BETA

SAM MILLER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SAM MILLER FOUNDATION (EIN 41-6035570)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-09
IRS object ID
202541609349100234
Schema version
2024v5.0
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)
Return2025-06-09T14:37:40-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416035570EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERYL AND FLORENCE MILLERBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERYBusinessNameControlTxt
Phone2059026492PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 27805AddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554270805ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH RICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6123362651PhoneNum
Signature2025-05-20SignatureDt
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
Preparation2025-06-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,029,050FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,361InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,361InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,051DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,051DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,848CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,260TotalRevAndExpnssAmt
Total Net Invst Incm$58,260TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$224TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,242OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,894OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$18,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,894TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,399ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,865TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,894TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,399TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,605ExcessRevenueOverExpensesAmt
Net Investment Income$51,366NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2,477CashEOYAmt
Cash EOYFMV$2,477CashEOYFMVAmt
US Government Obligations BOY$118,207USGovernmentObligationsBOYAmt
US Government Obligations EOY$205,208USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$253,148USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$143,000CorporateBondsBOYAmt
Corporate Bonds EOY$125,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$125,000CorporateBondsEOYFMVAmt
Other Assets BOY$623,621OtherAssetsBOYAmt
Other Assets EOY$550,492OtherAssetsEOYAmt
Other Assets EOYFMV$648,425OtherAssetsEOYFMVAmt
Total Assets BOY$884,828TotalAssetsBOYAmt
Total Assets EOY$883,177TotalAssetsEOYAmt
Total Assets EOYFMV$1,029,050TotalAssetsEOYFMVAmt
Accounts Payable BOY$46AccountsPayableBOYAmt
Total Liabilities BOY$46TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$884,782RetainedEarningBOYAmt
Retained Earning EOY$883,177RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$884,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$883,177TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$884,828TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$883,177TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$884,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,605ExcessRevenueOverExpensesAmt
Subtotal$883,177SubtotalAmt
Tot Net Ast Or Fund Balances EOY$883,177TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERICAN FUNDS MUTUAL FUNDP2021-03-232024-12-26$4,469$3,696$773$773
FIRST EAGLE OVERSEASP2013-01-182024-10-11$1,342$1,101$241$241
FIRST EAGLE OVERSEASP2017-08-102024-10-11$616$531$85$85
HARTFORD BALANCED INCOME FUNDP2019-01-222024-10-11$2,151$1,917$234$234
MAIRS BALANCE FUNDP2013-01-182024-11-25$21,181$13,947$7,234$7,234
MAIRS GROWTH FUNDP2015-12-162024-12-26$16,829$11,218$5,611$5,611
AMERICAN FUNDS WASHINGTON MUTUALP2021-03-232024-12-26$6,284$5,386$898$898
THE HARTFORD FLOATING RATE FUNDP2010-11-092024-12-26$6,107$6,805-$698-$698
FieldValueIRS element (for citing)
Capital Gain Net Income$27,848CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$714InvestmentIncomeExciseTaxAmt
Subtotal$714SubtotalAmt
Tax Based On Investment Income$714TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$217TaxDueAmt

