THE ALFRED AND ROSE MINIACI FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ROSE MINIACI FOUNDATION INC (EIN 65-1107701)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202501339349101735
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:21:37-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591546108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L FOCARACCI PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6451 N FEDERAL HIGHWAY SUITE 122 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333081487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651107701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFRED & ROSE | BusinessNameLine1Txt |
| Business Name Line2 | MINIACI FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 7543322778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 N FEDERAL HIGHWAY 300 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333051618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT J MINIACI | PersonNm |
| Person Title | DIRECTOR AND SECRETARY | PersonTitleTxt |
| Phone | 7543322778 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | RALPH L FOCARACCI CPA | PreparerPersonNm |
| PTIN | P00433679 | PTIN |
| Phone | 9545259722 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,857,675 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $434,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$627,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,096,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$192,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,314 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,454 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $53,454 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $83,754 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,754 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $96,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,754 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,535 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,535 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $541,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $446,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $427,774 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $427,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $969,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $446,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,161,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $355,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,304 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,669 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,109 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,109 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,295,910 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,245,239 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,146,183 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,041,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,166,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,925,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $661,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $660,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,597 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,363,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,219,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,857,675 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,147 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $61 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,147 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $880,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,483,315 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,321,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,363,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,201,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,363,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,219,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,363,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,161,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,201,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,201,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC PUBLICLY TRADED SECURITIES | P | $4,654,157 | $4,688,159 | -$34,002 | -$34,002 |
| NATIONAL FINANCIAL SERVICES LLC PUBLICLY TRADED SECURITIES | P | $5,441,968 | $6,035,034 | -$593,066 | -$593,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$627,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,433 | 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 | $4,433 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,433 | OverpaymentAmt |
| Applied To ES Tax | $4,433 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT J MINIACI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7543322778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 N FEDERAL HWY 300 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333051618 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DOMINICK F MINIACI | ||||||||
| 821 EAST BROWARD BOULEVARD | FT LAUDERDALE | FL | 33301 | DIRECTOR AND PRESIDENT | 30.00 | $0 | $0 | $0 |
| ALBERT J MINIACI | ||||||||
| 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 | DIRECTOR AND VICE-PRESIDENT | 30.00 | $90,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA DUNCAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1141 NW 78 TERRACE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ACCOUNTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,454 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRINKER CAPITAL SECURITIES LLC | |||||
| 1055 WESTLAKES DRIVE SUITE 250 | BERWYN | PA | 19312 | INVESTMENT MANAGEMENT | $125,165 |
| RALPH L FOCARACCI PA | |||||
| 6541 N FEDERAL HWY SUITE 122 | FORT LAUDERDALE | FL | 33308 | ACCOUNTING AND TAX SERVICES | $96,000 |
| DOMINICK F MINIACI PA | |||||
| 821 EAST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33301 | LEGAL AND INVESTMENT ADVISORY | $82,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,071,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,310,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,310,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,080,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $754,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $754,043 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $754,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $754,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $754,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $522,774 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $754,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,009 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $522,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,009 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,765 | 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 | $347,278 | 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
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| ALBERT J MINIACI | ||||||||
| 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 | 7543322778 | ALBERTM@PARAMOUNTOCS.COM | LETTER FORM TO INCLUDE HISTORY OF ORGANIZATION AND USE OF FUNDS | NONE | NONE |
| DOMINICK F MINIACI | ||||||||
