LENNAR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LENNAR FOUNDATION INC (EIN 65-0171539)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-14
- IRS object ID
- 202132879349101673
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T13:38:52-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SE 2ND AVE SUITE 3600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650171539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENNAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARSHALL AMES | InCareOfNm |
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 3052296400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NW 107TH AVENUE Suite 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33172 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL AMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3052296400 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GLORIA M CHAVEZ | PreparerPersonNm |
| PTIN | P01489213 | PTIN |
| Phone | 3053723100 | PhoneNum |
| Preparation | 2021-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $75,014,226 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,490,524 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $56,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,774 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $324,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $340,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,714,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,089,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,181,589 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$301,361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,052,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,190,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $527,905 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,038 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $497,878 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,213 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $307 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,902 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $674,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $674,643 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,729 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $48,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,245,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $718,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $552,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,343,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,343,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,588,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $718,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,895,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,535,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,471,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $617,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $405,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $405,519 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,665,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,450,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,450,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,665,608 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,491,400 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,491,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $56,916,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,666,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,666,567 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,865,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,014,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,014,226 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,811 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,300 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $75,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $69,790,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,969,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,790,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,969,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,865,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,014,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,790,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,535,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,715,352 | OtherIncreasesAmt |
| Subtotal | $74,969,926 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $74,969,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BANK OF AMERICA | $15,438,183 | $14,651,793 | $786,390 | $786,390 |
| BANK OF AMERICA | $4,276,506 | $3,887,976 | $388,530 | $388,530 |
| FARALLON CAPITAL | $14,352 | |||
| BAUPOST VALUE PARTNERS, L.P. | $91,657 | |||
| D1 CAPITAL PARTNERS ONSHORE LP | $1,808,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,089,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,156,849 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $72,882,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,695,599 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,524,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,872,579 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,556,093 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,301,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,093,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,371,761 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,782,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154277 | DistributionYr5Rt |
| Total Distribution | 0.738211 | TotalDistributionRt |
| Average Distribution | 0.147642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,987,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,252,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,277,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,895,634 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24,718 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,718 | SubtotalAmt |
| Tax Based On Investment Income | $24,718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,203 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,203 | TotalPaymentsAndCreditsAmt |
| Overpayment | $485 | OverpaymentAmt |
