeExciseTax |
| Subtotal | 1822 | Subtotal |
| Tax Based On Investment Income | 1822 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 274 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2274 | TotalCreditsAndPayments |
| Penalty For Underpayment | 31 | PenaltyForUnderpayment |
| Overpayment | 421 | Overpayment |
| Amount Credited To Next Year | 421 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRENE MILIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5619898876 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1520634 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43392 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1564026 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1564026 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23460 | CashDeemedCharitable |
| Net Noncharitable Assets | 1540566 | NetNoncharitableAssets |
| Minimum Investment Return | 77028 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77028 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1822 | TaxBasedOnInvestmentIncome |
| Total Tax | 1822 | TotalTax |
| Distributable Amount Before Adj | 75206 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 75206 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 75206 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 147050 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 147050 | QualifyingDistributions |
| Adj Qualifying Distributions | 147050 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 75206 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 257860 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 88386 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 105052 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 98400 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 47025 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 596723 | TotalExcessDistriCarryover |
| Qualifying Distributions | 147050 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 75206 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71844 | RemainingDistriFromCorpus |
| Total Corpus | 668567 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 257860 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 410707 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 88386 | ExcessFromYear4 |
| Excess From Year3 | 105052 | ExcessFromYear3 |
| Excess From Year2 | 98400 | ExcessFromYear2 |
| Excess From Year1 | 47025 | ExcessFromYear1 |
| Excess From Current Year | 71844 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MICHAEL MILIN | RecipientName |
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 Number | 5619898876 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Compass | ||||||||
| 201 N Dixie Hwy | lake worth | FL | 33460 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $3,000 | |
| KABBALAH CENTER | ||||||||
| 8411 WEST PALMETTO RD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,000 | |
| Supporting Riley Children Inc | ||||||||
| 30 South Meridian Street | Indianapolis | IN | 46204 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $250 | SUITE 200 |
| LOS CAMINOS DE ISRAEL | ||||||||
| PO BOX 813506 | HOLLYWOOD | FL | 33081 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 | |
| HILLEL | ||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $15,000 | BUILDING LY-3A |
| HEBREW ACADEMY | ||||||||
| 1500 NORTH STATE ROAD 7 | MARGATE | FL | 33063 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $41,500 | |
| JEWISH FEDERATION OF S PALM BEACH | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,800 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 2510 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $75,000 | |
| AFMDA | ||||||||
| 3300 PGA Blvd | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,000 | SUITE 150 |
| Mandel Jewish Community Ctr | ||||||||
| 5221 Hood Road | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $500 | |
| David Horowitz Freedom Center | ||||||||
| PO Box 55089 | Sherman Oaks | CA | 91499 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $2,500 | |
| MADD | ||||||||
| 511 E John Carpenter Freeway | irving | TX | 75062 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $500 | Suite 700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 147050 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,831 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $51,115 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $47,030 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME/LOSS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $175 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,151 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104151 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,750 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 36561 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 37219 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MERRILL LYNCH-MUTUAL FUNDS-03 | AT COST | 50001 | 63195 |
| ALTERNATIVE INVESTMENTS-03 | AT COST | 0 | 0 |
| MERRILL LYNCH-MUTUAL FUNDS-04 | AT COST | 677602 | 739934 |
| ALTERNATIVE INVESTMENT-04 | AT COST | 48874 | 76535 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $5,763 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT FEES # 04M04 | 12389 | 12389 |
| OTHER PASS THROUGH EXPENSES | 1 | 1 |
| BANK FEES | 150 | 150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ML SYSTEMATIC SEC 1256 INC- PASS THROUGH | 390 | 390 |
| ML SYSTEMATIC ST CAP LOSS- PASS THROUGH | 128 | 128 |
| ML SYSTEMATIC SEC 988 GAIN- PASS THROUGH | 78 | 78 |
| ML SYSTEMATIC ORDINARY LOSS-PASS THROUGH | -421 | -421 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL TAX | $2,250 | |
| FOREIGN TAX # 04M03 | $61 | 61 |
| FOREIGN TAX # 04M04 | $447 | 447 |
| FEDERAL TAX- PRIOR YEARS | $80 |