SAM MILLER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAM MILLER FOUNDATION (EIN 41-6035570)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201211249349100306
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T10:38:57-04:00 | 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 | SIMMA FLOTTEMESCH & ORENSTEIN LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 ATT TWR 901 MARQUETTE AVE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 416035570 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM MILLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BERYL MILLER | InCareOfName |
| Name Control | SAMM | NameControl |
| Phone | 6123392651 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 581398 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554581398 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERYL MILLER | Name |
| Title | PRESIDENT | Title |
| Phone | 6123392621 | Phone |
| Date Signed | 2012-04-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R ORENSTEIN | Name |
| Phone | 6123378100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 951706 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 43064 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43064 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 178 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 110000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 178 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 58242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43242 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4070 | 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 | 420 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 2176 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1285 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 6666 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1285 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53516 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1285 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 46850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4726 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41957 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 91377 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 84685 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 84685 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 217593 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 239070 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 247080 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 65572 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 65572 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 80460 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 524106 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 515189 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 534159 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 6509 | OtherAssetsBOY |
| Other Assets EOY | 5322 | OtherAssetsEOY |
| Other Assets EOYFMV | 5322 | OtherAssetsEOYFMV |
| Total Assets BOY | 905157 | TotalAssetsBOY |
| Total Assets EOY | 909838 | TotalAssetsEOY |
| Total Assets EOYFMV | 951706 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 45 | AccountsPayableBOY |
| Total Liabilities BOY | 45 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 905112 | RetainedEarningsBOY |
| Retained Earnings EOY | 909838 | RetainedEarningsEOY |
| Total Net Assets BOY | 905112 | TotalNetAssetsBOY |
| Total Net Assets EOY | 909838 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 905157 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 909838 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 905112 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4726 | ExcessOfRevenueOverExpenses |
| Subtotal | 909838 | Subtotal |
| Total Net Assets Fund Balances EOY | 909838 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FORTUNE BRANDS INC. BOND | P | 2007-01-03 | 2011-01-15 | 50000 | 49822 | 178 | 178 |
| ISRAEL STATE BOND - 4TH JUBILEE 5.2% | P | 2006-09-26 | 2011-10-21 | 50000 | 50000 | ||
| ISRAEL STATE BOND - 5.75% | P | 2004-05-05 | 2011-05-20 | 10000 | 10000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 178 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41115 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 879850 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04673 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52894 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 847439 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062416 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18091 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 840894 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.021514 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21614 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 838789 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025768 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23260 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 812355 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028633 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.185061 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037012 | AverageDistributionRatio |
| Net Noncharitable Assets | 864782 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32007 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 420 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32427 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 420 | InvestmentIncomeExciseTax |
| Subtotal | 420 | Subtotal |
| Tax Based On Investment Income | 420 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Overpayment | 80 | Overpayment |
| Amount Credited To Next Year | 80 | 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 | MN | 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 | BERYL MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6123392651 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH THIRD STREET | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55401 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BERYL MILLER | ||||||
| 111 SOUTH THIRD STREET | MINNEAPOLIS | MN | 55401 | PRESIDENT | 0 | 0 |
| FLORENCE MILLER | ||||||
| 111 SOUTH THIRD STREET | MINNEAPOLIS | MN | 55401 | VICE PRESIDENT | 0 | 0 |
| EVE MILLER | ||||||
| 111 SOUTH THIRD STREET | MINNEAPOLIS | MN | 55401 | VICE PRESIDENT | 0 | 0 |
| ARNIE FRISHMAN | ||||||
| 2506 LYNN AVE S | ST LOUIS PARK | MN | 55416 | SECRETARY | 0 | 0 |
| CRAIG KUPRITZ | ||||||
| 111 SOUTH THIRD STREET | MINNEAPOLIS | MN | 55401 | TREASURER | 0 | 0 |
| DEBORAH RICH | ||||||
| 3724 WIMBLETON LANE | BIRMINGHAM | AL | 35223 | ASSISTANT TREASURER | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 797252 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 80699 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 877951 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 877951 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13169 | CashDeemedCharitable |
| Net Noncharitable Assets | 864782 | NetNoncharitableAssets |
| Minimum Investment Return | 43239 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 43239 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 420 | TaxBasedOnInvestmentIncome |
