FINKER - FRENKEL LEGACY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FINKER - FRENKEL LEGACY FOUNDATION INC (EIN 46-2925647)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-10
- IRS object ID
- 202443459349100914
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2024-12-10T13:16:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 1700 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 462925647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINKER-FRENKEL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EUGENE FRENKEL | InCareOfNm |
| Business Name Control | FINK | BusinessNameControlTxt |
| Phone | 9049968805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE Suite 2550 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FRENKEL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9049968800 | PhoneNum |
| Signature | 2024-11-25 | 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) |
|---|---|---|
| PTIN | P00548257 | PTIN |
| Phone | 3053818000 | PhoneNum |
| 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 | $423,600 | 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 | $1,311,148 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,725,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,707,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,725,562 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $82,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $82,988 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,130,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,818,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,392 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,392 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $553 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $553 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,703 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,475,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,475,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,532,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,512,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$401,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,813,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,678 | CashBOYAmt |
| Cash EOY | $21,506 | CashEOYAmt |
| Cash EOYFMV | $21,506 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,262,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $402,094 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,272,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $423,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,272,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,272,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,272,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,272,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$401,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $870,623 | SubtotalAmt |
| Other Decreases | $775,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY MELLON #0012 | 2023-01-01 | 2023-12-31 | $16,891 | $13,887 | $3,004 | $3,004 |
| BNY MELLON #0012 | 2022-01-01 | 2023-12-31 | $125,945 | $53,264 | $72,681 | $72,681 |
| BNY MELLON #0012 | 2022-01-01 | 2023-12-31 | $251,265 | $73,920 | $177,345 | $177,345 |
| PERSHING #1154 | 2022-01-01 | 2023-12-31 | $1,042 | $91 | $951 | $951 |
| PERSHING #1154 | 2022-01-01 | 2023-12-31 | $1,566,825 | $626,429 | $940,396 | $940,396 |
| PERSHING #1154 | 2022-01-01 | 2023-12-31 | $762,017 | $230,832 | $531,185 | $531,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,725,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,201 | SubtotalAmt |
| Tax Based On Investment Income | $25,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,808 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $132 | EsPenaltyAmt |
| Overpayment | $7,475 | OverpaymentAmt |
| Applied To ES Tax | $7,475 | AppliedToESTaxAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LEGACYF.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE FRENKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9049968800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE 2550 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE L FRENKEL | ||||||||
| 801 BRICKELL AVENUE | MIAMI | FL | 33131 | SECRETARY | 0 | $0 | $0 | $0 |
| DR RAISSA M FRENKEL | ||||||||
| 801 BRICKELL AVENUE | MIAMI | FL | 33131 | TREASURER | 0 | $0 | $0 | $0 |
| DR LAZAR S FINKER | ||||||||
| 801 BRICKELL AVENUE | MIAMI | FL | 33131 | PRESIDENT | 0 | $0 | $0 | $0 |
| STEVEN L FINKER | ||||||||
| 801 BRICKELL AVENUE | MIAMI | FL | 33131 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $436,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $601,250 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $601,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $592,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,201 | TotalTaxAmt |
| Distributable Before Adj | $4,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,512,435 | 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 | $3,512,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,141,449 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,033,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $855,924 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,193,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,810,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,035,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,512,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,508,024 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,543,290 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,141,449 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,401,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,033,252 | ExcessFromYear4Amt |
