SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-24
- IRS object ID
- 202512679349100616
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-24T17:17:53-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261612615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGALLS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656272903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOL TAPLIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACK TAPLIN | InCareOfNm |
| Business Name Control | SOLT | BusinessNameControlTxt |
| Phone | 9419237850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD STE 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK TAPLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9419237850 | PhoneNum |
| Signature | 2025-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC INGALLS | PreparerPersonNm |
| PTIN | P01220295 | PTIN |
| Phone | 9042529898 | PhoneNum |
| Preparation | 2025-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,011,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $348,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $649,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $721,928 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $649,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $998,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $998,423 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $33,448 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,007 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,441 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,108 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,686 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,271 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $33,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,763 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,590 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $159,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $655,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $655,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $814,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $704,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $888,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,198,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $700,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $700,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,806,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,489,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,113,678 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,124 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $197,290 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,111,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,295,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,011,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,111,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,295,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,111,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,295,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,111,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,295,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,111,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,243 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,295,624 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,295,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | P | 2001-09-20 | 2024-11-01 | $67,657 | $5,701 | $61,956 | $61,956 |
| APPLE INC | P | 2012-02-08 | 2024-11-01 | $113,564 | $8,382 | $105,182 | $105,182 |
| APPLE INC | P | 2012-02-08 | 2024-12-31 | $126,344 | $8,382 | $117,962 | $117,962 |
| JP MORGAN CHASE & CO | P | 2003-06-10 | 2024-11-01 | $55,857 | $8,525 | $47,332 | $47,332 |
| META PLATFORMS INC | P | 2022-04-29 | 2024-11-01 | $113,894 | $34,459 | $79,435 | $79,435 |
| NVIDIA CORP | P | 2018-12-21 | 2024-08-15 | $59,013 | $1,719 | $57,294 | $57,294 |
| NVIDIA CORP | P | 2018-12-21 | 2024-11-01 | $66,647 | $1,719 | $64,928 | $64,928 |
| NVIDIA CORP | P | 2018-12-21 | 2024-09-20 | $118,952 | $3,438 | $115,514 | $115,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $649,603 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,652 | OverpaymentAmt |
| Applied To ES Tax | $17,652 | 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 |
| Individual With Books | INGALLS PA | IndividualWithBooksNm |
| Phone | 9419237850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACK G TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SHEILA ELIAS TAPLIN | ||||||||
| 9999 COLLINS AVENUE PH 1-D | BAL HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER SAZANT | ||||||||
| 1177 KANE CONCOURSE 201 | BAL HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JASON TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,887,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $759,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,646,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,646,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,457,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $622,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $622,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,348 | TotalTaxAmt |
| Distributable Before Adj | $610,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $610,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $610,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $704,127 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $704,127 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,508 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $97,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $245,479 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $659,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $704,127 | QualifyingDistributionsAmt |
| Applied To Current Year | $610,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,619 | RemainingDistriFromCorpusAmt |
| Total Corpus | $753,405 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $97,935 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $655,470 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,687 | ExcessFromYear4Amt |