| Applied To ES Tax | $485 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | 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 | MARSHALL AMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3052296400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NW 107TH AVE STE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33172 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| STUART A MILLER | |||||||||
| 700 NW 107TH AVENUE | 400 | MIAMI | FL | 33172 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WAYNEWRIGHT MALCOLM | |||||||||
| 700 NW 107TH AVENUE | 400 | MIAMI | FL | 33172 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARSHALL AMES | |||||||||
| 700 NW 107TH AVENUE | 400 | MIAMI | FL | 33172 | PRESIDENT/DIRECTOR | 39.0 | $527,905 | $6,213 | $0 |
| ALLAN PEKOR | |||||||||
| 700 NW 107TH AVENUE | 400 | MIAMI | FL | 33172 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHELLEY RUBIN | |||||||||
| 700 NW 107TH AVENUE | 400 | MIAMI | FL | 33172 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BAUPOST GROUP | |||||
| 10 SAINT JAMES AVENUE SUITE 1700 | BOSTON | MA | 02116 | FIDUCIARY SERVICES | $216,873 |
| FARALLON CAPITAL | |||||
| ONE MARITIME PLAZA SUITE 2100 | SAN FRANCISCO | CA | 94111 | FIDUCIARY SERVICES | $73,966 |
| D1 CAPITAL PARTNERS ONSHORE | |||||
| 9 WEST 57TH STREET 36TH FLOOR | NEW YORK | NY | 10019 | FIDUCIARY SERVICES | $355,389 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,674,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,678,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,897,684 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,250,785 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,250,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,263,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,987,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,149,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,149,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,718 | TotalTaxAmt |
| Distributable Before Adj | $4,124,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,134,633 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,134,633 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,895,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,895,634 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,718 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,870,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,134,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,020,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,753,833 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,044,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,700,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,558,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,077,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,895,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,134,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,761,001 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,838,328 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,020,726 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,817,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,753,833 | ExcessFromYear4Amt |
| Excess From Year3 | $7,044,177 | ExcessFromYear3Amt |
| Excess From Year2 | $6,700,396 | ExcessFromYear2Amt |
| Excess From Year1 | $4,558,195 | ExcessFromYear1Amt |
| Excess From Current Year | $21,761,001 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARSHALL AMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NW 107TH AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3052296400 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE MADE IN WRITING. A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER REGARDING EXEMPT STATUS IS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Abuse Counseling & Treatment Center (ACT) | |||||||
| PO Box 60401 | Fort Myers | FL | 33906 | PC | ACT's mission is to protect, support, educate and empower victims of domestic violence and their children, survivors of sexual assault and human trafficking in Lee, Hendry, and Glades Counties. ACT's external vision is to develop a community where all individuals are safe, respected and valued; where any form of violence is unacceptable and for all individuals in our community have access to resources that teach and support a fear-free environment. | $15,000 | |
| Philanthropy Tank Inc fka Advisors for Philanthr | |||||||
| 6671 W INDIANTOWN ROAD | Jupiter | FL | 33458 | PC | We envision a community of empowered donors creating and implementing their inspired philanthropic plans. We inspire and assist donors in creating and implementing their philanthropic legacy. | $10,000 | SUITE 50-194 |
| Aldine Independent School District | |||||||
| 2520 WW Thorne Blvd | Houston | TX | 77073 | GOV | Aldine exist to prepare each student academically and socially to be a: critical thinker; problem solver; and responsible and productive citizen. We believe each student can learn at or above grade level and will have equal opportunity to do so. | $30,000 | |
| American Cancer Society | |||||||
| 1626 Locust Street | Philadelphia | PA | 19103 | PC | At the American Cancer Society, we're on a mission to free the world from cancer. Until we do, we'll be funding and conducting research, sharing expert information, supporting patients, and spreading the word about prevention. All so you can live longer - and better. | $10,000 | |
| AMIKids Tampa Inc | |||||||
| 1730 Maritime BLVD | Tampa | FL | 33605 | PC | Since 1971, AMIkids Tampa has been dedicated to helping kids discover the potential within them, transform their lives and strengthen our community. Located in Tampa, Florida, AMIkids Tampa empowers our kids through care and guidance to reach that potential and, as a result, break the cycle of failure and poverty. Even kids with a troubled past have the potential to achieve a bright future, and AMIkids Tampa works every day to separate their troubled past from a bright future. | $941,500 | |
| Big Brothers & Big Sisters of Miami | |||||||
| 550 NW 42nd Avenue | Miami | FL | 33126 | PC | Big Brothers Big Sisters of Miami is the only non-profit organization that seeks to strengthen, develop, and secure our future by matching vulnerable at-risk children with committed mentors who invest time, thought and resources - one child and afternoon at a time. These investments make Miami a more incredible place for incredible kids to grow up in. The matched relationship between an at-risk child and a committed adult mentor touches more than just two lives; they create a better future for Miami. A positive influence from an adult volunteer not only benefits a child at risk, but also strengthens our local community. Big Brothers Big Sisters of Miami aims to awaken new opportunities within every child - through the time, leadership, and sustainable donations of our community. | $15,000 | |
