Return of Private Foundation
F..990-PF
OMB No 1545-0052
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Department of the Treasury
2010
The foundation may be able to use a copy of this return to satisfy state repo
, 2010, and ending
Fnr r_alondar year 2010_ or tax year beainnina
G Check all that apply'
,20
U Final return
Initial return of a former public charity
Address chap a
Initial return
H Amended return
Name change
A Employer Identification number
Name of foundation
23-2903172
THE NEW MILLENNIUM CHARITABLE FOUNDATION
Room/suite
Number and street (or P.O box number If mail is not delivered to street address)
B Telephone number ( see page 10 of the instructions)
(215)
P.0 BOX 1529
D
BOCA RATON,
FL 33429-1529
I
Is.
Foreign organ iz ations , check here
E
Accrual
Accountin g method
X Cash
-----------❑ Other (specify)
(Part 1, column (d) must be on cash basis)
Analysis of Revenue and Expenses (The
total of amounts in columns (b), (c), and (d)
may not necessarily equal the amounts in
column a (see pa g e 11 of the instructions))
(a) Revenue and
expenses per
books
Contributions
2
Check ^
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
262.
262.
6,442.
6,442.
-
Capital gain net income (from Part IV , line 2)
Net short-term capital gain
Income modifications
9
10 a Gross sales less returns
=
_c
219 ^
== ',
- =F
3
219 .
. . . . . . . .
• • •
^
_ -_
- - - -
--
-. ' -. -
,
(d) Disbursements
for chartable
purposes
( cash basis only)
';AT CH, 1
- ATCI-1` 2'- • - = z
-.
G a Net gain or (loss) from sale of assets not on line 10
b Gross sales pace for all
3,400.
assets on l ine 6 a
8
^ ❑
.•
b Net rental income or (loss)
7
.
If the foundat ion is ina60 - month termination
under section 507(b)( 1)(B), check here
r-s
- --
0
fls , grants , etc, , received ( attach schedule)
the foundation is not required to
d
a tt ac h S ch B
1
under section 507 (b)(1)(A), shed, here
F
(c) Adjusted net
income
(b) Net investment
income
^
If p rivate foundatron status was terminated
S a Gross rents . . . . . . . . . . . . . . . . .
y
^
omtest, check hero and sited
c on,putawn
^X
F a i r mar k e t va l ue o f a ll asse t s a t en d
of year (from Part ll, col (c), line
1,106,809.
16) ^ $
at
,
2. Foreign organizations meebng the
Section 501 ( c 3 exem P t private foundation
Other taxable p rivate foundation
Section 4947 ( a )( 1 ) nonexem p t chartable trust
a of organizationH Check type
I
990-4244
C tIf epu^eaapplication is
City or town, state, and ZIP code
-
-
-
• • • •
and allowances
a
b Less Cost of goods sold ,
c Gross profit or (loss) (attach schedule) . . .
11
Other income (attach schedule)
12
Total. Add lines 1 throu g h 11
13
Compensation of officers , directors, trustees, etc.
14
Other employee salaries and wages
15
Pension plans , -employee benefits
'
6,923.
6,923.
0
. . . .
, , . , ,
16 a Legal fees! (attach schedule)'_ ;
w- ,
b Accounting fees (attach schedule) AT C 3
a
X
W
I
'
V;
c Other profes onal fees (attach schedule)
Interest .
18
Taxes ( attach schule ) ( see page 14 of the instructions),
19
Deprectatton (attach•schedule) and depletion'
20
Occupancy
21
-
'
,
Punting and publications
23
, . . . . . . . .
Other expenses (attach schedule) ATCH. 9
24
Total operating and administrative expenses.
,0 22
Add lines 13 through 23
a
0
0
^t
^J .. A!1G . ^.
17
, ._.-,;
Travel , conferences , and meetings , . .
0.
0.
8,700.
r
Contributions , gifts , grants paid
26
Total expenses and disbursements . Add lines 24 and 25
Subtract line 26 from line 12
27
a
Excess of revenue owr expenses and disbursements
10.
8,710.
, , . . . , , .
25
10.
10
53,500. "_- - 62,210.
-
SM7617 1301
_
10.
0 .
0
0.
53, 500
53, 500
--__
-55 r 287.
--
_- - u
b Net Investment Income (if negative, enter -0-) = - c Adjusted net Income d neg ative, enter -0-).
For Paperwork Reduction Act Notice, see page 30 of the Instructions.
0E14101000
__
V 10-7.2
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- _
_
6, 913.
JSA
732532
_
-- _
__
_ _
=
- -
u
Form yyu - rr (Zulu)
PAGE 1
1G1
23-2903172
Form 990-PF (2010)
Attached schedules and amounts In the
descri p ti o n column s hould b e f o r e n d -o f-year
amounts only (See instructions )
®
B a l ance Sh ee t s
(a) Book Value
End of year
(b) Book Value
226, 116.
829, 988.
1
2
Cash - non-interest-bearing . . ..... .. .......
Savings and temporary cash investments .........
3
Accounts receivable ^ -----------------------
4
Pledges receivable No.
5
Grants receivable
6
Receivables due from officers, directors , trustees , and other
Paae2
Beginning of year
(c) Fair Market Value
3, 906.
418, 703.
3, 906
463, 219.
578,208.
639,684,
Less- allowance for doubtful accounts ^
----------------------Less allowance for doubtful accounts ^ _ _ _ _ _ _ _ _ _ _ _ _ _
, , , , , , , , , , , ,
, , , ,
disqualified persons (attach schedule) (see page 15 of the Instructions)
7
Other notes and loans receivable (attach schedule)
Less allowance for doubtful accounts
^
__ ___
__
8
Inventories for sale or use
_
9
Prepaid expenses and deferred charges . . . . . . . . . . ,
Q 10 a Investments - U S and state government obligations (attach schedule) •
b Investments - corporate stock (attach schedule) ATCR 5..
c Investments - corporate bonds (attach schedule) . . . . . . . .
