ORTEGA CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ORTEGA CHARITABLE FOUNDATION (EIN 65-0014714)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-04
- IRS object ID
- 202202169349100210
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-04T09:18:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650014714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ortega Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ORTE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA ELENA WOLLBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA ELENA | PersonFirstNm |
| Person Last | WOLLBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,061,513 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $724,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $724,695 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $197,803 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $197,803 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $177,777 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,745,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,067,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,745,616 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,056 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,056 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,689,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,689,648 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $182,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182,530 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $102,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,892 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $34,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,914,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,914,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,233,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,939,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,455,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,455,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,205,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,231,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,231,408 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,708 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $350,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $410,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $350,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $350,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $6,364,106 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,999,307 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,171,032 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,568,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,094,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,244,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,011,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,342,404 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,340,898 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,056,864 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $4,056,864 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,056,864 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,723,432 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,618,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,074,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,061,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $37,618,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,074,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,618,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,074,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,618,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,074,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,618,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,455,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,074,729 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,074,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $18,067,181 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,321,565 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,745,616 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,745,616 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,745,616 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,935 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,935 | SubtotalAmt |
| Tax Based On Investment Income | $61,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $62,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65 | OverpaymentAmt |
| Applied To ES Tax | $65 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maria Elena Wollberg | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARAZOZA GROUP MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE PENTHOUSE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331344527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $182,530 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,000,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,442,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,073,432 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,516,960 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,516,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $682,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,834,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,241,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,241,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,935 | TotalTaxAmt |
| Distributable Before Adj | $2,179,775 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,179,775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,179,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,939,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,939,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,179,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,910,687 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $1,939,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,910,687 | AppliedToYear1Amt |
| Applied To Current Year | $28,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,151,462 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| J Gonzalez | ||||||||
| FLORIDA INTERNATIONAL UNIVERSITY | 11200 SW 8TH ST PC-120 | MIAMI | FL | 33199 | none | I | Scholarship Grant | $10,500 |
| THE MIAMI FOUNDATION INC | ||||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | General & Unrestricted | $1,900,000 | |
| K Mora | ||||||||
| UNIVERSITY OF GEORGIA | 220 HOLMES/HUNTER ACADEMIC BLDG | ATHENS | GA | 30602 | none | I | Scholarship Grant | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,914,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $724,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $177,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,745,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM NOTE RECEIVABLE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,669,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,669,622 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LAND - 1660 & 1690 | 2016-07-06 | $3,426,864 | L | $0 |
| LAND - 6222 CLARCO | 2009-09-19 | $630,000 | L | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 2.950% - 11/21/20 | $99,012 | $94,891 |
| ABBVIE INC - 3.600% - 05/14/20 | $64,455 | $61,502 |
| ANHEUSER BUSCH COS INC - 4.900 | $146,328 | $163,705 |
| APPLE INC - 1.650% - 05/11/203 | $55,237 | $52,608 |
| BANK OF MONTREAL MTN - 3.300% | $281,743 | $287,779 |
| BANK OF NEW YORK MELLON CORP - | $184,334 | $182,738 |
| BAT CAPITAL CORP MTN CALL MAKE | $327,981 | $319,880 |
| BP CAP MKTS AMER - 3.410% - 02 | $50,060 | $53,359 |
| CAPITAL ONE FINL CORP NOTE - 3 | $38,027 | $42,490 |
| CIGNA CORP - 2.400% - 03/15/20 | $64,469 | $62,565 |
| CITIGROUP INC SR NT - 4.500% - | $122,115 | $123,144 |
| COMCAST CORP - 1.500% - 02/15/ | $58,765 | $55,757 |
| COMCAST CORP NOTE - 3.950% - 1 | $308,346 | $297,084 |
| CVS HEALTH CORP - 1.300% - 08/ | $58,837 | $57,236 |
| CVS HEALTH CORP - 3.750% - 04/ | $288,115 | $277,642 |
| ENTERPRISE PROD - 3.750% - 02/ | $51,890 | $53,150 |
| FISERV INC NOTE CALL MAKE WHOL | $55,064 | $59,201 |
| GOLDMAN SACHS - 0.673% - 03/08 | $102,021 | $101,546 |
| GOLDMAN SACHS GROUP INC NOTE - | $249,339 | $227,683 |
| JP MORGAN CHASE - 2.769% - 10/ | $91,569 | $87,420 |
| JP MORGAN CHASE - 3.540% - 05/ | $41,399 | $44,556 |
| JPMORGAN CHASE &CO - 1.045% - | $321,087 | $312,875 |
| MARSH &MCLENNAN COS INC - 4.37 | $46,452 | $52,479 |
| MORGAN STANLEY - 1.794% - 02/1 | $75,255 | $75,810 |
| MORGAN STANLEY - 4.375% - 01/2 | $144,548 | $172,669 |
| MORGAN STANLEY MTN CALL MAKE W | $95,253 | $99,225 |
| NEXTERA ENERGY CAP - 2.250% - | $58,026 | $54,722 |
| ORACLE CORP - 2.950% - 04/01/2 | $84,895 | $76,939 |
| U S BANCORP - 3.150% - 04/27/2 | $40,574 | $46,040 |
| UNION PAC CORP - 3.950% - 09/1 | $141,335 | $153,687 |
| VERIZON COMMS - 4.329% - 09/21 | $55,839 | $52,296 |
| VERIZON COMMUNICATIONS INC - 2 | $308,517 | $304,824 |
