H ANGELA WHITMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- H ANGELA WHITMAN FOUNDATION INC (EIN 46-0747528)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-27
- IRS object ID
- 202323009349100507
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-27T09:30:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591262947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON PRESTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4770 BISCAYNE BLVD SUITE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | 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 | 460747528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H ANGELA WHITMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANG | BusinessNameControlTxt |
| Phone | 3057283823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S BISCAYNE BLVD 3400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H ANGELA WHITMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3057283823 | PhoneNum |
| Signature | 2023-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | ANGELA WHITMAN | 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 | STEVEN KLEIN | PreparerPersonNm |
| PTIN | P01396044 | PTIN |
| Phone | 3058683600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $1,063,700 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $807,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $160 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $244 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $641,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $602,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,249 | CashBOYAmt |
| Cash EOY | $2,049 | CashEOYAmt |
| Cash EOYFMV | $2,049 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $486,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $436,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $574,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $525,914 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,745 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $59,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,501 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $422,638 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $955,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,121,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $524,640 | CapitalStockBOYAmt |
| Capital Stock EOY | $524,640 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $430,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $597,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $955,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,121,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,121,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $93,824 | $128,811 | -$34,987 | -$34,987 | |
| CAPITAL GAINS DIVIDENDS | $22,121 | $22,121 | $22,121 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,164 | OverpaymentAmt |
| Applied To ES Tax | $1,164 | 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 | COMPOUND FAMILY OFFICES LLC | IndividualWithBooksNm |
| Phone | 7863014209 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 MAIN ST STE 202 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND KUHN | ||||||||
| 4502 N FEDERAL HIGHWAY APT 225C | LIGHTHOUSE POINT | FL | 33064 | PRESIDENT | 1.00 | $25,000 | $0 | $0 |
| H ANGELA WHITMAN | ||||||||
| 10225 COLLINS AVENUE | BAL HARBOUR | FL | 33154 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT KUHN | ||||||||
| 315 DURAND DRIVE | LOS ANGELES | CA | 90068 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $588,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,121,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,121,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,104,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116 | TotalTaxAmt |
| Distributable Before Adj | $55,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,125 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $602,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $602,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $359,236 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $498,232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $458,801 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $519,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $430,080 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,265,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $602,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $547,700 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,813,524 | 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 | $359,236 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,454,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $498,232 | ExcessFromYear4Amt |
| Excess From Year3 | $458,801 | ExcessFromYear3Amt |
| Excess From Year2 | $519,475 | ExcessFromYear2Amt |
| Excess From Year1 | $430,080 | ExcessFromYear1Amt |
| Excess From Current Year | $547,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H ANGELA WHITMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTIVITIES RECREATION AND CARE | ||||||||||||
| 6456 WHITSETT AVENUE | NORTH HOLLYWOOD | CA | 91606 | N/A | PC | SUPPORT FOR THE DEVELOPMENTALLY DISABLED | $10,000 | |||||
| UNIVERSITY OF MIAMI | ||||||||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | N/A | PC | SUPPORT EYE CARE | $20,000 | |||||
| BOYS TOWN SOUTH FLORIDA | ||||||||||||
| 1655 PALM BEACH LAKES BLVD SUITE | WEST PALM BEACH | FL | 33401 | N/A | PC | YOUTH SERVCICES | $250 | 300 | ||||
