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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-30T14:44:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBERT H AND JANE D NAHMADBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt
Phone3057144100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE F SCHIMELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3057144100PhoneNum
Signature2023-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVALERIEPersonFirstNm
Person LastSCHIMELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL CUSTERPreparerPersonNm
PTINP00262706PTIN
Phone3058585600PhoneNum
Preparation2023-07-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,158,116FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,390,075ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,417InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,417InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,504,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,504,493DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,902,985TotalRevAndExpnssAmt
Total Net Invst Incm$1,512,910TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$88,333CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$32,415TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,138OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$129,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,485,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,485,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,615,236TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,485,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,287,749ExcessRevenueOverExpensesAmt
Net Investment Income$1,510,910NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,074CashBOYAmt
Cash EOY$8,227CashEOYAmt
Cash EOYFMV$8,227CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,968,963SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$284,108SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$284,108SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,967,784USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,983,990USGovtObligationsEOYFMVAmt
Other Investments BOY$23,550,971OtherInvestmentsBOYAmt
Other Investments EOY$23,550,971OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,875,124OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$10,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,333LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$6,667LandEOYAmt
Land EOYFMV$6,667LandEOYFMVAmt
Total Assets BOY$25,530,008TotalAssetsBOYAmt
Total Assets EOY$29,817,757TotalAssetsEOYAmt
Total Assets EOYFMV$49,158,116TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,530,008RetainedEarningBOYAmt
Retained Earning EOY$29,817,757RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,530,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,817,757TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,530,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,817,757TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,530,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,287,749ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,817,757SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,817,757TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,002InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,002SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,002TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,498OverpaymentAmt
Applied To ES Tax$6,498AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARRY LOGANIndividualWithBooksNm
Phone3057144100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE SUITE 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VALERIE F SCHIMEL
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133PRESIDENT18.00$88,333$0$0
JANE D NAHMAD
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133SECRETARY1.00$0$0$0
AARON J NAHMAD
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,934,208AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,501,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$49,435,471TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$49,435,471AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$741,532CashDeemedCharitableAmt
Net Vl Noncharitable Assets$48,693,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,434,697MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,434,697MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,002TaxBasedOnInvestmentIncomeAmt
Total Tax$21,002TotalTaxAmt
Distributable Before Adj$2,413,695DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,413,695DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,413,695DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,485,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,485,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,413,695DistributableAsAdjustedAmt
Undistributed Income PY$2,485,095UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,485,350QualifyingDistributionsAmt
Applied To Year1$2,485,095AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$255AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,413,440UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVE MIAMI
1951 NW 7TH AVENUE SUITE 600MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
ADRIENNE ARSHT CENTER
1300 BISCAYNE BOULEVARDMIMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
BAPTIST HEALTH FOUNDATION INC
9601 BAPTIST HEALTH DRIVELITTLE ROCKAR72205N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$400,000
BARRY UNIVERSITY
11300 NE 2ND AVENUEMIAMIFL33161N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
BASCOM PALMER EYE INSTITUTE ALUMNI ASSOCIATION INC
900 NW 17TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$100,000
BOOKLEGGERS LIBRARY INC
561 NW 32ND STREETMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$60,000
BOYS & GIRLS CLUB OF LAGUNA BEACH
1085 LAGUNA CANYON ROADLAGUNA BEACHCA92651N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
CAMP VEGA FOUNDATION
187 S SALEM ROADRIDGEFIELDCT06877N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
CHILDREN'S BEREAVEMENT CENTER
7600 S RED ROAD SUITE 307SOUTH MIAMIFL33143N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
