STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILIN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MILIN FAMILY FOUNDATION (EIN 13-4149246)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-02-28
IRS object ID
202510599349100211
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-28T13:00:30-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362663249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BOULEVARD - SUITE 400AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134149246EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILIBusinessNameControlTxt
Phone5618097700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117369 VISTANCIA CIRCLEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRENE MILINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5618097700PhoneNum
Signature2025-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD I ROSENPreparerPersonNm
PTINP00700388PTIN
Phone8474418800PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$864,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,335InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,335InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,437DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,437DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$38,861NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$683,026GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$22,089TotalRevAndExpnssAmt
Total Net Invst Incm$16,772TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,245AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,122AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,123AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,505TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,505TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,298OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,298OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,048TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,925TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,123TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$176,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,925TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,413TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$198,427ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,658SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,824SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,824SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$398,916CorporateStockBOYAmt
Corporate Stock EOY$391,624CorporateStockEOYAmt
Corporate Stock EOYFMV$547,345CorporateStockEOYFMVAmt
Corporate Bonds BOY$417,647CorporateBondsBOYAmt
Corporate Bonds EOY$199,925CorporateBondsEOYAmt
Corporate Bonds EOYFMV$200,262CorporateBondsEOYFMVAmt
Other Investments BOY$47,518OtherInvestmentsBOYAmt
Other Investments EOY$62,939OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,771OtherInvestmentsEOYFMVAmt
Total Assets BOY$898,739TotalAssetsBOYAmt
Total Assets EOY$700,312TotalAssetsEOYAmt
Total Assets EOYFMV$864,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$898,739RetainedEarningBOYAmt
Retained Earning EOY$700,312RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$898,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$700,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$898,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$700,312TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$898,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$198,427ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$700,312SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$700,312TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL ACCT 731-04067P$536,958$565,166-$28,208-$28,208
MERRILL ACCT 731-04067P$139,006$151,940-$12,934-$12,934
MERRILL ACCT 731-04067 NONCOVEREDP$7,062$4,781$2,281$2,281
FieldValueIRS element (for citing)
Capital Gain Net Income-$38,861CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,954EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,954TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,954OverpaymentAmt
Applied To ES Tax$1,954AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRENE MILINIndividualWithBooksNm
Phone5618097700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117369 VISTANCIA CIRCLEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRENE MILIN
17369 VISTANCIA CIRCLEBOCA RATONFL33496PRESIDENT/DIRECTOR26.00$0$0$0
TANYA MILIN
17369 VISTANCIA CIRCLEBOCA RATONFL33496SECRETARY/DIRECTOR26.00$0$0$0
AMY MILIN
17369 VISTANCIA CIRCLEBOCA RATONFL33496DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE MILIN FAMILY FOUNDATION WAS FORMED FOR CHARITABLE PURPOSES TO PROMOTE JEWISH EDUCATION AND SPIRITUAL GROWTH.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$846,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,241AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$886,923TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$886,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$873,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,681MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,681MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$43,681DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,681DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,681DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,413ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,413QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,681DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,347ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,510ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,091ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,872ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$82,084ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$202,904TotalExcessDistributionCyovAmt
Qualifying Distributions$159,413QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,681AppliedToCurrentYearAmt
Remaining Distri From Corpus$115,732RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$318,636TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,347ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$305,289ExcessDistriCyovToNextYrAmt
Excess From Year4$45,510ExcessFromYear4Amt
Excess From Year3$30,091ExcessFromYear3Amt
Excess From Year2$31,872ExcessFromYear2Amt
Excess From Year1$82,084ExcessFromYear1Amt
Excess From Current Year$115,732ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonIRENE MILINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line117045 BROOKWOOD DRIVEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5619485640RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD OF WEST BOCA
19701 STATE ROAD 7BOCA RATONFL33498NONEPCTO HELP UNITE JEWS WORLDWIDE, EMPOWER THEM WITH KNOWLEDGE OF THEIR 3,300 YEAR-OLD TRADITION AND FOSTER WTHIN THEM A DEEPER CONNECTION TO JUDAISM'S RITUALS AND FAITH.$42,090
JEWISH POLICY CENTER
50 F ST NW 100WASHINGTON DCDC20001NONEPCTO FURTHER THE ORGANIZATION'S MISSION OF PROVIDING TIMELY PERSPECTIVES AND ANALYSIS OF FOREIGN AND DOMESTIC POLICIES BY LEADING SCHOLARS, ACADEMICS, AND COMMENTATORS.$12,500
DONNA KLEIN JEWISH ACADEMY
9701 DONNA KLEIN BOULEVARDBOCA RATONFL33428NONEPCTO FURTHER THE ORGANIZATION'S MISSION OF PROVIDING A PREMIER JEWISH COMMUNITY DAY SCHOOL WITHIN A COMMUNITY JOINED IN THE LOVE OF KNOWLEDGER, THE JOY OF LEARNING AND A DEEP PASSION FOR JUDAISM.$1,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M STREET NWWASHINGTON DCDC20036NONEPCTO SUPPORT RESEARCH FOCUSING ON FOREIGN POLICY AND NATIONAL SECURITY.$7,200
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STREET SUITE 1100NEW YORKNY10018NONEPCTO PROVIDE MEDICAL CARE FOR THE PEOPLE OF ISRAEL BY SUPPORTING THE NATION'S LEADING MEDICAL EMERGENCY, DISASTER, AMBULANCE AND BLOOD SERVICE PROVIDER.$70,000
ISRAEL CANCER ASSOCIATION
340 ROYAL POINCIANA WAY STE 328-804PALM BEACHFL33480NONEPCTO PROVIDE SEED MONEY THAT GOES DIRECTLY TO THE SCIENTIST TOWARD FINDING A CURE FOR CANCER.$1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 7CHICAGOIL60601NONEPCTO PROVIDE FUNDS TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY ARE AND SUPPORT.$500
HEBREW SEMINARY FOUNDATION FOR THE DEATH
4411 N RAVENSWOOD AVECHICAGOIL60640NONEPCTO TRAIN RABBIS AND JEWISH EDUCATORS WHO CAN SERVE ALL JEWISH COMMUNITIES, INCLUDING THE DEAF COMMUNITY.$1,000
FRIENDS OF IDF
60 EAST 42ND STNEW YORKNY10165NONEPCTO CHAMPION THE SOLIDERS OF THE IDF AND CARE FOR THEIR NEEDS AS THEY PROTECT THE STATE OF ISRAEL, DEMOCRATIC VALUES, AND WESTERN CIVILIZATION.$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,290TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,335ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,437ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$38,861ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$22,089ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$22,089TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,245Amt
Net Investment Income$6,122NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,123DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERILL CORPORATE BONDSBondNm
EOY Book Value$199,925EOYBookValueAmt
EOYFMV$200,262EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERILL CORPORATE STOCKStockNm
EOY Book Value$391,624EOYBookValueAmt
EOYFMV$547,345EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERILL MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$62,939BookValueAmt
EOYFMV$70,771EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT$61$61$0
INVESTMENT FEES$6,080$6,080$0
BANK FEES$157$157$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$4,109$4,109$0
NYC TAXES$250$250$0
FOREIGN TAXES PAID$146$146$0