| Excess From Year3 | $855,924 | ExcessFromYear3Amt |
| Excess From Year2 | $1,193,787 | ExcessFromYear2Amt |
| Excess From Year1 | $1,810,854 | ExcessFromYear1Amt |
| Excess From Current Year | $3,508,024 | 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 | RAISSA M FRENKEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE 2550 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9049968800 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER INDICATING PURPOSE OF CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST QUALIFY AS CHARITABLE ORGANIZATION UNDER THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Chabad Lubavitch of Southside | ||||||
| 11271 Alumni Way 1 | Jacksonville | FL | 32246 | NONE | OPERATIONAL SUPPORT | $85,000 |
| CHABAD RUSSIAN CENTER OF S FL | ||||||
| 252 Sunny Isles Boulevard 3 | SUNNY ISLES BEACH | FL | 33160 | NONE | OPERATIONAL SUPPORT | $1,250,000 |
| Make a Wish South Florida | ||||||
| 4491 South State Road 7 Suite 201 | Ft Lauderdale | FL | 33314 | NONE | OPERATIONAL SUPPORT | $1,015,000 |
| ASSOCIATION OF FEDERAL NARCOTICS AGENTS (AFNA) | ||||||
| PO BOX 2801 | ASHBURN | VA | 20146 | NONE | OPERATIONAL SUPPORT | $5,000 |
| BAL HORBOUR POLICE | ||||||
| 9700 COLLINS AVENUE SUITE 280 | BAL HARBOUR | FL | 33154 | NONE | OPERATIONAL SUPPORT | $29,063 |
| GOLF FIGHTS CANCER | ||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | OPERATIONAL SUPPORT | $3,000 |
| PROJECT COLD CASE | ||||||
| 10 S NEWNAN STREET SUITE 1 | JACKSONVILLE | FL | 32202 | NONE | OPERATIONAL SUPPORT | $75,000 |
| UNIVERSITY OF MIAMI | ||||||
| 1320 SOUTH DIXIE HIGHWAY | CORAL GABLES | FL | 33146 | NONE | OPERATIONAL SUPPORT | $25,000 |
| BROTHERS FOR LIFE | ||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | NONE | OPERATIONAL SUPPORT | $250,000 |
| FERRARO FAMILY FOUNDATION | ||||||
| 600 BRICKELL AVE SUITE 3800 | MIAMI | FL | 33131 | NONE | OPERATIONAL SUPPORT | $5,000 |
| FORDHAM UNIVERSITY | ||||||
| 441 E FORDHAM ROAD | BRONX | NY | 10458 | NONE | OPERATIONAL SUPPORT | $50,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||
| PO BOX 157 | NEW YORK | NY | 10268 | NONE | OPERATIONAL SUPPORT | $100,000 |
| MAKE A WISH INTERNATIONAL | ||||||
| 1702 E HIGHLAND AVE SUITE 305 | PHOENIX | AZ | 85016 | NONE | OPERATIONAL SUPPORT | $113,600 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | OPERATIONAL SUPPORT | $100,000 |
| MIAMI JEWISH HEALTH SYSTEMS | ||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | NONE | OPERATIONAL SUPPORT | $50,000 |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||
| 11000 EUCLID AVENUE 3RD FLOOR | CLEVELAND | OH | 44106 | NONE | OPERATIONAL SUPPORT | $320,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,475,663 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,395 | 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 | $1,725,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY EXCHANGE | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,818,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,818,945 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LAZAR S FINKER | |||||||
| 1 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $212,082 | Yes (X) | |
| BETAJAX LLC | |||||||
| 2 | 801 BRICKELL AVENUE SUITE 2550 | MIAMI | FL | 33131 | $350,000 | Yes (X) | |
| RAISSA M FRENKEL | |||||||
| 3 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $126,652 | Yes (X) | |
| ANNA GOLDMAN | |||||||
| 4 | 9511 COLLINS AVE SUITE 603 | BAL HARBOUR | FL | 33154 | $50,000 | Yes (X) | |
| GIA HEALTHCARE | |||||||
| 5 | 1501 BISCAYNE BLVD SUITE 200 | MIAMI | FL | 33132 | $10,000 | Yes (X) | |
| MILLER STRATEGIES LLC | |||||||
| 6 | 801 PENNSYLVANIA AVENUE NW SUITE 35 | WASHINGTON | DC | 20004 | $50,000 | Yes (X) | |
| FRENKEL FAMILY 2012 TR FBO EUGENE F | |||||||
| 7 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $25,799 | Yes (X) | |
| FRENKEL FAMILY 2012 TR FBO STEVEN F | |||||||
| 8 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $34,399 | Yes (X) | |
| STEVEN L FINKER | |||||||
| 9 | 9705 COLLINS AVE UNIT 1203N | BAL HARBOUR | FL | 33154 | $104,001 | Yes (X) | |
| LAZAR S FINKER | |||||||
| 10 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $245,942 | Yes (X) | |
| RAISSA M FRENKEL | |||||||
| 11 | 9934 CHELSEA LAKE ROAD | JACKSONVILLE | FL | 32256 | $98,673 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $371,656 | 2023-06-09 |
| 1 | SECURITIES | $265,573 | 2023-12-07 |
| 3 | SECURITIES | $506,236 | 2023-06-05 |
| 3 | SECURITIES | $401,733 | 2023-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON 0012 EQUITIES | $0 | $0 |
| PERHSING 1154 EQUITIES | $73,904 | $402,094 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENTS - FMV TO COST | Desc |
| Amt | $775,213 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER EXPENSE - APPRAISAL FEES | $870 | $870 |
| OTHER EXPENSE - CHARITY EVENT | $24,050 | $24,050 |
| OTHER EXPENSE - SECURITY EXP | $6,460 | $6,460 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY EXCHANGE | Desc |
| Revenue And Expenses Per Books | $82,988 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $82,988 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - OTHER | CategoryTxt |
| Amt | $2,784 | Amt |
| Net Investment Income | $1,392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,392 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $13,703 | Amt |
Comments