| Camillus House | |||||||
| 1603 NW 7th Ave | Miami | FL | 33136 | PC | Camillus House is a non-profit organization that provides humanitarian services to men, women and children who are poor and homeless. Camillus offers a full continuum of services that includes food, shelter, housing, rehabilitative treatment, and health care. | $25,000 | |
| Capital Area Food Bank | |||||||
| 4900 Puerto Rico Ave NE | Washington | DC | 20017 | PC | The Capital Area Food Bank is the anchor of the hunger relief infrastructure in our region, providing more than 45 million meals to people in communities across D.C., Maryland, and Virginia. But we don't stop there, because we know that creating long term solutions to hunger requires more than meals. It requires education, training, and opportunity. In short, it demands ideas that address the big picture. That's why we're approaching the problem in multiple ways: providing food for today and addressing the root causes of hunger by partnering with organizations that provide critical services like job training programs and health care. | $10,000 | |
| Central Texas Food Bank Inc | |||||||
| 6500 Metropolis Dr | Austin | TX | 78744 | PC | The Capital Area Food Bank Inc. is created by individuals from the United Urban Council (the predecessor of today's Interfaith Action of Central Texas (iACT)) and other concerned Austin residents. They recognized the need for emergency feeding assistance, as well as the availability of surplus food from various food companies and grocery stores that might otherwise go to waste. Over 90 percent of food banks are established in the U.S. after 1981. | $10,000 | |
| Child Crisis Center | |||||||
| PO Box 4114 | Mesa | AZ | 85211 | PC | The Child Crisis Center is committed to preventing child abuse and neglect. We accomplish this by supporting and strengthening families through education and intervention, by providing a safe environment for children to heal, and by recruiting, training, and supporting foster and adoptive families | $15,000 | |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | PC | City of Hope is a world leader in the research and treatment of cancer, diabetes, and other serious diseases. We deliver scientific miracles that make lives whole again. Compassion is the heart of our approach and the driving force behind all our discoveries. Founded in 1913, City of Hope is one of only 45 comprehensive cancer centers in the nation, as designated by the National Cancer Institute. Each innovative treatment we create gives people the chance to live longer, better, and more fully. | $10,000,000 | |
| Community Food Bank Inc | |||||||
| 3003 S County Club Road | Tucson | AZ | 85713 | PC | We change lives in the communities we serve by feeding the hungry today, and building a healthy, hunger-free tomorrow. | $10,000 | |
| Community Residences Foundation dba CRi Foundatio | |||||||
| 14160 Newbrook Drive Suite 100 | Chantilly | VA | 20151 | PC | CRi is community-based nonprofit organization with a focus on providing personalized resources to people with developmental disabilities & mental health needs. We believe in serving people within the communities in which they live, & have done so for 45 years | $10,000 | |
| Diabetes Research Institute | |||||||
| 200 S Park Road Suite 100 | Hollywood | FL | 33021 | PC | Founded in 1971 by a group of parents of children with diabetes who were committed to finding a cure for this devastating disease, our Foundation has evolved into an international coalition of families, patients, business leaders, celebrities, scientists, clinicians and other concerned individuals who have elevated the importance of cure-focused research and shifted the direction of funding into this critical area. | $15,000 | |
| Dolphins Cycling Challenge | |||||||
| 200 E Las Olas Blvd Penthouse A | Ft Lauderdale | FL | 33301 | PC | Launched in 2010, the Dolphins Cycling Challenge ("DCC") is a two-day tri-county charity cycling event. The DCC is dedicated to raising funds for lifesaving cancer research at the Sylvester Comprehensive Cancer Center. We serve our mission by donating 100% of rider-raised funds to Sylvester, supporting healthy lifestyles, and encouraging community awareness and support of cancer research at Sylvester. In 2011, dcc ii raised $1,070,000 for Sylvester, more than doubling the funds raised in the 2010 inaugural ride. Again in 2012, DCC doubled ridership and in fundraising. | $1,274,670 | |
| Ellie's Army Foundation | |||||||
| 1051 NE 93rd Street | Miami | FL | 33138 | PC | Ellie's Army Foundation provides financial assistance to children and young adults battling critical illness in an effort to give them the best chance to survive. To create a world in which every child and young adult has access to the best chance of survival, regardless of financial costs. | $5,000 | |
| Feed My Starving Children | |||||||
| 401 93rd Ave NW | Coon Rapids | MN | 55433 | PC | Feeding America's Children saves wasted food and provides meals for thousands of hungry children. Stop Hunger Mission, you can join us in the crusade to bring a healthy meal to every hungry child in America. Not only does Feeding America's Children help distribute much needed food, but through our efforts these food banks have a greater ability to provide a nutritionally balanced variety of food types to their clients on a consistent basis all year. Will you join us in helping feed the hungry and prevent food waste? We helped provide more than 2,002,250 meals to over 240,270 children in need. | $10,000 | |
| Florida Gulf Coast University Foundation | |||||||
