BRILLO-SONNINO FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRILLO-SONNINO FAMILY FOUNDATION (EIN 20-4463571)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2022-01-18
- IRS object ID
- 202230189349100413
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-18T15:35:13-08:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholas G Mamary CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Main Street | AddressLine1Txt |
| City | Hackensack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204463571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brillo-Sonnino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIL | BusinessNameControlTxt |
| Phone | 6462656743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 Collins Avenue | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas G Mmary | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6462656743 | PhoneNum |
| Signature | 2022-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nicholas | PersonFirstNm |
| Person Last | Mmary | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas G Mamary CPA | PreparerPersonNm |
| PTIN | P00199501 | PTIN |
| Phone | 2018714333 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,888,031 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,223 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $21,297 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $21,297 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $22,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,445 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $97,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,965 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,297 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $6,431 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,431 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,000 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,283 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,453 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$191,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,297 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $558,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $558,616 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,066,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,775,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,545,417 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,403,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,354,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,783,998 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,961,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,688,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,888,031 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $26,155 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,183 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,183 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,935,083 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,687,667 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,935,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,961,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,688,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,935,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$191,499 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,743,584 | SubtotalAmt |
| Other Decreases | $55,917 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab - (Acct. 9420-7502) | P | 2020-03-01 | 2021-02-28 | $1,973,088 | $0 | $1,978,713 | -$5,625 | $0 | $0 | $0 | -$5,625 |
| Interactive Brokers - (Acct. U2574997) | P | 2020-03-01 | 2021-02-28 | $626,859 | $0 | $547,924 | $78,935 | $0 | $0 | $0 | $78,935 |
| JAB Partners K1 | P | 2020-03-01 | 2021-02-28 | $0 | $0 | $52,013 | -$52,013 | $0 | $0 | $0 | -$52,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,297 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,297 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,109 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,109 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,109 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,924 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $2,724 | RefundAmt |
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 | NY | 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 |
| Individual With Books | Nicholas G Mamary CPA | IndividualWithBooksNm |
| Phone | 2018714333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Main Street | AddressLine1Txt |
| City | Hackensack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07601 | 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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Mark D Sonnino | ||||||||
