BETA

SAM MILLER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAM MILLER FOUNDATION (EIN 41-6035570)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-06
IRS object ID
202442199349100909
Schema version
2023v5.0
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)
Return2024-08-06T14:51:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410738189PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LETHERT SKWIRA SCHULTZ & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1170 7TH PL E STE 100AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551012361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416035570EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM MILLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMMBusinessNameControlTxt
Phone6123362651PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 27805AddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH RICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6123362651PhoneNum
Signature2024-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEANN J JOHNSON CPAPreparerPersonNm
PTINP01294732PTIN
Phone6512245721PhoneNum
Preparation2024-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$988,864FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$789ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,497InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,497InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,909DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,909DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$105,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,524TotalRevAndExpnssAmt
Total Net Invst Incm$50,735TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,900AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$60TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,559OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,146OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,519TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,146TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,541ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,541ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,146TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,541TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,536ExcessRevenueOverExpensesAmt
Net Investment Income$44,589NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,477CashBOYAmt
US Government Obligations BOY$96,518USGovernmentObligationsBOYAmt
US Government Obligations EOY$118,207USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$112,808USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$143,000CorporateBondsBOYAmt
Corporate Bonds EOY$143,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$143,000CorporateBondsEOYFMVAmt
Other Assets BOY$655,323OtherAssetsBOYAmt
Other Assets EOY$623,621OtherAssetsEOYAmt
Other Assets EOYFMV$733,056OtherAssetsEOYFMVAmt
Total Assets BOY$903,318TotalAssetsBOYAmt
Total Assets EOY$884,828TotalAssetsEOYAmt
Total Assets EOYFMV$988,864TotalAssetsEOYFMVAmt
Accounts Payable EOY$46AccountsPayableEOYAmt
Total Liabilities EOY$46TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$903,318RetainedEarningBOYAmt
Retained Earning EOY$884,782RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$903,318TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$884,782TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$903,318TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$884,828TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$903,318TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,536ExcessRevenueOverExpensesAmt
Subtotal$884,782SubtotalAmt
Tot Net Ast Or Fund Balances EOY$884,782TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBSP2023-07-012023-12-21$75,529$63,118$12,411$12,411
UBSP2023-07-012023-12-21$17,848$19,672-$1,824-$1,824
FieldValueIRS element (for citing)
