ADES FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADES FAMILY FOUNDATION INC (EIN 85-2853438)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-05
- IRS object ID
- 202311869349100001
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-05T07:03:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD 7th FL | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 852853438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ades Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL ADES | InCareOfNm |
| Business Name Control | ADES | BusinessNameControlTxt |
| Phone | 3055605200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 S Federal Hwy Ste 2900 | AddressLine1Txt |
| City | Hallandale Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Ades | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3055605200 | PhoneNum |
| Signature | 2023-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Ades | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Cohen CPA | PreparerPersonNm |
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,178,423 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $355,364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355,364 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,899,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,841,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,899,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,255,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,255,104 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $183,344 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $183,344 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,802 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,802 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,894 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,894 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $313 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,525 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,525 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,631 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $310,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $662,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,592,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,255,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,108,768 | CashBOYAmt |
| Cash EOY | $1,923,842 | CashEOYAmt |
| Cash EOYFMV | $1,923,842 | CashEOYFMVAmt |
| Acct Rcvbl | $78,775 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $78,775 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $78,775 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $3,718,863 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,276,618 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,442,644 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $7,615,405 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,133,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $313 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $8,133,512 | LandEOYAmt |
| Land EOYFMV | $8,133,512 | LandEOYFMVAmt |
| Other Assets BOY | $35,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,599,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,599,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,478,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,012,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,178,423 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $58,295 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,695 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,415,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,007,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,415,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,007,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,478,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,012,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,415,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,592,656 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,007,997 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,007,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PRIVATELY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,841,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,942,087 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,899,740 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,899,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,899,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,346 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,346 | SubtotalAmt |
| Tax Based On Investment Income | $31,346 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $208 | EsPenaltyAmt |
| Overpayment | $13,446 | OverpaymentAmt |
| Applied To ES Tax | $13,446 | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL ADES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3055605200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 S FEDERAL HWY STE 2900 | AddressLine1Txt |
| City | Hallandale Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel Ades | ||||||||
| 1010 S Federal Hwy Ste 2900 | Hallandale Beach | FL | 33009 | President | 1.0 | $0 | $0 | $0 |
| Gisela Ades | ||||||||
| 1010 S Federal Hwy Ste 2900 | Hallandale Beach | FL | 33009 | Secretary | 1.0 | $0 | $0 | $0 |
| Carlos Felipe Lemos | ||||||||
| 1010 S Federal Hwy Ste 2900 | Hallandale Beach | FL | 33009 | Vice President | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACQUIRED AND MAINTAINED PROPERTY THAT WAS USED BY A SECTION 501(C)(3) | Description1Txt |
| Expenses1 | $310,196 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TWO PARCELS OF LAND | Description1Txt |
