FACUNDO AND AMALIA BACARDIFOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FACUNDO AND AMALIA BACARDIFOUNDATION INC (EIN 20-4763176)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202641289349101904
Schema version
2025v4.1
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)
Return2026-05-08T09:13:45-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204763176EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Facundo & Amalia Bacardi Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFACUBusinessNameControlTxt
Phone3052855588PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 Sunset Drive PHAddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFacundo L BacardiPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-08SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$623,460FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$205InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$205InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,549DividendsNetInvstIncmAmt
Total Rev And Expnss$11,754TotalRevAndExpnssAmt
Total Net Invst Incm$11,754TotalNetInvstIncmAmt
Taxes Rev And Expnss$192TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$83OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$83OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,521ExcessRevenueOverExpensesAmt
Net Investment Income$11,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,837CashBOYAmt
Cash EOY$12,569CashEOYAmt
Cash EOYFMV$12,569CashEOYFMVAmt
Sav And Temp Cash Invst BOY$393,233SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$370,045SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$370,045SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$225,250CorporateStockBOYAmt
Corporate Stock EOY$240,562CorporateStockEOYAmt
Corporate Stock EOYFMV$240,562CorporateStockEOYFMVAmt
Other Assets BOY$284OtherAssetsBOYAmt
Other Assets EOY$284OtherAssetsEOYAmt
Other Assets EOYFMV$284OtherAssetsEOYFMVAmt
Total Assets BOY$621,604TotalAssetsBOYAmt
Total Assets EOY$623,460TotalAssetsEOYAmt
Total Assets EOYFMV$623,460TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$621,604NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$623,460NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$621,604TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$623,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$621,604TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$623,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$621,604TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,521ExcessRevenueOverExpensesAmt
Other Increases$10,377OtherIncreasesAmt
Subtotal$623,460SubtotalAmt
Tot Net Ast Or Fund Balances EOY$623,460TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$162InvestmentIncomeExciseTaxAmt
Subtotal$162SubtotalAmt
Tax Based On Investment Income$162TaxBasedOnInvestmentIncomeAmt
Tax Due$162TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Facundo L BacardiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3052855588PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11515 Sunset Drive PenthouseAddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33143ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Facundo L Bacardi
1515 Sunset Drive PenthouseCoral GablesFL33143President1.00$0
Elizabeth L Bacardi
1515 Sunset Drive PenthouseCoral GablesFL33143Vice President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$235,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,646AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$284FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$624,401TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$624,401AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,366CashDeemedCharitableAmt
Net Vl Noncharitable Assets$615,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,752MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,752MinimumInvestmentReturnAmt
Tax Based On Investment Income$162TaxBasedOnInvestmentIncomeAmt
Total Tax$162TotalTaxAmt
Distributable Before Adj$30,590DistributableBeforeAdjAmt
Distributable Before Ded$30,590DistributableBeforeDedAmt
Distributable As Adjusted$30,590DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,590DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$258,199ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$119,745ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,140ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$454,084TotalExcessDistributionCyovAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$10,590ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,590ExcessDistributionCyovAppCYAmt
Total Corpus$443,494TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$247,609ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$195,885ExcessDistriCyovToNextYrAmt
Excess From Year4$119,745ExcessFromYear4Amt
Excess From Year3$76,140ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Educate for Tomorrow
217 NE 97 StreetMiami SharesFL33138NonePCEducation$10,000
Nicklaus Childrens Hospital
3100 SW 62 AvenueMiamiFL33155NonePCMedical research & support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$205ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,549ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,754TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Blackrock Credit Allocation Income Trust$36,605$36,605
Loomis Sayles Global Bond Fund$74,971$74,971
Vanguard Inflation-Protected Securities$128,986$128,986

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAccrued incomeDesc
BOY Book Value$284BOYBookValueAmt
EOY Book Value$284EOYBookValueAmt
EOYFMV$284EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Charges$15$15
Foreign Taxes$7$7
Licenses$61$61

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax 2024CategoryTxt
Amt$192Amt

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