Capital Gain Net Income$22,329CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$620InvestmentIncomeExciseTaxAmt
Subtotal$620SubtotalAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$896EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$896TotalPaymentsAndCreditsAmt
Overpayment$276OverpaymentAmt
Applied To ES Tax$276AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH RICHIndividualWithBooksNm
Phone6123392651PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 581398AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55458ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH RICH
752 WISCONSION AVENUE NORTHGOLDEN VALLEYMN55427PRESIDENT2.00$0$0$0
EVE MILLER
110 LOUISIANA AVE NGOLDEN VALLEYMN55427VICE PRESIDE2.00$0$0$0
HINDY FRISHMAN
2506 LYNN AVE SSAINT LOUIS PARKMN55416SECRETARY000.00$0$0$0
CRAIG KUPRITZ
300 LOUISIANA AVENUE NORTHGOLDEN VALLEYMN55427TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$830,405AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,213AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$842,618TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$842,618AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$829,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Total Tax$620TotalTaxAmt
Distributable Before Adj$40,879DistributableBeforeAdjAmt
Distributable Before Ded$40,879DistributableBeforeDedAmt
Distributable As Adjusted$40,879DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,541ExpensesAndContributionsAmt
Qualifying Distributions$53,541QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,879DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,225ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$431ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,798ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,454TotalExcessDistributionCyovAmt
Qualifying Distributions$53,541QualifyingDistributionsAmt
Applied To Current Year$40,879AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,662RemainingDistriFromCorpusAmt
Total Corpus$18,116TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,116ExcessDistriCyovToNextYrAmt
Excess From Year3$1,225ExcessFromYear3Amt
Excess From Year2$431ExcessFromYear2Amt
Excess From Year1$3,798ExcessFromYear1Amt
Excess From Current Year$12,662ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADATH JESHURUN SYNAGOGUE
10500 HILLSIDE LNMINNETONKAMN55305PUBLIC CHARIGENERAL$180
ALPHE-BET ORGANIZATION
PO BOX 8 LOMBARDY STSEWARKNJ07102PUBLIC CHARIGENERAL$180
ALTENU SYNAGOGUE
24 W 57TH STREETNEW YORKNY10019PUBLIC CHARIGENERAL$1,200
AMERICAN FRIENDS OF LUBAVITCH DC
2110 LEROY PLACE NWWASHINGTONDC20008PUBLIC CHARIGENERAL$18
AMERICAN FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10019PUBLIC CHARIGENERAL$180
AMERICAN JEWISH WORLD SERVICES
PO BOX 568ETNANH03750PUBLIC CHARIGENERAL$540
ANIMAL HUMANE SOCIETY
845 MEADOW LANE NGOLDEN VALLEYMN55422PUBLIC CHARIGENERAL$250
ASHE SHOLOM BNAI ISRAEL SYNAGOGUE
540 W MELROSECHICAGOIL60657PUBLIC CHARIGENERAL$180
BAIS YAAKOV GIRLS SCHOOL
4221 SUNSET BLVDST LOUIS PARKMN55416PUBLIC CHARIGENERAL$500
BAIS YISROEL SYNAGOGUE
4221 SUNSET BLVDST LOUIS PARKMN55416PUBLIC CHARIGENERAL$900
BETH EL SYNAGOGUE
5225 BERRY STST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,000
BONEA OLAM
1755 56TH STBROOKLYNNY11223PUBLIC CHARIGENERAL$180
CHABAD OF ALABAMA
3040 OVERTON RDBIRMINGHAMAL35223PUBLIC CHARIGENERAL$6,557
CHABAD OF CHARLOTTE
2060 EUCLID AVECHARLOTTENC28203PUBLIC CHARIGENERAL$90
CHILDREN'S HOME OF MINNESOTA
16105 EUSTIS SOCIETYST PAULMN55108PUBLIC CHARIGENERAL$100
CONGREGATION DARCHEI NOAM
2950 JOPPA AVE SST LOUIS PARKMN55416PUBLIC CHARIGENERAL$21,106
CONGREGATION KBY
384 HARVARD STBROOKLINEMA02446PUBLIC CHARIGENERAL$100
DC CENTRAL KITCHENS
2121 1ST ST SWWASHINGTONDC20024PUBLIC CHARIGENERAL$18
ERUV OF MINNESOTA
2950 JOPPA AVE SOUTHST LOUIS PARKMN55416PUBLIC CHARIGENERAL$100
