Form 990 for tax year 2022
Filed by EFFRESS-MILLER FAMILY FOUNDATION.
Totals
- Total revenue
- $24,556
- Total expenses
- $52,835
- Contributions and grants received
- $1,070
- Grants paid
- $44,500
- Program service revenue
- $0
- Investment income
- $23,486
- Other revenue
- $0
- Total assets, end of year
- $562,462
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $562,462
- Program services expenses (Part IX)
- $44,500
- Management and general expenses
- $8,335
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $44,500
Program services were 84.2% 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.
-
1f · All other contributions, gifts and grants
$1,070
-
3 · Investment income
total $10,926 · related or exempt $10,926
-
4 · Income from investment of tax-exempt bond proceeds
total $5,114 · related or exempt $5,114
-
7a · Gross sales of assets other than inventory
securities $75,509
-
7b · Less cost or other basis and sales expenses
securities $68,063
-
7c · Gain or loss
securities $7,446
-
7d · Net gain or loss
total $7,446 · related or exempt $7,446
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $44,500 · program services $44,500
-
11c · Fees: accounting
total $5,000 · management and general $5,000
-
11f · Fees: investment management
total $2,531 · management and general $2,531
-
11g · Fees: other
total $804 · management and general $804
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,519 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $48,116 · end of year $1,681
-
11 · Investments: publicly traded securities
beginning of year $167,085 · end of year $353,363
-
12 · Investments: other securities
beginning of year $372,021 · end of year $207,418
-
29 · Capital stock, trust principal or current funds
beginning of year $825,113 · end of year $825,113
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year -$234,372 · end of year -$262,651
Mission and programs · 2022
Mission
EFFRESS-MILLER FOUNDATION IS A GRANT MAKING ORGANIZATION DEDICATED TO THE OBJECTIVES AND PROGRAMS PROMOTED BY THE MINNEAPOLIS FEDERATION FOR JEWISH SERVICES.
Activities or mission (Part I)
A GRANT MAKING ORGANIZATION DEDICATED TO THE OBJECTIVES AND PROGRAMS PROMOTED BY THE MINNEAPOLIS FEDERATION FOR JEWISH SERVICES.
-
A SUPPORTING ORGANIZATION TO THE MINNEAPOLIS FEDERATION FOR JEWISH SERVICES
Expenses $44,500 · Grants $44,500
As filed on the 2022 return.
Listed in Part VII
-
JANE L EFFRESS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0
-
RICHARD EFFRESS
PRESIDENT/CEO
- Total calculated
- $0
- Hours/week
- 0
-
STUART NOLAN
TREASURER/CEO
- Total calculated
- $0
- Hours/week
- 0
-
RONALD ZAMANSKY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
THOMAS HOFFMAN
BENEF. DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
DEAN GREENBERG
BENEF. DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
JULIE A MILLER
DONOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 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
-
RELIGIOUS
-
RELIGIOUS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311739349301606
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