| Expenses1 | $515,335 | Expenses1Amt |
| Total | $515,335 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,809,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,764,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,775 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,653,284 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,653,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,538,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,346 | TotalTaxAmt |
| Distributable Before Adj | $345,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $345,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $345,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $662,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $515,335 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,177,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $5,297,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,122,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,419,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,177,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $345,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $831,892 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,251,667 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,251,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,297,773 | ExcessFromYear2Amt |
| Excess From Year1 | $2,122,002 | ExcessFromYear1Amt |
| Excess From Current Year | $831,892 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL ADES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Funders Network | |||||||
| 150 West 30th St | New York | NY | 10001 | NONE | PF | Charitable Donation | $6,249 |
| Camp HASC | |||||||
| 1563 49th St | Brooklyn | NY | 11219 | None | PF | Charitable donation | $1,800 |
| American Friends of LIBI | |||||||
| 45 Bartlett Crescent | Brookline | MA | 02446 | None | PF | Charitable | $137,000 |
| American Friends of Israel | |||||||
| 750 N San Vicente Blvd Ste 800 We | West Hollywood | CA | 90069 | NONE | PF | Charitable Donation | $50,000 |
| Michael-Ann Russell JCC | |||||||
| 18900 NE 25th Ave | Miami | FL | 33180 | NONE | PF | Charitable donation | $25,000 |
| American Israel Education Foundation | |||||||
| 251 H ST NW | Washington | DC | 20001 | NONE | PF | Charitable donation | $75,000 |
| OpenDor Media | |||||||
| 11110 W Oakland Park Blvd Suite 28 | Sunrise | FL | 33351 | NONE | PF | Charitable donation | $1,890 |
| Scheck Hillel Community School | |||||||
| 19000 NE 25th Ave | Miami | FL | 33180 | NONE | PF | Charitable donation | $40,000 |
| Shalhevet High School | |||||||
| 910 South Fairfax Ave | Los Angeles | CA | 90036 | NONE | PF | Charitable dontation | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,939 | 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 | $355,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $1,899,740 | 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 | $2,255,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,255,104 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| LAND NW 8TH AVE | 2021-08-28 | $1,315,903 | L | ||
| LAND 95TH STREET | 2020-10-15 | $4,713,400 | L | ||
| LAND 96TH ST | 2020-10-15 | $651,400 | L | ||
| LAND NW 96 ST | 2021-03-15 | $934,703 | L | ||
| COMPUTER | 2022-04-09 | $2,084 | SL | 5 | $313 |
| 928 NW 96TH ST | 2022-01-14 | $401,518 | L | ||
| ROAD CLOSURE | 2022-06-14 | $114,817 | L |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN BURNETT PLAZA | $0 | $0 |
| INVESTMENT IN CORP 500 | $364,636 | $364,656 |
| INVESTMENT IN FAIR LAKE | $437,796 | $437,774 |
| INVESTMENT IN HEATHROW | $120,557 | $200,498 |
| INVESTMENT IN WOOD 2021-1 | $384,786 | $384,750 |
| INVESTMENT IN WRCOG | $524,034 | $618,843 |
| INVESTMENT IN WTC NORFOLK | $0 | $0 |
| INVESTMENT IN GOLDMAN SACHS | $485,685 | $477,125 |
| INVESTMENT IN HLND HIGHLAND | $186,881 | $187,807 |
| INVESTMENT MAKERFIELD CROSSING | $254,023 | $253,361 |
| INVESTMENT MOMOFUKU MANHATTAN | $1,000,000 | $1,000,000 |
| INVESTMENT IN NORMANDALE LAKE | $275,000 | $275,025 |
| INVESTMENT:POINT IRVING TX JR | $92,713 | $93,163 |
| INVESTMENT UNITED STATES TREAS | $492,979 | $495,153 |
| INVESTMENT IN ADLER TN TX SUB | $170,426 | $168,360 |
| INVESTMENT IN BK OF AMERICA | $487,102 | $486,129 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| LAND NW 8TH AVE | $1,315,903 | $1,315,903 | |
| LAND 95TH STREET | $4,713,400 | $4,713,400 | |
| LAND 96TH ST | $651,400 | $651,400 | |
| LAND NW 96 ST | $934,703 | $934,703 | |
| COMPUTER | $2,084 | $1,771 | $313 |
| 928 NW 96TH ST | $401,518 | $401,518 | |
| ROAD CLOSURE | $114,817 | $114,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS LEGAL FEES | CategoryTxt |
| Legal Fees | $20,802 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,802 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT FOR LAND:928 NW 96TH | $35,000 | $0 | |
| DUE FROM CENTRO JUDAICO DE MIA | $0 | $749,650 | $749,650 |
| DUE FROM CHABAD OF GOLDEN BEAC | $0 | $850,000 | $850,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $930 | $930 |
| SOFTWARE | $843 | $843 |
| TELEPHONE EXPENSE | $1,656 | $1,656 |
| MEALS | $202 | $202 |
| OFFICE EXPENSE | $13,266 | $13,266 |
| PARKING | $148 | $148 |
| CONTRACT SERVICES | $4,950 | $4,950 |
| WORKERS COMP INSURANCE | $1,636 | $1,636 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSIT | $2,800 | $2,800 |
| LAST MONTH'S RENT | $1,600 | $1,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $66,000 | Amt |
| Disbursements Charitable Prps | $66,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $2,894 | Amt |
| Disbursements Charitable Prps | $2,894 | DisbursementsCharitablePrpsAmt |
Comments