SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-24
- IRS object ID
- 202322979349100957
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T13:08:58-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261612615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGALLS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656272903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOL TAPLIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARBARA INGALLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLT | BusinessNameControlTxt |
| Phone | 9419237850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK TAPLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9419237850 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | TAPLIN | 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 | BARBARA ANN INGALLS | PreparerPersonNm |
| PTIN | P00164068 | PTIN |
| Phone | 9419237850 | PhoneNum |
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 | $11,108,667 | 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 | $239,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$146,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,501,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,978 | 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 |
| Legal Fees Rev And Expnss | $150,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $141,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,812 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,962 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,664 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $250,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $823,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$730,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $501,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $853,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $853,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,381,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,299,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,790,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,124 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,098 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $266,930 | OtherAssetsBOYAmt |
| Other Assets EOY | $266,930 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $266,930 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,255,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,525,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,108,667 | 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 | $6,255,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,525,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,255,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,525,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,255,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,525,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,255,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$730,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,525,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,525,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYS INC COM | P | 2020-03-19 | 2023-03-14 | $122,262 | $98,304 | $23,958 | $23,958 |
| ILLUMNIA INC | P | 2020-11-03 | 2023-06-20 | $101,292 | $147,350 | -$46,058 | -$46,058 |
| ISHARES FLOATING RATE BOND | P | 2020-01-29 | 2022-09-16 | $100,658 | $102,110 | -$1,452 | -$1,452 |
| ISHARES FLOATING RATE BOND | P | 2018-05-02 | 2023-03-15 | $352,587 | $356,720 | -$4,133 | -$4,133 |
| PAYPAL HOLDINGS INC | P | 2022-04-29 | 2023-03-15 | $37,567 | $41,848 | -$4,281 | -$4,281 |
| PAYPAL HOLDINGS INC | P | 2022-01-21 | 2023-03-09 | $75,134 | $165,845 | -$90,711 | -$90,711 |
| SCHLUMBERGER LIMITED | P | 2019-02-11 | 2023-03-09 | $188,338 | $179,292 | $9,046 | $9,046 |
| SPDR BLOOMBERG BARCLAYS INVEST GRADE FLOATING RATE | P | 2020-01-29 | 2023-03-15 | $379,935 | $384,456 | -$4,521 | -$4,521 |
| TELADOC HEALTH INC | P | 2019-04-17 | 2022-09-30 | $35,118 | $62,385 | -$27,267 | -$27,267 |
| VERIZON COMMUNICATIONS | P | 2020-03-26 | 2023-06-22 | $107,984 | $109,545 | -$1,561 | -$1,561 |
| CLASS ACTION SETTLEMENT | P | 2023-04-26 | $191 | $191 | $191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$146,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,005 | 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 | $15,005 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,690 | OverpaymentAmt |
| Applied To ES Tax | $12,690 | 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 | INGALLS PA | IndividualWithBooksNm |
| Phone | 9419237850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | 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 |
|---|---|---|---|---|---|---|---|---|
| JACK G TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SHEILA ELIAS TAPLIN | ||||||||
| 9999 COLLINS AVENUE PH 1-D | BAL HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER SAZANT | ||||||||
| 1177 KANE CONCOURSE 201 | BAY HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JASON TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | TRUSTEE | 0.00 | $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 | $9,754,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $543,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,297,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,297,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,143,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,315 | TotalTaxAmt |
| Distributable Before Adj | $504,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $504,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $504,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $750,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $97,935 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $443,840 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $504,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $689,319 | 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 | $53,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $635,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,249 | ExcessFromYear4Amt |