| Total Tax | 420 | TotalTax |
| Distributable Amount Before Adj | 42819 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 42819 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 42819 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 46850 | 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 | 46850 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 420 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 46430 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42819 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 9133 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 9133 | TotalExcessDistriCarryover |
| Qualifying Distributions | 46850 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 42819 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4031 | RemainingDistriFromCorpus |
| Total Corpus | 13164 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 13164 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 9133 | ExcessFromYear2 |
| Excess From Current Year | 4031 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SEE ATTACHED STATEMENT | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ACHIEVE MINNEAPOLIS | |||||||
| 111 3RD AVE S SUITE 120 | MINNEAPOLIS | MN | 55401 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 23267 | MINNEAPOLIS | MN | 55423 | 501(C)(3) | CHARITABLE GIFT | $50 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 5409 | CHICAGO | IL | 60680 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| PO BOX 17035 | MILWAUKEE | WI | 53217 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| AMIT | |||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | 501(C)(3) | CHARITABLE GIFT | $75 | |
| BETH EL SYNAGOGUE | |||||||
| 26TH STREET | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $3,640 | |
| CHABAD OF ALABAMA | |||||||
| 3050 OVERTON ROAD | BIRMINGHAM | AL | 35223 | 501(C)(3) | CHARITABLE GIFT | $2,000 | |
| CHILDRENS THEATER COMPANY | |||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | 501(C)(3) | CHARITABLE GIFT | $1,500 | |
| DARCHAI NOAM SYNAGOGUE | |||||||
| 5224 MINNETONKA BLVD | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $2,500 | |
| THE FRIENDS OF THE ISRAEL DEFENSE FUND | |||||||
| 29 EAST MADISON SUITE 1514 | CHICAGO | IL | 60602 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| THE GUTHRIE THEATRE FOUNDATION | |||||||
| PO BOX 86 | MINNEAPOLIS | MN | 554861075 | 501(C)(3) | CHARITABLE GIFT | $750 | |
| JEWISH FAMILY AND CHILDRENS SERVICES | |||||||
| 13100 WAYZATA BLVD STE 400 | MINNETONKA | MN | 55305 | 501(C)(3) | CHARITABLE GIFT | $150 | |
| KENESSETH ISRAEL SYNAGOGUE | |||||||
| 4330 W 28TH STREET | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $460 | |
| LUBAVITCH CHEDER DAY SCHOOL | |||||||
| 1758 FORD PKWY | ST PAUL | MN | 55116 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 7247-0260 | PHILADELPHIA | PA | 19170 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| MINNESOTA PUBLIC RADIO | |||||||
| PO BOX 70870 | ST PAUL | MN | 55170 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| MINNEAPOLIS JEWISH DAY SCHOOL | |||||||
| 4330 CEDAR LAKE ROAD | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $2,000 | |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 13100 WAYZATA BLVD | HOPKINS | MN | 55305 | 501(C)(3) | CHARITABLE GIFT | $27,500 | |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 010023375 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| ORTHODOX UNION | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | 501(C)(3) | CHARITABLE GIFT | $100 | 14TH FLOOR |
| THE SHUL | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | 501(C)(3) | CHARITABLE GIFT | $2,000 | |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 E 4TH STREET | ST PAUL | MN | 551011447 | 501(C)(3) | CHARITABLE GIFT | $75 | |
| YACHAD NATIONAL JEWISH COUNCIL FOR DISABILITIES | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| BAIS YISRAEL SYNAGOGUE | |||||||
| 4221 SUNSET BLVD | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $500 | |
| EMUNAH OF AMERICA | |||||||
| PENN PLAZA | NEW YORK | NY | 10001 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| HADESEH | |||||||
| 366 MONTCLAIR ROAD | BIRMINGHAM | AL | 35223 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| HEART GALLERY ALABAMA | |||||||
| 1801 OXMOOR RD | BIRMINGHAM | AL | 35209 | 501(C)(3) | CHARITABLE GIFT | $50 | |
| HEBREW THEOLOGY COLLEGE | |||||||
| 7135 N CARPENTER RD | SKOKIE | IL | 60077 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| MAKE A WISH FOUNDATION OF MN | |||||||
| 615 1ST AVE NEW SUITE 415 | MINNEAPOLIS | MN | 55413 | 501(C)(3) | CHARITABLE GIFT | $100 | |
| MARGOLIN HEBREW ACADEMY | |||||||
| 390 S WHITE STATION RD | MEMPHIS | TN | 38117 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| NE MILES JEWISH DAY SCHOOL | |||||||
| 4000 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 501(C)(3) | CHARITABLE GIFT | $150 | |
| SHA'ARIM | |||||||
| 1433 UTICA AVENUE 265 | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $150 | |
| SISTER KENNY INSTITUTE | |||||||
| 12925 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | 501(C)(3) | CHARITABLE GIFT | $500 | |
| TEMPLE BETH-EL | |||||||
| 79 HYLAND AVE | BIRMINGHAM | AL | 35205 | 501(C)(3) | CHARITABLE GIFT | $200 | |
| TORAH ACADEMY | |||||||
| 2800 JOPPA AVE S | BIRMINGHAM | AL | 35205 | 501(C)(3) | CHARITABLE GIFT | $250 | |
| BAIS YAAKOV HIGH SCHOOL | |||||||
| 4221 SUNSET BLVD | ST LOUIS PARK | MN | 55416 | 501(C)(3) | CHARITABLE GIFT | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 46850 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,064 | 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 | $178 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,242 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 43242 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BERYL MILLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2306 PARKWOODS ROAD | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 15000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,070 | Amount |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (11 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ISRAEL BONDS | 139920 | 140808 |
| FORTUNE BRANDS | 0 | 0 |
| BANK OF AMERICA BOND | 50000 | 47213 |
| CATERPILLAR BOND | 50000 | 51911 |
| BRISTOL MYERS BOND | 26711 | 29980 |
| CONOCO PHILLIPS BOND | 20378 | 24100 |
| GECC NOTES | 51901 | 54757 |
| GE CP NOTES | 51918 | 55097 |
| ARIZONA PUBLIC SERVICE BOND | 30608 | 31926 |
| WACHOVIA CORP NEW NOTES | 53246 | 56492 |
| WACHOVIA CAPITAL BOND | 40507 | 41875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRISTOL MYERS SQUIB | 40572 | 52860 |
| JP MORGAN & CHASE - PREF STOCK | 25000 | 27600 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 239070 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 247080 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INTEREST RECEIVABLE | 6509 | 5242 | 5242 |
| EXCISE TAX REFUND RECEIVABLE | 0 | 80 | 80 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SECRETARIAL EXPENSES | 1620 | 810 |
| STATE OF MN FEE | 25 | |
| MISCELLANEOUS | 56 | |
| BROKERAGE FEES | 475 | 475 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $420 | Amount |
Comments