DR JACK WIDRICH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DR JACK WIDRICH FOUNDATION INC (EIN 65-0583046)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-22
- IRS object ID
- 202222349349100317
- Schema version
- 2021v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-22T14:55:09-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261419740 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISKE & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 S PINE ISLAND RD STE 300 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333244414 | 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 | 650583046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRJACK WIDRICH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTNLINDA WEITZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJA | BusinessNameControlTxt |
| Phone | 3055385181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST RIVO ALTO DRIVE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WEITZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3055385181 | PhoneNum |
| Signature | 2022-06-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | WEITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD E HAMMER CPA | PreparerPersonNm |
| PTIN | P00286822 | PTIN |
| Phone | 9542368600 | PhoneNum |
| Preparation | 2022-06-29 | PreparationDt |
| 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 | $2,057,694 | 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 |
| Interest On Sav Rev And Expnss | $5,084 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,084 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $903,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,559 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $107 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $107 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $239,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,480 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $1,836 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,233 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,421 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,421 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $705 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,038 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $545 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,447 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $184,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,146 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $93,095 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $133,782 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $139,874 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,113,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,013,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,271,641 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,454 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $80,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,537 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $427,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $482,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $491,496 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,444 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,810,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,781,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,057,694 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,177 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,008 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,804,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,743,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,804,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,810,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,781,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,804,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,797 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,743,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| MERRILL LYNCHC66 | P | $192,863 | $166,514 | $26,349 | $26,349 | |
| MERRILL LYNCHC66 | P | $477,449 | $350,698 | $126,751 | $126,751 | |
| MERRILL LYNCHA11 | P | $206,200 | $189,077 | $17,123 | $17,123 | |
| MERRILL LYNCHA11 | P | $7,106 | $3,371 | $3,735 | $3,735 | 2021-02-02 |
| MERRILL LYNCHA11 | P | $748 | $594 | $154 | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,559 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26,503 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,851 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,851 | SubtotalAmt |