| Excess From Year3 | $97,935 | ExcessFromYear3Amt |
| Excess From Year2 | $112,687 | ExcessFromYear2Amt |
| Excess From Year1 | $148,621 | ExcessFromYear1Amt |
| Excess From Current Year | $245,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK G TAPLIN | ContributingManagerNm |
| Contributing Manager | SHEILA ELIAS TAPLIN | ContributingManagerNm |
| Contributing Manager | JENNIFER SAZANT | ContributingManagerNm |
| Contributing Manager | JASON TAPLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOL TAPLIN CHARITABLE FOUNDATION CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9419237850 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SUBMIT REQUESTS IN LETTER FORM DESCRIBING THEIR ACTIVITIES AND THE REASON FOR THEIR REQUEST. THEY MAY ALSO SUBMIT ADDITIONAL LITERATURE CONCERNING THEIR ACTIVITIES AS THEY FEEL NECESSARY TO SUPPORT THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | NONE | GENERAL CONTRIBUTION - CANCER RESEARCH | $40,000 |
| BASS MUSEUM OF ARTFRIENDS OF BASS MUSEUM OF ART | |||||||
| 2100 COLLINS AVE | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTIBUTION | $10,000 |
| BETTER WAY OF MIAMI INC | |||||||
| 800 NW 28TH STREET | MIAMI | FL | 33127 | NONE | NONE | GENERAL CONTRIBUTION | $25,000 |
| BREAKTHROUGH MIAMI INC | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | NONE | GENERAL CONTRIBUTION | $20,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - DAY CENTER FOR HOMELESS IN DADE | $30,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - FEEDING THE HUNGRY/DAY CENTER FOR HOMELESS IN DADE | $50,000 |
| COCONUT GROVE CARES INC | |||||||
| 3870 WASHINGTON AVENUE | COCONUT GROVE | FL | 33133 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | NONE | GENERAL CONTRIBUTION | $30,000 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS INC | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | NONE | GENERAL CONTRIBUTION | $50,000 |
| MICHAEL-ANN RUSSELL JEWISH COMMUNITY CENTER | |||||||
| 18900 NE 25TH AVENUE | N MIAMI | FL | 33180 | NONE | NONE | GENERAL CONTRIBUTION - SUMMER CAMP PROGRAM | $50,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | NONE | RESTRICTED - CANCER CENTER | $70,000 |
| MUSEUM OF CONTEMPORY ART | |||||||
| 770 N E 125TH STREET | NORTH MIAMI | FL | 33161 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTRIBUTION - ENDOWMENT | $50,000 |
| OVERTOWN OPTIMIST CLUB | |||||||
| 350 NW 12 STREET | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - FOOD AND NUTRITION INITIATIVE | $33,000 |
| PEREZ ART MUSEUM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | NONE | GENERAL CONTRIBUTION - EDUCATION PROGRAM | $10,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | NONE | NONE | GENERAL CONTRIBUTION | $30,000 |
| SOUTH FLORIDA CENTER FOR THEOLOGICAL STUDIES | |||||||
| 8901 DICKENS AVENUE | SURFSIDE | FL | 33154 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| TEMPLE EMANU-EL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTRIBUTION - HEBREW SCHOOL | $10,000 |
| UNIVERSITY OF MIAMI-DEPARTMENT OF PEDIATRICS | |||||||
| 1501 NW 9TH AVE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - PEDIATRIC MOBILE CLINIC | $25,000 |
| WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM | |||||||
| 8400 NW 36 STREET | DORAL | FL | 33166 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | NONE | RESTRICTED - CANCER CENTER | $1,260,000 |
| OVERTOWN OPTIMIST CLUB | |||||||
| 350 NW 12 STREET | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - FOOD AND NUTRITION INITIATIVE | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,293,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$146,789 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,189 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,812 | Amt |
| Net Investment Income | $8,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUMANA, INC. | $36,524 | $59,414 |
| TYCO ELECTRONICS GROUP S | $69,600 | $138,684 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $146,238 | $269,460 |
| ALPHABET RG-C | $265,702 | $241,940 |
| AMERICAN EXPRESS | $45,607 | $348,400 |
| APPLE COMPUTER | $83,824 | $969,850 |
| BOEING CO. | $71,437 | $211,160 |
| BRISTOL-MEYERS SQUIBB CO. | $97,170 | $255,800 |
| CLOROX COMPANY | $64,106 | $159,040 |
| COMCAST CORP-CLASS A | $58,683 | $249,300 |
| CVS HEALTH CORP | $129,110 | $138,260 |
| EXXON MOBIL CORP | $158,900 | $214,500 |
| HOME DEPOT | $52,358 | $465,960 |
| ISHARES SHORT CORP BOND ETF | $411,400 | $401,360 |
| ISHARES SHORT TREASURY BOND ETF | $386,260 | $386,575 |
| JOHNSON & JOHNSON | $93,941 | $165,520 |
| JP MORGAN CHASE & CO. | $68,200 | $290,880 |
| KROGER COMPANY | $40,422 | $188,000 |
| LOWE'S COMPANIES | $15,769 | $338,550 |
| MCDONALD'S CORP. | $17,300 | $298,410 |
| MERCK & CO., INC. | $89,335 | $519,255 |
| META PLATFORMS INC | $172,295 | $286,980 |
| MONDELEZ INTERNATIONAL INC-A | $33,116 | $145,880 |
| NVIDIA CORP | $68,751 | $846,040 |
| RAYTHEON COMPANY | $112,538 | $293,880 |
| REGIONS FINL CORP | $95,450 | $178,200 |
| SCHWAB SHORT-TERM US TREASURY ETF | $374,862 | $360,450 |
| SPDR SERIES TRUST PORTFOLIO | $378,487 | $368,000 |
| VANGUARD SCOTTSDALE | $333,168 | $316,120 |
| VISA INC-CLASS A SHARES | $25,304 | $356,220 |
| WALT DISNEY CORPORATION | $106,976 | $223,200 |
| ISHARES TR ISHS (5-10YR INVT) | $302,440 | $303,420 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $150,000 | LegalFeesAmt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $141,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS | Desc |
| BOY Book Value | $266,930 | BOYBookValueAmt |
| EOY Book Value | $266,930 | EOYBookValueAmt |
| EOYFMV | $266,930 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $5,180 | $5,180 | $0 |
| INSURANCE | $968 | $484 | $484 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $49,804 | Amt |
| Net Investment Income | $49,804 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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