| 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 | 7543322778 | DMINIACI@BELLSOUTH.NET | LETTER FORM TO INCLUDE HISTORY OF ORGANIZATION AND USE OF FUNDS | NONE | NONE |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER FARMER | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | FLORIDA SOUTHERN COLLEGE - SCHOLARSHIP | $3,500 |
| ANN STORCK CENTER INC | |||||||
| 1790 SW 43 WAY | FORT LAUDERDALE | FL | 33317 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| ANTHONY LAMOTTA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | IONA PREPARATORY SCHOOL - SCHOLARSHIP | $5,000 |
| ARC BROWARD | |||||||
| 10250 NW 53 STREET | SUNRISE | FL | 33351 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY INC | |||||||
| 877 NW 61 STREET | FORT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SW 5 AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | GENERAL FUND | $41,744 |
| CANINE ASSISTED THERAPY INC | |||||||
| 1040 NE 45 STREET | OAKLAND PARK | FL | 33334 | NONE | 501(C)(3) | GENERAL FUND | $2,800 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| 910 E LAS OLAS BLVD STE 200 | FORT LAUDERDALE | FL | 33301 | NONE | 501(C)(3) | GENERAL FUND | $80,000 |
| FIRST BAPTIST ROSWELL CHURCH | |||||||
| 710 MIMOSA BLVD | ROSWELL | GA | 30075 | NONE | 501(C)(3) | MEMORY OF MIKE DEAL | $500 |
| FORT LAUDERDALE POLICE OFFICERS FOUNDATION | |||||||
| 735 NE THIRD AVENUE | FORT LAUDERDALE | FL | 33304 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| FRIENDS OF BIRCH PARK | |||||||
| 3109 E SUNRISE BLVD | FORT LAUDERDALE | FL | 33304 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| GALLA LABOWITZ | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | JEWISH THEOLOGICAL SEMINARY - SCHOLARSHIP | $5,000 |
| HAYLEY FARMER | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | TALLAHASSEE COMMUNITY COLLETE - SCHOLARSHIP | $3,500 |
| HOCHBERG LOWER SCHOOL | |||||||
| 412 SW 11TH STREET | HALLANDALE BEACH | FL | 33009 | NONE | 501(C)(3) | SCHOLARSHIP ASSISTANCE | $30,000 |
| HUDSON KREZMIEN | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | ST ANTHONY SCHOOL - SCHOLARSHIP | $3,000 |
| HUNTER DELUCA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | FLORIDA INTERNATIONAL UNIVERSITY - SCHOLARSHIP | $5,000 |
| IL CIRCOLO FLORIDA | |||||||
| 7411 MODENA DR | BOYNTON BEACH | FL | 33437 | NONE | 501(C)(3) | GENERAL FUND | $15,000 |
| INTER-AMERICAN FOUNDATION | |||||||
| 4428 LAFAYETTE STREET | MARIANNA | FL | 32446 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| JAMES J BENSON III | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | FORDHAM UNIVERSITY - SCHOLARSHIP | $5,000 |
| JOSEPH LAMOTTA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | IONA PREPARATORY LOWER SCHOOL - SCHOLARSHIP | $5,000 |
| JUSTIN FARMER | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | FLORIDA STATE UNIVERSITY - SCHOLARSHIP | $3,500 |
| KYLIE CASTRO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | UNIVERSITY OF TENNESSEE - SCHOLARSHIP | $5,000 |
| LINDSAY BENSON | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | UNIVERSITY OF NEW HAVEN - SCHOLARSHIP | $5,000 |
| MAX MARANDO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | ST THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $5,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | GENERAL FUND | $18,500 |
| MIGHTYCAUSE CHARITABLE FOUNDATION | |||||||
| PO BOX 160 | MARIANNA | FL | 32447 | NONE | 501(C)(3) | DIMENSION DANCE THEATRE OF MIAMI FUND | $2,500 |
| MUSEUM OF DISCOVERY & SCIENCE | |||||||
| 401 SW 2 STREET | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | GENERAL FUND | $51,980 |
| NICOLE JONES | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | BAYLOR UNIVERSITY - SCHOLARSHIP | $10,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 6800 SW 33 STREET | DAVIE | FL | 33314 | NONE | 501(C)(3) | ATHLETIC DEPARTMENT | $5,000 |
| PACE CENTER FOR GIRLS | |||||||
| 2225 N ANDREW AVE | FORT LAUDERDALE | FL | 33311 | NONE | 501(C)(3) | ART CENTER | $25,000 |
| ROCCO LAMOTTA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | IONA PREPARATORY SCHOOL - SCHOLARSHIP | $5,000 |
| SAMANTHA MARANDO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | SUMMIT QUESTA MONTESSORI SCHOOL - SCHOLARSHIP | $5,000 |
| SLOW BURN THEATRE | |||||||
| 201 SW 5 AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | GENERAL FUND | $400 |
| SPECIAL OLYMPICS BROWARD CTY - FLORIDA | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | NONE | 501(C)(3) | RACE FOR CHAMPIONS | $1,000 |
| ST ANTHONY SCHOOL | |||||||
| 820 NE 3 STREET | FORT LAUDERDALE | FL | 33301 | NONE | 501(C)(3) | GENERAL FUND | $2,250 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| SUNFLOWER CREATIVE ARTS | |||||||
| 227 DIXIE BLVD | DELRAY BEACH | FL | 33444 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $1,000 |
| TAKE STOCK IN CHILDREN OF BROWARD INC | |||||||
| 1930 SW 145 AVE ROOM 224 | MIRAMAR | FL | 33027 | NONE | 501(C)(3) | GENERAL FUND | $400 |
| TEMPLE ADATH OR | |||||||
| 10200 S TATE ROD 84 218 | DAVIE | FL | 33324 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| UNIVERSITY OF GEORGIA | |||||||
| 394 SOUTH MILLEDGE AVENUE | ATHENS | GA | 30602 | NONE | 501(C)(3) | THE GEORGIA BULLDOG CLUB | $5,000 |
| VALENTINA KREZMIEN | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 33312 | NONE | N/A | CARDINAL GIBBONS HIGH SCHOOL - SCHOLARSHIP | $3,000 |
| YMCA OF SOUTH FLORIDA | |||||||
| 900 SE 3 AVENUE 3210 | FORT LAUDERDALE | FL | 33316 | NONE | 501(C)(3) | GENERAL FUND | $18,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $427,774 | 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 | 15 | ExclusionCd |
| Exclusion | $434,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$627,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$192,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$192,444 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $101,000 | Amt |
| Net Investment Income | $96,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NATIONAL FINANCIAL SERVICES LLC | BondNm |
| EOY Book Value | $660,721 | EOYBookValueAmt |
| EOYFMV | $638,597 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC EQUITIES | $7,074,466 | $8,468,833 |
| NATIONAL FINANCIAL SERVICES LLC MUTUAL FUNDS | $873,082 | $931,943 |
| NATIONAL FINANCIAL SERVICES LLC EXCHANGE TRADED PRODUCTS | $2,219,332 | $2,525,206 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $421,815 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $421,925 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,823,424 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,724,258 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $83,754 | LegalFeesAmt |
| Net Investment Income | $38,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $3,500 | BOYBookValueAmt |
| EOY Book Value | $3,500 | EOYBookValueAmt |
| EOYFMV | $3,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $3,560 | $3,560 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSES | $36,298 | $36,298 | $0 | $0 |
| PAYROLL PROCESSING FEES | $3,089 | $3,089 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $125,165 | Amt |
| Net Investment Income | $125,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSE MINIACI ESTATE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 N FEDERAL HIGHWAY SUITE 300 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333051618 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $6,180 | $6,180 | $0 | $0 |
| PAYROLL TAXES | $2,574 | $2,574 | $0 | $0 |
Comments