| 10501 FGCU Boulevard S | Fort Myers | FL | 33965 | PC | Florida Gulf Coast University, a comprehensive institution of higher education, offers undergraduate and graduate degree programs of strategic importance to Southwest Florida and beyond. FGCU seeks academic excellence in the development of selected programs and centers of distinction in science, technology, engineering, and mathematics (STEM) disciplines, health professions, business, and marine and environmental sciences. Outstanding faculty and staff supported by a strong community of advisors prepare students for gainful employment and successful lives as responsible, productive, and engaged citizens. FGCU emphasizes innovative, student-centered teaching and learning, promotes and practices environmental sustainability, embraces diversity, nurtures community partnerships, values public service, encourages civic responsibility, and cultivates habits of lifelong learning and the discovery of new knowledge. | $61,170 | |
| Florida International University | |||||||
| 11200 SW 8th Street | Miami | FL | 33199 | PC | A World-Class Institution. As Miami's first and only public research university, offering bachelor's, master's, and doctoral degrees, FIU is worlds ahead in its service to the academic and local community. Designated as a top-tier research institution, FIU emphasizes research as a major component in the university's mission. The Herbert Wertheim College of Medicine and the School of Computing and Information Sciences' Discovery Lab are just two of many colleges, schools, and centers that actively enhance the university's ability to set new standards through research initiatives. For over four decades, FIU has positioned itself as one of South Florida's anchor institutions by solving some of the greatest challenges of our time. We are dedicated to enriching the lives of the local and global community. With a student body of nearly 54,000, we are among the top 10 largest universities in the nation and have collectively graduated more than 200,000 alumni, 115,000 of whom live and work in | $73,812 | |
| Food Bank of Northern Nevada | |||||||
| 550 Italy Dr | Reno | NV | 89434 | PC | The Food Bank of Northern Nevada provides emergency food services to families through a network of more than 145 partner agencies in a 90,000 square mile service area throughout northern Nevada and the eastern slope of the sierra in California. We serve more than 91,000 people each month, almost half of whom are children and seniors. Last fiscal year, we provided more than 18.2 million meals to neighbors who were hungry. The Food Bank also plays a leading role in collaborating with other committed northern Nevada community members and organizations to address the root causes of hunger. | $1,500 | |
| Fusion Friends Unites to Shelter | |||||||
| PO Box 3562 | Federal Way | WA | 98063 | PC | Homeless & Housing, Homeless Centers, Human Services. Mission: To provide housing and support services to homeless families in the communities of federal way and north pierce county so that they will have a secure environment as they work towards self-sufficiency. Programs: Transitional housing acquisition, maintenance, and support of fifteen housing units and case management services to accommodate and assist homeless families to help them establish a stable environment and become self-sufficient. An upscale resale boutique was opened in April 2014 to raise additional revenue to support its transitional housing program for homeless families in the community it serves. | $1,015,000 | |
| Gift of Life Marrow Registry Inc | |||||||
| 5901 Broken Sound Pkwy NW Suite 60 | Boca Raton | FL | 33487 | PC | The Gift of Life Marrow Registry cures blood cancer through cellular therapy. At Gift of Life we believe every person battling blood cancer deserves a second chance at life - and we are determined to make it happen. We are singularly passionate about engaging the public to help us get everyone involved in curing blood cancer, whether as a donor, a volunteer, or a financial supporter. It all begins with one remarkable person, one life-changing swab and one huge win - finding a match and a cure. | $2,500 | |
| Gleaners Food Bank of Indiana Inc | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | PC | Gleaners was founded in 1980 by a group of concerned citizens who felt strongly that no one should go hungry. Since that time, we have distributed more than 520 million pounds of food and critical grocery through a committed network of more than 550 food pantries, soup kitchens, schools, and community partners throughout our 21-county service area. In addition to food distribution to hunger relief agencies, Gleaners serves our most vulnerable populations - seniors, veterans and children - through specialty programs such as the BackSacks: Weekend Food for Kids, School-Based Pantry, Mobile Pantry, Summer Meals for Kids, CARE, Produce Hope and Senior Hunger Initiative programs. Gleaners also operates one of 7 Regional Produce Cooperatives for Feeding America, the nation's largest hunger relief organization. In addition, we are a disaster relief staging site for the Federal Emergency Management Agency (FEMA) and the contract reclamation site for Kroger Central Division. | $20,000 | |
| Gods Fan Club | |||||||
| 30141 Antelope RD Suite D-103 | Menifee | CA | 92584 | PC | Bridging Individual and Collective Bodies of Faith within our communities together with civil and business organizations to overcome homelessness and establish effective methods of homeless prevention throughout Riverside and San Bernardino Counties. We have 185 beds to assist single mothers, men and women, Veterans, seniors, and the disabled - averaging 35 to 40 children daily throughout Riverside County | $1,500 | |
| Greater Chicago Food Depository | |||||||
| PO Box 6949 | Chicago | IL | 60680 | PC | The Greater Chicago Food Depository is Chicago's food bank. We believe a healthy community starts with food. The Food Depository is part of a united community effort working to bring food, dignity and hope to our Cook County neighbors. We act as the hub for a network of more than 700 food pantries, soup kitchens, shelters, and other programs. These programs provide food where it's most needed. We also address the root causes of hunger. Public benefits outreach and job training programs offer support for our neighbors to overcome poverty. As the face of hunger in our community has changed, the Food Depository has evolved. Our programs address the specific needs of diverse groups, including children, older adults, and veterans. By taking hunger off the table, we enable families to focus on other priorities, like education, growth, and security. We enable communities to face their challenges with confidence. Today and in the long term, providing nutritious food is an investment in health | $5,000 | |
| Habitat for Humanity Chicago | |||||||
