THE FLORMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE FLORMAN FAMILY FOUNDATION INC (EIN 65-0662182)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-09
- IRS object ID
- 202311609349100801
- Schema version
- 2022v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-09T11:01:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650662182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLORMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHELLEY MARCIANO WLD ENTERPRISES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9545237771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY MARCIANO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9545237771 | PhoneNum |
| Signature | 2023-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHELLEY | PersonFirstNm |
| Person Last | MARCIANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CUSTER | PreparerPersonNm |
| PTIN | P00262706 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2023-05-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $7,465,579 | 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 | $154,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $298,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,937 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,969 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,013 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,013 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,210 | CashBOYAmt |
| Cash EOY | $5,011 | CashEOYAmt |
| Cash EOYFMV | $5,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,709 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,373,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,286,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,739,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,241,344 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,046,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,620,282 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,092 | OtherAssetsBOYAmt |
| Other Assets EOY | $217 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $217 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,737,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,438,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,465,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,737,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,438,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,737,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,438,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,737,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,438,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,737,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,438,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,438,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $298,927 | GrossSalesPriceAmt |
| Cost Or Other Basis | $282,424 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,503 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,503 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | 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 | $6,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,004 | OverpaymentAmt |
| Applied To ES Tax | $4,004 | 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 | 0 | 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 | SHELLEY MARCIANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545237771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J PUCK | ||||||||
| 2820 SE DUNE DRIVE 2105 | STUART | FL | 34996 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHELLEY MARCIANO | ||||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FT LAUDERDALE | FL | 33301 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| MARK BLANK | ||||||||
| 1172 SOUTH DIXIE HIGHWAY 497 | MIAMI | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NEIL FLORMAN | ||||||||
| 461 POINCIANA ISLAND DRIVE 1525 | SUNNY ISLES BEACH | FL | 33160 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $8,146,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,308,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,308,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,183,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,276 | TotalTaxAmt |
| Distributable Before Adj | $406,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $406,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $406,918 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $406,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $37,407 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $144,535 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $247,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,582 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $293,167 | 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 | $293,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,407 | ExcessFromYear4Amt |
| Excess From Year3 | $65,643 | ExcessFromYear3Amt |
| Excess From Year2 | $144,535 | ExcessFromYear2Amt |
| Excess From Current Year | $45,582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 32736 | N/A | PC | A CAMP FOR CHILDREN WITH SERIOUS ILLNESS | $10,000 |
| CHILDREN'S BEREAVEMENT CENTER | |||||||
| 7600 SW RED ROAD SUITE 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | GRIEF SUPPORT FOR CHILDREN | $12,500 |
| FARM SHARE INC | |||||||
| 300 N KROME AVENUE 12 | FLORIDA CITY | FL | 33034 | N/A | PC | FOOD BANK FOR LOW INCOME INDIVIDUALS AND FAMILIES | $50,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 5850 NW 32ND AVENUE | MIAMI | FL | 33142 | N/A | PC | FOOD BANK FOR LOW INCOME INDIVIDUALS AND FAMILIES | $50,000 |
| FLORIDA INTERNATIONAL UNIVERSITY - COLLEGE OF NURSING & HEALTH SERVICES | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | NURSING SCHOLARSHIPS | $120,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | FOSTERING PANTHER PRIDE PROGRAM | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | CORAL GABLES | FL | 33137 | N/A | PC | FUNDING FOR SERVICES TO THE JEWISH COMMUNITY | $50,000 |
| MIAMI JEWISH HEALTH SYSTEM | |||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | N/A | PC | FUNDING FOR HEALTH SERVICES TO THE LOCAL COMMUNITY | $30,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | FUNDING FOR SERVICES TO THE BLIND AND VISUALLY IMPAIRED | $10,000 |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | N/A | PC | FOR SERVICES FOR INDIVIDUALS WITH PARKINSON'S DISEASE | $15,000 |
| SENIOR LIFT CENTER INC | |||||||
| 8505 MILLS DRIVE | MIAMI BEACH | FL | 33183 | N/A | PC | A COMMUNITY CENTER WITH ACTIVITIES FOR SENIORS 50 AND OLDER | $10,000 |
| UNIVERSITY OF MIAMI SCHOOL OF NURSING AND HEALTH SERVICES | |||||||
| PO BOX 248153 | CORAL GABLES | FL | 33124 | N/A | PC | NURSING SCHOLARSHIPS | $60,000 |
| UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | N/A | PC | SUPPORT FOR TREATMENT, RESEARCH AND EDUCATION FOR EYE DISEASE | $10,000 |
| UNIVERSITY OF MIAMI SYLVESTER COMPREHENSIVE CANCER CENTER | |||||||
| 1475 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PC | SUPPORT FOR CANCER TREATMENT, RESEARCH AND EDUCATION | $10,000 |
| WPBT COMMUNICATIONS FOUNDATION INC | |||||||
| PO BOX 610002 | MIAMI | FL | 33261 | N/A | PC | SUPPORT FOR PUBLIC TELEVISION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,500 | 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 | $154,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,698 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $3,937 | Amt |
| Net Investment Income | $1,969 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MFC ISHARES TRUST CORE | BondNm |
| EOY Book Value | $3,046,379 | EOYBookValueAmt |
| EOYFMV | $2,620,282 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFC ISHARES MSCI ACWI | StockNm |
| EOY Book Value | $3,286,233 | EOYBookValueAmt |
| EOYFMV | $4,739,360 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,092 | BOYBookValueAmt |
| EOY Book Value | $217 | EOYBookValueAmt |
| EOYFMV | $217 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL CORPORATION FEE | $61 | $0 | $0 |
| OFFICE EXPENSE | $23 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY-NT | CategoryTxt |
| Amt | $5,013 | Amt |
| Net Investment Income | $5,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,399 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments