DR JACK WIDRICH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DR JACK WIDRICH FOUNDATION INC (EIN 65-0583046)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-11
- IRS object ID
- 202121629349100702
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2021-06-11T08:27:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | ATT'NLINDA 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 | 2021-05-26 | 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 | 2021-06-11 | PreparationDt |
| 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 | $2,035,772 | 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 | $5,025 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,025 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $975,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,919 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $93,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,836 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,970 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $19,271 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,636 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,915 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,109 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,619 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $188,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,207 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,207 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,606 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $83,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $126,040 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $93,095 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,625 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,098,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,113,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,320,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $84,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $86,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $93,453 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $584,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $427,731 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,406 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,980,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,810,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,035,772 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,653 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,177 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,177 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,970,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,804,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,970,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,804,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,810,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,970,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,150 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,804,527 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,804,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH A11 | P | 2020-12-31 | $300,511 | $333,782 | -$33,271 | -$33,271 | |
| MERRILL LYNCH A11 | P | 2020-04-13 | $15,000 | $9,384 | $5,616 | $5,616 | 2009-08-04 |
| MERRILL LYNCH C66 | P | $136,346 | $136,122 | $224 | $224 | ||
| MERRILL LYNCH C66 | P | 2020-12-31 | $515,058 | $451,751 | $63,307 | $63,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,919 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $224 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $823 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $823 | SubtotalAmt |
| Tax Based On Investment Income | $823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $674 | OverpaymentAmt |
| Applied To ES Tax | $674 | 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 | 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 | 1000 S PINE ISLAND RD SUITE 440 | 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 | 1.00 | $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 | $1,822,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,942,762 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,942,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,913,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $823 | TotalTaxAmt |
| Distributable Before Adj | $94,858 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,858 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,207 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $77,207 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $77,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,392 | UndistributedIncomePYAmt |
| Qualifying Distributions | $77,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,392 | AppliedToYear1Amt |
| Applied To Current Year | $3,815 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $91,043 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE SOCIETY OF SOUTH FLO | |||||||||
| ANIMAL WELFARE SOCIETY OF S FLORIDA | 2601 SW 27TH AVENUE | 2601 SW 27TH AVENUE | MIAMI | FL | 33133 | NONE | 501(C)(3) | VETERINARY CARE FOR PETS | $600 |