11
12
13
14
Investments - land. buildings.
and equipment basis
Less accumulated depreciation
(attach schedule )
Investments - mortgage loans
^
-'
^ -----------------------------------
Investments - other (attach schedule) , , , , , ,
,
Land, buildings , and
,;.
equipment basis
^ -- -------------Less. accumulated deprecation III,,
(attach schedule)
--------------------
15
Otherassets(descnbe
16
Total
assets
(to
_
. . . . . . . . . . . . . . . .
=
= ; ..,
,.
_
w _
:: ,'
__ ^' : ;`. ,
^ -------------------- )
be
completed
by
all
filers
- see the
instructions Also, see page 1, item 1)
17
Accounts payable and accrued expenses
18
Grants payable
1, 056, 104.
1, 000, 817.
1, 106, 809.
=4-.
,,,,,,,,,,,,,,,,,,,,,,,
19
Deferred revenue
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
22
Other liabilities (describe
23
Total liabilities (add lines 17 through 22)
, , , , , , , , , , , , , , , , , , , , ,
''
?F
=
^ - - -- - - - -- -------- --
0.
Foundations that follow SFAS 117, check here
^
and complete lines 24 through 26 and lines 30 and 31.
aa) 24
25
m 26
LL
0 27
Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . .
Temporarily restricted
, , , , . . . . . . . ,
Permanently restricted , , , , , , , , , , , , , , , , , , , ,
Foundations that do not follow SFAS 117,
check here and complete lines 27 through 31.
10.
Capital stock, trust principal, or current funds
4 28
Paid-in or capital surplus, or land , bldg ,and equipment fund
U0 29
Retained earnings, accumulated income , endowment , or other funds
30
Total net assets or fund balances (see page 17 of the
31
Total liabilities and net assets/fund balances (see page 17
Z
instructions) . . . . . .................
of the instructions)
1,056,104.
1,000,817.
1, 056, 104.
1,000, 817.
1, 056, 104.
1, 000, 817.
- - - "
- '_- _
- _
UMM Analysis of Chan g es in Net Assets or Fund Balances
I Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior years return) , , , , , , , , , , , , , , , , , , , , , , , , ,
2 Enter amount from Part 1, line 27a
3 Other increases not included in line 2 (itemize) ^
--- - --- -- -------------------- -------• • .. • • ... , • . • • • . • • • • . • • • .... .
4 Add lines 1, 2, and 3
_
_
_ _ _ ___
5 Decreases not included in line 2 (itemize ) ^
6 Total net assets or fund balances at end of year (line 4 minus line 5 ) - Part II column (b ), line 30
1
2
1, 056, 104 .
-55,287.
3
4
5
1, 000, 817.
6
1,000,817.
Form 990-PF (2010)
JSA
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PAGE 2
Form 990.PF (2010)
23-2903172
Page 3
Capital Gains and Losses for Tax on Investment Income
(b) How
re
acquired
D;°
P P"
()
a List and describe the kinds
() of property sold ( a g., real estate ,
2-sto ry buck warehouse, or common stock , 200 shs MLC Co )
to
b
(c) Date
acquired
(mo, day , yr)
jd) Date sold
lino day, yr )
SEE PART IV SCHEDULE
c
d
e
(e) Gross sales price
(1) Depreciation allowed
(or allowable)
(9) Cost or other basis
plus expense of sale
( h) Gain or (loss)
( e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(I) F M V as of 12/31/69
U ) Adjusted basis
as of 12/31/69
(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses ( from col (h))
(k) Excess of cot (i)
over col Q), if any
a
b
c
d
e
If gain, also enter in Part I, line 7
} 2
{
If (loss), enter -0- in Part I , line 7
3 Net short-term capital gain or (loss) as defined in sections 1222( 5) and (6)
If gain, also enter in Part I , line 8, column ( c) (see pages 13 and 17 of the instructions)
If loss), enter -0- in Part I, line 8 . .................................
3
Qualification Under Section 4940 (e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
2 Capital gain net income or ( net capital loss)
219.
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
❑ Yes Q No
If "Yes ," the foundation does not qualify under section 4940 (e). Do not complete this part.
I Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries
Base penod years
Calendar year (or tax year beginnmg in)
2009
2008
2007
2006
2005
Adjusted q uali ^( n)9 distributions
Disinbution ratio
(col (b) divided by col (c))
Net value of nonchantable use assets
1,067,954.
1,121,686.
1,142,285.
1,180,310.
1,182,081.
60,000.
61,257.
62,409.
62,131.
64,057.
0.056182
0.054612
0.054635
0.052640
0.054190
Total of line 1 , column (d)
Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the
....... ..
number of years the foundation has been in existence if less than 5 years
2
0.272259
3
0.054452
4
Enter the net value of nonchantable-use assets for 2010 from Part X, line 5
4
1,065,235.
5
Multiply line 4 by line 3
5
58,004.
6
Enter 1% of net investment income ( 1% of Part I, line 27b)
6
69.
7
Add lines 5 and 6
7
58, 073 .
2
3
. ............. . . ... . . . . . . . . . . . . . . . . ...
... , , ,
, . , .....
. . . . ....... . .... . ...... . .. . . . . . .... .
53,500.
8
Enter qualifying distributions from Part XII, line 4
If line 8 is eaual to or greater than line 7 . check the box in Part VI . line 1b . and comDlete that D art usina a 1% tax rate . See the
Part VI instructions on page 18
JSA
Form 990-PF (2oto)
8
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PAGE
Page 4
23-2903172
990-PF (2010)
instructions)
or
4948
see
page
18
of
the
4940
4940
(e),
4940
(a),
(
b),
Income
(
Section
IUMM Excise Tax Based on Investment
1a
Exempt operating foundations described in section 4940(d)(2), check here
Date of ruling or determination letter
b Domestic foundations
that
and enter "N/A" on tine I
^
- ------ ----- (attach copy of ruling letter If necessary - see Instructions )
meet the section 4940(e)
here 10- ❑ and enter 1% of Part I, line 27b
c All other domestic foundations enter 2% of line 27b
Part I, line 12, col (b)
requirements in Part V, check
-
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
4
enter
-0.
