Rebecca And Nathan Milikowsky Family Foundation, Nathan Milikowsky Ttee in Chestnut Hill, Massachusetts (MA)

Rebecca And Nathan Milikowsky Family Foundation, Nathan Milikowsky Ttee
Employer Identification Number (EIN)	266711434
Name of Organization	Rebecca And Nathan Milikowsky Family Foundation
Secondary Name	Nathan Milikowsky Ttee
Address	822 Boylston St Ste 106, Chestnut Hill, MA 02467-2527
Subsection	Charitable Organization
Ruling Date	03/2010
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$3,128,597
Amount of Income	$1,276,634
Form 990 Revenue Amount	$475,102
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

Non-representatives - add comments:

Amount of income in 2014: $1,276,634 (it was $470,105 in 2013)

Rebecca And Nathan Milikowsky Family Foundation, Nathan Milikowsky Ttee:	$1,276,634
Other organizations performing similar types of work:	$103,138

Assets in 2014: $3,128,597 (it was $3,084,909 in 2013)

Rebecca And Nathan Milikowsky Family Foundation, Nathan Milikowsky Ttee:	$3,128,597
Other organizations performing similar types of work:	$338,623

Expenses in 2014: $683,410

Rebecca And Nathan Milikowsky Family Foundation, Nathan Milikowsky Ttee:	$683,410
Other organizations performing similar types of work:	$46,867

Income to expenses ratio in 2014: 1.9

This organization:	1.9
Other organizations performing similar types of work:	1.1

Grants share in income in 2014: 101.5%

This organization:	101.5%
Other organizations performing similar types of work:	79.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$727,098	$38,997	$0
Contributions, gifts, grants, etc., received	$738,284
Interest on savings and temporary cash investments	$3,647
Dividends and interest from securities	$35,350
Gross rents	$0
Gross sales price for all assets	$499,353
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$683,410	$0	$0	$678,500
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$4,785
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$4,910	$0		$0
Contributions, gifts, grants paid	$678,500
Excess of revenue over expenses and disbursements	$43,688
Net investment income		$38,997
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$3,287,204	$2,746,569	$3,084,909	$2,334,658	$3,128,597	$2,600,432
Cash - non-interest-bearing	$953,666		$228,901		$406,246
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$1,891,789		$2,414,259		$2,280,602
Other assets	$0		$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$3,287,204		$3,084,909		$3,128,597

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$32,519	$17,155	$0
Net capital loss	$0	$0	$-50,183

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$742	$671	$390
Total credits and payments	$3,060	$2,318	$1,647
Current year estimated tax payments and previous year's overpayment credited to current year	$3,060	$2,318	$1,647
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due	$0	$0	$0
Overpayment	$2,318	$1,647	$1,257
Amount to be credited to next year's estimated tax	$2,318	$1,647	$1,257

	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?	No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?	No	No	No
Has the foundation filed a tax return on Form 990-T for this year?	No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?	Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?	No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?	No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?	Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041	No	No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?	No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?	No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?	No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?	No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?	No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?	No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?	No	No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,907,649	$2,705,006	$2,424,024
Net value of noncharitable-use assets	$2,864,034	$2,664,431	$2,387,664
Minimum investment return	$143,202	$133,222	$119,383

	2012	2013	2014
Distributable Amount
Distributable amount	$142,460	$132,551	$118,993

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$142,460	$132,551	$118,993
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$3,647
Dividends and interest from securities	$0	$35,350

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Yawkey Foundation Ii	990 Washington St Ste 315, Dedham, MA 02026-6719	MA	1983-04	$161,634,281
2	The Linda@hammett Ory & Andrew Ory Charitable Trust, Andrew Ory Ttee	PO BOX 6358, Lincoln, MA 01773-6358	MA	2013-10	$64,278,135
3	Melampy-Lawrence Charitable Trust	1024 Main St, Dunstable, MA 01827-1119	MA	2013-09	$44,752,336
4	Stifler Family Foundation, Stifler Lawrence T P Ttee	100 Codman Rd, Brookline, MA 02445-7555	MA	2004-02	$32,304,040
5	Casey & Family Foundation, Curtis W Marble Ttee	PO BOX 623, Harvard, MA 01451-0623	MA	2010-02	$22,639,176
6	Wagner Family Foundation	PO BOX 51400, Boston, MA 02205-1400	MA	2004-01	$19,009,860
7	Goldhirsh Yellin Foundation	Rinet 101 Federal St, Boston, MA 02110	MA	2010-08	$16,900,879
8	James M Rabb Charitable Trust	10 Possum Rd, Weston, MA 02493-2318	MA	2014-05	$10,561,076
9	Tbl Charitable Foundation	15 Charlesden Park, Newtonville, MA 02460-2207	MA	2006-02	$9,272,639
10	The Ashurst Foundation, Pozen Robert C Et Al Ttee	9 Arlington Street, Boston, MA 02116-3410	MA	2004-12	$7,907,374
11	Samantha Becky Mark Foundation	16 Boardman Ave, Manchester, MA 01944-1406	MA	2009-07	$7,019,237
12	Strategic Grant Partners Inc	240 Newbury St Ste 2, Boston, MA 02116-2580	MA	2003-04	$6,103,784
13	Hamilton Company Charitable Foundation	39 Brighton Ave, Allston, MA 02134-2301	MA	2014-03	$5,571,735
14	The Nooril-Iman Charitable Foundation Inc	1 Highwood Dr, Tewksbury, MA 01876-1155	MA	2001-04	$5,449,254
15	Nuance Foundation Inc	1 Wayside Rd, Burlington, MA 01803-4609	MA	2012-10	$5,324,983
16	Green Family Charitable Foundation	2251 Head Of The Bay, Harwich, MA 02645	MA	2012-05	$4,997,125
17	James H & Irene M Hunter Charitable Tr, Susan W Hunnewell Ttee	C/O Ridgeway Partners 10 Post, Boston, MA 02109	MA	2011-02	$4,925,434
18	The Robert F Higgins Foundation, Higgins Robert F Ttee	2 International Pl, Boston, MA 02110-4104	MA	2000-06	$4,716,423
19	The Robert And Michelle Cooke Atchinson Foundation, Atchinson Robert G Ttee	115 Commonwealth Ave Apt 2, Boston, MA 02116-2332	MA	1999-07	$4,251,138
20	The Owens Family Foundation	PO BOX 78, Norwell, MA 02061-0078	MA	2001-01	$3,729,564

Number of organizations performing similar types of work

Alaska	9
Alabama	199
Arkansas	82
Arizona	267
California	2,351
Colorado	400
Connecticut	391
District of Columbia	107
Delaware	405
Florida	1,490
Georgia	455
Hawaii	86
Iowa	147
Idaho	73
Illinois	1,069
Indiana	261
Kansas	152
Kentucky	147
Louisiana	127
Massachusetts	713
Maryland	422
Maine	67
Michigan	549
Minnesota	327
Missouri	308
Mississippi	56

Montana	59
North Carolina	649
North Dakota	15
Nebraska	126
New Hampshire	66
New Jersey	849
New Mexico	78
Nevada	194
New York	2,454
Ohio	628
Oklahoma	223
Oregon	179
Pennsylvania	935
Rhode Island	181
South Carolina	141
South Dakota	32
Tennessee	192
Texas	1,225
Utah	217
Virginia	452
Vermont	36
Washington	375
Wisconsin	334
West Virginia	49
Wyoming	61
International	38

Total

20,448

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