| ASPCA | |||||||||
| ASPCA | 424 E 92ND STREET | 424 E 92ND STREET | NEW YORK | NY | 101286804 | NONE | 501(C)(3) | PREVENT ANIMAL CRUELTY | $25 |
| BRICKELL AVENUE LITERARY SOCIETY | |||||||||
| BRICKELL AVENUE LITERARY SOCIETY | 18495 S DIXIE HIGHWAY | SUITE 312 | MIAMI | FL | 33157 | NONE | 501(C)(3) | SUPPORT THE ARTS | $350 |
| CHABAD LUBAVITCH | |||||||||
| CHABAD LUBAVITCH | 669 LINCOLN LN | 669 LINCOLN LN | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | JEWISH EDUCATIONAL CENTER | $1,000 |
| 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 | $5,000 |
| 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 | $1,000 |
| FEEDING SOUTH FLORIDA | |||||||||
| FEEDING SOUTH FLORIDA | 2501 SW 32ND TERRACE | 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | NONE | 501(C)(3) | END HUNGER | $850 |
| FSU FOUNDATION | |||||||||
| FSU FOUNDATION | 600 W COLLEGE AVENUE | 600 W COLLEGE AVENUE | TALLAHASSEE | FL | 32306 | NONE | 501(C)3 | EDUCATIONAL SUPPORT | $2,500 |
| GREAT CYCLE CHALLENGE USA | |||||||||
| GREAT CYCLE CHALLENGE USA | 7301 OHMS LANE SUITE 355 | 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | 501(C)(3) | PREVENT CHILDHOOD CANCER | $104 |
| 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 | $1,000 |
| 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 | $500 |
| MAD ABOUT LOUISE | |||||||||
| MAD ABOUT LOUISE | 2650 BISCAYNE BLVD | 2650 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | BREAST CANCER 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 | $28,855 |
| MIAMI WATERKEEPR | |||||||||
| MIAMI WATERKEEPER | 2103 CORAL WAY 2ND FLOOR | 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | NONE | 501(C)(3) | ADVOCATE FOR WATERSHED AND WILDLIFE | $160 |
| 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 |
| NETWORK FOR GOOD | |||||||||
| NETWORK FOR GOOD | 1140 CONNECTICUT AVE NW | 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | FUNDRAISING PLATFORM | $12,875 |
| NU DECO ENSEMBLE | |||||||||
| NU DECO ENSEMBLE | 2100 BISCAYNE BLVD | 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | CREATE MUSICAL EXPERIENCES | $2,575 |
| 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 | $1,713 |
| SOUTHWESTERN FUNDRASISING | |||||||||
| SOUTHWESTERN FUNDRAISING | 2451 ATRIUM WAY | 2451 ATRIUM WAY | NASHVILLE | TN | 37214 | NONE | 501(C)(3) | PROVIDE SCHOOL FUNDRAISING PROGRAMS | $100 |
| SPRINGTIME TALLAHASSEE | |||||||||
| SPRINGTIME TALLAHASSEE | 209 E PARK AVE | 209 E PARK AVE | TALLAHASSEE | FL | 32301 | NONE | 501(C)3 | TALLAHASSEE HISTORY PRESERVATION | $300 |
| 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 | $200 |
| THE HOPE CANCER FOUNDATION | |||||||||
| THE HOPE CANCER FOUNDATION | 24 FRANK LLOYD WRIGHT DRI | 24 FRANK LLOYD WRIGHT DRI | ANN ARBOR | MI | 48105 | NOE | 501(C)(3) | SUPPORT CANCER RESEARCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,207 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,025 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,876 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME-C66 | Desc |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,838 | 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 | $19,271 | Amt |
| Net Investment Income | $9,636 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER | 2008-12-12 | $823 | $823 | 200DB | 5.0000 |
| FURNITURE & FIXTURES | 2010-06-05 | $3,406 | $3,406 | 200DB | 7.0000 |
| COMPUTER | 2010-08-31 | $909 | $909 | 200DB | 5.0000 |
| APPLE COMPUTER | 2011-01-01 | $534 | $534 | 200DB | 5.0000 |
| APPLE COMPUTER | 2011-01-01 | $749 | $749 | 200DB | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| COMPUTER | 2008-12 | PURCHASE | 2020-01 | $823 | $823 |
| COMPUTER | 2010-08 | PURCHASE | 2020-01 | $909 | $909 |
| APPLE COMPUTER | 2011-01 | PURCHASE | 2020-01 | $534 | $534 |
| APPLE COMPUTER | 2011-01 | PURCHASE | 2020-01 | $749 | $749 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STMT-C66 | BondNm |
| EOY Book Value | $86,454 | EOYBookValueAmt |
| EOYFMV | $93,453 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED STMT-C66 | $908,957 | $1,097,872 |
| SEE ATTACHED STMT-A11 | $205,000 | $222,561 |
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 | $230,728 | $220,271 |
| SEE ATTACHED STMT-A11 | AT COST | $196,940 | $207,460 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $3,406 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,406 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,970 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| CREDIT CARD FEES | $1,195 |
| OFFICE SUPPLIES | $2,635 |
| TELEPHONE | $789 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME-C66 | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $8,847 | $6,177 |
| PAYROLL TAX PAYABLE | $806 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES-A11 | $3,436 | $3,436 |
| BROKERAGE FEES - C66 | $18,479 | $18,479 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LICENSES | $61 | |
| FOREIGN TAXES | $1,170 | $1,170 |
| FEDERAL INCOME TAXES | $1,939 | $1,939 |
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