| CATHOLIC CHARITIES USA | ||||||||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | HURRICANE DISASTER RELIEF | $5,000 | |||||
| CHILDRENS AID CLUB | ||||||||||||
| 3296 N FEDERAL HWY UNIT 11503 | FORT LAUDERDALE | FL | 33339 | N/A | PC | YOUTH SERVCICES | $12,000 | |||||
| DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH INC | ||||||||||||
| 1680 MERIDIAN AVE STE 501 | MIAMI BEACH | FL | 33139 | N/A | PC | SUPPORT MENTAL HEALTH CARE | $10,000 | |||||
| FAIRCHILD TROPICAL BOTANIC GARDEN | ||||||||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | N/A | PC | SUPPORT CONSERVATION EFFORTS | $123,000 | |||||
| FIGHTING CHOLERA INTERNATIONAL INC | ||||||||||||
| 1085 KANE CONCOURSE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | SUPPORT FOR THE IMPOVERISHED | $2,000 | |||||
| MOUTH & FOOT PAINTING ARTISTS ASSOCIATION | ||||||||||||
| N/A | PC | ASSISTING DISABLED ARTISTS | $150 | PO BOX 818 IM RIETLE | SCHAAN | LS | 9494 | |||||
| GULF COAST COMMUNITY FOUNDATION INC | ||||||||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | N/A | PC | HURRICANE DISASTER RELIEF | $5,000 | |||||
| LOTUS ENDOWMENT FUND INC | ||||||||||||
| 3921 ALTON ROAD 470 | MIAMI BEACH | FL | 33140 | N/A | PC | SUPPORT FOR THE HOMELESS | $100,000 | |||||
| THE SUNDARI FOUNDATION INC | ||||||||||||
| 3921 ALTON ROAD 468 | MIAMI BEACH | FL | 33140 | N/A | PC | SUPPORT FOR THE HOMELESS | $87,000 | |||||
| MARIAN CENTER SCHOOL AND SERVICES INC | ||||||||||||
| 15701 NW 37TH AVE | MIAMI GARDENS | FL | 33054 | N/A | PC | SUPPORT FOR THE DEVELOPMENTALLY DISABLED | $1,600 | |||||
| MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC | ||||||||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | CARE FOR THE ELDERLY | $10,000 | |||||
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | ||||||||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | SUPPORT FOR THE BLIND | $102,500 | |||||
| UNIVERSITY OF MIAMI | ||||||||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | N/A | PC | RESEARCH TO CURE PARALYSIS | $250 | |||||
| OPHTHALMOLOGY RESEARCH FOUNDATION INC | ||||||||||||
| PO BOX 15869 | MIAMI | FL | 33101 | N/A | PC | RESEARCH TO PREVENT BLINDNESS | $100,000 | |||||
| ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC | ||||||||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | N/A | PC | SUPPORT CONSERVATION EFFORTS | $2,000 | |||||
| SIERRA CLUB | ||||||||||||
| 2101 WEBSTER ST SUITE 1300 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT CONSERVATION EFFORTS | $200 | |||||
| SMILE TRAIN INC | ||||||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT CLEFT TREATMENT | $700 | |||||
| SMITHSONIAN INSTITUTUTION | ||||||||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | N/A | PC | SUPPORT ACTIVITIES | $150 | |||||
| SALVATION ARMY | ||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | HURRICANE DISASTER RELIEF | $5,000 | |||||
| WOODY FOUNDATION INC | ||||||||||||
| 12500 VIRTUDES ST | CORAL GABLES | FL | 33156 | N/A | PC | SUPPORT FOR INDIVIDUALS WITH PARALYSIS | $2,000 | |||||
| UNICEF USA | ||||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | SUPPORT FOR UNDERPRIVILEGED CHILDREN | $1,000 | |||||
| VETERANS OF FOREIGN WARS OF THE UNITED STATES | ||||||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | N/A | PC | ASSISTANCE TO WAR VETERANS | $150 | |||||
| WORLD WILDLIFE FOUNDATION INC | ||||||||||||
| 3771 PITT ST STE 283 | SCHELLSBURG | PA | 15559 | N/A | PC | SUPPORT CONSERVATION EFFORTS | $250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,200 | 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 | $50 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,742 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | H ANGELA WHITMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10225 COLLINS AVENUE | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HARBOR CORE BOND INSITUTION | BondNm |
| EOY Book Value | $59,274 | EOYBookValueAmt |
| EOYFMV | $49,501 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING ETF | $7,086 | $5,370 |
| ISHARES GOLD ETF | $11,324 | $11,830 |
| SCHWAB US TIPS ETF | $19,096 | $16,314 |
| SPDR GOLD MINISHARES ETV | $3,000 | $3,004 |
| ABBEY CAPITAL FUTURES STRATEGY FUND | $41,911 | $39,732 |
| ARISTOTLE VALUE EQUITY | $95,082 | $90,162 |
| ARTISAN INTERNATIONAL VALUE ADVISOR | $31,532 | $35,581 |
| BAILLIE GIFFORD CHINA EQUITIES INSTL | $6,549 | $5,156 |
| BAILLIE GIFFORD INTERNATIONAL GROWTH | $34,562 | $22,113 |
| BARON DISCOVERY INSTITUTIONAL | $10,015 | $9,773 |
| COHEN & STEERS INSTL REALTY SHARES | $10,234 | $9,696 |
| EDGEWOOD GROWTH FUND | $99,660 | $84,776 |
| GOLDMAN SACHS GQG PTNRS | $15,318 | $17,513 |
| GQG PARTNERS EMERGING MARKETS EQUITY | $13,482 | $14,003 |
| GRANDEUR PEAK INTERNATIONAL OPPS INSTL | $17,702 | $12,009 |
| JOHCM INTERNATIONAL SELECT INST | $28,678 | $23,998 |
| KENNEDY CAPITAL SMALL CAP VALUE INSTL | $30,915 | $30,672 |
| KOPERNIK GLOBAL ALL - CAP | $18,041 | $14,085 |
| LYRICAL U.S. VALUE EQUITY FUND | $39,959 | $47,575 |
| NEUBERGER BERMAN REAL ESTATE I | $12,206 | $11,863 |
| WILLIAM BLAIR SMALL-MID CAP GR I | $27,957 | $20,689 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $160 | LegalFeesAmt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,211 | Amt |
| Net Investment Income | $9,211 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2022 EXCISE TAX | $1,085 | $0 | $0 |
| FOREIGN TAXES | $244 | $244 | $0 |
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