THE ALFRED AND ROSE MINIACI FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ROSE MINIACI FOUNDATION INC (EIN 65-1107701)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202301329349102725
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:45:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 800 FAIRWAY DRIVE SUITE 495 | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334411828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | 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 | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | MINIACI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH L FOCARACCI CPA | PreparerPersonNm |
| PTIN | P00433679 | PTIN |
| Phone | 9545259722 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,612,030 | 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 | $13,608,869 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$291,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,291,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,494,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,359 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,569 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,301 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,151 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,150 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,226 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,226 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,132,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,665 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,000 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,023,337 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,927,908 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,680,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,963,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,601,953 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $723,817 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $683,504 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,976,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,109,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,612,030 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $61 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61 | 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 | $1,096,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,229,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,976,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,109,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,976,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,109,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,976,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,132,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,109,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,109,339 | 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 | $7,761,951 | $7,967,513 | -$205,562 | -$205,562 |
| NATIONAL FINANCIAL SERVICES LLC PUBLICLY TRADED SECURITIES | D | $7,529,284 | $7,615,695 | -$86,411 | -$86,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$291,973 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $4,450 | OverpaymentAmt |
| Applied To ES Tax | $4,450 | 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 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKER CAPITAL SECURITIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 WESTLAKES DRIVE SUITE 250 | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $69,526 | CompensationAmt |
| 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 | $7,847,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $332,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,180,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,180,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,057,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $548 | TotalTaxAmt |
| Distributable Before Adj | $402,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $402,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $402,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,975 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $402,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,646 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,179 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,003 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $248,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $170,365 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $170,365 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,014 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,011 | ExcessFromYear3Amt |
| Excess From Year2 | $42,003 | ExcessFromYear2Amt |
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 (31 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 | 333051618 | NONE | N/A | FLORIDA SOUTHERN COLLEGE - SCHOLARSHIP | $5,000 |
| ALEXANDER SUGLIO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | UNIVERSITY OF TEXAS - AUSTIN - SCHOLARSHIP | $5,000 |
| ALEXANDRIA COHEN | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | ROLLINS COLLEGE - SCHOLARSHIP | $5,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | 501(C)(3) | JOE GILBERT FUNDRAISER | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 501(C)(3) | GENERAL FUND | $515 | |
| ANTHONY LAMOTTA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | IONA PREPARATORY LOWER SCHOOL - SCHOLARSHIP | $5,000 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY INC | |||||||
| 877 NW 61 STREET | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $17,500 | |
| BROWARD HEALTH FOUNDATION | |||||||
| 1700 NW 49 STREET STE 125 | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $25,000 | |
| CHILDRENS DIAGNOSTIC CENTER | |||||||
| 1401 S FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33316 | 501(C)(3) | GENERAL FUND | $511 | |
| DIMENSIONS DANCE THEATER OF MIAMI INC | |||||||
| 9210 SW 158 LANE | MIAMI | FL | 33157 | 501(C)(3) | GENERAL FUND | $7,500 | |
| FLITE CENTER | |||||||
| 5201 NW 33 AVENUE | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $9,900 | |
| FRANCESCA DECARIA | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | UNIVERSITY OF CENTRAL FLORIDA - SCHOLARSHIP | $3,000 |
| HANDY | |||||||
| 1717 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | 501(C)(3) | VOCATIONAL SCHOLARSHIP | $5,000 | |
| HAYLEY FARMER | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $3,500 |
| JAMES J BENSON III | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | FORDHAM UNIVERSITY - SCHOLARSHIP | $5,000 |
| JILLIAN CASTORO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP | $3,000 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BOULEVARD | COCONUT CREEK | FL | 33066 | 501(C)(3) | FAME-PAST LAUREATES SPONSOR | $15,000 | |
| JUSTIN FARMER | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $3,500 |
| MAX MARANDO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $5,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | 501(C)(3) | THE PRODIGAL SON - EDWARD VILLELLA | $5,500 | |
| MILES CASTORO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | DARTMOUTH COLLEGE - SCHOLARSHIP | $3,000 |
| MUSEUM OF DISCOVERY & SCIENCE | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $500 | |
| NATALIE JONES | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | BAYLOR UNIVERSITY - SCHOLARSHIP | $5,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | GENERAL FUND | $21,700 | |
| SAMANTHA MARANDO | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | SUMMIT-QUESTA MONTESSORY SCHOOL - SCHOLARSHIP | $5,000 |
| ST ANTHONY SCHOOL | |||||||
| 820 NE 3 STREET | FORT LAUDERDALE | FL | 33301 | 501(C)(3) | FRIENDS OF EDUCATION FUND | $20,000 | |
| ST THOMAS UNIVERSITY | |||||||
| 16401 NW 37 AVENUE | MIAMI GARDENS | FL | 33054 | 501(C)(3) | ANNUAL FUND | $10,000 | |
| STUDENT ACES | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | 501(C)(3) | CAPTAINS SUMMIT FUND | $1,000 | |
| SYNDNEY COHEN | |||||||
| ON FILE AT FOUNDATION OFFICE | FORT LAUDERDALE | FL | 333051618 | NONE | N/A | ROLLINS COLLEGE - SCHOLARSHIP | $5,000 |
| TAKE STOCK IN CHILDREN OF BROWARD COUNTY | |||||||
| 2050 CIVIC CENTER PLACE | MIRAMAR | FL | 33025 | 501(C)(3) | GENERAL FUND | $100 | |
| TEMPLE ADATH OR | |||||||
| 10200 WEST STATE ROAD 84 220 | DAVIE | FL | 33324 | 501(C)(3) | GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,226 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$291,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$113,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$113,956 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROSE MINIACI CHARITABLE LEAD TRUST | |||||||
| 1 | 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 | $122,676 | Yes (X) | |
| ROSE MINIACI ESTATE | |||||||
| 2 | 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 | $13,486,193 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $13,486,193 | FairMarketValueAmt |
| Received | 2022-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | 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 | $723,817 | EOYBookValueAmt |
| EOYFMV | $683,504 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC EQUITIES | $7,813,300 | $6,872,826 |
| NATIONAL FINANCIAL SERVICES LLC MUTUAL FUNDS | $982,273 | $810,185 |
| NATIONAL FINANCIAL SERVICES LLC EXCHANGE TRADED PRODUCTS | $2,168,008 | $1,918,942 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $771,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $771,465 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,251,872 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,156,443 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $24,000 | LegalFeesAmt |
| Net Investment Income | $24,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,198 | $1,099 | $0 | $1,099 |
| OFFICE SUPPLIES AND EXPENSES | $101 | $101 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $69,526 | Amt |
| Net Investment Income | $69,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROSE MINIACI CHARITABLE LEAD TRUST | |||
| 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 |
| ROSE MINIACI ESTATE | |||
| 2500 N FEDERAL HIGHWAY SUITE 300 | FT LAUDERDALE | FL | 333051618 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAXES | $5,755 | $5,755 | $0 | $0 |
| FOREIGN TAXES | $4,814 | $4,814 | $0 | $0 |
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