ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-30
- IRS object ID
- 202302119349100400
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-30T14:44:00-05:00 | 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 | 273971556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H AND JANE D NAHMAD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3057144100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE 901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE F SCHIMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3057144100 | PhoneNum |
| Signature | 2023-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VALERIE | PersonFirstNm |
| Person Last | SCHIMEL | 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 | 2023-07-27 | 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 | $49,158,116 | 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 | $5,390,075 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,504,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,504,493 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,902,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,512,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,485,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,485,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,615,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,485,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,287,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,510,910 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,074 | CashBOYAmt |
| Cash EOY | $8,227 | CashEOYAmt |
| Cash EOYFMV | $8,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,968,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,108 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,967,784 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,983,990 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $23,550,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,550,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,875,124 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,333 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $6,667 | LandEOYAmt |
| Land EOYFMV | $6,667 | LandEOYFMVAmt |
| Total Assets BOY | $25,530,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,817,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,158,116 | 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 | $25,530,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,817,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,530,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,817,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,530,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,817,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,530,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,287,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,817,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,817,757 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,498 | OverpaymentAmt |
| Applied To ES Tax | $6,498 | 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 |
| Individual With Books | BARRY LOGAN | IndividualWithBooksNm |
| Phone | 3057144100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE SUITE 901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| VALERIE F SCHIMEL | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | PRESIDENT | 18.00 | $88,333 | $0 | $0 |
| JANE D NAHMAD | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AARON J NAHMAD | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | TREASURER | 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 | $47,934,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,501,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,435,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,435,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $741,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,693,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,434,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,434,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,002 | TotalTaxAmt |
| Distributable Before Adj | $2,413,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,413,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,413,695 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,485,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,485,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,413,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,485,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,485,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,485,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,413,440 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI | |||||||
| 1951 NW 7TH AVENUE SUITE 600 | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| ADRIENNE ARSHT CENTER | |||||||
| 1300 BISCAYNE BOULEVARD | MIMI | FL | 33132 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| BAPTIST HEALTH FOUNDATION INC | |||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 72205 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $400,000 |
| BARRY UNIVERSITY | |||||||
| 11300 NE 2ND AVENUE | MIAMI | FL | 33161 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| BASCOM PALMER EYE INSTITUTE ALUMNI ASSOCIATION INC | |||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $100,000 |
| BOOKLEGGERS LIBRARY INC | |||||||
| 561 NW 32ND STREET | MIAMI | FL | 33127 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $60,000 |
| BOYS & GIRLS CLUB OF LAGUNA BEACH | |||||||
| 1085 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| CAMP VEGA FOUNDATION | |||||||
| 187 S SALEM ROAD | RIDGEFIELD | CT | 06877 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $5,000 |
| CHILDREN'S BEREAVEMENT CENTER | |||||||
| 7600 S RED ROAD SUITE 307 | SOUTH MIAMI | FL | 33143 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| DOING GOOD TOGETHER | |||||||
| 5141 16TH AVENUE SOUTH | MINNEAPOLIS | MN | 55417 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $62,350 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $22,500 |
| FAIRCHILD TROPICAL BOTANIC GARDEN INC | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $188,000 |
| FESTIVAL OF THE ARTS INC | |||||||
| PO BOX 1763 | WAUSAU | WI | 54402 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| FRANCES MCGLANNAN FOUNDATION | |||||||
