SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-04
- IRS object ID
- 202033099349100023
- 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
- 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 | 2020-11-04T11:40:50-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 |
| Business Name Line2 | C/O BARBARA INGALLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLT | BusinessNameControlTxt |
| Phone | 9419237850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 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 | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 9419237850 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA ANN INGALLS | PreparerPersonNm |
| PTIN | P00164068 | PTIN |
| Phone | 9419237850 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.204.52.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 12:56:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB4EEE9FA5C359B0AE1FE8066CC937932F6E811C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB4EEE9FA5C359B0AE1FE8066CC937932F6E811C | 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 | $9,978,521 | 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 | $251,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $864,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,387,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $864,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,115,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,115,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $628 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,068 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,916 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,987 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,929 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,483 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $475,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,038,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $465,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,113,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,809,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,476,577 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,911 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,684,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,160,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,978,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,684,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,160,994 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,684,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,160,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,684,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,160,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,684,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $475,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,160,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,160,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2012-02-08 | 2020-01-14 | $93,909 | $20,118 | $73,791 | $73,791 |
| APPLE INC | P | 2012-02-08 | 2019-08-09 | $99,122 | $33,529 | $65,593 | $65,593 |
| COMCAST CORP CLASS A | P | 2004-03-04 | 2020-01-14 | $69,051 | $15,379 | $53,672 | $53,672 |
| HOME DEPOT INC | P | 2003-12-01 | 2019-10-11 | $117,241 | $18,360 | $98,881 | $98,881 |
| INTEL CORP | P | 2007-01-08 | 2020-02-25 | $179,201 | $63,630 | $115,571 | $115,571 |
| INTEL CORP | P | 2000-12-28 | 2020-01-28 | $67,285 | $30,560 | $36,725 | $36,725 |
| INTEL CORP | P | 2000-12-28 | 2020-02-25 | $59,734 | $30,560 | $29,174 | $29,174 |
| KOHLS CORPORATION | P | 2019-08-14 | 2020-02-26 | $122,203 | $134,893 | -$12,690 | -$12,690 |
| KRAFT HEINZ CO | P | 2010-04-08 | 2019-07-09 | $10,161 | $9,768 | $393 | $393 |
| KRAFT HEINZ CO | P | 2009-04-08 | 2019-07-09 | $10,141 | $7,078 | $3,063 | $3,063 |
| LAMB WESTON HOLDINGS INC | P | 2003-06-10 | 2020-02-19 | $95,423 | $17,324 | $78,099 | $78,099 |
| MARSH & MCLENNAN COS INC | P | 2004-10-21 | 2019-07-09 | $101,533 | $24,648 | $76,885 | $76,885 |
| MARSH & MCLENNAN COS INC | P | 2004-10-21 | 2019-08-01 | $197,212 | $49,296 | $147,916 | $147,916 |
| MERCK & CO INC NEW | P | 2004-10-21 | 2019-10-11 | $42,357 | $15,554 | $26,803 | $26,803 |
| MERCK & CO INC NEW | P | 2004-10-21 | 2019-07-11 | $74,820 | $27,468 | $47,352 | $47,352 |
| RAYTHEON TECHNOLOGIES CORP | P | 2020-04-03 | 2020-04-09 | $51 | $20 | $31 | $31 |
| TELADOC HEALTH INC | P | 2019-04-17 | 2020-01-14 | $48,516 | $24,954 | $23,562 | $23,562 |
| VECTOR GROUP LTD | P | 2012-10-19 | 2019-10-01 | $10 | $9 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $864,822 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $480,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,260,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051837 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $494,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,185,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053868 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $498,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,721,494 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $570,705 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,535,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $653,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,864,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073719 | DistributionYr5Rt |