| 1100 W Cermark Rd Suite 404 | Chicago | IL | 60608 | PC | Habitat for Humanity is a global nonprofit housing organization working in local communities across all 50 states in the U.S. and in approximately 70 countries. Habitat's vision is of a world where everyone has a decent place to live. Habitat works toward our vision by building strength, stability, and self-reliance in partnership with families in need of decent and affordable housing. Habitat homeowners help build their own homes alongside volunteers and pay an affordable mortgage. Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities, and hope. A world where everyone has a decent place to live. | $5,000 | |
| Habitat for Humanity of Charlotte | |||||||
| 3815 Latrobe Drive | Charlotte | NC | 28211 | PC | Habitat for Humanity is a global nonprofit housing organization working in local communities across all 50 states in the U.S. and in approximately 70 countries. Habitat's vision is of a world where everyone has a decent place to live. Habitat works toward our vision by building strength, stability, and self-reliance in partnership with families in need of decent and affordable housing. Habitat homeowners help build their own homes alongside volunteers and pay an affordable mortgage. Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities, and hope. A world where everyone has a decent place to live. | $5,000 | |
| HANDY Helping Abused Neglected Disadvantage Youth | |||||||
| 501 NE 8 Street | Fort Lauderdale | FL | 33304 | PC | HANDY's mission is to achieve positive, lasting change for youth by providing life skills, education, and a supportive community. HANDY's goal is to provide customized programs that meet the individual needs of a child that take them from early childhood to adulthood. | $25,000 | |
| Harry Chapin Food Bank of SW Florida | |||||||
| 3760 Foeller St | Fort Myers | FL | 33901 | PC | To lead our community in the fight to end hunger. That no one has to go hungry in our community. Harry Chapin Food Bank, a member of Feeding America, is the largest hunger-relief organization in Southwest Florida, serving Charlotte, Collier, Glades, Hendry, and Lee counties. We rescue food and distribute it through our food distribution programs: Care and Share Senior Feeding Program, Harry's Helpings, Fulfill Mobile Pantries, In-School Pantries and our Partner Agency Program, which is a network of more than 150 partner agencies to feed people in need. Through these programs, we feed more than a quarter of a million people each month. Harry Chapin Food Bank distributed $59.5 million dollars' worth of food in fiscal year 2020. Through our food distribution programs, we supplied nearly 32.4 million pounds of food and other grocery items, including 9.6 million pounds of fresh produce. The food is the equivalent of 28.5 million meals distributed to those who are hungry. | $12,000 | |
| HomeAid America Inc | |||||||
| 24 Executive Park Suite 100 | Irvine | CA | 92614 | PC | HomeAid is a leading national nonprofit provider of housing and resources for people experiencing homelessness, operating through a network of 19 chapters in 13 states. Our mission is building new lives for America's homeless through housing and community outreach. We believe that everyone deserves the safety and comfort of home. | $30,000 | |
| IM Sulzabacher Center | |||||||
| 611 East Adams Street | Jacksonville | FL | 32202 | PC | We are Northeast Florida's only provider of comprehensive services for homeless men, women and children. We are open 24 hours a day, 7 days a week, 365 days a year. We serve nutritious meals and offer safe shelter. But that is just the beginning. We provide outstanding health care and high-quality children's programs. Our job placement assistance and life skills programs equip men and women for employment and for success. We offer something simple, but important-hope | $25,000 | |
| Ladacin Network Inc | |||||||
| 1703 Kneeley Blvd | Ocean | NJ | 07712 | PC | The mission of LADACIN Network, a nonprofit Agency, is to provide a continuum of care, including educational, therapeutic, social, residential and support services to infants, children, and adults with complex physical and developmental disabilities or delays. The Agency focuses on enhancing the quality of life for those served and their families. Since its founding in 1949 by a group of parents seeking therapy for their children with cerebral palsy, the Agency has brought together a network of volunteers, qualified staff, people with disabilities and their families dedicated to providing vital services. LADACIN Network now serves over 3,500 individuals and their families in 14 facilities in Monmouth and Ocean Counties in New Jersey. | $10,000 | |
| Lee Buildings Industry Association Builders Care | |||||||
| 10501 6 Mile Cypress Pkwy 104 | Fort Myers | FL | 33966 | PC | For its more than 350 firms, the Building Industry Association is much more than a trade organization. This non-profit association, which represents Lee, Hendry and Glades Counties of Florida, is a powerful voice for the building industry in the regulatory arena. It is a resource for technical assistance, information and educational services. The BIA is a visible force in the communities where its members live and work. The Association has enhanced the image of our industry professionals as the concerned, involved citizens they truly are. | $15,000 | |
| Lutheran Social of Southern California | |||||||
| 1501 E Orangethrope Ave Suite 250 | Fullerton | CA | 92831 | PC | Ignited by faith, we live out God's love by embracing, equipping and empowering vulnerable people in Southern California. Vision: Sharing the love of Christ, we seek to form a community where. the vulnerable are safer and stronger the dependent are self-sustaining the isolated dwell in community the weary are given hope. | $3,500 | |
| Make A Wish Foundation | |||||||
| 4491 South State Road 7 Suite 201 | Fort Lauderdale | FL | 33314 | PC | Wishes are more than just a nice thing A wish experience can be a game-changer for a child with a critical illness. This one belief guides us in everything we do at Make-A-Wish. It inspires us to grant wishes that change the lives of the kids we serve. It compels us to be creative in exceeding the expectations of every wish kid. It drives us to make our donated resources go as far as possible. Most of all, it's the founding principle of our vision to grant the wish of every eligible child. | $25,000 | |