If
zero
or
less,
line
4
line
3
Subtract
from
Investment
on
Income
.
Tax
based
5
. . . . . . . . . . . .
Credits/Payments
6
391.
6a
a 2010 estimated tax payments and 2009 overpayment credited to 2010
0.
6b
b Exempt foreign organizations-tax withheld at source
0.
6c
c Tax paid with application for extension of time to file (Form 8868)
d Backup withholding erroneously withheld
. . . . . . . . . . . . . . . . .
Total credits and payments Add lines 6a through 6d . . . . .
Enter any penalty for underpayment of estimated tax Check here
7
8
6d
69.
3
4
0.
69.
5
-
w _ ._...
>_
❑ if Form 2220 is attached
. . . . . . .
. . . . . . . . . . . . . .
^
8
9
^
10
, , , ,
322.
Refunded
391.
7
. . . . . . . . . . . . . . . . . . .
Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed
Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be Credited to 2011 estimated tax ^
9
10
11
-
2
.
Add lines 1 and 2
3
- -
Exempt foreign organizations enter 4% of
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
2
69 .
1
322.
11
MMY" Statements Reg ardin g Activities
1a
Yes
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?
b Did it spend more than $ 100 during the year ( either directly or indirectly) for political purposes ( see page 19
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
of the instructions for definition )?
lb,
1a
or
attach a detailed description of the activities and copies of any materials
'Yes'
answer
is
to
If the
c
d
published or distributed by the foundation in connection with the activities
Did the foundation file Form 1120 -POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
1a
X
1b
X
11c
X
2
1=
X
Enter the amount ( if any ) of tax on political expenditures ( section 4955 ) imposed during the year
( 2) On foundation managers ^ $
^$
(1) On the foundation
e
Enter the reimbursement (if any ) paid by the foundation during the year for political expenditure tax imposed
^ $
Has the foundation engaged in any activities that have not previously been reported to the IRS?
If "Yes," attach a detailed description of the activities
on foundation managers
2
3
, , , , , , , , , , , , , ,
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 ? If 'Yes," attach a conformed copy of the changes . . . . . . . . . . .
. . . . . . . . . . . . . . . .
4a Did the foundation have unrelated business gross income of $1 , 000 or more during the year?
. . . . . . . . . . . . . . . .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
for
this
year?
.
.
Form
990-T
tax
return
on
filed
a
If
"Yes
,
"
has
it
to
. . . . . . . . . . . . . . . . .
Was there a li q uidation , termination , dissolution , or substantial contraction during the year?
5
6
3
X
4a
4b
X
5
X
6
X
If "Yes,"attach the statement required by General Instruction T
Are the requirements of section 508 ( e) (relating to sections 4941 through 4945 ) satisfied either
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
7
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
conflict with the state law remain in the governing instrument?
Did the foundation have at least $5 , 000 in assets at any time during the year? If 'Yes,' complete Part 11, col (c), and Part XV
8a
Enter the states to which
instructions ) ^
the foundation
reports or with
which
it
is registered
( see page
19
7
X
86
_
X
of the
--------------------------------------
b If the answer is "Yes" to line 7 , has the foundation furnished a copy of Form 990-PF to the Attorney General
(or designate ) of each state as required by General Instruction G'If "No , " attach explanation . . . . . . . . . . . . . . . . .
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942 )( 3) or
for calendar year 2010 or the taxable year beginning in 2010 ( see instructions for Part XIV on page
27)? If "Yes , " complete PartXIV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4942 (1)(5)
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their
names and addresses
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X
9
10
X
Form 990-PF (2010)
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Page5
23-2903172
orm 990-PF (2010)
TWITIFT Statements Re g ardin g Activities (continued)
12
At any time during the year , did the foundation , directly or indirectly , own a controlled entity within the
. . . . . . . . . . . . . . . . . .
meaning of section 512 ( b)(13)? If "Yes," attach schedule ( see page 20 of the instructions )
before
contract
applicable
insurance
Did the foundation acquire a direct or indirect interest in any
13
August 17 , 2008? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . .
Did the foundation comply with the public inspection requirements for its annual returns and exemption application ?
11
11
X
12
X
13
X
po^_----N/A-------------------- ------------------------------------- -----------215-990-4 24 9
p
The books qre in care of ^ PAUL ROSENBERG --------------------- Tele hone no ^ ----------------------p. 33432--- - - - - -----ZIP+4
RATON,
FL
Located at
--------------------- ------------ Section 4947 ( a)(1) nonexempt chantable trusts filing Form 990- PF in lieu of Form 1041 - Check here . . . . . . . . . . • • • • • • • • ^
. . . . . . . . . . . . . . . . . . ^ 15
and enter the amount of tax-exempt interest received or accrued during the year
Yes No
At any time during calendar year 2010 , did the foundation have an interest in or a signature or other authority
X
16
over a bank , securities , or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . .
If
"Yes,"
enter
_,
TD
F
for
Form
90-22
1
See page 20 of the instructions for exceptions and filing requirements
Websiteaddress
14
15
16
the name of the forei g n coun try ^
Statements Regardin g Activities for Which Form 4720 May Be Re q uired
I Yes
Fil e F orm 4720 if an y item is checked In the "Yes" column , unless an exception applies.
1 a During the year did the foundation ( either directly or indirectly)
(1) Engage in the sale or exchange , or leasing of property with a disqualified person? . . . . . . . .
(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a
No
No
Yes
X
X
Yes
X
No
disqualified person? . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .
. . . . . . .
(3) Furnish goods , services, or facilities to (or accept them from ) a disqualified person?