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
Phone2059026492PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 27805AddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
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 VALLEYMN55427PRESIDENT000.00$0$0$0
EVE MILLER
110 LOUISIANA AVE NGOLDEN VALLEYMN55427VICE PRESIDE000.00$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$909,942AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$913,257TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$913,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$899,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$714TaxBasedOnInvestmentIncomeAmt
Total Tax$714TotalTaxAmt
Distributable Before Adj$44,264DistributableBeforeAdjAmt
Distributable Before Ded$44,264DistributableBeforeDedAmt
Distributable As Adjusted$44,264DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,399ExpensesAndContributionsAmt
Qualifying Distributions$41,399QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,264DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$431ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,798ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,662ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,116TotalExcessDistributionCyovAmt
Qualifying Distributions$41,399QualifyingDistributionsAmt
Applied To Current Year$41,399AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,865ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,865ExcessDistributionCyovAppCYAmt
Total Corpus$15,251TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,251ExcessDistriCyovToNextYrAmt
Excess From Year2$2,589ExcessFromYear2Amt
Excess From Year1$12,662ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTENU SYNAGOGUE
24 W 57TH STREETNEW YORKNY10019PUBLIC CHARIGENERAL$6,200
AMERICAN FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10019PUBLIC CHARIGENERAL$36
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$172
BAIS YISROEL SYNAGOGUE
4221 SUNSET BLVDST LOUIS PARKMN55416PUBLIC CHARIGENERAL$2,000
BETH EL SYNAGOGUE
5225 BERRY STST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,600
CHABAD OF ALABAMA
3040 OVERTON RDBIRMINGHAMAL35223PUBLIC CHARIGENERAL$6,250
CHILDREN'S HOME OF MINNESOTA
16105 EUSTIS SOCIETYST PAULMN55108PUBLIC CHARIGENERAL$100
CONGREGATION DARCHEI NOAM
2950 JOPPA AVE SST LOUIS PARKMN55416PUBLIC CHARIGENERAL$8,070
GIVE TO THE MAX
3503 HIGH POINT DRIVE NOAKDALEMN55128PUBLIC CHARIGENERAL$1,073
GLOBAL VILLAGE CONNECT
5536 LORING LANEGOLDEN VALLEYMN55422PUBLIC CHARIGENERAL$500
HEBREW THEOLOGICAL COLLEGE
7135 CARPENTER RDSKOKIEIL60077PUBLIC CHARIGENERAL$1,800
HEILICHER MPLS JEWISH DAY SCHOOL
4330 CEDAR LAKE ROADST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,800
JEWISH FAMILY AND CHILDREN'S SERVIC
5905 GOLDEN VALLEY ROADGOLDEN VALLEYMN55426PUBLIC CHARIGENERAL$496
MAGEN DAVID ADOM
PO BOX 11597NEWARKNJ07104PUBLIC CHARIGENERAL$180
MESORAH DC
10717 MEADOWHALL RDSILVER SPRINGSMD20901PUBLIC CHARIGENERAL$18
MINNEAPOLIS JEWISH FEDERATION
111 CHESHIRE LAND SUITE 5MINNETONKAMN55305PUBLIC CHARIGENERAL$2,000
MOISHE HOUSE ORG
5411 SAXONY RD 2ENCINITACA92024PUBLIC CHARIGENERAL$18
MY HEALTH TEEN COUNSELING
15 8TH AVE SOUTHHOPKINSMN55343PUBLIC CHARIGENERAL$256
NATIONAL COUNCIL OF JEWISH WOMAN
13100 WAYZATTA BLVD 160MINNETONKAMN55305PUBLIC CHARIGENERAL$258
NE MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMANGHAMAL35213PUBLIC CHARIGENERAL$2,000
SHALVA
315 5TH AVENEW YORKNY10016PUBLIC CHARIGENERAL$100
SHARSHERET
1086 TEANECK RDTEANECKNJ07666PUBLIC CHARIGENERAL$200
TORAH ACADEMY
2800 JOPPA AVE SOUTHST LOUIS PARKMN55416PUBLIC CHARIGENERAL$1,000
YACHAD
11 BROADWAY 13TH FLOORNEW YORKNY10004PUBLIC CHARIGENERAL$500
AMERICAN CANCER SOCIETY
PO BOX 6704HAGARSTOWNMD21741PUBLIC CHARIGENERAL$25
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOD BLVDDENVERCO80221PUBLIC CHARIGENERAL$50
CHABAD OF MINNEAPOLIS
11033 HILLSIDE LN WMINNETONKAMN55305PUBLIC CHARIGENERAL$100
CHABAD OF SAVANNAH GA
2424 DRAYTON ST BSAVANNAHGA31401PUBLIC CHARIGENERAL$185
ESCHEL
60 BROAD STREET 1547NEW YORKNY10004PUBLIC CHARIGENERAL$360
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104PUBLIC CHARIGENERAL$103
FEED MY STARVING CHILDREN
PO BOX 83775PHOENIXAZ85071PUBLIC CHARIGENERAL$100
GREAT NORTHERN INNOCENCE PROJECT
229 S 19TH AVEMINNEAPOLISMN55455PUBLIC CHARIGENERAL$361
HILLEL AT BRAUCH COLLEGE
55 LEXINGTON AVE B-2 210NEW YORKNY10010PUBLIC CHARIGENERAL$200
HOLD YOUR HORSES FOUNDATION
5265 WOODLAND TRAILSGREENFIELDMN55357PUBLIC CHARIGENERAL$250
MINNESOTA ORCHESTRA
1111 NICOLLET MALLMINNEAPOLISMN55403PUBLIC CHARIGERERAL$150
DAVIS PHNNEY FOUNDATION
PO BOX 270948LOIUSVILLECO80027PUBLIC CHARIGENERAL$50
SHABBAT ANGELS
2810 N CHURCH STWILMINGTONDE19882PUBLIC CHARIGENERAL$324
JGIVE
PO BOX 1510NEW YORKNY10150PUBLIC CHARIGENERAL$1,000
SPECIAL OLYMPICS
2600 VIRGINIA AVE NWWASHINGTONDC20037PUBLIC CHARIGENERAL$100
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STREETCHAMBERLINSD57325PUBLIC CHARIGENERAL$50
TEMPLE BETH EL
2179 HIGHLAND AVEBIRMINGHAMAL35205PUBLIC CHARIGENERAL$50
TEMPLE BNAI SHALOM
103 LINCOLN ST SEHUNTSVILLEAL35801PUBLIC CHARIGENERAL$54
UNIVERSITY OF MIAMI DOC CLINICAL FU
6200 SAN AMMARO DRIVECORAL GABLESFL33140PUBLIC CHARIGENERAL$100
WHOLE WOMEN'S HEALTH ALLIANCE
1001 E MARKET STCHARLOTTESVILLEVA22902PUBLIC CHARIGENERAL$250
UPTOWN CHABAD
JAMES AVE SMINNAPOLISMN55408PUBLIC CHARIGENERAL$120
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,399TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,361ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,051ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,848ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$58,260ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,260TotalIncomeProducingActyAmt

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$8,000Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISRAEL BONDSBondNm
EOY Book Value$125,000EOYBookValueAmt
EOYFMV$125,000EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$205,208USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$253,148USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS EQUITIES$623,621$549,581$647,514
UBS SELECT TREASURY$911$911

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
RENT$2,400
INTERNET$361
POSTAGE$395
INVESTMENT EXPENSES$6,894$6,894
FILING FEE$25
OFFICE EXPENSES$167

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$224Amt

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