| WELLS FARGO - 2.393% - 06/02/2 | $158,241 | $156,620 |
| WELLS FARGO CO MTN BE - 3.300% | $73,276 | $76,776 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (168 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $62,112 | $84,760 |
| ACTIVISION BLIZZARD INC | $36,922 | $43,045 |
| AIRBNB | $61,088 | $58,438 |
| ALCON INC | $44,822 | $64,295 |
| ALLSTATE CORP | $45,878 | $54,472 |
| ALLY FINANCIAL INC | $70,696 | $125,119 |
| ALPHABET INC CL A | $31,132 | $246,248 |
| ALPHABET INC CL C | $57,636 | $248,849 |
| AMADEUS IT HLDS SA | $20,284 | $20,248 |
| AMAZON COM | $275,701 | $410,124 |
| AMER INTERNATIONAL GROUP INC | $176,521 | $240,518 |
| AMEREN CORPORATION | $52,981 | $61,506 |
| AMERICAN ELECTRIC POWER INC | $57,535 | $59,165 |
| AMERICAN TOWER REIT INC | $29,799 | $38,318 |
| ANALOG DEVICES INC | $169,871 | $178,582 |
| ANTHEM INC | $197,598 | $391,228 |
| APOLLO GLOBAL MANAGEMENT, INC | $69,532 | $81,918 |
| APPLE INC | $110,061 | $390,121 |
| APPLIED MATERIALS INC | $70,121 | $183,796 |
| ASSURANT INC | $41,579 | $48,784 |
| ASTRAZENECA | $154,760 | $216,574 |
| AVATAR HOLDINGS INC. | $109,468 | $110,786 |
| AXALTA COATING SYSTEMS LTD | $72,752 | $102,241 |
| BAE SYSTEMS PLC | $18,970 | $22,343 |
| BAKER HUGHES COMPANY | $189,588 | $192,023 |
| BARCLAYS PLC ADR | $208,561 | $213,655 |
| BATS SERIES C PORTFOLIO | $106,803 | $103,137 |
| BATS SERIES M PORTFOLIO | $1,522,750 | $1,512,212 |
| BERKSHIRE HATHAWAY INC. CLASS | $136,148 | $222,456 |
| BLACKROCK ALLOC TGT SER S PORT | $157,862 | $156,547 |
| BP PLC SPONSORED ADR | $194,206 | $145,453 |
| BRITISH AMERICAN TOBACCO PLC | $95,599 | $90,121 |
| C H ROBINSON WORLDWIDE INC | $95,660 | $107,307 |
| CANADIAN NATL RAILWAY CO | $254,139 | $287,124 |
| CAPITAL ONE FINANCIAL CORP | $117,430 | $139,867 |
| CATERPILLAR INC | $79,871 | $78,561 |
| CBRE GROUP | $45,977 | $101,891 |
| CDK GLOBAL INC | $106,527 | $87,529 |
| CELLNEX TELECOM ADR | $226,861 | $221,846 |
| CENTERPOINT ENERGY | $38,863 | $43,819 |
| CHARLES SCHWAB CORP | $54,291 | $132,458 |
| CIENA CORP | $69,778 | $110,144 |
| CIGNA CORPORATION | $123,369 | $130,889 |
| CISCO SYSTEMS INC | $287,188 | $441,434 |
| CITIGROUP INC | $232,957 | $269,521 |
| CITIZENS FINANCIAL GROUP, INC | $45,159 | $60,338 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $95,951 | $147,630 |
| COMCAST CORP | $248,047 | $403,445 |
| CONOCOPHILLIPS | $219,060 | $340,257 |
| CONSTELLATION BRANDS INC | $72,937 | $119,713 |
| CORTEVA INC | $160,583 | $274,744 |
| COVESTRO AG | $137,229 | $128,019 |
| CVS CAREMARK CORP | $75,586 | $130,807 |
| DBS GROUP HLDGS SPON ADR | $15,334 | $26,385 |
| DIAGEO PLC ADS | $48,525 | $67,363 |
| DOCEBO INC | $82,474 | $69,987 |
| DOLLAR GENERAL CORP | $221,628 | $261,535 |
| DOLLAR TREE INC | $98,851 | $146,422 |
| DU PONT DE NEMOURS | $41,502 | $62,281 |
| EDISON INTL | $62,390 | $71,321 |
| EDP-ELECTRICIDADE DE PORTUGAL | $63,741 | $63,314 |
| ENN ENERGY HOLDINGS LIMITED | $22,596 | $24,850 |
| EQT CORPORATION | $107,915 | $127,349 |
| EQUINOR ASA | $64,739 | $102,503 |
| EQUITABLE HOLDINGS INC | $46,113 | $71,122 |
| ESSILOR INTL ADR | $28,004 | $35,922 |
| ESTEE LAUDER COMPANIES INC | $35,634 | $41,833 |
| EXELON CORPORATION | $34,901 | $46,612 |
| FARFETCH LIMITED | $113,523 | $78,861 |
| FERGUSON PLC | $36,956 | $55,073 |
| FIDELITY NATIONAL FINANCIAL IN | $65,001 | $92,046 |
| FIDELITY NATIONAL INFORMATION | $390,004 | $300,490 |
| FLEETCOR TECHNOLGIES INC | $136,640 | $119,307 |
| FORTIVE CORPORATION | $109,549 | $130,990 |
| FOX CORP CL A | $171,672 | $191,253 |
| GALLAGHER ARTHUR J & CO | $43,372 | $79,066 |
| GENERAL ELECTRIC CO | $62,686 | $92,392 |
| GENERAL MOTORS | $183,618 | $342,575 |
| GRUPO FIN ADR | $89,341 | $124,587 |
| GXO LOGISTICS | $123,497 | $129,978 |
| HASBRO INC | $56,035 | $63,511 |
| HEXAGON | $34,902 | $75,557 |
| HUMANA INC | $164,602 | $179,514 |
| HUNTINGTON INGALLS INDUSTRIES | $39,939 | $34,173 |
| INFINEON TECH ADS | $105,627 | $211,416 |
| INTERCONTINENTAL EXCHANGE, INC | $215,036 | $260,410 |
| INTESA SANPAOLO SPA | $196,243 | $210,646 |
| INTUIT | $30,320 | $49,528 |
| JACKSON FINANCIAL INC | $25 | $42 |
| JP MORGAN CHASE | $103,714 | $281,863 |
| KDDI CP UNSP ADR | $26,277 | $24,114 |
| KERING UNSPON ADR EA REPR 0.1 | $51,443 | $50,158 |
| KONINKLIJKE DSM NV ADR | $123,921 | $202,268 |
| KONINKLIJKE PHILIPS ELECTRONIC | $65,752 | $62,350 |
| L'AIR LIQUIDE ADR OTC | $176,545 | $179,476 |
| L'OREAL ADR | $118,815 | $153,912 |
| LABORATORY CORP AMER HLDGS | $77,478 | $175,329 |
| LAS VEGAS SANDS CORP | $80,872 | $54,089 |
