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ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-08
IRS object ID
202421909349100222
Schema version
2023v5.1
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)
Return2024-07-08T12:47:23-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBERT H AND JANE D NAHMADBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt
Phone3057144100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE F SCHIMELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3057144100PhoneNum
Signature2024-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVALERIEPersonFirstNm
Person LastSCHIMELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL CUSTERPreparerPersonNm
PTINP00262706PTIN
Phone3058585600PhoneNum
Preparation2024-07-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,582,561FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,074,770ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39,714InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,714InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,997,171DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,997,171DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,111,655TotalRevAndExpnssAmt
Total Net Invst Incm$2,036,885TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,157TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,812OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$126,969TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,238,135ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,238,135ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,365,104TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,238,135TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,746,551ExcessRevenueOverExpensesAmt
Net Investment Income$2,034,385NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,227CashBOYAmt
Cash EOY$17,228CashEOYAmt
Cash EOYFMV$17,228CashEOYFMVAmt
Sav And Temp Cash Invst BOY$284,108SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,439,235SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,439,235SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,967,784USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,995,401USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,073,172USGovtObligationsEOYFMVAmt
Other Investments BOY$23,550,971OtherInvestmentsBOYAmt
Other Investments EOY$24,058,378OtherInvestmentsEOYAmt
Other Investments EOYFMV$75,050,008OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$10,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,333LandBldgEquipAccumDeprecAmt
Land BOY$6,667LandBOYAmt
Land EOY$1,667LandEOYAmt
Land EOYFMV$1,667LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,251OtherAssetsEOYAmt
Other Assets EOYFMV$1,251OtherAssetsEOYFMVAmt
Total Assets BOY$29,817,757TotalAssetsBOYAmt
Total Assets EOY$34,513,160TotalAssetsEOYAmt
Total Assets EOYFMV$85,582,561TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,817,757RetainedEarningBOYAmt
Retained Earning EOY$34,513,160RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,817,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,513,160TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,817,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,513,160TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,817,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,746,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$34,564,308SubtotalAmt
Other Decreases$51,148OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$34,513,160TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,278InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,278SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,278TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,498EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$38,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,498TotalPaymentsAndCreditsAmt
Es Penalty$731EsPenaltyAmt
Overpayment$15,489OverpaymentAmt
Applied To ES Tax$15,489AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARRY LOGANIndividualWithBooksNm
Phone3057144100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE SUITE 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12022UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VALERIE F SCHIMEL
2665 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133PRESIDENT18.00$100,000$0$0
JANE D NAHMAD
2665 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133SECRETARY1.00$0$0$0
AARON J NAHMAD
2665 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$65,860,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,088,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$66,948,213TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$66,948,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,004,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$65,943,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,297,200MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,297,200MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,278TaxBasedOnInvestmentIncomeAmt
Total Tax$28,278TotalTaxAmt
Distributable Before Adj$3,268,922DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,268,922DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,268,922DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,238,135ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,238,135QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,268,922DistributableAsAdjustedAmt
Undistributed Income PY$2,413,440UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,238,135QualifyingDistributionsAmt
Applied To Year1$2,238,135AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$175,305Taxable2Amt
Undistributed Income CY$3,268,922UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVE MIAMI
1951 NW 7TH AVENUE SUITE 600MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STREET 1100NEW YORKNY10018N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$100,000
BAPTIST HEALTH FOUNDATION INC
9601 BAPTIST HEALTH DRIVELITTLE ROCKAR72205N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$472,000
BOYS & GIRLS CLUB OF LAGUNA BEACH
1085 LAGUNA CANYON ROADLAGUNA BEACHCA92651N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
CAMP VEGA FOUNDATION
187 S SALEM ROADRIDGEFIELDCT06877N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
CHILDREN'S BEREAVEMENT CENTER
7600 S RED ROAD SUITE 307SOUTH MIAMIFL33143N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
DOING GOOD TOGETHER
5141 16TH AVENUE SOUTHMINNEAPOLISMN55417N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$63,235
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$120,000
EMILY'S ENTOURAGE
100 ST GEORGES ROAD G1ARDMOREPA19003N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
FAIRCHILD TROPICAL BOTANIC GARDEN INC
10901 OLD CUTLER ROADCORAL GABLESFL33156N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
FRIENDS OF THE LAGUNA BEACH LIBRARY
PO BOX 36LAGUNA BEACHCA92652N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
FRIENDSHIP CIRCLE OF MIAMI
8700 SW 12TH STREETMIAMIFL33176N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$60,000
FROST SCIENCE MUSEUM
1101 BISCAYNE BLVDMIAMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$53,000
GABLESTAGE INC
1200 ANASTASIA AVENUE SUITE 230MIAMIFL33134N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
GUITARS OVER GUNS
169 EAST FLAGLER STREET SUITE 1134MIAMIFL33131N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
HEALTH INFORMATION PROJECT
4601 PONCE DE LEON SUITE 300CORAL GABLESFL33146N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$75,000
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVENEWPORT BEACHCA92658N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
INSTITUTE OF THE CONTEMPORARY ART MIAMI INC
61 NE 41ST STREETMIAMIFL33137N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
JOSHUA'S HEART FOUNDATION INC
PO BOX 640342MIAMIFL33164N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
MIAMI BEACH GARDEN CONSERVANCY
2000 CONVENTION CENTER DRIVEMIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC
601 SW 8TH AVENUEMIAMIFL33130N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI THEATER CENTER
9806 NE 2ND AVENUEMIAMI SHORESFL33138N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI WATERKEEPER
2103 CORAL WAY 2ND FLOORMIAMIFL33145N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MUSIC & THE BRAIN
412 WEST 42ND STREET 15TH FLOORNEW YORKNY10036N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$250,000
NANTUCKET BOYS & GIRLS CLUB
PO BOX 269NANTUCKETMA02554N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA02554N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02551N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
NATIONAL SCLERODERMA FOUNDATION INC
300 ROSEWOOD DRIVE NO 105DANVERSMA01923N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
NEIGHBORS FOR NEIGHBORS
119 PRESERVE VALLEY ROADCRANBERRY TWPPA16066N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
NORTH BEACH ELEMENTARY PTA
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
NU DECO ENSEMBLE
404 NW 26TH STREETMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
PRODUCED WITH A PURPOSE
8950 SW 74TH COURT SUITE 2201 A-59MIAMIFL33156N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
RONALD MCDONALD HOUSE
1145 NW 14TH TERRACEMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
SABRINA COHEN FOUNDATION INC
1800 SUNSET HARBOUR DRIVE 2406MIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$35,000
SUNDARI FOUNDATION INC (LOTUS HOUSE)
217 NW 15TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$65,000
SWEET DREAM MAKERS INC
55 NE 5TH AVENUEBOCA RATONFL33432N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$32,400
TEACH FOR AMERICA
951 NW 7TH AVENUE SUITE 300MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$75,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33139N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$52,500
TRUE NORTH CLASSICAL ACADEMY
9393 SUNSET DRIVEMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
WOMEN OF TOMORROW
8400 NW 36TH STREET SUITE 450DORALFL33166N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,238,135TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,714ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,997,171ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,036,885ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,036,885TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS
12665 S BAYSHORE DRIVECOCONUT GROVEFL33133$469,103Yes (X)
ALBERT H NAHMAD
218 TAHITI BEACH ISLAND ROADCORAL GABLESFL33143$2,100,000Yes (X)
ALBERT H NAHMAD
318 TAHITI BEACH ISLAND ROADCORAL GABLESFL33143$507,407Yes (X)
ALBERT H NAHMAD
418 TAHITI BEACH ISLAND ROADCORAL GABLESFL33143$1,998,260Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
31,494 SHARES OF WATSCO, INC.$507,407
42,000 UNITS OF UNITED STATES TREASURY BILLS ZERO COUPON$1,998,260