| 3315 Collins Avenue Apt 10-A | Miami Beach | FL | 33140 | Trustee/Investment Mgr | 4.00 | $0 | $0 | $0 |
| Lyn Brillo | ||||||||
| 3315 Collins Avenue Apt 10-A | Miami Beach | FL | 33140 | Trustee | 0.10 | $0 | $0 | $0 |
| Nicholas Mamary | ||||||||
| 7 Green Way | Old Tappan | NJ | 07675 | Trustee | 0.10 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation's purpose is to make donations to charitable organizations including Columbia University as well as other educational, medical research, family assistance and environmental organizations. | Description1Txt |
| Expenses1 | $31,714 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,185 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $256,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $225,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,021,935 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,021,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $256,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $765,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $225,644 | ExcessFromYear4Amt |
| Excess From Year3 | $265,739 | ExcessFromYear3Amt |
| Excess From Year2 | $274,269 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mark D Sonnino Lyn Brillo | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mark D Sonnino | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 Collins Avenue Apt 10A | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | written, description of charity and mission statment | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | Religious, Chartitble, Scientific, Literary or Educational purposes | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Bishop Garcia Diego School | ||||||
| 4000 La Colina Road | Santa Barbara | CA | 93110 | Public | EducationAssistance | $250 |
| ACLU | ||||||
| 125 Broad Street 18th Fl | New York | NY | 10004 | Public | Civil Rights | $5,000 |
| Boys and Girls Clubs | ||||||
| 1275 Peachtree Street NE Ste 500 | Atlanta | GA | 30309 | Public | EducationalAssistance | $5,000 |
| Boys and Girls Clubs Miami | ||||||
| 9475 N Kendall Dr | Miami | FL | 33176 | private | EducationYouth Assistance | $0 |
| Arizona Sonara Des Tuscon | ||||||
| 2021 N Kinney Rd | Tuscon | AZ | 85743 | Public | Museum | $0 |
| Care USA | ||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | Public | Humanitarian Relief | $0 |
| B Foundation | ||||||
| 101 Rockland Circle | Wilmington | DE | 19803 | Private | Education | $0 |
| University of California Santa Barbara | ||||||
| 1210 Cheadle Hall | Santa Barbara | CA | 93106 | Public | Education | $0 |
| Center for Reproductive Rights | ||||||
| 120 Wall St 1400 | New York | NY | 10005 | Public | Medical | $1,500 |
| Best Friends Animal Society | ||||||
| 5001 Angel Canyon Rd | Kanab | UT | 84741 | Public | Animal Welfare | $4,500 |
| Direct Relief | ||||||
| 27 S La Patera Lane | Santa Barbara | CA | 93117 | Public | Disaster Relief Services | $5,000 |
| Doctors Without Borders | ||||||
| 333 7th Avenue | New York | NY | 10001 | Public | Medical Relief | $5,000 |
| Friends of WLRN | ||||||
| 172 NE 15 Street | Miami | FL | 33132 | Public | Public Radio | $0 |
| KCLU | ||||||
| 60 W Olsen Rd 4400 | Thousand Oaks | CA | 91360 | Public | Public Radio | $1,500 |
| WSHU | ||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | Public | Public Radio | $1,500 |
| Donorschooseorg | ||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | Public | Education | $11,903 |
| Eden II and Genesis Foundation | ||||||
| 15 Beach Street | Staten Island | NY | 10304 | Public | Autism | $0 |
| Keepers of the Wild | ||||||
| 13441 E Highway 66 | Valentine | AZ | 86437 | Public | Animal Welfare | $1,500 |
| KCOE TV | ||||||
| 1144 W Lacey Blvd | Hartford | CA | 93230 | Public | Education | $0 |
| Fisher Center for Alzheimers Research | ||||||
| 110 East 42nd St 16th Fl | New York | NY | 10017 | Public | MedicalResearchAlzheimers | $2,000 |
| Long Island Alzheimer Port Washington | ||||||
| 1025 Old Country Rd Ste 115 | Westbury | NY | 11590 | Public | Education | $2,500 |
| Rudolf Steiner School | ||||||
| 15 East 79th Street | New York | NY | 10075 | Private | Education | $2,500 |
| Stamford Peace Basketball Club | ||||||
| 925 Long Ridge Road | Stamford | CT | 06902 | Public | Education | $0 |
| Foundation for Santa Barbara CC | ||||||
| 721 Cliff Drive | Santa Barbara | CA | 93109 | Public | Health and Relief | $5,000 |
| Navy Seal Foundation VA Beach | ||||||
| 1619 D Street | Virginia Beach | VA | 23459 | Public | Support forNaval Special WarfareCommunity and Families | $5,000 |
| Grace Church NY | ||||||
