JAYNE AND LEONARD ABESS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAYNE AND LEONARD ABESS FOUNDATION INC (EIN 20-0052304)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-27
- IRS object ID
- 202430879349100103
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-27T07:11:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591262947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON PRESTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 NW 19TH STREET STE 200 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200052304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAYNE AND LEONARD ABESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC C/O THINKLAB VENTURES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYN | BusinessNameControlTxt |
| Phone | 3058683600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 32ND ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD L ABESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3058683600 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | ABESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOROTHY EISENBERG | PreparerPersonNm |
| PTIN | P01437948 | PTIN |
| Phone | 5613929059 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,536,735 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $996,799 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $284,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$138,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,040,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,285 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,146,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,498 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $54,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,849 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $618 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$5,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$5,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $452,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $521,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $672,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $672,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,735,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,462,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,864,711 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,257,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,134,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,536,735 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,866,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,866,785 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,390,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,267,461 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,257,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,134,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,257,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,134,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,257,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $452,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,709,421 | SubtotalAmt |
| Other Decreases | $575,175 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,134,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANCO NEV CORPORATION | P | 2022-08-11 | 2023-03-31 | $145,941 | $131,910 | $14,031 | $14,031 |
| AMAZON COM INCORPORATED | P | 2020-07-20 | 2023-03-29 | $100,239 | $156,433 | -$56,194 | -$56,194 |
| BOSTON SCIENTICI CORPORATION | P | 2020-07-21 | 2023-06-28 | $26,865 | $18,840 | $8,025 | $8,025 |
| DRAFTKINGS INCORPORATED CLASS A | P | 2020-07-20 | 2023-01-05 | $114,352 | $365,066 | -$250,714 | -$250,714 |
| ENERGY RECOVER INCORPORATED | P | 2020-03-10 | 2023-06-28 | $51,715 | $16,086 | $35,629 | $35,629 |
| KENVUE INCORPORATED | P | 2019-09-09 | 2023-08-28 | $0 | $0 | ||
| MCCORMICK & COMPANY INCORPORATED | P | 2020-03-25 | 2023-01-23 | $390,267 | $314,373 | $75,894 | $75,894 |
| MCCORMICK & COMPANY INCORPORATED | P | 2020-04-17 | 2023-01-23 | $78,053 | $77,264 | $789 | $789 |
| VERALTO CORPORATION | P | 2020-03-25 | 2023-10-09 | $1 | $1 | $0 | $0 |
| ZOETIS INCORPORATED | P | 2020-03-25 | 2023-01-05 | $132,612 | $98,417 | $34,195 | $34,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$138,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,045 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,045 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,566 | OverpaymentAmt |
| Applied To ES Tax | $11,566 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERSON PRESTON KLEIN LIPS EISENBERG | IndividualWithBooksNm |
| Phone | 3058683600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4770 BISCAYNE BLVD SUITE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARD L ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAYNE HARRIS ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | VICE CHAIR/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ASHLEY ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW U ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETT U ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,820,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,063,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,883,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,883,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,675,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $683,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $683,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,479 | TotalTaxAmt |
| Distributable Before Adj | $680,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $680,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $680,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $656,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $680,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $639,528 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $639,528 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $663,390 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | 501(C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| CENTER FOR NORTHERN WOODLANDS EDUCATION | ||||||
| 16 ON THE COMMON | LYME | NH | 03768 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| FLORIDA OSTEOPATHIC MEDICAL ASSOCIATION | ||||||
| 2544 BLAIRSTONE PINES DRIVE | TALLAHASSE | FL | 32301 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| FRIENDS OF THE EVERGLADES | ||||||
| 11767 SOUTH DIXIE HWY | MIAMI | FL | 33156 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| GREATER MIAMI CHAMBER OF COMMERCE | ||||||
| 1601 BISCAYNE BLVD | MIAMI | FL | 33132 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | 501(C)(3) | CHARITABLE CONTRIBUTION | $30,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 3550 LANDER ROAD STE 225 | PEPPER PIKE | OH | 44124 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| JUNIOR LEAGUE OF MIAMI INC | ||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | 501(C)(3) | CHARITABLE CONTRIBUTION | $175 |
| KRISTI HOUSE CHILDREN'S ADV | ||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| MIAMI COUNTRY DAY SCHOOL | ||||||
| 601 NORTHEAST 107TH STREET | MIAMI | FL | 33161 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| MONTGOMERY BOTANICAL CENTER | ||||||
| 11901 OLD CUTLER RD | MIAMI | FL | 33156 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| NICKLAUS CHILDRENS HOSPITAL | ||||||
| 3100 SE 62ND AVE | MIAMI | FL | 33155 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| PEREZ ART MUSEUM MIAMI | ||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | 501(C)(3) | CHARITABLE CONTRIBUTION | $30,000 |
| SOCRATES SCULPTURE PARK | ||||||
| 32-01 VERNON BLVD | QUEENS | NY | 11106 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| TEMPLE OF ISRAEL OF GREATER MIAMI | ||||||
| 137 NE 19TH ST | MIAMI | FL | 33132 | 501(C)(3) | CHARITABLE CONTRIBUTION | $15,360 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 200TH ST SOUTHERN BLVD | BRONX | NY | 10458 | 501(C)(3) | CHARITABLE CONTRIBUTION | $373,000 |
| THE UNIVERSITY OF MIAMI | ||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | 501(C)(3) | CHARITABLE CONTRIBUTION | $12,000 |
| UNITED WAY OF MIAMI-DADE | ||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | 501(C)(3) | CHARITABLE CONTRIBUTION | $112,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,535 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,213 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 43 | ExclusionCd |
| Exclusion | $4,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$138,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,153 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LEONARD ABESS | |||||||
| 1 | 100 SE 32ND ROAD | MIAMI | FL | 33129 | $996,758 | Yes (X) | |
| LEONARD ABESS | |||||||
| 2 | 100 SE 32ND ROAD | MIAMI | FL | 33129 | $41 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,350 SHARES OF CARRIER GLOBAL CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $996,758 | FairMarketValueAmt |
| Received | 2023-12-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $10,462,222 | EOYBookValueAmt |
| EOYFMV | $14,864,711 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $575,175 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOK TO TAX ADJUSTMENT | -$5,797 | -$5,797 | $0 | $0 |
| LICENSE, PERMITS, & FEES | $61 | $0 | $0 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $25 | $25 |
| NON DIVIDEND DISTRIBUTIONS | $4,260 | $4,260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $48,020 | $38,416 | $0 | $9,604 |
| ACCOUNTING FEES | $6,225 | $4,980 | $0 | $1,245 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $618 | $618 | $0 | $0 |
| TAXES | $138 | $0 | $0 | $0 |
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