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesFOUNDANT TECHNOLOGIESAmortizedExpensesDesc
Acquired Completed Or Expended2022-05-10AcquiredCompletedOrExpendedDt
Amortized$10,000AmortizedAmt
Deduction For Prior Years$3,333DeductionForPriorYearsAmt
Amortization Period24.000000000000AmortizationPeriodRt
Current Year Amortization$5,000CurrentYearAmortizationAmt
Net Investment Income$0NetInvestmentIncomeAmt
Total Amortization$8,333TotalAmortizationAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,995,401USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,073,172USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WATSCO, INC. CLASS B COMMON (174,360 SH)AT COST$23,550,971$74,409,874
WATSCO, INC. (1,494 SH)AT COST$507,407$640,134

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFOUNDANT TECHNOLOGIESCategoryOrItemTxt
Cost Or Other Basis$10,000CostOrOtherBasisAmt
Accumulated Depreciation$8,333AccumulatedDepreciationAmt
Book Value$1,667BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
EOY Book Value$1,251EOYBookValueAmt
EOYFMV$1,251EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescREDUCTION IN CARRYING VALUE OF DONATED APPRECIATED STOCKDesc
Amt$51,148Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$61$0$0
PAYROLL EXPENSES$1,463$0$0
OFFICE EXPENSES$288$0$0
AMORTIZATION$5,000$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$7,500$0$0
PAYROLL TAXES$7,657$0$0

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