| Excess From Year3 | $148,621 | ExcessFromYear3Amt |
| Excess From Year2 | $245,479 | ExcessFromYear2Amt |
| Excess From Year1 | $55,064 | ExcessFromYear1Amt |
| Excess From Current Year | $93,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK TAPLIN | ContributingManagerNm |
| Contributing Manager | SHEILA ELIAS TAPLIN | ContributingManagerNm |
| Contributing Manager | JENNIFER SAZANT | ContributingManagerNm |
| Contributing Manager | JASON TAPLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOL TAPLIN CHARITABLE FDN- INGALLS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9419237850 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SUBMIT REQUESTS IN LETTER FORM DESCRIBING THEIR ACTIVITIESAND THE REASON FOR THEIR REQUEST. THEY MAY ALSO SUBMIT ADDITIONALLITERATURE CONCERNING THEIR ACTIVITIES AS THEY FEEL NECESSARY TO SUPPORTTHEIR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETTER WAY OF MIAMI | ||||||
| 800 NW 28TH STREET | MIAMI | FL | 33127 | NONE | GENERAL CONTRIBUTION | $25,000 |
| BREAKTHROUGH MIAMI INC | ||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | GENERAL CONTRIBUTION | $20,000 |
| CAMILLUS HOUSE | ||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | GENERAL CONTRIBUTION - FEEDING THE HUNGRY | $50,000 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | GRNERAL CONTRIBUTION | $100,000 |
| MICHAEL-ANN RUSSELL JCC | ||||||
| 18900 NE 25TH AVENUE | N MIAMI | FL | 33180 | NONE | GENERAL CONTRIBUTUON - SUMMER CAMP PROGRAM | $50,000 |
| MOUNT SINAI MEDICAL CENTER FDN | ||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | GENERAL CONTRIBUTION - MEDICAL EQUIPMENT | $75,000 |
| MUSEUM OF CONTEMPORY ART | ||||||
| 770 N E 125TH STREET | MIAMI | FL | 33161 | NONE | GENERAL CONTRIBUTION | $15,000 |
| SHUL OF BAL HARBOUR INC | ||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | GENERAL CONTRIBUTION - ORPHANS OF PARENTS KILLED | $75,000 |
| S FL CENTER OF THEOLOGICAL STUDIES | ||||||
| 8901 DICKENS AVE | SURFSIDE | FL | 33154 | NONE | GENERAL CONTRIBUTION | $10,000 |
| TEMPLE EMANU-EL | ||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | GENERAL CONTRIBUTION - HEBREW SCHOOL | $10,000 |
| UM-LOWE ART MUSEUM | ||||||
| 6200 SAN AMARO DR | MIAMI | FL | 33146 | NONE | GENERAL CONTRIBUTION | $10,000 |
| UM-MIAMI PROJECT TO CURE PARALYSIS | ||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | NONE | GENERAL CONTRIBUTION | $25,000 |
| MOUNT SINAI MEDICAL CENTER FDN | ||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | RESTRICTED - CANCER CENTER | $70,000 |
| AM COM FOR WEIZMANN INST OF SCIENCE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | GENERAL CONTRIBUTION | $20,000 |
| CAMILLUS HOUSE | ||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | GENERAL CONTRIBUTION | $20,000 |
| SHUL OF BAL HARBOUR INC | ||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | GENEREAL CONTRIBUTIONS - SPONSOR WAR HEROES | $20,000 |
| AM COM FOR WEIZMANN INST OF SCIENCE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | GENERAL CONTRIBUTION - CANCER RESEARCH | $10,000 |
| JACKSON HEALTH FOUNDATRION INC | ||||||
| 1611 NW 12 AVE | MIAMI | FL | 33136 | NONE | GENERAL CONTIBUTION - CANCER | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $655,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MOUNT SINAI CENTER FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 ALTON ROAD | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | RESTRICTED CANCER RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $1,120,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $649,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $998,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $998,423 | 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 FEES | CategoryTxt |
| Amt | $22,108 | Amt |
| Net Investment Income | $4,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,686 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUMANA INC 8.150% | $36,524 | $59,410 |
| TYCO ELECTRONICS 7.125% | $69,600 | $137,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $146,238 | $371,240 |
| ALPHABET INC | $265,702 | $354,780 |
| AMERICAN EXPRESS CO | $39,906 | $558,215 |
| APPLE INC | $58,677 | $718,095 |
| BOEING CO | $71,437 | $209,530 |
| BRISTOL MYERS SQUIBB CO | $97,170 | $185,160 |
| CLOROX CO | $64,106 | $120,070 |
| COMCAST CORP | $58,683 | $214,140 |
| DISNEY WALT CO | $106,976 | $310,025 |
| DOLLAR GENERAL CORP | $237,720 | $228,760 |
| EXXON MOBIL CORP | $158,900 | $215,600 |
| HOME DEPOT INC | $52,358 | $549,960 |
| ISHARES SHORT TREASURY BOND | $607,260 | $607,310 |
| ISHARES 1-5Y INV GRADE CORP | $411,400 | $422,080 |
| ISHARES 5-10Y INV GRADE CORP | $408,420 | $426,320 |
| JOHNSON & JOHNSON | $93,941 | $152,750 |
| JP MORGAN CHASE & CO | $59,675 | $507,343 |
| KROGER CO | $40,422 | $286,920 |
| LOWES COS INC | $15,769 | $332,805 |
| MCDONALDS CORP | $17,300 | $292,170 |
| MEDTRONIC PLC | $163,530 | $174,340 |
| MERCK & CO INC | $89,335 | $356,220 |
| META PLATFORMS INC | $137,836 | $590,472 |
| MONDELEZ INTERNATIONAL INC | $33,116 | $134,880 |
| NVIDIA CORP | $17,188 | $789,950 |
| PFIZER INC | $154,230 | $145,440 |
| REGIONS FINANCIAL CORP | $95,450 | $235,200 |
| RTX CORPORATION | $112,538 | $438,060 |
| SCHWAB SHORT-TERM US TREAS | $374,862 | $365,700 |
| SCHWAB 5-10 YEAR CORP BOND | $444,350 | $455,200 |
| SPDR PORTFOLIO SHORT TERM | $378,487 | $377,375 |
| TARGET CORP | $117,731 | $123,313 |
| VANGUARD INTER TERM CORP | $333,168 | $331,680 |
| VISA INC | $25,304 | $532,575 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,448 | LegalFeesAmt |
| Net Investment Income | $2,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,441 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $6,590 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $63,271 | Amt |
| Net Investment Income | $63,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES-INVESTMENT INC 63024 | $3,763 | $3,763 | $0 | $0 |
| TAXES-INVESTMENT INC 63025 | $30,000 | $30,000 | $0 | $0 |
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