.
. . . . . . .
disqualified
person?
of,
expenses
a
reimburse
the
(4) Pay compensation to, or pay or
available
for
of
either
make
any
person
(or
disqualified
or
assets
to
a
income
(5) Transfer any
Yes
the benefit or use of a disqualified person )? . . . . . . . . .. . . . . . . '°. . . . . . . . . . .
(6) Agree to pay money or property to a government official? ( Exception . Check " No" if the
foundation agreed to make a grant to or to employ the official for a penod after
termination of government service , if terminating within 90 days ) . . . . . . . . . . . . . . . .
❑ Yes
❑ No
❑ Yes
No
b If any answer is "Yes" to ta(1 )-(6), did any of the acts fail to qualify under the
section 5 3 4941 ( d )- 3 or in a cur rent notice re g ardin g disaster assistance (see page 22
Organizations relying on a current notice regarding disaster assistance check here . .
c Did the foundation engage in a prior year in any of the acts described in
2
❑ Yes
=
:f
1b
. . . . . . . . . . . . ^
la, other than excepted acts , that
were not correc t e d b e f ore th e first da y of the tax y ear be g innin g in 2010? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private
operating foundation defined in section 4942 (1)(3) or 4942(j)(5))
1c
X
- -
. `
❑ Yes
O No
If "Yes"list the years
b Are there any years listed in 2a 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? ( If applying section 4942 ( a)(2) to
all years listed , answer " N o " an d a tt ac h statement - see p a g e 22 of the instructions) . . . . . . . . . . . . . . . . . . . . . .
c If the provisions of section 4942 ( a)(2) are being applied to
; . '..
..
No
exceptions described in Regulations
. . . .. . . . . .
of the instructions ) ?
a At the end of tax year 2010 , did the foundation have any undistributed income ( lines 6d and
6e, Part XIII ) for tax year ( s) beginning before 2010? . . . . . . . . . . . . . . . . . . . . . . . . .
No
2b
any of the years listed in 2a, list the years here
- - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise
No
❑ Yes
at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If "Yes ," did it have excess business holdings in 2010 as a result of ( 1) any purchase by the foundation or
persons after May 26 , 1969, (2 ) the lapse of the 5-year penod ( or longer penod approved by the
Commissioner under section 4943 (c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of
to determine if the
the 10-, 15-, or 20 -year first phase holding period ? (Use Schedule C, Form 4720,
disqualified
foundation ha d excess b us iness h o ldin g s in 2010 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . .
4a Did the f oun d ation inves t d uring the y ear an y amount in a manner that would j eopardize its charitable purposes ?
b Did the foundation make any investment in a pnor year (but after December 31, 1969 ) that could j eopardize its
charitable ouroose that had not been removed from eo aril before the first da y of the tax year be g innin g in 2010? .
3b
4a
X
4b
X
X
Form 990-PF (2010)
JSA
0E14501 000
SM7617 1301
V 10-7.2
732532
PAGE 5
onn 990-PF (2010)
23-2903172
UNURM Statements Regarding Activities for Which Form 4720 Ma y Be Re q uired (continued)
5a
During the year did the foundation pay or incur any amount to
(1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945(e))?
Page 6
❑ Yes
II No
Yes
X No
. Yes
LX No
❑ Yes
No
❑ Yes
a No
(2) Influence the outcome of any specific public election ( see section 4955 ), or to carry on,
-
directly or indirectly , any voter registration drive?
(3) Provide a grant to an individual for travel, study , or other similar purposes ? , , , , , , , , , , , ,
(4) Provide a grant to an organization other than a chartable, etc , organization described in
-
section 509 (a)(1), (2), or ( 3), or section 4940 (d)(2)? (see page 22 of the instructions )
, -_--
,
(5) Provide for any purpose other than religious , charitable , scientific , literary , or educational
purposes , or for the prevention of cruelty to children or animals?
b
, , , , , , , , , , , , , , , , ,
If any answer is "Yes" to 5a ( 1)-(5), 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 (see page 22 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
c
. . .
X
5b
, , , , , , , , , , , , , , , ^ UX
-
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax
because it maintained expenditure responsibility for the grant ?
, , , , , , , , , , , , , , , , , , ,
❑ Yes
❑ No
If "Yes,' attach the statement required by Regulations section 53 4945-5(d)
_
6 a Did the foundation , during the year , receive any funds, directly or indirectly , to pay premiums
=
on a personal benefit contract ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did the foundation , during the year, pay premiums , directly or indirectly , on a personal benefit contract?
❑ Yes
I
I No
, , , , , , , , , ,
X
6b
If "Yes" to 6b, file Form 8870
7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction ?
❑ Yes
a No
, 7b
b If "Yes ," did the foundation receive any proceeds or have any net income attributable to the transaction?
SMM Information About Officers, Directors , Trustees, Foundation Managers, Highly Paid Employees,
=
and Contractors
T
List an officers, afrectors, trustees, tounaation mana gets ana tnefr coin ensauon (see
(c) Compensation
(b) Title, and average
a Name and address
()
I F not paid , enter
hours per week
-0-)
devoted to position
------------------------------------ATTACHMENT 6
a e LL of the mstructlons .
(d) contnbutrona to
(e) Expense account,
employee benefit plans
other allowances
and deferred oom ensaoon
0.
0.
0
------------------------------------------------------------------------------------------------------------2
compensation of five highest-paid employees (other than those included on line 7 - see page 23 of the instructions).
