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JUDITH AND MICHAEL BERMANFOUNDATION: Form 990EZ, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
JUDITH AND MICHAEL BERMANFOUNDATION (EIN 26-0181739)
Tax period
2009-09-01 to 2010-08-31
Filed
2011-07-13
IRS object ID
201141949349200509
Schema version
2009v1.7
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)
Timestamp2011-07-13T10:57:30-05:00Timestamp
Tax Period End Date2010-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2009-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN260181739EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JUDITH AND MICHAEL BERMAN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJUDINameControl
Phone9525932600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line113100 WAYZATA BLVD No 200AddressLine1
CityMINNETONKACity
StateMNState
ZIP Code55305ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL BERMANName
TitlePRESIDENTTitle
Phone9525932600Phone
Date Signed2011-06-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6123764500Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Schedule B Not RequiredXScheduleBNotRequired
Web Siten/aWebSite
Organization501cXOrganization501c
Gross Receipts230224GrossReceipts
Investment Income13154InvestmentIncome
Gross Amount From Sale Of Assets217070GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses178676CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets38394GainOrLossFromSaleOfAssets
Total Revenue51548TotalRevenue
Grants And Similar Amounts Paid1369GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors6120FeesAndOthPymtToIndContractors
Total Expenses7489TotalExpenses
Excess Or Deficit For Year44059ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY575871NetAssetsOrFundBalancesBOY
Other Changes In Net Assets-1027OtherChangesInNetAssets
Net Assets Or Fund Balances EOY618903NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY3425BOY
EOY92EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY572446BOY
EOY618811EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY575871BOY
EOY618903EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY575871BOY
EOY618903EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeTO CARRY OUT THE PURPOSES OF THE MINNEAPOLIS JEWISH FEDERATION.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomACCEPTING CONTRIBUTIONS, INVESTING ITS ASSETS, AND MAKING GRANTS TO BENEFIT JEWISH CAUSES AND ORGANIZATIONS.DescriptionProgramServiceAccom
Grants And Allocations1369GrantsAndAllocations
Program Service Expenses1369ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses1369TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MICHAEL BERMAN
13100 WAYZATA BLVD 200MINNETONKAMN55305PRESIDENT2.50000
JUDITH BERMAN
13100 WAYZATA BLVD 200MINNETONKAMN55305TREASURER1.00000
SALLY FORBES FRIEDMAN
13100 WAYZATA BLVD 200MINNETONKAMN55305SECRETARY1.00000
JOSHUA FOGELSON
13100 WAYZATA BLVD 200MINNETONKAMN55305DIRECTOR1.00000
STEVE LEAR
13100 WAYZATA BLVD 200MINNETONKAMN55305DIRECTOR1.00000
IRIS TZAFRIR
13100 WAYZATA BLVD 200MINNETONKAMN55305DIRECTOR1.00000
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PAUL STEPHENSONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113100 WAYZATA BLVD 200AddressLine1
CityMINNETONKACity
StateMNState
ZIP Code55305ZIPCode
FieldValueIRS element (for citing)
Telephone Number9524172311TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1MPLS JEWISH FEDERATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN410693866EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$1,369Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts1369SumOfAmounts

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.Declaration

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