| Tax Based On Investment Income | $2,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $675 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $675 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $2,178 | TaxDueAmt |
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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD HAMMER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9542368600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 S PINE ISLAND RD SUITE 300 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LINDA WEITZ | ||||||||
| 400 WEST RIVO ALTO DRIVE | MIAMI BEACH | FL | 33139 | EXECUTIVE DI | 000.00 | $60,000 | $0 | $0 |
| H JORDAN WEITZ | ||||||||
| 12035 GRIFFING BLVD | BISCAYNE PARK | FL | 33161 | DIRECTOR | 000.00 | $36,000 | $0 | $0 |
| JAMIE WEITZ FORREST | ||||||||
| 3774 ROSWELL DRIVE | TALLAHASSEE | FL | 32310 | DIRECTOR | 000.00 | $36,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,924,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,095,469 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,095,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,064,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,851 | TotalTaxAmt |
| Distributable Before Adj | $100,351 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,351 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,351 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,758 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,758 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,043 | UndistributedIncomePYAmt |
| Qualifying Distributions | $115,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,043 | AppliedToYear1Amt |
| Applied To Current Year | $24,715 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $75,636 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER FOR THE | |||||||||
| PERFORMING ARTS OF MIAMI-DADE COUNTY | 1300 BISCAYNE BLVD | 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | SUPPORT THE ARTS | $73 |
| CHABAD LUBAVITCH | |||||||||
| CHABAD LUBAVITCH | 669 LINCOLN LN | 669 LINCOLN LN | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | JEWISH EDUCATIONAL CENTER | $3,711 |
| DIABETES RESEARCH INSTITUTE | |||||||||
| DIABETES RESEARCH INSTITUTE | 200 S PARK ROAD | 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | DIABETES RESEARCH | $10,700 |
| DOLPHIN CYCLING CHALLENGE | |||||||||
| DOLPHIN CYCLING CHALLENGE | 347 DON SHULA DR | 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | NONE | 501(C)3 | PROMOTE CANCER AWARENESS | $3,500 |
| FSU FOUNDATION | |||||||||
| FSU FOUNDATION | 600 W COLLEGE AVENUE | 600 W COLLEGE AVENUE | TALLAHASSEE | FL | 32306 | NONE | 501(C)3 | EDUCATIONAL SUPPORT | $3,500 |
| GREATER MIAMI JEWISH FOUNDATION | |||||||||
| GREATHER MIAMI JEWISH FOUNDATION | 4200 BISCAYNE BLVD | 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | COMMUNITY FOUNDATION | $10,000 |
| JEWISH NATIONAL FUND | |||||||||
| JEWISH NATIONAL FUND | 42 EAST 69TH STREET | 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | ENSURE A FUTURE FOR LAND OF ISRAEL | $5,000 |
| LEMOYNE CENTER FOR VISUAL ARTS | |||||||||
| LEMOYNE CENTER FOR VISUAL ARTS | 125 N GADSDEN STREET | 125 N GADSDEN STREET | TALLAHASSEE | FL | 32301 | NONE | 501(C)(3) | PRESERVE FLORIDA'S ART HERITAGE | $1,000 |
| MAD ABOUT LOUISE | |||||||||
| MAD ABOUT LOUISE | 2650 BISCAYNE BLVD | 2650 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | BREAST CANCER AWARENESS | $1,000 |
| MBSHS ALUMNI FOUNDATION | |||||||||
| 2000 NW 150TH AVENUE | SUITE 2106 | PEMBROKE PINES | FL | 33028 | NONE | 501(C)(3) | PROMOTE COMMUNITY AWARENESS | $1,000 | |
| MIAMI FOUNDATION | |||||||||
| MIAMI FOUNDATION | 40 NW 3RD STREET | 40 NW 3RD ST SUITE 305 | MIAMI | FL | 33128 | NONE | 501(C)3 | COMMUNITY FOUNDATION | $21,423 |
| MIAMI NEW DRAMA | |||||||||
| 1040 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | SUPPORT THE ARTS | $500 | ||
| MIAMI SYMPHONY ORCHESTRA | |||||||||
| 10689 N KENDALL DR | SUITE 307 | MIAMI | FL | 33176 | NONE | 501(C)3 | PROMOTE MUSIC AWARENESS | $5,000 | |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||||
| MT SINAI MEDICAL CENTER FOUNDATION | 4300 ALTON ROAD | 4300 ALTON RD SUITE 100 | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | PROVIDE HEALTH CARE | $10,000 |
| NU DECO ENSEMBLE | |||||||||
| NU DECO ENSEMBLE | 2100 BISCAYNE BLVD | 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | CREATE MUSICAL EXPERIENCES | $2,500 |
| PEREZ ART MUSEUM | |||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | SUPPORT THE ARTS | $165 | ||