If none. enter "NONE"
(a) Name and address of each employee paid more than $50,000
b Title , and avers a
( )
per week 9
devoted
position
Po
( c) Compensation
(d) Contributions to
employee benefit
plans and deferred
comp ensation
( a) Expense account,
other allowances
NONE
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Total number of other employees paid over $50,000
.^
Form 990-PF (2010)
JSA
OE 1460 1 000
SM7617 1301
V 10-7.2
732532
PAGE 6
Form 990-PF (2010)
23-2903172
Information About Officers , Directors , Trustees , Foundation Managers , Highly Paid Employees,
Page 7
and Contractors (continued)
Five nt nest- ata inae p enaent contractors Tor
s
rotesslonai services
see p a ^ e 2a of the instructions ) . IT none , enter ° NUNt. "
(a) Name and address of each person paid more than $50 , 000
(b ) Type of service
(c) Compensation
NONE
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
--------------------------------------------------------. ^
Total number of others receivin g over $50,000 for p rofessional services
NONE
Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of
organizations and other beneficiaries served, conferences convened, research papers produced, etc
1
I
Expenses
N/A
-----------------------------------------------------------------------------------------------------------------------------------------------------
----- --- ----- -- ---- - - -- - --
-- -- -- - -- - --- -- -- -- - - -- - - -- - - - - - -- - - ---------------------- ------------- ----- - - -- -- - - - - - - - -- - - -- - - - - --- -- - --- - - ------- ------------------ --------------
4
-----------------------------------------------------------------------------------------------------------------------------------------------------
Summa
of Pro g ram-Related Investments ( see pag e 24 of the instructions)
Amount
Describe the two largest program- related investments made by the foundation during the tax year on lines 1 and 2
I
NONE
-----------------------------------------------------------------------------------------------------------------------------------------------------
2
-----------------------------------------------------------------------------------------------------------------------------------------------------
All other program-related investments See page 24 of the instructions
3
NONE
-----------------------------------------------------------------------------------------------------------------------------------------------------
Total. Add lines 1 throu g h 3
^
Form 990-PF (2010)
JSA
OE1465 1 000
SM7617 1301
V 10-7.2
732532
PAGE 7
Form 990-PF (2010)
23-2903172
Page 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)
Fair market value of assets not used (or held for use) directly in carrying out chantable, etc ,
I
purposes:
2
3
4
5
6
I
2a
b
c
3
4
5
6
7
Average monthly fair market value of securities ,,, , , , , , , , , , , , , , , , , , , , , , , , , , , , , Ia
lb
Average of monthly cash balances , , , ,
, , , , , , , , , , , , , , , , , , , , , , ,
Ic
Fair market value of all other assets (see page 25 of the instructions) , , , , , , , , , , , , , , , ,
Id
Total (add lines 1 a, b, and c) ,
, , , ,
, , , , , , , , , , , , , , , , , ,
Reduction claimed for blockage or other factors reported on lines 1 a and
le
.
......
1c (attach detailed explanation )
2
Acquisition indebtedness applicable to line 1 assets
3
Subtract line 2 from line ld
.
.
... ..... ....
...............
.ater .amount, see page 25 of
Cash deemed held for chantable activities. Enter 1 1/2 % of line 3 (for gre.
4
the instructions)
5
Net value of noncharitable -use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4
6
Minimum investment return . Enter 5% of line 5
Distributable Amount (see page 25 of the instructions ) ( Section 49420 )( 3) and (I)(5) private operating
foundations and certain foreign organizations check here ^ [] and do not complete this part.)
.
a
b
c
d
e
........... ..
1
Minimum investment return from Part X, line 6 ........... ..
69. .' .,,
2a
Tax on investment income for 2010 from Part VI, line 5
2b
Income tax for 2010 (This does not include the tax from Part VI)
2c
Add lines 2a and 2b ...
..............
.
....
3
Distributable amount before adjustments Subtract line 2c from line 1
4
, , , , , ,,, , , ,, ,, , , , ,,, , ,
Recoveries of amounts treated as qualifying distributions
5
Add lines 3 and 4 .....
.
..
........
.
6
Deduction from distributable amount (see page 25 of the instructions)
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
.....................................
..
1 7
1,081,457.
0.
1, 081, 457.
0.
1,081,457.
16,222.
1,065,235.
53,262.
53,262.
69.
53,193.
53,193.
53,193.
Qualifying Distributions (see page 25 of the instructions)
1
a
b
2
3
a
b
Amounts paid (including administrative expenses) to accomplish chantable, etc , purposes
Expenses , contributions, gifts, etc - total from Part I, column (d), line 26 , , , , , , , , , , , , ,
Program-related investments - total from Part IX-B
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable,
purposes
Amounts set aside for specific charitable projects that satisfy the
,,,, , , , , , , , , , , , , , , , , , , , ,
Suitability test (prior IRS approval required)
, , , , , , , , , , , , , , , , , , , , , , ,
Cash distribution test (attach the required schedule)
, , , , .Ia
1b
etc.,
2
, ,
,
0.
0.
0.
4
Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 4
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.
5
69.
, , , , , , , , , , , , , , , ,,, , ,
Enter 1% of Part I, line 27b (see page 26 of the instructions)
6
53,431.
Adjusted qualifying distributions . Subtract line 5 from line 4 , , , , , , , , , , , , , , , , , , , ,
Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation
qualifies for the section 4940(e) reduction of tax in those years
6
, , ,
3a
3b
53, 500 .
0.
4
53,500.
Form 990-PF (2010)
JSA
OE1470 1 000
SM7617 1301
V 10-7.2
732532
PAGE 8
Page9
23-2903172
Form 990-PF
Income (see page
1
Distributable
amount for 2010
(a)
Corpus
Part XI,
from
(b)
Years prior to 2009
(d)
2010
(c)
2009
53, 193.
line 7 ....................
Undistributed income , if any , as of the end of 2010
2
Enter amount for 2009 only
a
b Total for prior years 20
07
0 8 .20
.
.20 06
Excess distributions carryover , if any, to 2010
5, 839.
From 2005
3
a
b From 2006
4,853.
From 2007
6,477.
d From 2008
5, 659.
c
e From 2009
{'r
_
-
6, 639.
......
Total of lines 3a through e
If
_
:.
....
;_
_
_
29,467 .