| Mary's Place Seattle | |||||||
| 1830 9th Ave | Seattle | WA | 98109 | PC | Our vision for a community where all families have safety, stability, and housing. Our mission: Mary's Place provides safe, inclusive shelter and services that support women, children and families on their journey out of homelessness. | $15,000 | |
| Military Affairs Council Inc | |||||||
| 250 E Palm Dr Suite 470 | Flordia City | FL | 33034 | PC | The Military Affairs Committee had its beginning in September of 1967. The history of the Rotary Club of Homestead shows that a similar, informal community committee functioned in 1955 with the purpose of "smoothing relations between the newly activated Homestead Air Force Base and Homestead and other Redland District communities." It was called the Civilian-Military Liaison Committee. OUR MISSION: To Assist the military units within the South Dade Chamber of Commerce's service area to achieve their missions and goals and to promote understanding and cooperation between the civilian and military communities and enhance the quality of life for military personnel and their families in our community | $6,000 | |
| Minnesota Assistance Council for Veterans | |||||||
| 360 N Roberts Street Suite 306 | ST Paul | MN | 55101 | PC | Minnesota Assistance Council for Veterans (MACV) is a 501 (c)(3) nonprofit organization that has been serving Veterans and their families who are homeless or at risk of becoming homeless across the state of Minnesota for over 25 years. Our mission is to End Veteran Homelessness in Minnesota by providing housing, employment and legal services. We accomplish our mission by providing these services directly and in collaboration with community partners. In 2018, over 5,500 services were provided to Veterans. | $115,000 | |
| National MS Society | |||||||
| 5000 T-Rex Ave 150 | Boca Raton | FL | 33058 | PC | People affected by MS can live their best lives as we stop MS in its tracks, restore what has been lost and end MS forever. We are a movement. United in our collective power to do something about MS now. | $25,000 | |
| North State Building Industry Association Foundati | |||||||
| 1536 Eureka Road | Roseville | CA | 95661 | PC | The North State Building Industry Association (BIA) is comprised of builders, developers, subcontractors, suppliers and related professionals dedicated to the advancement of the homebuilding industry. Founded in 1944, the association and its members have been building high quality communities throughout the Sacramento region for more than seven decades. | $14,000 | |
| Olive Crest | |||||||
| 2130 East 4th Street Suite 200 | Santa Ana | CA | 92705 | PC | Since 1973, olive crest has transformed the lives of over 50,000 abused, neglected, and at-risk children and their families we work tirelessly to meet the individual needs of kids in crisis by providing safe homes, counseling, and education for both youth and parents our many innovative programs reflect our conviction that strengthening the family is one of the most powerful ways to help heal children with unwavering compassion, the olive crest family maintains a lifelong commitment to the youth and families we serve even after they have graduated from our programs | $15,000 | |
| Overtown Youth Center | |||||||
| 450 NW 14th Street | Miami | LA | 33136 | PC | The Overtown Youth Center was the vision of local real estate developer Martin Z. Margulies. Through the Margulies foundation, he built the Overtown Youth Center with the support of Alonzo Mourning in hopes of creating a safe haven for the children in overtown. Opening in early 2003, the Overtown Youth Center (OYC) is a state-of-the-art facility located in the heart of Miami's inner city. The center co-locates academic and recreational activities in a safe environment, working with children, families, and schools from grade 2 to graduation. We offer in-school, after-school, weekend, and summer programs that include academic enhancement, physical fitness, health care and nutrition, creative arts, prevention, character-building, and family-oriented activities, including parent orientation. | $150,000 | |
| Philabundance | |||||||
| 3616 S Galloway St | Philadelphia | PA | 19148 | PC | For more than 35 years, Philabundance has focused on providing emergency food in order to relieve hunger in five counties in PA and four counties in NJ. This is important work, but it doesn't ensure that the same people aren't hungry again tomorrow or in the future. So, we are expanding our work by pursuing a bold new strategy to help End Hunger. For Good. Many of our neighbors are faced with a cycle of nowin decisions: Do I buy food or medicine? Heat or eat? Pay for lunch or a bus pass? Ending Hunger. For Good (EHFG) is Philabundance's bold initiative to disrupt the cycle of spending tradeoffs between food and other necessities that perpetuate food insecurity. | $10,000 | |
| Project Lemonade Inc | |||||||
| 121 SW Morrison Street Suite 1100 | Portland | OR | 97204 | PC | Imagine being removed from your home at a moment's notice, without time to gather your thoughts or belongings and told that your parents can no longer take care of you. Thousands of foster children face this reality every year and blame themselves for a life they do not deserve. According to government statistics there are more than 440,000 youth in foster care in this country. Of those, 23,000 age out of the system, one-fifth are homeless and only three percent graduate from college. Throughout life, twenty-four percent never hold a job, and one-in-four experience post-traumatic stress disorder. Oregon ranks third highest in the country, with more than 11,000 foster children under the care of the Department of Human Services. | $15,000 | |
| Ronald McDonald House Charities of Central Texas | |||||||
| 1315 Barbara Jordan Blvd | Austin | TX | 78723 | PC | Houston's Ronald McDonald house offers loving, home-like environments, where families can find support and share experiences with others while on their journey to overcome a critical childhood illness. Our homes include a freestanding 50-bedroom home for longer term stays; a home inside Texas Children's Hospital (TCH); a home inside Children's Memorial Hermann Hospital (CMHH); three family rooms inside TCH and a cookie corner at M.D. Anderson Children's Cancer Hospital | $40,000 | |
| Second Harvest Food Bank of Central Florida Inc | |||||||
