THE ALFRED AND ROSE MINIACI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ROSE MINIACI FOUNDATION INC (EIN 65-1107701)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-11
- IRS object ID
- 202013169349101561
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:41:44-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591546108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L FOCARACCI PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FAIRWAY DRIVE SUITE 495 | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334411828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651107701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFRED & ROSE | BusinessNameLine1Txt |
| Business Name Line2 | MINIACI FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 9549780500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW 31 AVENUE | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT J MINIACI | PersonNm |
| Person Title | DIRECTOR AND TREASURER | PersonTitleTxt |
| Phone | 9549780500 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH L FOCARACCI CPA | PreparerPersonNm |
| PTIN | P00433679 | PTIN |
| Phone | 9545259722 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.136.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 12:41:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC05F82FDB87229C0C9CCE0FDF5A6A709FDCC95E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A110584A95E6E5B85AC2BE11D38819883845CF15 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,864,516 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $180,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $779,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,859 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,151 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,183 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $10,750 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,528,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,561,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,664,333 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,677,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,761,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,864,516 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $61 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $880,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $797,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $881,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,677,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,677,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,761,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,677,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,761,800 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | P | 2018-08-27 | 2020-03-27 | $149,093 | $154,015 | -$4,922 | -$4,922 |
| NATIONAL FINANCIAL SERVICES | P | 2003-01-30 | 2020-03-25 | $630,856 | $616,075 | $14,781 | $14,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,859 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,687 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,650,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,674 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,656,639 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,247 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,707,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097387 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,496,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,352,726 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103884 | DistributionYr5Rt |
| Total Distribution | 0.474217 | TotalDistributionRt |
| Average Distribution | 0.094843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,786,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,452 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,802 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $701 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $701 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $723 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT J MINIACI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549780500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW 31 AVENUE | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSE MINIACI | ||||||||
| 2100 SOUTH OCEAN LANE APT 2306 | FT LAUDERDALE | FL | 33316 | DIRECTOR AND PRESIDENT | 10.00 | $0 | $0 | $0 |
| DOMINICK F MINIACI | ||||||||
| 821 EAST BROWARD BOULEVARD | FT LAUDERDALE | FL | 33301 | DIRECTOR AND SECRETARY | 1.00 | $0 | $0 | $0 |
| ALBERT J MINIACI | ||||||||
| 1411 SW 31 AVENUE | POMPANO BEACH | FL | 33069 | DIRECTOR AND TREASURER | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,620,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $701 | TotalTaxAmt |
| Distributable Before Adj | $88,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,179 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $361,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $403,678 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $73,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $330,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,680 | ExcessFromYear4Amt |
| Excess From Year3 | $81,646 | ExcessFromYear3Amt |
| Excess From Year2 | $66,551 | ExcessFromYear2Amt |
| Excess From Year1 | $58,179 | ExcessFromYear1Amt |
| Excess From Current Year | $42,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSE MINIACI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSE MINIACI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SW 31 AVENUE | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549780500 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM TO INCLUDE HISTORY OF ORGANIZATION AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER SUGLIO | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BROWARD COLLEGE - SCHOLARSHIP | $1,000 |
| ANN STORCK CENTER INC | |||||||
| 1790 SW 43 WAY | FORT LAUDERDALE | FL | 33317 | 501(C)(3) | GENERAL FUND | $5,000 | |
| BOYS & GIRLS CLUB OF BROWARD COUNTY INC | |||||||
| 877 NW 61 STREET | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $7,500 | |
| BRIANNA PASSMAN | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | PACE UNIVERSITY - SCHOLARSHIP | $3,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5 AVENUE | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $15,000 | |
| DAVID POSNACK JEWISH COMMUNITY CENTER | |||||||
| 5850 S PINE ISLAND RD | DAVIE | FL | 33328 | 501(C)(3) | CULTURAL ARTS PROGRAM | $1,000 | |
| FRANCESCA DECARIA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | UNIVERSITY OF CENTRAL FLORIDA - SCHOLARSHIP | $3,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 242 OFFICE PLAZA | TALLAHASSEE | FL | 32301 | 501(C)(3) | GENERAL FUND | $5,500 | |
| IONA ROTHFELD | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ST. THOMAS UNIVERSITY - SCHOLARSHIP | $5,000 |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 WEST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $10,000 | |
| JORDAN MOSELY | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ASHLAND UNIVERSITY - SCHOLARSHIP | $1,000 |
| JUSTIN LARA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | FAULKNER UNIVERSITY - SCHOLARSHIP | $3,000 |
| MARY KATHERINE MOORE | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BOSTON UNIVERSITY - SCHOLARSHIP | $3,000 |
| MILES CASTORO | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | DARTMOUTH COLLEGE - SCHOLARSHIP | $3,000 |
| MUSEUM OF DISCOVERY & SCIENCE | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $15,000 | |
| NICHOLAS FERRARO | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BROWARD COLLEGE - SCHOLARSHIP | $3,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | GENERAL FUND | $10,000 | |
| PACE CENTER FOR GIRLS | |||||||
| 2225 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | 501(C)(3) | GENERAL FUND | $3,325 | |
| SLOW BURN THEATRE CO | |||||||
| 201 SW 5 AVENUE | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $26,000 | |
| STUDENT ACES | |||||||
| 7750 ARBOR CREST WAY | PALM BEACH GARDENS | FL | 33412 | 501(C)(3) | GENERAL FUND | $1,000 | |
| THE FLITE CENTER INC | |||||||
| 1100 WEST MCNAB ROAD | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $5,000 | |
| THE ROCCO DANATIELLO FOUNDATION | |||||||
| 435 HOLLYWOOD AVENUE | FAIRFIELD | NJ | 07004 | 501(C)(3) | GENERAL FUND | $200 | |
| WESLEY WHITE | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BROWARD COLLETE - SCHOLARSHIP | $1,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,635 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE MINIACI CHARITABLE LEAD TRUST DATED 22795 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH OCEAN LANE APT 2306 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $180,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES LLC | StockNm |
| EOY Book Value | $1,561,678 | EOYBookValueAmt |
| EOYFMV | $1,664,333 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSES | $686 | $686 | $0 | $0 |
| INVESTMENT FEES | $17,894 | $17,894 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROSE MINIACI CHARITABLE LEAD TRUST | |||
| 2100 SOUTH OCEAN LANE APT 2306 | FT LAUDERDALE | FL | 33316 |
| ROSE MINIACI | |||
| 2100 SOUTH OCEAN LANE APT 2306 | FT LAUDERDALE | FL | 33316 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAXES | $627 | $627 | $0 | $0 |
| FOREIGN TAXES | $524 | $524 | $0 | $0 |
Comments