• , , , , , • , • • •
Qualifying distributions for 2010 from Part XII ,
4
line4
^ $
a Applied to 2009 , but not more than line 2a
b
_
53,500.
;.
• ,
Applied to undistributed income of prior years (Election
required - see page 26 of the Instructions ) . . . . .
_
c Treated as distributions out of corpus (Election
required - see page 26 of the instructions) , .
d Applied to 2010 distributable amount
e
5
3 07 •
-
= : `I -- - -
=-
7
-•-
-
_
-
_
9
instructions ) ................ .
Excess distributions carryover to 2011 .
10
Analysts of line 9
_
. "
'
i.
V
. il
- --_
=;
-
T' _
--
- _
n
' 5,839 .
-
-
-
23,935.
Subtract lines 7 and 8 from line 6a
Excess from 2006
;}-
--
Excess distributions carryover from 2005 not
applied on line 5 or line 7 ( see page 27 of the
a
=
_
-
instructions)
8
_
-
Taxable
Subtract line 6c from line 6b
amount - see page 27 of the instructions
e Undistributed income for 2009 Subtract line
4a from line 2a Taxable amount - see page
27 of the instructions
. . . . . . . . . . . .
Undistributed income for 2010 Subtract lines
4d and 5 from line 1 This amount must be
distributed in 2011
Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b )( 1)(F) or 4942 ( g)(3) (see page 27 of the
AF
_
d
f
=
29, 774 •
a Corpus Add lines 3f , 4c , and 4e Subtract line 5
Subtract
income
b Prior years' undistributed
line 4b from line 2b
c Enter the amount of prior years' undistributed _.
income for which a notice of deficiency has been
issued , or on which the section 4942 ( a) tax has
been previously assessed . . . . . . . . . . .
=,•
53,193.
r
`
, , ,
Remaining amount distributed out of corpus
Excess distributions carryover applied to 2010
(If an amount appears in column (d), the same
amount must be shown in column (a))
Enter the net total of each column as
indicated below
6
:,
4,853.
b Excess from 2007
6,477.
c
Excess from 2008 . .
5,659.
d Excess from 2009 . , .
e Excess from 2010 . . .
6,639.
307.
- _
_•
_ _ _ ---
=_ _ - "-
. _-- - --_
- _-_
Form 990-PF (2010)
JSA
OE1480 1000
SM7617 1301
V 10-7.2
732532
PAGE 9
Form 990-PF (2010)
23-290317 2
Page 10
UT&WA Private O peratin g Foundations see p a g e 27 of the instructions and Part VII-A, question 9)
I a If the foundation has received a ruling or determination letter that it is a private operating
foundation , and the ruling is effective for 2010, enter the date of the ruling
b
2a
. . . . . . . .
. ,
^
Check box to indicate whether the foundation is a private operating foundation described in section
Enter the lesser of the adjusted net income from Part
or the minimum Investment
return from Part X for each
year listed . . .
.
b
85% of line 2a
C
Qualifying distributions from Part
d
Amounts included in line 2c not
used directly for active conduct
49420)(3) or
49420)(5)
Prior 3 years
Tax year
( a) 2010
NOT APPLICABLE
(e) Total
(b) 2009
(c) 2008
( d) 2007
, . . . .
XII, line 4 for each year fisted
of exempt activities .
e
.
.
.
.
Ouahfymg distributions
made
directly for active conduct of
exempt activities Subtract line
2d from line 2c , . , ,
3
Complete 3a, b, or c for the
alternative test relied upon
a
'Assets' alternative test - enter
b
Value of alt assets .
Value of assets qualifying
under section
4942(I)(3)(B)(i) . . .
-Endowment
altemative test(1)
(2)
enter 213
of minimum
invest-
ment return shown in Part X.
line 6 for each year listed
C
.
.
'Supportalternative test - enter
(1)
Total support other than
gross investment income
(interest dividends, rents,
payments
on
securities
bans ( section 512(a)(5)),
or royalties)
(2)
from
general
support
public and 5 or more
exempt organizations as
provided in section 4942
(I)(3)(B)(,u) . . . . . .
(3)
Largest amount
from
an
port
organization
of supexempt
(4) Gross investment income
Supplementary Information (Complete this part only if the foundation had $5,000
at any time during the year - see page 28 of the instructions.)
1
a
or more in assets
Information Regarding Foundation Managers:
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) )
N/A
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
N/A
Information Regarding Contribution , Grant, Gift, Loan, Scholarship, etc., Programs:
2
Check here ^ ❑ if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds If the foundation makes gifts , grants , etc. (see page 28 of the instructions) to individuals or
organizations under other conditions, complete items 2a, b, c, and d
The name, address, and telephone number of the person to whom applications should be addressed
N/A
b The form in which applications should be submitted and information and materials they should include
a
N/A
c Any submission deadlines.
N/A
d Any restrictions
factors-
or limitations
on awards , such as by geographical areas, charitable fields , kinds of institutions,
or other
N/A
' 17000
OE1490
Form 990-PF (2010)
SM7617 1301
V 10-7.2
732532
PAGE 10
Form 9so-PF (201 o)
OrmM. Supplementary Information (continued)
3
23-290317 2
Page 11
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)
a Paid during the year
ATTACHMENT
If recipient is an individual ,
chow any relationship to
any foundation manager
or substantial contributor
Foundation
s t at
of
recipient
u
Purpose of grant or
Contnbubon
Am ou nt
7
Total ................................................ ^ 3a
b Approved for future payment
53,500.
3b I
Total
Form 990-PF (2oio)
JSA
001491 1 000
SM7617 1301
V 10-7.2
732532
PAGE 11
Form 990-PF (2010)
23-290317 2
Unrela ted business income
Enter gross amounts unless otherwise indicated
(a)
Bvs ne s toes
1 Program service revenue
Excluded by section 512 , 513 , or 514
(C)
(d )
E.wswn code
Amount
(b)
Amount
Page 12
e
R e l a t e d of exempt
(function income
of
thse instructions
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
, , , ,
14
3 Interest on savings and temporary cash investments '
262.
