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← MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE

Form 990 for tax year 2022

Filed by MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE.

Totals

Total revenue
$2,254,076
Total expenses
$3,065,577
Contributions and grants received
$0
Grants paid
$2,722,588
Program service revenue
$0
Investment income
$2,252,239
Other revenue
$1,837
Total assets, end of year
$60,528,905
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$60,528,905
Program services expenses (Part IX)
$2,744,634
Management and general expenses
$320,943
Fundraising expenses
$0
Program service expenses (Part III)
$2,744,634

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,632,713 · excluded $1,632,713

  • 7a · Gross sales of assets other than inventory

    securities $9,725,113

  • 7b · Less cost or other basis and sales expenses

    securities $9,105,587

  • 7c · Gain or loss

    securities $619,526

  • 7d · Net gain or loss

    total $619,526 · excluded $619,526

  • 11d · All other revenue

    total $1,837 · unrelated business $741 · excluded $1,096

  • 11e · Other revenue, total

    $1,837

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,722,588 · program services $2,722,588

  • 5 · Compensation of officers, directors and key employees

    total $220,460 · program services $22,046 · management and general $198,414

  • 11c · Fees: accounting

    total $750 · management and general $750

  • 11f · Fees: investment management

    total $66,373 · management and general $66,373

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0

  • 24a · Other expenses: INSURANCE EXPENSE

    total $1,250 · management and general $1,250

  • 24b · Other expenses: FOREIGN TAX WITHHELD

    total $14,094 · management and general $14,094

  • 24c · Other expenses: ADR FEES

    total $3,163 · management and general $3,163

  • 24d · Other expenses: PARTNERSHIP EXPENSES

    total $36,899 · management and general $36,899

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,663,581 · end of year $1,417,109

  • 11 · Investments: publicly traded securities

    beginning of year $59,686,386 · end of year $59,111,796

  • 29 · Capital stock, trust principal or current funds

    beginning of year $61,349,967 · end of year $60,528,905

Mission and programs · 2022

Mission

MINNEAPOLIS JEWISH FEDERATION FOR CHARITABLE EDUCATIONAL AND RELIGIOUS PURPOSES AS DESIGNATED BY TRUSTEES OF THE TRUST

  • MINNEAPOLIS JEWISH FEDERATION

    Expenses $2,744,634 · Grants $2,722,588

As filed on the 2022 return.

Listed in Part VII

  • Amy Alpine

    TRUSTEE

    Total calculated
    $0

  • David B Orbuch

    TRUSTEE

    Total calculated
    $0

  • Us Bank N A

    TRUSTEE

    Total calculated
    $220,460
    From this org
    $220,460
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 October 2024
IRS schema version
2022v5.0
Source object
202442889349300129

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