BETA

SAM MILLER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SAM MILLER FOUNDATION (EIN 41-6035570)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201901309349101310
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T07:29:54-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203294646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOMBERG HANSON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19800 SHELARD PARKWAY SUITE 208AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone6123392651PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POBOX 581398AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH RICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6123392651PhoneNum
Signature2019-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D BOMBERG CPAPreparerPersonNm
PTINP00003325PTIN
Phone7632770303PhoneNum
Preparation2019-05-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.149.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-02IPDt
IP Tm10:16:54IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$906,528FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$29,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,026DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,136NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,135GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,136CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,162TotalRevAndExpnssAmt
Total Net Invst Incm$47,162TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$889TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,196OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,171OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,171TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,727ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,727ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,171TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$34,727TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,750ExcessRevenueOverExpensesAmt
Net Investment Income$42,991NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$52,014SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,305SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,305SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$153,753USGovernmentObligationsBOYAmt
US Government Obligations EOY$132,473USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$128,910USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$209,396CorporateBondsBOYAmt
Corporate Bonds EOY$208,635CorporateBondsEOYAmt
Corporate Bonds EOYFMV$213,449CorporateBondsEOYFMVAmt
Other Assets BOY$442,053OtherAssetsBOYAmt
Other Assets EOY$470,553OtherAssetsEOYAmt
Other Assets EOYFMV$514,864OtherAssetsEOYFMVAmt
Total Assets BOY$857,216TotalAssetsBOYAmt
Total Assets EOY$860,966TotalAssetsEOYAmt
Total Assets EOYFMV$906,528TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$857,216RetainedEarningBOYAmt
Retained Earning EOY$860,966RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$857,216TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$860,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$857,216TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$860,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$857,216TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,750ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$860,966SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$860,966TotNetAstOrFundBalancesEOYAmt

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
WILL CNTY IL CMNTY CONSP2010-11-122018-10-01$25,000$24,999$1$1
CAPITAL GAINS DIVIDENDSP$18,135$18,135$18,135
FieldValueIRS element (for citing)
Capital Gain Net Income$18,136CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,047AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$794,712NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045359DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,974AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$772,867NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047840DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,570AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$788,329NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062880DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,062AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$969,478NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049575DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,070AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$955,251NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044041DistributionYr5Rt
Total Distribution0.249695TotalDistributionRt
Average Distribution0.049939AverageDistributionRt
Net Vl Noncharitable Assets$794,490NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,676AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$430NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,106AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,727QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$860InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$860SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$33EsPenaltyAmt
Tax Due$893TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
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 BooksDEBORAH RICHIndividualWithBooksNm
Phone6123392651PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 581398AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH RICH
752 WISCONSIN AVENUE NORTHGOLDEN VALLEYMN55427PRESIDENT0.00$0$0$0
EVE MILLER
110 LOUISIANA AVE NGOLDEN VALLEYMN55427VICE PRESIDENT0.00$0$0$0
HINDY FRISHMAN
2506 LYNN AVE SST LOUIS PARKMN55416SECRETARY0.00$0$0$0
CRAIG KUPRITZ
300 LOUISIANA AVENUE NORTHGOLDEN VALLEYMN55427TREASURER0.00$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