4 Dividends and interest from securities
,•r
5 Net rental income or (loss) from real estate
. '
a
Debt-financed property . . . . . . . . ,
b
Not debt-financed property , , , , , , ,
t
6 Net rental income or (loss) from personal property
7 Other investment income
18
8 Gain or (loss) from sales of assets other than inventory
9 Net income or (loss) from special events
219.
, ,
10 Gross profit or (loss) from sales of inventory
11 Other revenue a
b
c
d
e
12 Subtotal Add columns ( b), (d), and ( e)
, , ,
4 81 .
_
13 Total . Add line 12 , columns (b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
(See worksheet in line 13 instructions on page 29 to vent' calcula tions )
481.
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the
accomplishment of the foundation 's exempt purposes (other than by providing funds for such purposes ). ( See page 29 of the
instructions.)
NOT APPLICABLE
1
Form 990-PF (2010)
JSA
0E1492 1 000
SM7617 1301
V 10-7.2
732532
PAGE 12
Form 990-PF (2010)
23-2903172
Page 13
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
Did the
organization
in section
501(c)
directly
engage in any of the following
or indirectly
of the Code (other than
section 501(c)(3)
organizations)
with
any other organization
or in section
527,
relating
described
Yes
No
to political
organizations?
a
=
Transfers from the reporting foundation to a nonchantable exempt organization of
_
(1) Cash ........................................ .................
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Other transactions
(1) Sales of assets to a nonchantable exempt organization
. . . . . . .. . . . . . . . . . . . . . . . . . . . . .
(2) Purchases of assets from a nonchantable exempt organization
(3) Rental of facilities, equipment, or other assets
. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . .
(4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(5) Loans or loan guarantees
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(6) Performance of services or membership or fundraising solicitations
c
answer to
value of the
Is the
2a
any of the
goods,
foundation
other
directly
above
is "Yes," complete
assets, or services given
or indirectly
affiliated
the
by the
with,
or
X
lb ( i )
X
1b ( 2 )
X
1 b ( 3)
X
1b (4)
X
1b ( S )
. . . . . . . . . . . . . . . . . . . . . . . . .
following
reporting
related
to ,
schedule
Column
foundation
If the
one
or
more
(b) should
foundation
tax-exempt
always
X
X
1c
show
the
received less than
X
fair
market
fair market
organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 , , , , , , , , , , , , , , , , , , ,
h
X
la(2)
.. . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 6
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
d If the
1a1
❑ Yes © No
If "Yps " rmmnleta tha fnllnwinn srhpriula
( b) Type of organization
(a) Name of organ ization
Sign
(c) Description of relationship
Under penalties of pequry , I ded re that I have examined this return , including accompanying schedules and statements , and to the best of my knowledge and
rid co I e DedaraUon of preparer ( other than taxpayer or fiduciary is b sed on all information of which preparer has any knowledge
belief. Il
Here
Signature of officer or trustee
Preparer 's signal
PnntlType preparers name
Paid
n
rPr r
Firm's name
Use Only
L C
^ KPMG LLP
Finn's address )o.1601 MARKET
STREET
PHILADELPHIA,
PA
JSA
0E1493 1 000
SM7617 1301
V 1
THE NEW MILLENNIUM CHARITABLE
FOUNDATION
23-2903172
ATTACHMENT
FORM 990PF,
PART
I
-
INTEREST ON TEMPORARY CASH
INVESTMENTS
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
1
GOLDMAN SACHS INTEREST INCOME
JP MORGAN INTEREST INCOME
TOTAL
NET
INVESTMENT
INCOME
241.
21.
241.
21.
262.
262.
ATTACHMENT
SM7617
1301
V 10-7.2
732532
PAGE 15
1
THE NEW MILLENNIUM CHARITABLE
23-2903172
FOUNDATION
ATTACHMENT 2
FORM 990PF,
PART
I
-
DIVIDENDS AND INTEREST
FROM SECURITIES
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
DIVIDEND INCOME - JP MORGAN
TOTAL
NET
INVESTMENT
INCOME
6,442.
6,442.
6,442.
6,442.
ATTACHMENT 2
SM7617 1301
V 10-7.2
732532
PAGE 16
THE NEW MILLENNIUM CHARITABLE
FOUNDATION
23-2903172
ATTACHMENT 3
FORM 990PF,
PART
I
- ACCOUNTING FEES
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
NET
INVESTMENT
INCOME
ADJUSTED
NET
INCOME
CHARITABLE
PURPOSES
8,700.
ACCOUNTING FEES
TOTALS
8,700.
0.
0 .
0.
ATTACHMENT
SM7617 1301
V 10-7.2
732532
PAGE
17
3
THE NEW MILLENNIUM CHARITABLE
23-2903172
FOUNDATION
ATTACHMENT
FORM 990PF,
PART
I
4
- OTHER EXPENSES
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
BANKING FEES - TD BANK
TOTALS
NET
INVESTMENT
INCOME
10.
10.
10.
10.
ATTACHMENT
SM7617 1301
V 10-7.2
732532
PAGE
18
4
THE NEW MILLENNIUM CHARITABLE
23-2903172
FOUNDATION
ATTACHMENT 5
FORM 990PF ,
PART
II
- CORPORATE
STOCK
ENDING
BOOK VALUE
DESCRIPTION
JP MORGAN EQUITY
INVESTMENTS
TOTALS
ENDING
FMV
578,208.
639,684.
578,208.
639,684.
