BETA

ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202041929349101214
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-10T10:06:11-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971556EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE F SCHIMELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3057144100PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL CUSTERPreparerPersonNm
PTINP00262706PTIN
Phone3058585600PhoneNum
Preparation2020-07-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,659,165FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,649,667ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,960InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,960InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$936,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$936,704DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,602,331TotalRevAndExpnssAmt
Total Net Invst Incm$952,664TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,000CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$8,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,937OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,437TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,757TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,035,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,035,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,131,687TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,052,007TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,470,644ExcessRevenueOverExpensesAmt
Net Investment Income$952,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$539,621CashBOYAmt
Cash EOY$2,012,825CashEOYAmt
Cash EOYFMV$2,012,825CashEOYFMVAmt
Other Investments BOY$18,553,531OtherInvestmentsBOYAmt
Other Investments EOY$23,550,971OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,646,340OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,093,152TotalAssetsBOYAmt
Total Assets EOY$25,563,796TotalAssetsEOYAmt
Total Assets EOYFMV$33,659,165TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,093,152RetainedEarningBOYAmt
Retained Earning EOY$25,563,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,093,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,563,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,093,152TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,563,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,093,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,470,644ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$25,563,796SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,563,796TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$863,726AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,125,318NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040886DistributionYr1Rt
Adjusted Qlfy Distri Yr2$599,194AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,146,443NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034946DistributionYr2Rt
Adjusted Qlfy Distri Yr3$360,227AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,030,840NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029942DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,392AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,285,191NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.016388DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,531AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,453,815NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.005922DistributionYr5Rt
Total Distribution0.128084TotalDistributionRt
Average Distribution0.025617AverageDistributionRt
Net Vl Noncharitable Assets$24,097,185NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$617,298AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,527NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$626,825AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,052,007QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,527InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,527SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,527TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,876EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,876TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,651TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,638,377AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$825,770AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,464,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,464,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$366,962CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,097,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,204,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,204,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,527TaxBasedOnInvestmentIncomeAmt
Total Tax$9,527TotalTaxAmt
Distributable Before Adj$1,195,332DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,195,332DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,195,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,052,007ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,052,007QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,527PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,042,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,195,332DistributableAsAdjustedAmt
Undistributed Income PY$1,024,505UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,052,007QualifyingDistributionsAmt
Applied To Year1$1,024,505AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,502AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,167,830UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADRIENNE ARSHT CENTER
1300 BISCAYNE BOULEVARDMIMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
CHILDREN'S BEREAVEMENT CENTER
7600 S RED ROAD SUITE 307SOUTH MIAMIFL33143N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
DOING GOOD TOGETHER
5141 16TH AVENUE SOUTHMINNEAPOLISMN55417N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$79,500
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
FRIENDS OF PUBLIC EDUCATION INC - NORTH BEACH ELEMENTARY
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
FRIENDS OF THE UNDERLINE
1172 SOUTH DIXIE HIGHWAYCORAL GABLESFL33146N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
FRIENDSHIP CIRCLE OF MIAMI
8700 SW 12TH STREETMIAMIFL33176N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$15,000
FROST SCIENCE MUSEUM
1101 BISCAYNE BLVDMIAMIFL33132N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
HEALTH INFORMATION PROJECT
4601 PONCE DE LEON SUITE 300CORAL GABLESFL33146N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
LEHRMAN COMMUNITY DAY SCHOOL
727 77TH STREETMIAMI BEACHFL33141N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$30,000
LOCUST PROJECTS
3852 NORTH MIAMI AVENUEMIAMIFL33127N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$20,000
MAKE A WISH
4491 SOUTH STATE ROAD 7 SUITE 201FORT LAUDERDALEFL33314N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
MIAMI THEATER CENTER
9806 NE 2ND AVENUEMIAMI SHORESFL33138N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
MUSIC & THE BRAIN
412 WEST 42ND STREET 15TH FLOORNEW YORKNY10036N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$150,000
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$25,000
NICKLAUS CHILDREN'S HOSPITAL
3100 SW 62 AVEMIAMIFL33155N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$26,000
NORTH BEACH ELEMENTARY PTA
4100 PRARIE AVENUEMIAMI BEACHFL33140N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
OVERTOWN YOUTH CENTER
450 NW 14TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
PRODUCED WITH A PURPOSE
8950 SW 74TH COURT SUITE 2201 A-59MIAMIFL33156N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$23,650
RANSOM EVERGLADES SCHOOL
2045 SOUTH BAYSHORE DRIVECOCONUT GROVEFL33133N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$40,000
RONALD MCDONALD HOUSE
1145 NW 14TH TERRACEMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$13,600
SOUTH FLORIDA ART CENTER
924 LINCOLN ROAD SUITE 205MIAMI BEACHFL33139N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
SUNDARI FOUNDATION INC (LOTUS HOUSE)
217 NW 15TH STREETMIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$50,000
TEACH FOR AMERICA
951 NW 7TH AVENUE SUITE 300MIAMIFL33136N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$75,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33139N/A501(C)3 RELIGIOUS ORGENERAL OPERATIONS$52,500
TRUE NORTH CLASSICAL ACADEMY
9393 SUNSET DRMIAMIFL33173N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$30,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$10,000
WOMEN OF TOMORROW
8400 NW 36TH STREET SUITE 450DORALFL33166N/A501(C)3 ORGANIZATIONGENERAL OPERATIONS$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,035,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,960ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$936,704ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$952,664ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$952,664TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS
12665 S BAYSHORE DRIVECOCONUT GROVEFL33133$226,227Yes (X)
ALBERT H NAHMAD
218 TAHITI BEACH ISLAND ROADCORAL GABLESFL33143$6,423,440Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property28,000 SHARES OF WATSCO, INC. CLASS B COMMON STOCKNoncashPropertyDesc
Fair Market Value$4,997,440FairMarketValueAmt
Received2019-12-13ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWATSCO, INC. CLASS B COMMON (174,360 SH)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$23,550,971BookValueAmt
EOYFMV$31,646,340EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$61$0$0
EMAIL ACCOUNT & BANK FEES$35$0$0
SOFTWARE FEES$268$0$0
PAYROLL EXPENSES$7,573$0$757

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$8,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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