BETA

ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-26
IRS object ID
202112079349101116
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-26T16:47:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBERT H AND JANE D NAHMADBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt
Phone3057144100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE NO 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE F SCHIMELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3057144100PhoneNum
Signature2021-07-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVALERIEPersonFirstNm
Person LastSCHIMELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL CUSTERPreparerPersonNm
PTINP00262706PTIN
Phone3058585600PhoneNum
Preparation2021-07-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,843,038FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$271,543ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,076InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,076InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,207,443DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,207,443DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,481,062TotalRevAndExpnssAmt
Total Net Invst Incm$1,209,519TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,523AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,761AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$22,502TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,122OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$117,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,168,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,168,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,285,447TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,168,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$195,615ExcessRevenueOverExpensesAmt
Net Investment Income$1,207,758NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,012,825CashBOYAmt
Cash EOY$194,536CashEOYAmt
Cash EOYFMV$194,536CashEOYFMVAmt
Sav And Temp Cash Invst EOY$2,013,904SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,013,904SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$23,550,971OtherInvestmentsBOYAmt
Other Investments EOY$23,550,971OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,634,598OtherInvestmentsEOYFMVAmt
Total Assets BOY$25,563,796TotalAssetsBOYAmt
Total Assets EOY$25,759,411TotalAssetsEOYAmt
Total Assets EOYFMV$42,843,038TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,563,796RetainedEarningBOYAmt
Retained Earning EOY$25,759,411RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,563,796TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,759,411TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,563,796TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,759,411TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,563,796TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$195,615ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$25,759,411SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,759,411TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,788InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,788SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,788TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$14,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,712OverpaymentAmt
Applied To ES Tax$10,712AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARRY LOGANIndividualWithBooksNm
Phone3057144100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12665 SOUTH BAYSHORE DRIVE SUITE 901AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VALERIE F SCHIMEL
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133PRESIDENT18.00$80,000$0$0
JANE D NAHMAD
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133SECRETARY1.00$0$0$0
AARON J NAHMAD
2699 SOUTH BAYSHORE DRIVE SUITE 901MIAMIFL33133TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,097,188AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,496,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,593,615TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,593,615AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$548,904CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,044,711NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,802,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,802,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,788TaxBasedOnInvestmentIncomeAmt
Total Tax$16,788TotalTaxAmt
Distributable Before Adj$1,785,448DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,785,448DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,785,448DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,168,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,168,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,168,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,785,448DistributableAsAdjustedAmt
Undistributed Income PY$1,167,830UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,168,300QualifyingDistributionsAmt
Applied To Year1$1,167,830AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$470AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,784,978UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVE MIAMI
1951 NW 7TH AVENUE SUITE 600MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$37,800
ADRIENNE ARSHT CENTER
1300 BISCAYNE BOULEVARDMIMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
BARRY UNIVERSITY
11300 NE 2ND AVENUEMIAMIFL33161N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
CHILDREN'S BEREAVEMENT CENTER
7600 S RED ROAD SUITE 307SOUTH MIAMIFL33143N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$35,000
EMILY'S ENTOURAGE
100 ST GEORGES ROAD G1ARDMOREPA19003N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRACEPEMBROKE PARKFL33023N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$43,000
FRANCES MCGLANNAN FOUNDATION
10770 SW 84TH STREETMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
FRIENDSHIP CIRCLE OF MIAMI
8700 SW 12TH STREETMIAMIFL33176N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
GUITARS OVER GUNS
169 EAST FLAGLER STREET SUITE 1134MIAMIFL33131N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
HEALTH INFORMATION PROJECT
4601 PONCE DE LEON SUITE 300CORAL GABLESFL33146N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
LEHRMAN COMMUNITY DAY SCHOOL
727 77TH STREETMIAMI BEACHFL33141N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$30,000
LOCUST PROJECTS
3852 NORTH MIAMI AVENUEMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
MAKE A WISH
4491 SOUTH STATE ROAD 7 SUITE 201FORT LAUDERDALEFL33314N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
MIAMI THEATER CENTER
9806 NE 2ND AVENUEMIAMI SHORESFL33138N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
MIAMI WATERKEEPER
2103 CORAL WAY 2ND FLOORMIAMIFL33145N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$35,000
MUSIC & THE BRAIN
412 WEST 42ND STREET 15TH FLOORNEW YORKNY10036N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$200,000
NANTUCKET BOYS & GIRLS CLUB
PO BOX 269NANTUCKETMA02554N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA02554N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02551N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$5,000
NEIGHBORS FOR BEIGHBORS
119 PRESERVE VALLEY ROADCRANBERRY TWPPA16066N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
NICKLAUS CHILDREN'S HOSPITAL
3100 SW 62 AVENUEMIAMIFL33155N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
NORTH BEACH ELEMENTARY PTA
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
NU DECO ENSEMBLE
404 NW 26TH STREETMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
OVERTOWN YOUTH CENTER
450 NW 14TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
RANSOM EVERGLADES SCHOOL
2045 SOUTH BAYSHORE DRIVECOCONUT GROVEFL33133N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
RONALD MCDONALD HOUSE
1145 NW 14TH TERRACEMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
SEED SCHOOL
8004 NW 154TH STREET 389MIAMI LAKESFL33016N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
SUNDARI FOUNDATION INC (LOTUS HOUSE)
217 NW 15TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$65,000
TEACH FOR AMERICA
951 NW 7TH AVENUE SUITE 300MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$75,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33139N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$42,500
TRUE NORTH CLASSICAL ACADEMY
9393 SUNSET DRIVEMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
WOMEN OF TOMORROW
8400 NW 36TH STREET SUITE 450DORALFL33166N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,168,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,076ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,207,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,209,519ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,209,519TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12665 S BAYSHORE DRIVEAddressLine1Txt
CityCOCONUT GROVECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Total Contributions$271,543TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,523Amt
Net Investment Income$1,761NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWATSCO, INC. CLASS B COMMON (174,360 SH)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$23,550,971BookValueAmt
EOYFMV$40,634,598EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$61$0$0
EMAIL ACCOUNT & BANK FEES$35$0$0
SOFTWARE FEES$9,500$0$0
PAYROLL EXPENSES$1,238$0$0
OFFICE EXPENSES$288$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$16,151$0$0
PAYROLL TAXES$6,351$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.