ATTACHMENT 5
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732532
PAGE 19
THE NEW MILLENNIUM CHARITABLE
FORM
990PF,
PART VIII
-
23-2903172
FOUNDATION
LIST OF OFFICERS,
DIRECTORS,
AND TRUSTEES
ATTACHMENT
CONTRIBUTIONS
TITLE AND AVERAGE HOURS
NAME AND ADDRESS
PAUL ROSENBERG
650 NE 5TH AVE
BOCA RATON, FL 33432
WEEK DEVOTED TO
PRES.,
PER
POSITION
TO
COMPENSATION
SEC
GRAND TOTALS
EMPLOYEE
BENEFIT
6
EXPENSE ACCT
AND OTHER
PLANS
ALLOWANCES
0.
0.
0.
0.
0.
0.
ATTACHMENT
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732532
PAGE 20
6
23-2903172
THE NEW MILLENNIUM CHARITABLE FOUNDATION
ATTAf IMRNT
7
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
VARIETY CLUB
1520 LOCUST STREET,
PHILADELPHIA,
PA
PURPOSE OF GRANT OR CONTRIBUTION
FOUNDATION STATUS OF RECIPIENT
RECIPIENT NAME AND ADDRESS
AMOUNT
N/A
SERVE DISABLED CHILDREN
33,500.
N/A
MENTOR & EDUCATE HIGH RISK YOUNG WOMEN
10,000.
N/A
SUPPORT JEWISH COMMUNITY
2,500.
N/A
RESEARCH,
2,500.
9TH FLOOR
19102
WOMEN OF TOMORROW
15000 SW 27TH STREET
MIRAMAR,
FL
33027
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREET
PHILADELPHIA,
PA 19103
EAR RESEARCH
FOUNDATION
1901
SARASOTA,
S
AND TREATMENT OF HEARING
FL 34239
NATIONAL MUSEUM OF AMERICAN JEWISH
101
EDUCATION,
LOSS
FLOYD STREET
HISTORY
5,000
SUPPORT JEWISH COMMUNITY
N/A
INDEPENDENCE MALL EAST
PHILADELPHIA,
PA 19106-2517
TOTAL CONTRIBUTIONS
57,5(10_
PAID
ATTACHMENT 7
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PAGE 21
23-2903172
THE NEW MILLENNIUM CHARITABLE FOUNDATION
FORM 990-PF PART IV
CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Description
Kind of Property
Gross sa l e
price less
ex pe nses of sa l e
D epreciation
allowed /
3,400.
TOTAL GAIN (LOSS)
Cost or
other
FMV
as of
Adj. basis
as of
Excess of
FMV over
ad i ba s i s
JPMORGAN ACCESS BALANCED FUND
3,181.
Date
acquired
G ain
or
( l o ss)
12/10/2010
219.
Date sold
12/13/2010
219.
....... ........................................
.iSA
0E1730 1 000
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PAGE 14
Fonn 8868
(Rev January 2011)
Application for Extension of Time To File an
Exempt Organization Return
Department of the Treasury
Internal Revenue Service
^ File a
OMB No 1545-1709
fo r eac h retu rn.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box , , , , , , , , ,, , , , ,,, , ^
• If you are filing for an Additional ( Not Automatic ) 3-Month Extension , complete only Part Il (on page 2 of this form).
Do not complete Part 11 unlesou have already been granted an automatic 3-month extension on a previously filed Form 8868.
Electronic filing (e-file) You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for
a corporation required to file Form 990-T), or an additional ( not automatic ) 3-month extension of time You can electronically file Form
8868 to request an extension of time to file any of the forms listed in Part I or Part 11 with the exception of Form 8870 , Information
Return for Transfers Associated With Certain Personal Benefit Contracts , which must be sent to the IRS in paper format (see
instructions). For more details on the electronic filing of this form , visit www irs.gov/efile and click on a-file for Chanties & Nonprofits.
fURIF Automatic 3-Month Extension of Time . Only submit original ( no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Part Ionly
All other corporations (including 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time
to file income tax returns
Type or
J
Name of exempt organization
Employer Identification number
THE NEW MILLENNIUM CHARITABLE FOUNDATION
print
File by the
due date for
fi ling your
return See
instructions
❑
Number , street, and room or suite no If a P O box , see instructions
23-2903172
C/O BALLARD SPAHR ANDREWS & INGERSOLL
1735 MARKET STREET
City, town or post office , state, and ZIP code For a foreign address , see instructions
PHILADELPHIA,
PA 19103-7599
Enter the Return code for the return that this application is for (file a separate application for each return)
Application
Is For
Form 990
Form 990-BL
Form 990-EZ
Form 990-PF
Form 990-T sec 401 a or 408 ( a ) trust)
Form 990-T trust other than above)
• The books are in the care of ^
Return
Code
01
02
03
04
05
06
, , , , , , , , , , ,
Application
Is For
Form 990-T (co rporation)
Form 1041-A
Form 4720
Form 5227
Form 6069
Form 8870
01 9
Return
Code
07
08
09
10
11
12
PAUL ROSENBERG
215 990-4244
FAX No ^
Telephone No ^
• If the organization does not have an office or place of business in the United States, check this box , , , , , , , , , , , , , , , ^ ❑
. If this is
• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
^
and attach
for the whole group, check this box , , , , , , ^ ❑ . If it is for part of the group, check this box
a list with the names and EINs of all members the extension is for
I request an automatic 3- month (6 months for a corporation required to file Form 990-T) extension of time
1
until
08 / 15 , 20 11 , to file the exempt organization return for the organization named above The extension is
for the organization 's return for
or
^ 1771
X calendar year 20 10
, 20
, and ending
tax year beginning
, 20
^
2
If the tax year entered in line 1 is for less than 12 months, check reason❑ Change in accounting period
❑ Initial return
❑ Final return
If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
391.
nonrefundable credits. See instructions
3a $
b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
391.
estimated tax payments made Include any prior year overpayment allowed as a credit.
3b $
c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS
NONE
(Electronic Federal Tax Payment System) See instructions
3c $
Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for
payment instructions.
3a
Form 8868 ( Rev. 1-2011)
For Paperwork Reduction Act Notice , see Instructions .
JSA
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