| 411 Mercy Drive | Orlando | FL | 32805 | PC | Second Harvest Food Bank of Central Florida is a private, nonprofit organization that collects, stores and distributes donated food to more than 550 feeding partners in six Central Florida counties: Brevard, Lake, Orange, Osceola, Seminole and Volusia. Last year, with the help of numerous donors, volunteers and a caring, committed community, the food bank distributed enough food for 76 million meals to partner programs such as food pantries, soup kitchens, women's shelters, senior centers, day care centers and Kids Cafes | $15,000 | |
| The Orange Bowl Committee Inc dba South Florida | |||||||
| 14360 NW 77th Court | Miami Lakes | FL | 33016 | PC | From Lake Okeechobee to the Florida Keys, the Orange Bowl's service to South Florida is as diverse as the residents that live here. Whether it's the millions of dollars injected into the local economy by hosting premier athletic competitions - most notably through the Capital One Orange Bowl - or the support of hundreds of student-athletes through scholarships and education, providing outlets and venues for youth athletes to learn and play, or events and initiatives that benefit children and their families, the Orange Bowl continues to leave a lasting imprint on the community. The non-profit organization has expanded beyond Greater Miami to become a cornerstone of the entire South Florida area, now with 360 members and a growing legacy of charitable contributions and community outreach. | $100,000 | |
| South Florida PBS Inc | |||||||
| 14901 NE 20th Ave | Miami | FL | 33181 | PC | Our mission is to enrich lives and strengthen our diverse communities through on air and online content, experiential learning, and community engagement and outreach. Our vision is to be the region's most trusted resource for information, entertainment, inspiration, and life-long learning, particularly for children. South Florida PBS, Florida's largest public media company, includes public broadcasting stations WPBT2 and WXEL, serving approximately 6.3 million viewers of all ages and cultural backgrounds from Key West to the Sebastian Inlet and from the Atlantic Ocean west to Lake Okeechobee. | $250,000 | |
| Teach for America | |||||||
| 3250 ne 1st avenue Suite 212 | Miami | FL | 33137 | PC | To enable individuals who have developmental and/or physical disabilities to have the opportunity to attain their highest level of skills, purpose and independence with dignity through an ongoing commitment to comprehensive quality services, advocacy and family partnership. | $100,000 | |
| The Relatives Inc | |||||||
| PO Box 220632 | Charlotte | NC | 28222 | PC | The Relatives keeps kids safe, families together, and prepares youth and young adults to be healthy, productive, engaged members of the community. | $5,000 | |
| There With Care | |||||||
| 2825 Wilderness Place Suite 100 | Boulder | CO | 80301 | PC | Our mission is to provide a wide range of thoughtful and fundamental services to families and children during the critical phase of a medical crisis. We serve families referred by medical agencies, by building a network of services and people who ease the burden of life's day-to-day obligations with compassion and care. | $25,000 | |
| Thessalonika Family Services Inc | |||||||
| PO Box 890326 | Temecula | CA | 92589 | PC | Rancho Damacitas works to break the generational cycle of child abuse and poverty through programs offering struggling single mothers with young children and young adults formerly living in foster care a chance to get on their feet and thrive within our community. Empowerment Village houses struggling single moms and children while Project Independence houses young adults with a history of child abuse. We provide a safe, stable home, employment readiness, financial and parenting classes, and individual coaching to help them achieve their personal goals. Scholarships provide Riverside County former foster youth a chance to pursue their career goals through financial assistance and mentoring. Children's Enrichment provides the financial support for children and single mothers to help overcome barriers related to childcare, transportation, or children's educational opportunities. | $8,000 | |
| Unity on the Bay | |||||||
| 411 NE 21 Street | Miami | FL | 33137 | PC | Simply put, Unity on the Bay is a positive path for spiritual living. Our Vision: Humanity inspired to its divinity. Our Mission: We are an inclusive community serving as a catalyst for spiritual awakening, evolution, and action. People are drawn to Unity on the Bay because of the "feel good" energy and positive attitude that radiates from within our spiritual community. There is a strong sense of family and connection to community that causes most people to say that Unity feels like home for them. | $5,000 | |
| University of Miami | |||||||
| 1320 S Dixie Hwy | Coral Gables | FL | 33124 | PC | A private research university with more than 16,000 students from around the world, the University of Miami is a vibrant and diverse academic community focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university comprises 11 schools and colleges serving undergraduate and graduate students in more than 180 majors and programs. While the majority of this work is housed at the Miller School of Medicine, investigators conduct hundreds of studies in other areas, including marine science, engineering, education, and psychology. | $10,218,939 | |
| University of South Florida Foundation | |||||||
| 4202 E Fowler Ave ALC100 | Tampa | FL | 33620 | PC | The USF Foundation connects the University with donors who want to make a difference by providing private, philanthropic support to promote student success, academic initiatives, research and other strategic priorities of the University of South Florida. The USF Foundation is governed by an elected board whose members serve as advocates for the university, its colleges, campuses and units. Each volunteer board member is guided by a mission to promote private support, advocate for the university and manage the university's endowment. | $23,466 | |
| United Way of Miami-Dade County | |||||||
| 3250 Southwest Third Avenue | Miami | FL | 33129 | PC | United Way is working to advance the common good by creating opportunities for a better life for all. We are focused on improving education, income and health - the building blocks for a good life. Our goal is to create long-lasting changes that prevent problems from happening in the first place. We invest in quality programs, advocate for better policies, engage people in the community and generate resources. We invite you to join us in this work and live united. | $400,000 | |