| 10770 SW 84TH STREET | MIAMI | FL | 33173 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $5,000 |
| FRIENDS OF PUBLIC EDUCATION INC - NORTH BEACH ELEMENTARY | |||||||
| 4100 PRARIE AVENUE | MIAMI BEACH | FL | 33140 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| FRIENDS OF THE BASS MUSEUM INC | |||||||
| 2100 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| FRIENDS OF THE LAGUNA BEACH LIBRARY | |||||||
| PO BOX 36 | LAGUNA BEACH | CA | 92652 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $18,000 |
| FRIENDSHIP CIRCLE OF MIAMI | |||||||
| 8700 SW 12TH STREET | MIAMI | FL | 33176 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVENUE SUITE 230 | MIAMI | FL | 33134 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| GUITARS OVER GUNS | |||||||
| 169 EAST FLAGLER STREET SUITE 1134 | MIAMI | FL | 33131 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | |||||||
| ONE HOAG DRIVE | NEWPORT BEACH | CA | 92658 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $15,000 |
| HUMANE SOCIETY OF GREATER MIAMI DADE COUNTY | |||||||
| 16101 W DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $2,500 |
| INSTITUTE OF THE CONTEMPORARY ART MIAMI INC | |||||||
| 61 NE 41ST STREET | MIAMI | FL | 33137 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 12000 BISCAYNE BOULEVARD | NORTH MIAMI | FL | 33181 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| JOSHUA'S HEART FOUNDATION INC | |||||||
| PO BOX 640342 | MIAMI | FL | 33164 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| LAGUNA CANYON FOUNDATION | |||||||
| PO BOX 4895 | LAGUNA BEACH | CA | 92652 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH STREET | MIAMI BEACH | FL | 33141 | N/A | 501(C)3 RELIGIOUS OR | GENERAL OPERATIONS | $30,000 |
| LOCUST PROJECTS | |||||||
| 3852 NORTH MIAMI AVENUE | MIAMI | FL | 33127 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| MAKE A WISH | |||||||
| 4491 SOUTH STATE ROAD 7 SUITE 201 | FORT LAUDERDALE | FL | 33314 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| MIAMI BOOK FAIR | |||||||
| 300 NE SECOND AVENUE | MIAMI | FL | 33132 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| MIAMI THEATER CENTER | |||||||
| 9806 NE 2ND AVENUE | MIAMI SHORES | FL | 33138 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| MIAMI WATERKEEPER | |||||||
| 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| MISSION HOSPITAL | |||||||
| 425 W NEW ENGLAND AVENUE NO 300 | WINTER PARK | FL | 32789 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $15,000 |
| MUSIC & THE BRAIN | |||||||
| 412 WEST 42ND STREET 15TH FLOOR | NEW YORK | NY | 10036 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $260,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02551 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| NANTUCKET SAFE HARBOR FOR ANIMALS INC | |||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $2,500 |
| NATIONAL SCLERODERMA FOUNDATION INC | |||||||
| 300 ROSEWOOD DRIVE NO 105 | DANVERS | MA | 01923 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| NICKLAUS CHILDREN'S HOSPITAL | |||||||
| 3100 SW 62ND AVENUE | MIAMI | FL | 33155 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $42,000 |
| NORTH BEACH ELEMENTARY PTA | |||||||
| 4100 PRARIE AVENUE | MIAMI BEACH | FL | 33140 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| NU DECO ENSEMBLE | |||||||
| 404 NW 26TH STREET | MIAMI | FL | 33127 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| RANSOM EVERGLADES SCHOOL | |||||||
| 2045 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| SEED SCHOOL | |||||||
| 8004 NW 154TH STREET 389 | MIAMI LAKES | FL | 33016 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| SWEET DREAM MAKERS INC | |||||||
| 55 NE 5TH AVENUE | BOCA RATON | FL | 33432 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $26,000 |
| TEACH FOR AMERICA | |||||||
| 951 NW 7TH AVENUE SUITE 300 | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $75,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 RELIGIOUS OR | GENERAL OPERATIONS | $51,500 |
| TRUE NORTH CLASSICAL ACADEMY | |||||||
| 9393 SUNSET DRIVE | MIAMI | FL | 33173 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH STREET SUITE 450 | DORAL | FL | 33166 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152 STREET | MIAMI | FL | 33177 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,485,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,417 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,504,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,512,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,512,910 | 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 |
|---|---|---|---|---|---|---|
| ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS | ||||||
| 1 | 2665 S BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | $390,075 | Yes (X) |
| ALBERT H NAHMAD | ||||||
| 2 | 18 TAHITI BEACH ISLAND ROAD | CORAL GABLES | FL | 33143 | $5,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | FOUNDANT TECHNOLOGIES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2022-05-10 | AcquiredCompletedOrExpendedDt |
| Amortized | $10,000 | AmortizedAmt |
| Amortization Period | 24.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $3,333 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $3,333 | TotalAmortizationAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,967,784 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,983,990 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WATSCO, INC. CLASS B COMMON (174,360 SH) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,550,971 | BookValueAmt |
| EOYFMV | $42,875,124 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOUNDANT TECHNOLOGIES | CategoryOrItemTxt |
| Cost Or Other Basis | $10,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,333 | AccumulatedDepreciationAmt |
| Book Value | $6,667 | BookValueAmt |
| EOYFMV | $6,667 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $61 | $0 | $0 |
| EMAIL ACCOUNT & BANK FEES | $75 | $0 | $0 |
| PAYROLL EXPENSES | $1,381 | $0 | $0 |
| OFFICE EXPENSES | $288 | $0 | $0 |
| AMORTIZATION | $3,333 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $25,650 | $0 | $0 |
| PAYROLL TAXES | $6,765 | $0 | $0 |
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