| 802 Broadway | New York | NY | 10003 | Public | Religious | $0 |
| Planned Parenthood | ||||||
| 26 Bleecker Street | New York | NY | 10012 | Public | Medical andReproductive | $12,000 |
| San Diego Zoo | ||||||
| PO Box 120551 | San Diego | CA | 92112 | public | Animal Welfare | $1,500 |
| Shelterbox USA | ||||||
| 7359 Merchant Court | Lakewood Ranch | FL | 34240 | Public | Humanitarian | $2,500 |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | public | Humanitarian | $250 |
| Humane Society Miami | ||||||
| 10700 SW 211th St | Cutler Bay | FL | 33189 | public | Animal Welfare | $0 |
| Marblejam KidsJustgivingcom | ||||||
| 214 State Street Ste 204 | Hackensack | NJ | 07601 | public | Autism/Arts | $0 |
| Westmont College | ||||||
| 955 La Paz Road | Santa Barbara | CA | 93108 | public | Education | $300 |
| WNYCWQXR NY Public Radio | ||||||
| PO Box 1550 | New York | NY | 10116 | public | public radio | $1,500 |
| Women's Fund | ||||||
| 1330 SW 22nd Street Ste 208 | Miami | FL | 33145 | public | Women's health | $0 |
| WPBT2 South Florida PBS | ||||||
| PO Box 610002 | Miami | FL | 33261 | public | Public Television | $0 |
| WPY Paws Chicago | ||||||
| 1997 N Clybourn Ave | Chicago | IL | 60614 | public | Animal Welfare | $1,500 |
| University of Arizona | ||||||
| Douglass 200W PO 210028 | Tuscon | AZ | 85721 | public | Education | $40,000 |
| Crayons to Classrooms | ||||||
| 1750 Woodman Drive | Dayton | OH | 45420 | public | Education | $500 |
| Kevin Garcia Foundation | ||||||
| 2828 Coral Way Ste 430 | Miami | FL | 33145 | Private | EducationYouth Assistance | $1,000 |
| KOL Tzedik Synagogue | ||||||
| 707 S 50th St | Philadelphia | PA | 19143 | Private | Religious | $2,500 |
| KCPW Radio | ||||||
| 460 Swede Alley Ste 200 | Park City | UT | 84060 | Public | Public Radio | $1,500 |
| Chicago Legal | ||||||
| 120 S LaSalle St Ste 900 | Chicago | IL | 60603 | Public | Legal Aid | $0 |
| Concerned Citizens of Montauk | ||||||
| 6 S Elmwood Ave 2 | Montauk | NY | 11954 | Public | Environmental | $0 |
| Miami City Ballet | ||||||
| 2200 Liberty Avenue | Miami Beach | FL | 33139 | Private | Arts | $0 |
| Montauk Village Assoc | ||||||
| PO Box 457 | Montauk | NY | 11954 | Public | Community | $0 |
| Mt Sinai Foundation | ||||||
| 4300 Slton Road | Miami Beach | FL | 33140 | Public | Medical | $10,000 |
| National Imm Law Center | ||||||
| 3450 Wilshire Blvd 108-62 | Los Angeles | CA | 90010 | Public | Legal Aid for Immigrants | $5,000 |
| New York Harbor Foundation | ||||||
| 10 South Street Slip 7 | New York | NY | 10004 | Public | EnvironmentalEducational | $0 |
| New York University | ||||||
| 70 Washington Square South | New York | NY | 10012 | Private | Educational | $0 |
| Nuzzles and Co | ||||||
| 6699 N Landmark Dr Ste B103C | Park City | UT | 84098 | Public | Animal Rescue | $750 |
| PCRF | ||||||
| 1340 Morris Rd | Kent | OH | 44240 | Public | MedicalEducationalCancer Research | $2,000 |
| Remote Area Medical | ||||||
| 2200 Stock Creek Blvd | Rockford | TN | 37853 | Public | Medical VeterinaryDisaster Relief | $5,000 |
| Return to Freedom | ||||||
| PO Box 926 | Lompoc | CA | 93438 | Public | Animal Welfare | $2,500 |
| RMHC of Central OH | ||||||
| 711 E Livingston Ave | Columbus | OH | 43205 | Public | Humanitarian | $3,000 |
| Saint Augustine Academy | ||||||
| 130 South Wells Road | Ventura | CA | 93004 | Public | Medical Research | $1,000 |
| Sponsors of Educational Organization | ||||||
| 55 Exchange Place Floor 6 | New York | NY | 10005 | Public | Education | $4,500 |
| St Jude | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Public | Medical | $5,000 |
| The Bass Museum | ||||||
| 2100 Collins Ave | Miami Beach | FL | 33139 | Public | Art Museum | $0 |
| The One Love Foundation | ||||||
| PO Box 368 | Bronxville | NY | 10708 | Public | Humanitarian | $0 |
| WPY A Kid Again Inc | ||||||
| 777-G Dearborn Park Lane | Columbus | OH | 43085 | Public | Humanitarian | $0 |
| Cate School | ||||||
| 1960 Cate Mesa Rd | Carpinteria | CA | 93013 | Public | Education | $30,000 |
| 4 Paws for Ability | ||||||
| 253 Dayton Ave | Xenia | OH | 45385 | Public | Animal Welfare | $1,500 |
| Ability Beyond Disability | ||||||
| 480 Bedford Road | Cahppaqua | NY | 10514 | Public | Education | $1,000 |
| Arizona-Sonora Desert Museum | ||||||
| 2021 N Kinney Rd | Tucson | AZ | 85743 | Private | Museum | $1,500 |
| Center for Biological Div | ||||||
| PO Box 710 | Tucson | AZ | 857020710 | Public | Animal Welfare | $2,500 |
| Columbia University | ||||||
| 116th and Broadway | New York | NY | 10027 | Private | Educational | $0 |
| Degania Foundation | ||||||
| 1761 NE 197th Ter | Miami | FL | 33179 | Public | Humanitarian | $0 |
| Dept of Law | ||||||