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$335,095AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$471,494AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$806,589TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$806,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,099CashDeemedCharitableAmt
Net Vl Noncharitable Assets$794,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,725MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,725MinimumInvestmentReturnAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Total Tax$860TotalTaxAmt
Distributable Before Adj$38,865DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,865DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,865DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,727ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,727QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,727AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,865DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$8,186ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,186TotalExcessDistributionCyovAmt
Qualifying Distributions$34,727QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,727AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,138ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,138ExcessDistributionCyovAppCYAmt
Total Corpus$4,048TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,048ExcessDistriCyovToNextYrAmt
Excess From Year3$4,048ExcessFromYear3Amt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL HUMAN SOCIETY
845 MEADOW LANE NGOLDEN VALLEYMN55422NONEPUBLIC CHARITYGENERAL$100
AMERICAN SOCIETY FOR NAD VASHEM
PO BOX 170305MILWAUKEEWI53217NONEPUBLIC CHARITYGENERAL$100
ALZHEIMERS ASSOCIATION
2631 12TH AVE S SUITE AFARGOND58103NONEPUBLIC CHARITYGENERAL$100
BETH EL SYNAGOGUE MINNEAPOLIS
5225 BARRY ST WST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$500
CHABAD OF ALABAMA
3040 OVERTON RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL$4,000
CHABAD OF CHARLOTTE
2060 EUCID AVECHARLOTTENC28203NONEPUBLIC CHARITYGENERAL$180
CHABAD OF SAVANNAH
304 WEST JONES STSAVANNAHGA31401NONEPUBLIC CHARITYGENERAL$430
CHABAD OF WASHINGTON UNIVERSITY
7018 FORSYTH BLVDST LOUISMO63105NONEPUBLIC CHARITYGENERAL$360
DARCHEI NOAM
2950 JOPPA AVE SMINNEAPOLISMN55416NONEPUBLIC CHARITYGENERAL$5,316
GIFT OF LIFE BONE MARROW
5901 BROKEN SOUND PARKWAY NWBOCA RATONFL33487NONEPUBLIC CHARITYGENERAL$500
HEBREW THEOLOGICAL COLLEGE
7135 N CARPENTER RDSKOKIEIL60067NONEPUBLIC CHARITYGENERAL$1,200
HEILICHER MPLS JEWISH DAY SCHOOL
4330 CEDAR LAKE ROADST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$5,100
JHAP
9280 GOLDEN VALLEY RDGOLDEN VALLEYMN55427NONEPUBLIC CHARITYGENERAL$250
HILLEL U OF MICHIGAN
1429 HILL STREETANN ARBORMI48104NONEPUBLIC CHARITYGENERAL$430
HILLEL WASHINGTON UNIVERSITY
6300 FORSYTH BLVDST LOUISMO63105NONEPUBLIC CHARITYGENERAL$180
JEWISH FAMILY AND CHILDRENS SERVICES
5905 GOLDEN VALLEY RDGOLDEN VALLEYMN55422NONEPUBLIC CHARITYGENERAL$3,600
JEWISH AGENCY FOR ISRAEL
633 3RD AVENEW YORKNY10017NONEPUBLIC CHARITYGENERAL$3,380
KENESSETH ISRAEL SYNAGOGUE
4330 W 28TH STST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$100
MAGEN DAVID ADOM
352 7TH AVE 400NEW YORKNY10001NONEPUBLIC CHARITYGENERAL$100
MARCH OF DIMES
1550 CRYSTAL DR 1300ARLINGTONVA22202NONEPUBLIC CHARITYGENERAL$100
MATAN
PO BOX 40POMONANY10970NONEPUBLIC CHARITYGENERAL$100
MEMORIAL SLOAN KETTERING
PO BOX 5028HOGERSTOWNMD21741NONEPUBLIC CHARITYGENERAL$100
MOVE ONORG
1442 WALNUT STREET 1358BERKLEYCA94709NONEPUBLIC CHARITYGENERAL$100
MINNEAPOLIS JEWISH FEDERATION
13100 WAYZATA BLVDMINNEAPOLISMN55305NONEPUBLIC CHARITYGENERAL$3,500
MINNESOTA FOUNDATION OF ACLU
125 BROAD STREETNEW YORKNY10004NONEPUBLIC CHARITYGENERAL$100
MINNESOTA PUBLIC RADIO
PO BOX 860294MINNEAPOLISMN55486NONEPUBLIC CHARITYGENERAL$50
NATIONAL YIDDISH BOOK CENTER
1021 WAMHERSTMA01002NONEPUBLIC CHARITYGENERAL$150
NE MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL$460
NATIONAL COUNCIL OF JEWISH WOMAN
13100 WAYZATTA BLVD 160MINNETONKAMN55305NONEPUBLIC CHARITYGENERAL$100
MS SOCIETY
5990 14TH ST S BFARGOND58104NONEPUBLIC CHARITYGENERAL$100
PLANNED PARENTHOOD
671 VANDALLA STST PAULMN55114NONEPUBLIC CHARITYGENERAL$100
SHA'ARIM
4820 MINNETONKA BLVDST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$250
PERPICH FOUNDATION
6125 OLSON MEMORIAL HIGHWAYGOLDEN VALLEYMN55422NONEPUBLIC CHARITYGENERAL$55
STEPFAST-FEAST
6812 W LAKE STREETMINNEAPOLISMN55426NONEPUBLIC CHARITYGENERAL$136
ST JUDE CHILDRENS RESEARCH
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLIC CHARITYGENERAL$50
TEMPLE OF AARON
616 S MISSISSIPPIO RIVER BLVDST PAULMN55116NONEPUBLIC CHARITYGENERAL$200
TORAH ACADEMY
2800 JOPPA AVEST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$1,000
YESHIRA OF MINNEAPOLIS
3115 OTTAWA AVE SST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$100
YESHIVA LEV HATORAH
65 ARGYLL AVENEW ROCHELLENY10804NONEPUBLIC CHARITYGENERAL$500
YESHIVA UNIVERSITY
500 W 185TH STREETNEW YORKNY10003NONEPUBLIC CHARITYGENERAL$680
CHABADLUBAVITCH OF MN
400 MARIE AVE WST PAULMN55118NONEPUBLIC CHARITYGENERAL$270
CHILDREN'S HOME SOCIETY
1605 EUSTIS SOCIETYST PAULMN55108NONEPUBLIC CHARITYGENERAL$100
CLEAN WATER ACTION
330 2ND ACTIONND AVE SMN55401NONEPUBLIC CHARITYGENERAL$50
ERUV OF MINNESOTA
4800 W 27TH STST LOUIS PARKMN55416NONEPUBLIC CHARITYGENERAL$100
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTERNY11570NONEPUBLIC CHARITYGENERAL$100
JEWISH COMMUNITY CENTER OF ST PAUL
1375 ST PAUL AVEST PAULMN55116NONEPUBLIC CHARITYGENERAL$50
JENIOR ACHIEVEMENT
1745 UNIVERISY AVEST PAULMN55104NONEPUBLIC CHARITYGENERAL$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,727TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,026ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,136ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,162ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,162TotalIncomeProducingActyAmt

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)
CategoryBOOKKEEPINGCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISRAEL BONDS$143,000$143,000
ARIZONA PUBLIC SERVICE BOND$25,129$25,224
WACHOVIA CORP NEW NOTES$40,506$45,225

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$132,473StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$128,910StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$1,438$1,252$1,252
MAIRS & POWERS GROWTH FUND$104,766$114,100$115,349
MAIRS & POWERS BALANCED FUND$289,876$307,846$352,804
FIRST EAGLE OVERSEAS FUND$36,703$37,892$36,584
EXCISE TAX REFUND RECEIVABLE(PAYABLE)-$812-$888-$888
FIRST EAGLE GLOBAL ONCOME BUILDERE FUND$10,082$10,351$9,763

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MINNESOTA REGISTRATION FEE$25$0$0$0
UBS FEE$3,996$3,996$0$0
UBS MANAGEMENT FEES$175$175$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$889Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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