GIVE TO THE MAX
3503 HIGH POINT DRIVE NOAKDALEMN55128PUBLIC CHARIGENERAL$1,069
GLOBAL VILLAGE CONNECT
5536 LORING LANEGOLDEN VALLEYMN55422PUBLIC CHARIGENERAL$848
GUTHRIE THEATER FOUNDATION
818 SOUTH 2ND STREETMINNEAPOLISMN55415PUBLIC CHARIGENERAL$1,321
HATZOLAH
518 PARK AVEBROOKLYNNY11204PUBLIC CHARIGENERAL$250
HEBREW THEOLOGICAL COLLEGE
7135 CARPENTER RDSKOKIEIL60077PUBLIC CHARIGENERAL$515
HEILICHER MPLS JEWISH DAY SCHOOL
4330 CEDAR LAKE ROADST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,500
ITGK CAMPAIGN
350 LEFFERTS AVEBROOKLYNNY11225PUBLIC CHARIGENERAL$180
JEWISH EDUCATION CENTER
1758 FORD PARKWAYST PAULMN55116PUBLIC CHARIGENERAL$100
JEWISH FAMILY AND CHILDREN'S SERVIC
5905 GOLDEN VALLEY ROADGOLDEN VALLEYMN55426PUBLIC CHARIGENERAL$150
JEWISH LEARNING LOFT
333 S DEPLANES STCHICAGOIL60661PUBLIC CHARIGENERAL$370
KENESSETH ISRAEL SYNAGOGUE
4330 W 28TH STST LOUIS PARKMN55416PUBLIC CHARIGENERAL$100
LADIES BIKUR CHOLIM
545 BEDFORD AVEBROOKLYNNY11211PUBLIC CHARIGENERAL$234
LIVING WELL DISABILITIES
1168 NORTHLAND DRMENDOTA HEIGHTSMN55120PUBLIC CHARIGENERAL$100
MACCABI USA
1511 WALNUT STREET 401PHILADELPHIAPA19102PUBLIC CHARIGENERAL$1,000
MAGEN DAVID ADOM
PO BOX 11597NEWARKNJ07104PUBLIC CHARIGENERAL$180
MESORAH DC
10717 MEADOWHALL RDSILVER SPRINGSMD20901PUBLIC CHARIGENERAL$54
MINNEAPOLIS JEWISH COMMUNITY CENTER
4660 CEDAR LAKR ROADMINNEAPOLISMN55416PUBLIC CHARIGENERAL$36
MINNEAPOLIS JEWISH FEDERATION
111 CHESHIRE LAND SUITE 5MINNETONKAMN55305PUBLIC CHARIGENERAL$2,531
MOISHE HOUSE ORG
5411 SAXONY RD 2ENCINITACA92024PUBLIC CHARIGENERAL$54
MY HEALTH TEEN COUNSELING
15 8TH AVE SOUTHHOPKINSMN55343PUBLIC CHARIGENERAL$250
NATIONAL COUNCIL OF JEWISH WOMAN
13100 WAYZATTA BLVD 160MINNETONKAMN55305PUBLIC CHARIGENERAL$396
NATIONAL YIDDISH BOOK CONER
01002AMHERSTMA01002PUBLIC CHARIGENERAL$100
NE MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMANGHAMAL35213PUBLIC CHARIGENERAL$3,000
SADNAT SHILUV
445 CENTRAL AVE UNIT 210CEDARHURSTNY11516PUBLIC CHARIGENERAL$360
SHADMOT MEHOLA
445 CENTRAL AVE UNIT 210CEDARHURSTNY11516PUBLIC CHARIGENERAL$2,160
SHALVA
315 5TH AVENEW YORKNY10016PUBLIC CHARIGENERAL$100
SHARSHERET
1086 TEANECK RDTEANECKNJ07666PUBLIC CHARIGENERAL$130
SHIFRA'S ARMS
PO BOX 7212SILVER SPRINGSMD20910PUBLIC CHARIGENERAL$356
TOMCHE SHABBOS
335 BUILDING E SPOOK ROCKSUFFERNNY10901PUBLIC CHARIGENERAL$250
TORAH ACADEMY
2800 JOPPA AVE SOUTHST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,000
TORAH IN MOTION
46 GLENWOOD DR EBERGENFIELDNJ07621PUBLIC CHARIGENERAL$100
YACHAD
11 BROADWAY 13TH FLOORNEW YORKNY10004PUBLIC CHARIGENERAL$750
YESHIVA OF MINNEAPOLIS
315 OTTAWA AVE SST LOUIS PARKMN55416PUBLIC CHARIGENERAL$100
YESHIVAH LEV HATORAH
166 EDGEMONT PLACETEANECKNJ07666PUBLIC CHARIGENERAL$318
ZAKA
2920 AVENUE RBROOKLYNNY11229PUBLIC CHARIGENERAL$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,541TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,497ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,909ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,329ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,735ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,735TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$6,900Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISRAEL BONDSBondNm
EOY Book Value$143,000EOYBookValueAmt
EOYFMV$143,000EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$118,207USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$112,808USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUBS EQUITIESDesc
BOY Book Value$655,323BOYBookValueAmt
EOY Book Value$623,621EOYBookValueAmt
EOYFMV$733,056EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
RENT$2,400
INTERNET$596
POSTAGE$63
PO BOX$354
INVESTMENT EXPENSES$6,146$6,146

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$60Amt

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