| SPRINGTIME TALLAHASSEE | |||||||||
| SPRINGTIME TALLAHASSEE | 209 E PARK AVE | 209 E PARK AVE | TALLAHASSEE | FL | 32301 | NONE | 501(C)3 | TALLAHASSEE HISTORY PRESERVATION | $503 |
| ST JUDE CHILDREN | |||||||||
| ST JUDE CHILDREN | 3750 NW 87TH AVE STE 100 | 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | NONE | 501(C)(3) | HEALTHCARE FOR CHILDREN | $175 |
| TEMPLE ISRAEL | |||||||||
| 2215 MAHAN DRIVE | TALAHASSEE | FL | 32308 | NONE | 501(C)3 | SUPPORT JEWISH RELIGION | $5,458 | ||
| GUITARS OVER GUNS ORGANIZATION INC | |||||||||
| GUITARS OVER GUNS ORGANIZATION INC | 169 E FLAGLER ST STE 1134 | 169 E FLAGLER ST STE 1134 | MIAMI | FL | 33131 | NONE | 501(C)(3) | SUPPORT MUSIC EDUCATION | $15,150 |
| DSR PUBLIC HEALTH FOUNDATION | |||||||||
| DSR PUBLIC HEALTH FOUNDATION | 1300 L ST NW STE 800 | 1300 L ST NW STE 800 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | IMPROVE PUBLIC HEALTH | $1,000 |
| KRISTI HOUSE INC | |||||||||
| KRISTI HOUSE INC | 1265 NW 12TH AVE | 1265 NW 12TH AVE | MIAMI | FL | 33136 | NONE | 501(C)(3) | ERADICATE CHILD ABUSE | $5,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND | |||||||||
| MIAMI LIGHTHOUSE FOR THE BLIND | 601 SW 8TH AVE | 601 SW 8TH AVE | MIAMI | FL | 33130 | NONE | 501(C)(3) | SUPPORT EDUCATION TO BLIND PEOPLE | $5,000 |
| MOONLIGHT CULTURAL FOUNDATION | |||||||||
| MOONLIGHT CULTURAL FOUNDATION | 1400 VALE TERRACE DR | 1400 VALE TERRACE DR | VISTA | CA | 92084 | NONE | 501(C)(3) | SUPPORT ARTS EDUCATION PROGRAMS | $500 |
| REACH OUT AND READ | |||||||||
| REACH OUT AND READ | 89 SOUTH ST STE 201 | 89 SOUTH ST STE 201 | BOSTON | MA | 02111 | NONE | 501(C)(3) | PROMOTES READING | $1,050 |
| ANIMAL SHELTER FOUNDATION | |||||||||
| ANIMAL SHELTER FOUNDATION | 1125 EASTERWOOD DR | 1125 EASTERWOOD DR | TALLAHASSEE | FL | 32311 | NONE | 501(C)(3) | SUPPORT THE ANIMALS | $250 |
| TALLAHASSEE MUSEUM OF HISTORY | |||||||||
| TALLAHASSEE MUSEUM OF HISTORY | 3945 MUSEUM RD | 3945 MUSEUM RD | TALLAHASSEE | FL | 32310 | NONE | 501(C)(3) | FL'S NATURE AND HISTORY | $1,000 |
| THE BASS MUSEUM OF ART | |||||||||
| THE BASS MUSEUM OF ART | 2100 COLLINS AVE | 2100 COLLINS AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | SUPPORT OF ARTS | $100 |
| UF FOUNDATION | |||||||||
| UF FOUNDATION | 1938 W UNIVERSITY AVE | 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | NONE | 501(C)(3) | SUPPORT EDUCATION | $500 |
| WORLD WILDLIFE FUND | |||||||||
| WORLD WILDLIFE FUND | 1250 24TH STREET NW | 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | PROTECT ENDANGERED SPECIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,758 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,084 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,559 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME-C66 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,480 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,466 | Amt |
| Net Investment Income | $9,233 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2010-06-05 | $3,406 | $3,406 | 200DB | 7.0000 | |
| COMPUTER | 2021-11-19 | $3,038 | 200DB | 5.0000 | $3,038 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STMT-C66 | BondNm |
| EOY Book Value | $80,985 | EOYBookValueAmt |
| EOYFMV | $83,537 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED STMT-C66 | $913,100 | $1,157,256 |
| SEE ATTACHED STMT-A11 | $100,000 | $114,385 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,782 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $139,874 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED STMT-C66 | AT COST | $249,274 | $234,480 |
| SEE ATTACHED STMT-A11 | AT COST | $233,451 | $257,016 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $6,444 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,444 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| CREDIT CARD FEES | $1,195 |
| OFFICE SUPPLIES | $840 |
| TELEPHONE | $1,039 |
| POSTAGE | $29 |
| MARKETING | $90 |
| MEALS | $254 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME-C66 | Desc |
| Revenue And Expenses Per Books | $107 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $107 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $6,177 | BOYBookValueAmt |
| EOY Book Value | $38,008 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES-A11 | $3,556 | $3,556 |
| BROKERAGE FEES - C66 | $20,865 | $20,865 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LICENSES | $61 | |
| FOREIGN TAXES | $705 | $705 |
| FEDERAL INCOME TAXES |
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