| LEAR CORP | $53,135 | $56,897 |
| LEIDOS HOLDINGS INC | $90,443 | $81,432 |
| LOCKHEED MARTIN CORP | $66,190 | $62,908 |
| LOGITECH INTERNATIONAL | $20,236 | $20,373 |
| LOWES COMPANIES INC | $24,104 | $44,717 |
| LVMH MOET HENN UNSP | $26,526 | $34,755 |
| M&T BANK CORP | $40,290 | $48,992 |
| MARATHON PETROLEUM CORP | $41,540 | $76,660 |
| MASTERCARD INC | $193,117 | $220,622 |
| MCKESSON CORP | $27,852 | $51,205 |
| MEDTRONIC PLC | $181,780 | $191,796 |
| META PLATFORMS INC | $152,660 | $254,281 |
| METLIFE INC | $108,075 | $151,226 |
| MICROSOFT CORP | $191,154 | $780,261 |
| MONDELEZ INTERNATIONAL INC | $40,584 | $41,245 |
| MORGAN STANLEY | $127,542 | $299,192 |
| NEWELL RUBBERMAID INC | $49,488 | $56,413 |
| NISOURCE INC | $33,175 | $40,338 |
| NORFOLK SOUTHERN CORP | $90,662 | $162,847 |
| NOVO NORDISK A S | $290,252 | $383,264 |
| NXP SEMICONDUCTORS | $17,917 | $41,228 |
| O'REILLY AUTOMOTIVE INC | $35,850 | $75,567 |
| OTIS WORLDWIDE CORP | $101,828 | $145,668 |
| PAYCHEX | $18,120 | $29,484 |
| PEPSICO INC | $39,909 | $46,728 |
| PHILIP MORRIS INTL | $34,499 | $42,465 |
| PPG INDUSTRIES INC | $49,092 | $60,871 |
| PROGRESSIVE CORP OHIO | $178,663 | $194,830 |
| PRUDENTIAL PLC SC | $66,773 | $55,880 |
| PT BANK RAKYAT ADR | $24,542 | $23,118 |
| PUBLIC SVC ENTERPRISE GROUP IN | $63,695 | $83,346 |
| QUANTA SVCS INC | $33,681 | $109,271 |
| RAYMOND JAMES FINANCIAL INC | $55,483 | $93,673 |
| RAYTHEON TECHNOLOGIES CORP | $131,513 | $165,149 |
| RECKITT BENCKISER GROUP | $57,298 | $55,388 |
| RECRUIT HOLDINGS CO | $167,044 | $297,740 |
| RELX PLC | $59,396 | $81,590 |
| RIO TINTO PLC SPONSORED ADR | $122,146 | $125,981 |
| ROGERS COMM CL B | $113,887 | $106,977 |
| ROSS STORES, INC | $265,620 | $280,672 |
| RYANAIR HOLDINGS PLC-ADR COM | $94,915 | $99,772 |
| SANOFI-AVENTIS SPONSORED ADR | $550,892 | $571,590 |
| SBERBANK SPONSORED ADR | $44,151 | $57,456 |
| SCHNEIDER ELEC UNSP/ADR | $121,525 | $213,577 |
| SEA LTD | $57,898 | $99,998 |
| SEALED AIR CORP | $146,958 | $169,080 |
| SONY GROUP CORP | $212,965 | $375,534 |
| SS&C TECHNOLOGIES INC | $90,940 | $106,000 |
| STANLEY BLACK & DECKER INC | $49,812 | $52,625 |
| SYNCHRONY FINANCIAL | $36,475 | $42,354 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $125,452 | $256,020 |
| TE CONNECTIVITY LTD | $31,009 | $36,624 |
| TELUS CORP | $45,622 | $64,323 |
| TEXAS INSTRUMENTS INC | $45,745 | $59,368 |
| THE COCA-COLA CO | $108,773 | $130,380 |
| UNILEVER PLC AMER | $353,635 | $353,347 |
| UNION PACIFIC | $51,384 | $99,260 |
| UNITEDHEALTH GROUP INC | $237,440 | $490,088 |
| VEEVA SYSTEMS INC | $71,944 | $64,381 |
| VERIZON COMMUNICATIONS | $93,382 | $88,124 |
| VESTAS WIND SYS UNSP/ADR | $113,077 | $94,418 |
| VISA INC | $338,760 | $401,564 |
| VOLKSWAGEN AG ADR | $226,468 | $246,201 |
| WAL-MART DE MEX V SP/ADR | $24,087 | $27,714 |
| WELLS FARGO & CO | $303,196 | $347,519 |
| WILLIAMS COS | $39,625 | $47,263 |
| WILLIS TOWERS WATSON PUBLIC LT | $43,762 | $42,036 |
| WORLD WRESTLING ENT | $101,970 | $93,598 |
| WUXI BIOLOGICS INC ADR | $109,897 | $129,740 |
| ZIMMER BIOMET HOLDINGS | $132,675 | $111,541 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,999,307 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,171,032 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LAND - 1660 & 1690 | $3,426,864 | $3,426,864 | $3,425,000 |
| LAND - 6222 CLARCO | $630,000 | $630,000 | $298,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $25,000 | $25,000 | |
| Bank Charges | $7,152 | $7,152 | |
| Property insurance | $2,351 | $2,351 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | interest income from note receivable | Desc |
| Revenue And Expenses Per Books | $21,056 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,056 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTE REC - MIYAKO USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $850,000 | LoanOriginalAmt |
| Balance Due | $350,000 | BalanceDueAmt |
| Note | 2012-12 | NoteDt |
| Loan Maturity | 2027-02 | LoanMaturityDt |
| Repayment Terms | MONTHLY PRINCIPAL & INTEREST | RepaymentTermsTxt |
| Interest | 5.25 | InterestRt |
| Security Provided Borrower | INVENTORY & EQUIPMENT | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $182,530 | Amt |
| Net Investment Income | $182,530 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $54,000 | |
| 990-PF Excise Tax for 2020 | $5 | |
| 990-PF Extension for 2020 | $6,720 | |
| Foreign Tax Paid | $24,217 | $24,217 |
| Property Taxes | $17,675 | $17,675 |
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