THE MILLISON FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE MILLISON FOUNDATION INC (EIN 30-0448766)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-09
IRS object ID
201241309349100024
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-09T10:25:18-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521003788EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KATZ ABOSCHBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19690 DEERECO ROAD SUITE 500AddressLine1
CityTIMONIUMCity
StateMDState
ZIP Code21093ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300448766EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE MILLISON FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMILLNameControl
Phone3018637088Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121909 THREE NOTCH ROADAddressLine1
CityLEXINGTON PARKCity
StateMDState
ZIP Code20653ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRACHELLE MILLISONName
TitlePRESIDENTTitle
Phone3018637088Phone
Date Signed2012-05-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOANNE C GRETZ CPAName
PTINP00207777PTIN
Phone4108286432Phone
Date Prepared2012-05-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY201350FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss1918DividendsRevAndExpnss
Dividends Net Invst Incm1918DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1918TotalRevenueAndExpenses
Total Net Investment Income1918TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss209TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss209TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4850ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4850ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss5059TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps4850TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3141ExcessOfRevenueOverExpenses
Net Investment Income1918NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4491CashBOY
Cash EOY1350CashEOY
Cash EOYFMV1350CashEOYFMV
Investments Other BOY200000InvestmentsOtherBOY
Investments Other EOY200000InvestmentsOtherEOY
Investments Other EOYFMV200000InvestmentsOtherEOYFMV
Total Assets BOY204491TotalAssetsBOY
Total Assets EOY201350TotalAssetsEOY
Total Assets EOYFMV201350TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY204491RetainedEarningsBOY
Retained Earnings EOY201350RetainedEarningsEOY
Total Net Assets BOY204491TotalNetAssetsBOY
Total Net Assets EOY201350TotalNetAssetsEOY
Total Liabilities Net Assets BOY204491TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY201350TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY204491TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3141ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal201350Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY201350TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year111678QualifyingDistributionsYear1
Noncharitable Assets Year1202396NoncharitableAssetsYear1
Distribution Ratio Year10.057699DistributionRatioYear1
Qualifying Distributions Year29373QualifyingDistributionsYear2
Noncharitable Assets Year2203048NoncharitableAssetsYear2
Distribution Ratio Year20.046161DistributionRatioYear2
Qualifying Distributions Year37612QualifyingDistributionsYear3
Noncharitable Assets Year3203503NoncharitableAssetsYear3
Distribution Ratio Year30.037405DistributionRatioYear3
Total Distribution Ratio0.141265TotalDistributionRatio
Average Distribution Ratio0.047088AverageDistributionRatio
Net Noncharitable Assets198787NetNoncharitableAssets
Adjusted Noncharitable Assets9360AdjustedNoncharitableAssets
One Percent Net Investment Income19OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One9379AdjNonchrtblAssetsAndOnePct
Qualifying Distributions4850QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax38InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal38Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Backup Withholding Withheld112BackupWithholdingWithheld
Total Credits And Payments112TotalCreditsAndPayments
Overpayment74Overpayment
Amount Credited To Next Year74AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRACHELLE MILLISONBooksInCareOfPersonName
Books In Care Of Phone Number3018637088BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line121909 THREE NOTCH ROADAddressLine1
CityLEXINGTON PARKCity
StateMDState
ZIP Code20653ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RACHELLE MILLISON
21909 THREE NOTCH ROADLEXINGTON PARKMD20653PRESIDENT/TREASURER/DIRECT0.00000
JANE D CARROLL
21909 THREE NOTCH ROADLEXINGTON PARKMD20653SECRETRAY/DIRECTOR0.00000
EUGENE L KOPP
21909 THREE NOTCH ROADLEXINGTON PARKMD20653DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities200000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1814AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets201814TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets201814AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3027CashDeemedCharitable
Net Noncharitable Assets198787NetNoncharitableAssets
Minimum Investment Return9939MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return9939MinimumInvestmentReturn
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Total Tax38TotalTax
Distributable Amount Before Adj9901DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded9901DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted9901DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions4850ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions4850QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions4850AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9901DistributableAmountAsAdjusted
Undistributed Income Prior Year1238UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions4850QualifyingDistributions
Applied To Year11238AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3612AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY6289UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRACHELLE MILLISONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONE501(C)(3)GENERAL PURPOSE$100
CHAPTICO CLASSIC
PO BOX 25094ARLINGTONVA22202NONE501(C)(3)PROVIDE ALTERNATIVES FOR YOUTH AND FAMILIES$100
DOCTORS WITH OUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3)GENERAL PURPOSE$100
FRIENDS OF MAGEN DAVID ADOM
888 SEVENTH AVENUE SUITE 403NEW YORKNY10106NONE501(C)(3)SUPPORT WORK OF MAGEN DAVID ADOM IN ISRAEL$500
HEALTH SHARE OF ST MARY'S INC
PO BOX 1208LEONARDTOWNMD20650NONE501(C)(3)GENERAL PURPOSE$100
HEBREW HOME OF GREATER WASHINGTON
6121 MONTROSE ROADROCKVILLEMD20852NONE501(C)(3)GENERAL PURPOSES$100
HOSPICE OF ST MARY'S COUNTY
22699 WASHINGTON STREETLEONARDTOWNMD20650NONE501(C)(3)GENERAL PURPOSE$100
INTERNATIONAL LEADERSHIP COUNCIL
1399 S ROXBURY DRIVELOS ANGELESCA90035NONE501(C)(3)GENERAL PURPOSES$500
PARKINSON'S DISEASE FOUNDATION
1359 BROADWAY SUITE 1509NEW YORKNY10018NONE501(C)(3) NON-PROFITGENERAL PURPOSE$250
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035NONE501(C)(3)STIMULATE CHANGE & EDUCATE ABOUT ANTISEMITISM$500
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONE501(C)(3)STIMULATE AWARENESS ABOUT HOLOCAUST AND ANTISEMITISM$1,500
WORLD JEWISH CONGRESS
PO BOX 90400WASHINGTONDC20090NONE501(C)(3)ADDRESS INTEREST AND NEEDS OF JEWISH PEOPLE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4850TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,918ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1,918ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1918TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSTATE OF ISRAEL BONDCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value200000BookValue
EOYFMV200000EOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryIRSCategory
Amount$209Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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