| Variety Club Camp & Development Center for Handica | |||||||
| 2950 Potshop Road | Worchester | PA | 19490 | PC | Since 1935, Variety - The Children's Charity of the Delaware Valley has continued its mission to enrich the lives of children and young adults with disabilities through social, educational, and vocational programs that nurture independence and self-confidence, and prepare them for life. In 1949, Variety Club Camp and Developmental Center opened its doors for the first time. Originally serving boys who had survived polio through an Overnight Camp, our Camp and Developmental Center now serves children of all ability levels in a wide array of programs year-round. | $8,000 | |
| Waccamaw Youth Center Inc | |||||||
| PO Box 2066 | Myrtle Beach | SC | 29578 | PC | Waccamaw Youth Center, Inc. is a private, non-profit agency committed to providing comprehensive residential services for up to 20 abused, abandoned, and grossly neglected youth, ages 10-21. It is the first and only low management group home in Horry County. Our objective is to allow the adolescents in our care to remain in the community while receiving the long-term therapeutic services they so desperately need. Our goal is to provide continuous opportunities for the development of positive self-esteem, academic/vocational abilities, and the life skills necessary to become productive, contributing members of society. In addition, we strive to help the adolescents in our care grow past their painful experiences and discover the happiness and security that can be reached through healthy, nurturing relationships. | $7,500 | |
| Emory University dba Winship Cancer Institute | |||||||
| 1762 Clifton Road Suite 1400 | Atlanta | GA | 30322 | PC | Seeing over 17,000 patients a year, Winship Cancer Institute of Emory University is Georgia's only National Cancer Institute-designated Comprehensive Cancer Center and serves as the coordinating center for cancer research, education and care throughout Emory University. Winship Cancer Institute serves cancer patients throughout Georgia, the Southeast and beyond, by working tirelessly to prevent, treat, and cure cancer. | $10,000 | |
| Windwood Farm Home for Children Inc | |||||||
| 4857 Windwood Farm Rd | Awendaw | SC | 29429 | PC | Windwood Farm Home for Children, Inc. was established in 1985 as a private, non-profit long-term residential care program by a local businessman, Joseph L. Tamsberg, Jr. Since he made his initial donation of this property, previously his family's home, the Windwood Family of Services continues to be utilized as a valued resource in our community. Governed by a voluntary Board of Directors, Windwood Farm serves children and their families through our residential, out-patient, and community-based prevention programs throughout the tri-county area. | $10,000 | |
| With Love Oregon Inc | |||||||
| 5765 Victoria Ct | Lake Oswego | OR | 97035 | PC | With Love's story began in 2013 when Allie Roth discovered that one of her students, April*, had lived in three different foster homes in as many months. Allie was compelled to help find clothing and school supplies for April and her younger sister Mary*, but quickly grew discouraged after realizing that outside resources for under-school-age kids, 0-6, was hard to find. Seeing a need to bridge the gap between foster families and their communities, Allie founded With Love out of her home. Within six months, she and a group of friends had provided more than 20 families with the vital items needed to care for a child. Today, with the support of amazing volunteers and generous sponsors, With Love provides 120 Portland foster families each month with necessary resources such as diapers, blankets, books and sunscreen. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,343,057 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $515 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,872 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,939 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$26,012 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,202,540 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$30,436 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,582,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,562,250 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | GRANT RECOVERY | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LENNAR CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NW 107TH AVENUE SUITE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,490,524 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA - INVESTMENT GRADE TAXABLE | $2,182,160 | $2,182,160 |
| BOA - INTL DEVELOPED BONDS | $4,076 | $4,076 |
| BOA - GLOBAL HIGH YIELD | $305,164 | $305,164 |
| DETAIL AVAILABLE UPON REQUEST |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA - U.S. LARGE CAP | $3,042,203 | $3,042,203 |
| BOA - U.S. MID CAP | $222,257 | $222,257 |
| BOA - U.S. SMALL CAP | $2,172,300 | $2,172,300 |
| BOA - INTERNATIONAL DEVELOPED | $3,708,569 | $3,708,569 |
| BOA - EMERGING MARKETS | $305,411 | $305,411 |
| DETAIL AVAILABLE UPON REQUEST |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA MANAGED ASSETS | $1,627,118 | $1,627,118 |
| OWL CREEK OVERSEAS FUND LTD. | $13,141,765 | $13,141,765 |
| FARALLON CAP INSTITUTIONAL PTR | $48,156 | $48,156 |
| BAUPOST VALUE PARTNERS | $19,103,028 | $19,103,028 |
| D1 CAPITAL PARTNERS ONSHORE LP | $28,746,500 | $28,746,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $13,654 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $48,797 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| INVESTMENT IN LIMITED PARTNERSHIP | -$20,254 | |
| OTHER INCOME FROM PARTNERSHIPS | -$730,126 | $1,171,589 |
| INTEREST AND DIVIDENDS FROM PARTNERSHIPS | $448,936 | |
| OTHER INCOME FROM BOA | $83 | |
| GRANTS RECOVERY | $10,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $11,715,352 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY MANAGEMENT FEES | CategoryTxt |
| Amt | $674,643 | Amt |
| Net Investment Income | $674,643 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $22,820 | |
| FOREIGN TAXES | $17,729 |
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