| 120 Broadway | New York | NY | 10271 | Public | Law Enforcement | $0 |
| Donation ON - Grace Church | ||||||
| 802 Broadway | New York | NY | 10003 | Private | Religous | $2,500 |
| Flatbush Cats | ||||||
| 263 E 23rd Street | Brooklyn | NY | 112266109 | Public | Animal Welfare | $500 |
| Hope for Haiti | ||||||
| 1021 Fifth Avenue North | Naples | FL | 34102 | Public | Huminatarian | $5,000 |
| Jewish Montessori School | ||||||
| 3713 Main Highway | Coconut Grove | FL | 33133 | Private | Education | $0 |
| International Rescue | ||||||
| PO Box 6068 | Albert Lea | MN | 560079847 | Public | Humanitarian | $5,000 |
| Mass Audobon | ||||||
| 208 South Great Road | Lincoln | MA | 01773 | Public | Animal Welfare | $1,500 |
| Matthew 25 Ministries | ||||||
| PO Box 331 | Vienna | VA | 22183 | Public | Religous | $5,000 |
| MIT Alumni Assoc | ||||||
| 600 Memorial Drive W98-2nd Floor | Cambridge | MA | 021394822 | Public | Education | $0 |
| NOFA of New York | ||||||
| 834 Upper Front Street | Binghamton | NY | 13905 | Public | Farming | $0 |
| PPASAP | ||||||
| 105 South Cass Street | Berrien Springs | MI | 49103 | Private | Religous | $250 |
| PPGF GFM | ||||||
| 855 Jefferson Avenue PO Box 1329 | Redwood City | CA | 94063 | Private | Various | $4,500 |
| ProPublica | ||||||
| 155 6th Avenue | New York | NY | 10013 | Public | Jouonalism | $1,500 |
| Sandy Hook Promise Foundation | ||||||
| 13 Church Hill Rd | Newtown | CT | 06470 | Public | Humanitarian | $4,500 |
| Shelby County United Way | ||||||
| 232 S Ohio Avenue | Sidney | OH | 45365 | Public | Humanitarian | $0 |
| UCSB Arts & Lectures | ||||||
| University of California | Santa Barbara | CA | 93106 | Private | Education | $2,500 |
| Water Missions | ||||||
| 1150 Molly Green Way Bldg 1605 | N Charleston | SC | 29405 | Public | Humanitarian | $5,000 |
| Environmental And Energy | ||||||
| 1020 19th Street NW Suite 650 | Washington | DC | 20036 | Public | Environmental | $0 |
| MSKCC-Branded Events | ||||||
| 1275 York Avenue | New York | NY | 10065 | Private | Medical | $0 |
| Adopt-A-Native Elder | ||||||
| 328 W Gregson Ave | Salt Lake City | UT | 84115 | Public | Humanitarian | $5,000 |
| Billion Oyster Project | ||||||
| 10 South Street Slip 7 | New York | NY | 10004 | Public | Humanitarian | $4,500 |
| Greaterchich | ||||||
| 411 W Ann Lurie Place | Chicago | IL | 60632 | Private | Humanitarian | $1,500 |
| Justgive | ||||||
| 312 Sutter Street 410 | San Francisco | CA | 94108 | Private | Humanitarian | $1,000 |
| Kuer | ||||||
| 101 South Wasatch Drive | Salt Lake City | UT | 84112 | Private | Humanitarian | $1,500 |
| Pathfinder International | ||||||
| 118 W 22nd Street | New York | NY | 10011 | Private | Humanitarian | $1,000 |
| PBS SoCal KOCE-TV | ||||||
| 3080 Bristol Street Suite 100 | Costa Mesa | CA | 92626 | Private | Humanitarian | $1,500 |
| Preservation League of NY | ||||||
| 44 Central Avenue | Albany | NY | 12206 | Private | Humanitarian | $250 |
| SPLC Center | ||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | Private | Humanitarian | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,453 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523300 | BusinessCd |
| Unrelated Business Taxbl Incm | $75,223 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains | Desc |
| Business | 523300 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,297 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $96,520 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,520 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Income used to provided resources to Homeless, Unemployed, Sick and Downtrodden |
| 11a | Income used to provided resources to Homeless, Unemployed, Sick and Downtrodden |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Charles Schwab Acc#9420-7502 | $1,363,624 | $2,876,185 |
| Interactive Brokers | $411,911 | $669,232 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Latigo Ultra Fund LTD | $550,000 | $1,135,323 |
| Kepos Alpha Fund Ltd. | $600,000 | $1,443,976 |
| JAB Partners, LP | $204,699 | $204,699 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution | Desc |
| Amt | $55,917 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Brokerage Advisor Fees | $24,195 | $24,195 |
| Commissions | $311 | $311 |
| Bank Charges | $776 | $776 |
| Postage | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Net Capital Gain | $21,297 | $21,297 |
| Other Investment Income | $1,148 | $1,148 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Short term payable | $250 | $250 |
| Credit Cards | $25,905 | $933 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income tax 2-28-18 | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Comments