MILIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MILIN FAMILY FOUNDATION (EIN 13-4149246)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201243179349100319
- Schema version
- 2011v1.3
- 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
- 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 | 2012-11-12T12:44:20-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 10TH 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 | 2011-01-01 | 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 |
| 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 | 2012-10-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3059959600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1548412 | 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 | 13275 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13275 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47142 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47142 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 39519 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1210845 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 39519 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2105 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -2105 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 97831 | TotalRevenueAndExpenses |
| Total Net Investment Income | 97831 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 15792 | 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 | 15499 | 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 | 6020 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 834 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 12593 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12593 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 49904 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13427 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 129060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 129060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 178964 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13427 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 129060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -81133 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84404 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 117822 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 179955 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 179955 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 40407 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 15250 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 16145 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 363492 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 332776 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 420808 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 50895 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 50843 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 70016 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 900194 | InvestmentsOtherBOY |
| Investments Other EOY | 812853 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 861488 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1472810 | TotalAssetsBOY |
| Total Assets EOY | 1391677 | TotalAssetsEOY |
| Total Assets EOYFMV | 1548412 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1472810 | RetainedEarningsBOY |
| Retained Earnings EOY | 1391677 | RetainedEarningsEOY |
| Total Net Assets BOY | 1472810 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1391677 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1472810 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1391677 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1472810 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -81133 | ExcessOfRevenueOverExpenses |
| Subtotal | 1391677 | Subtotal |
| Total Net Assets Fund Balances EOY | 1391677 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| MERRILL LYNCH 04M03 | 116749 | 109282 | 7467 | 7467 |
| MERRILL LYNCH 04M04 | 529167 | 570880 | -41713 | -41713 |
| MERRILL LYNCH 04M04 | 544041 | 472215 | 71826 | 71826 |
| NOVARTIS ADR | 60 | 0 | 60 | 60 |
| 228 SHS ENTERPRISE PROTS PRTN LP | 9634 | 8710 | 924 | 924 |
| 180 SHS PLAINS ALL AMERN PIPL | 11194 | 10239 | 955 | 955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 39519 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 181015 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1684153 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107481 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 186900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1650978 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.113206 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 195250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2161001 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.090352 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 378880 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2493513 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.151946 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 316960 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2181459 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.145297 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.608282 | TotalDistributionRatio |
| Average Distribution Ratio | 0.121656 | AverageDistributionRatio |
| Net Noncharitable Assets | 1674465 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 203709 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 844 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 204553 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 129060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1688 | InvestmentIncomeExciseTax |
| Subtotal | 1688 | Subtotal |
| Tax Based On Investment Income | 1688 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 38 | PenaltyForUnderpayment |
| Overpayment | 274 | Overpayment |
| Amount Credited To Next Year | 274 | 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 | 0 | 0 |
| IRENE MILIN | ||||||
| PO BOX 811209 | Boca Raton | FL | 33481 | SECRETARY/DIRECTOR | 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 | 1564535 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 135429 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1699964 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1699964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25499 | CashDeemedCharitable |
| Net Noncharitable Assets | 1674465 | NetNoncharitableAssets |
| Minimum Investment Return | 83723 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83723 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1688 | TaxBasedOnInvestmentIncome |
| Total Tax | 1688 | TotalTax |
| Distributable Amount Before Adj | 82035 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 82035 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 82035 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 129060 | 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 | 129060 | QualifyingDistributions |
| Adj Qualifying Distributions | 129060 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 82035 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 209191 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 257860 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 88386 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 105052 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 98400 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 758889 | TotalExcessDistriCarryover |
| Qualifying Distributions | 129060 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 82035 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 47025 | RemainingDistriFromCorpus |
| Total Corpus | 805914 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 209191 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 596723 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 257860 | ExcessFromYear4 |
| Excess From Year3 | 88386 | ExcessFromYear3 |
| Excess From Year2 | 105052 | ExcessFromYear2 |
| Excess From Year1 | 98400 | ExcessFromYear1 |
| Excess From Current Year | 47025 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| SUCCESS FOR KIDS | ||||||||
| 2902 N ARMENIA AVENUE STE 200 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,250 | |
| KABBALAH CENTER | ||||||||
| 8411 WEST PALMETTO RD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $18,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 621 NW 53RD ST | BOCA RATON | FL | 33487 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 | SUITE 450 |
| 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 | $31,710 | |
| JEWISH FEDERATION OF S PALM BEACH | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 2510 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $40,000 | |
| FANCON J ANEMIA RESEARCH FUND | ||||||||
| 3181 SW SAM JOHNSON PARK RD | PORTLAND | OR | 97239 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $500 | |
| INSTITUTE FOR THE ANALYSIS OF GLOBAL SECURITY | ||||||||
| 7811 MONTROSE RD | POTOMIC | MD | 20805 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 | SUITE 505 |
| CHABBAD LUBAVITCH OF ROCHESTER | ||||||||
| 730-2ND STREET SW | ROCHESTER | MN | 55902 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $500 | |
| FRIENDS OF THE ISRAELI DEFENSE FORCES | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $1,000 | |
| TEMPLE BETH ISRAEL | ||||||||
| 481 SAWGRASS CORPORATE PARKWAY | SUNRISE | FL | 33325 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 129060 | 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 | $13,275 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $47,142 | 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 | $39,519 | 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 | -$2,105 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,831 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 97831 | 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 | $15,499 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 15250 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 16145 | 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 | 100001 | 109651 |
| ALTERNATIVE INVESTMENT-03 | AT COST | 44463 | 44485 |
| MERRILL LYNCH-MUTUAL FUNDS-04 | AT COST | 591247 | 607774 |
| ALTERNATIVE INVESTMENT-04 | AT COST | 77142 | 99578 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| LEGAL FEES | $15,482 |
| TAX COURT FILING FEES | $310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT FEES # 04M04 | 12274 | 12274 |
| OTHER FEES | 2 | 2 |
| OTHER PASS THROUGH EXPENSES | 134 | 134 |
| OTHER PASS THROUGH EXPENSES | 3 | 3 |
| BANK FEES | 180 | 180 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ML SYSTEMATIC ORDINARY LOSS-PASS THROUGH | -2371 | -2371 |
| ML SYSTEMATIC SEC 1256 INC- PASS THROUGH | -2595 | -2595 |
| ML SYSTEMATIC ST CAP LOSS- PASS THROUGH | -121 | -121 |
| ML SYSTEMATIC SEC 988 GAIN- PASS THROUGH | 579 | 579 |
| PLAIN ALL AM ORDINARY LOSS- PASS THROUGH | -55 | -55 |
| ENT PROD ORD INCOME- PASS THROUGH | -173 | -173 |
| ENT PROD L/T CAPITAL GAIN | 2 | 2 |
| ENT PROD SEC 1231 LOSS- PASS THROUGH | 2 | 2 |
| OTHER INCOME | 2627 | 2627 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL TAX | $1,659 | |
| FOREIGN TAX # 04M03 | $69 | 69 |
| FOREIGN TAX # 04M04 | $757 | 757 |
| FOREIGN TAX- P.A.A. | $8 | 8 |
| FEDERAL TAX- PRIOR YEARS | $3,527 |