DOING GOOD TOGETHER
5141 16TH AVENUE SOUTHMINNEAPOLISMN55417N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$62,350
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$22,500
FAIRCHILD TROPICAL BOTANIC GARDEN INC
10901 OLD CUTLER ROADCORAL GABLESFL33156N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRACEPEMBROKE PARKFL33023N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$188,000
FESTIVAL OF THE ARTS INC
PO BOX 1763WAUSAUWI54402N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
FRANCES MCGLANNAN FOUNDATION
10770 SW 84TH STREETMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
FRIENDS OF PUBLIC EDUCATION INC - NORTH BEACH ELEMENTARY
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
FRIENDS OF THE BASS MUSEUM INC
2100 COLLINS AVENUEMIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
FRIENDS OF THE LAGUNA BEACH LIBRARY
PO BOX 36LAGUNA BEACHCA92652N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$18,000
FRIENDSHIP CIRCLE OF MIAMI
8700 SW 12TH STREETMIAMIFL33176N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
GABLESTAGE INC
1200 ANASTASIA AVENUE SUITE 230MIAMIFL33134N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
GUITARS OVER GUNS
169 EAST FLAGLER STREET SUITE 1134MIAMIFL33131N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVENEWPORT BEACHCA92658N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
HUMANE SOCIETY OF GREATER MIAMI DADE COUNTY
16101 W DIXIE HIGHWAYNORTH MIAMI BEACHFL33160N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$2,500
INSTITUTE OF THE CONTEMPORARY ART MIAMI INC
61 NE 41ST STREETMIAMIFL33137N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC
12000 BISCAYNE BOULEVARDNORTH MIAMIFL33181N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
JOSHUA'S HEART FOUNDATION INC
PO BOX 640342MIAMIFL33164N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
LAGUNA CANYON FOUNDATION
PO BOX 4895LAGUNA BEACHCA92652N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
LEHRMAN COMMUNITY DAY SCHOOL
727 77TH STREETMIAMI BEACHFL33141N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$30,000
LOCUST PROJECTS
3852 NORTH MIAMI AVENUEMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
MAKE A WISH
4491 SOUTH STATE ROAD 7 SUITE 201FORT LAUDERDALEFL33314N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI BOOK FAIR
300 NE SECOND AVENUEMIAMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC
601 SW 8TH AVENUEMIAMIFL33130N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI THEATER CENTER
9806 NE 2ND AVENUEMIAMI SHORESFL33138N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MIAMI WATERKEEPER
2103 CORAL WAY 2ND FLOORMIAMIFL33145N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MISSION HOSPITAL
425 W NEW ENGLAND AVENUE NO 300WINTER PARKFL32789N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
MUSIC & THE BRAIN
412 WEST 42ND STREET 15TH FLOORNEW YORKNY10036N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$260,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA02554N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02551N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
NANTUCKET SAFE HARBOR FOR ANIMALS INC
PO BOX 2844NANTUCKETMA02584N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$2,500
NATIONAL SCLERODERMA FOUNDATION INC
300 ROSEWOOD DRIVE NO 105DANVERSMA01923N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
NICKLAUS CHILDREN'S HOSPITAL
3100 SW 62ND AVENUEMIAMIFL33155N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$42,000
NORTH BEACH ELEMENTARY PTA
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
NU DECO ENSEMBLE
404 NW 26TH STREETMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
RANSOM EVERGLADES SCHOOL
2045 SOUTH BAYSHORE DRIVECOCONUT GROVEFL33133N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
SEED SCHOOL
8004 NW 154TH STREET 389MIAMI LAKESFL33016N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
SWEET DREAM MAKERS INC
55 NE 5TH AVENUEBOCA RATONFL33432N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$26,000
TEACH FOR AMERICA
951 NW 7TH AVENUE SUITE 300MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$75,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33139N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$51,500
TRUE NORTH CLASSICAL ACADEMY
9393 SUNSET DRIVEMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
UNIVERSITY OF MIAMI
PO BOX 248106CORAL GABLESFL33124N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
WOMEN OF TOMORROW
8400 NW 36TH STREET SUITE 450DORALFL33166N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
ZOO MIAMI FOUNDATION INC
12400 SW 152 STREETMIAMIFL33177N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,485,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,417ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,504,493ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,512,910ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,512,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS
12665 S BAYSHORE DRIVECOCONUT GROVEFL33133$390,075Yes (X)
ALBERT H NAHMAD
218 TAHITI BEACH ISLAND ROADCORAL GABLESFL33143$5,000,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesFOUNDANT TECHNOLOGIESAmortizedExpensesDesc
Acquired Completed Or Expended2022-05-10AcquiredCompletedOrExpendedDt
Amortized$10,000AmortizedAmt
Amortization Period24.000000000000AmortizationPeriodRt
Current Year Amortization$3,333CurrentYearAmortizationAmt
Net Investment Income$0NetInvestmentIncomeAmt
Total Amortization$3,333TotalAmortizationAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,967,784USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,983,990USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWATSCO, INC. CLASS B COMMON (174,360 SH)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$23,550,971BookValueAmt
EOYFMV$42,875,124EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFOUNDANT TECHNOLOGIESCategoryOrItemTxt
Cost Or Other Basis$10,000CostOrOtherBasisAmt
Accumulated Depreciation$3,333AccumulatedDepreciationAmt
Book Value$6,667BookValueAmt
EOYFMV$6,667EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$25,650$0$0
PAYROLL TAXES$6,765$0$0

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