ANTHONY R ABRAHAM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY R ABRAHAM FOUNDATION INC (EIN 59-1837290)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349106863
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:01:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Manhattan West | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 591837290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Abraham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARA D TONARELLI | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 3056652222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 SW 76 STREET 2ND FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS ABRAHAM | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3056652222 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine DiIonna | PreparerPersonNm |
| PTIN | P00999533 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,171,437 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $307,514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $307,514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $940,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $940,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,403,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,722,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,403,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,651,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,651,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $67,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $150,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,223 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $52,288 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,605 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $360 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $360 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $800 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $800 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,435,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,435,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,750,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,549,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,099,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,500,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,071 | CashBOYAmt |
| Cash EOY | $160,991 | CashEOYAmt |
| Cash EOYFMV | $160,991 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,504,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $327,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $327,530 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,264,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,098,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,051,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,494,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $940,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,866,046 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,626,898 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,228,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,456,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,171,437 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,842 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,842 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,228,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,453,946 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,228,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,453,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,228,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,456,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,228,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,099,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $324,288 | OtherIncreasesAmt |
| Subtotal | $27,453,946 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,453,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NT #813 - PUBLICLY TRADED SECURITIES | $948,461 | $763,334 | $185,127 | $185,127 | |
| NT #482 - PUBLICLY TRADED SECURITIES | $1,617,592 | $503,653 | $1,113,939 | $1,113,939 | |
| NT #018 - PUBLICLY TRADED SECURITIES | $91,537 | $52,405 | $39,132 | $39,132 | |
| CAPITAL GAIN DIVIDENDS | $64,950 | P | |||
| CAPITAL GAIN DIVIDENDS | $64,950 | P | |||
| CAPITAL GAIN DIVIDENDS | $64,950 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,403,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,763 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,763 | SubtotalAmt |
| Tax Based On Investment Income | $34,763 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,975 | EsPenaltyAmt |
| Tax Due | $36,738 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | abrahamfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA D TONARELLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056652222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 SW 76 STREET 2ND FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS G ABRAHAM | ||||||||
| 6150 SW 76 STREET 2ND FLOOR | MIAMI | FL | 33143 | CO-CHAIRMAN OF THE BOARD | 1.0 | $0 | $0 | $0 |
| NORMA J ABRAHAM | ||||||||
| 6150 SW 76 STREET 2ND FLOOR | MIAMI | FL | 33143 | CO-CHAIRMAN OF THE BOARD | 1.0 | $0 | $0 | $0 |
| THOMAS H MALOUF | ||||||||
| 6150 SW 76 STREET 2ND FLOOR | MIAMI | FL | 33143 | VICE PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| NICHOLAS DANIELS | ||||||||
| 6150 SW 76 STREET 2ND FLOOR | MIAMI | FL | 33143 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY BAILEY | ||||||||
| 6150 SW 76 STREET 2ND FLOOR | MIAMI | FL | 33143 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRISTINA LLAMAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 6150 SW 76 STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 BRICKELL AVENUE SUITE 2400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT | ServiceTypeTxt |
| Compensation | $127,300 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,650,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,146,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,717 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,800,042 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,800,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $627,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,173,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,058,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,058,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,763 | TotalTaxAmt |
| Distributable Before Adj | $2,023,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $87,492 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,111,381 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,111,381 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,549,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,549,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,111,381 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $167,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,549,890 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,111,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,438,509 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,605,722 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,605,722 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $167,213 | ExcessFromYear1Amt |
| Excess From Current Year | $1,438,509 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS G ABRAHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 SW 76 STREET 2ND FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056652222 | RecipientPhoneNum |
| Form And Info And Materials | LETTER AND DATA INDICATING QUALIFICATION AS A TAX ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 SW 76 STREET 2ND FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $3,435,020 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,435,020 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,514 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $940,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,403,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,651,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,651,172 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | NORTHERN TRUST | ContractorPersonNm |
| Explanation | PROVIDES INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $9,098,145 | EOYBookValueAmt |
| EOYFMV | $23,051,942 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,866,046 | BookValueAmt |
| EOYFMV | $19,626,898 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,076 | EOYBookValueAmt |
| EOYFMV | $4,076 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FILING FEES | $70 | $70 |
| WEBSITE MAINTENANCE/MEDIA | $33,610 | $33,610 |
| MISCELLANEOUS EXPENSES | $5,425 | $5,425 |
| NON CHARITABLE EXPENSE | $5,650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $324,288 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,842 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $150,223 | Amt |
| Net Investment Income | $150,223 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAX | $7,605 | $7,605 |
| EXCISE TAXES PAID | $44,683 |
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