| Total Distribution | 0.303488 | TotalDistributionRt |
| Average Distribution | 0.060698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,703,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $588,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $599,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $562,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,764 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,764 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,997 | OverpaymentAmt |
| Applied To ES Tax | $4,997 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | BAY HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| MARTIN KALB | |||||||||
| 333 AVENUE OF THE AMERICAS SUITE | MIAMI | FL | 33131 | MANAGING TRUSTEE | 0.00 | $0 | $0 | $0 | 4400 |
| 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 | $9,288,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,851,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,851,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,703,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,767 | TotalTaxAmt |
| Distributable Before Adj | $464,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $464,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $464,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $562,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $562,334 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,061 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $341,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,935 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $439,723 | 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 | $36,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $403,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,633 | ExcessFromYear4Amt |
| Excess From Year3 | $71,061 | ExcessFromYear3Amt |
| Excess From Year2 | $53,348 | ExcessFromYear2Amt |
| Excess From Year1 | $31,249 | ExcessFromYear1Amt |
| Excess From Current Year | $97,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK G TAPLIN | ContributingManagerNm |
| Contributing Manager | SHEILA ELIAS TAPLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOL TAPLIN CHARITABLE FOUNDATION CO | 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 ACTIVITIES AND THE REASON FOR THEIR REQUEST. THEY MAY ALSO SUBMIT ADDITIONAL LITERATURE CONCERNING THEIR ACTIVITIES AS THEY FEEL NECESSARY TO SUPPORT THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARC BROWARD INC | |||||||
| 10250 NW 53 ST | SUNRISE | FL | 33351 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | NONE | NONE | GENERAL CONTRIBUTION - PEDIATRIC ONCOLOGY | $25,000 |
| BETTER WAY OF MIAMI INC | |||||||
| 800 NW 28TH STREET | MIAMI | FL | 33127 | NONE | NONE | GENERAL CONTRIBUTION | $15,000 |
| BREAKTHROUGH MIAMI INC | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | NONE | GENERAL CONTRIBUTION | $20,000 |
| BREAKTHROUGH MIAMI INC | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | NONE | GENERAL CONTRIBUTION | $3,000 |
| CITY YEAR INC | |||||||
| 44 W FLAGLAR STREET | MIAMI | FL | 33130 | NONE | NONE | GENERAL CONTRIBUTION - BASIC TRAINING | $15,000 |
| COMMUNITIES IN SCHOOLS OF MIAMI INC | |||||||
| 12485 SW 137 AVE | MIAMI | FL | 33186 | NONE | NONE | GENERAL CONTIBUTION - BRIDGES TO GRADUATION & CARE | $5,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PINES | FL | 33023 | NONE | NONE | GENERAL CONTRIBUTION - MEALS FOR ALL AGES | $5,000 |
| FOUNDATION FOR NEW EDUCATION INITIATIVES INC | |||||||
| 1450 NE 2ND AVE | MIAMI | FL | 33132 | NONE | NONE | GENERAL CONTRIBUTION - MEALS FOR STUDENTS | $2,500 |
| HERE'S HELP INC | |||||||
| 15100 NW 27 AVE | OPA LOCKA | FL | 33054 | NONE | NONE | GENERAL CONTRIBUTION | $5,000 |
| JACKSON HEALTH FOUNDATION INC | |||||||
| 1500 NW 12 AVE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - SUICIDE & DRUG PREVENTION | $25,000 |
| JACKSON HEALTH FOUNDATION INC | |||||||
| 1500 NW 12 AVE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - BEHAVIORAL HOSPITAL | $25,000 |
| JACKSON HEALTH FOUNDATION INC | |||||||
| 1500 NW 12 AVE | MIAMI | FL | 33166 | NONE | NONE | GENERAL CONTRIBUTION - HEMATOLOGY/ONCOLOGY VITAL SIGNS MONITORS | $35,000 |
| JACKSON HEALTH FOUNDATION INC | |||||||
| 1500 NW 12 AVE | MIAMI | FL | 33166 | NONE | NONE | GENERAL CONTRIBUTION - CHILDREN ONCOLOGY | $5,000 |
| JDRF INTERNATIONAL | |||||||
| 200 VESSY ST | NEW YORK | NY | 10281 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| MIAMI CHILDREN'S MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI BEACH | FL | 33132 | NONE | NONE | GENERAL CONTIBUTION - OUTDOOR PICNIC ENTRANCE FEATURE | $25,000 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107 ST | MIAMI | FL | 33161 | NONE | NONE | GENERAL CONTRIBUTION - CAMPAIGN OF THE ARTS | $35,000 |
| MICHAEL-ANN RUSSELL JEWISH COMMUNITY CENTER | |||||||
| 18900 NE 25TH AVENUE | N MIAMI | FL | 33180 | NONE | NONE | GENERAL CONTRIBUTION - SUMMER CAMP PROGRAM | $5,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | NONE | GENERAL CONTRIBUTION - COVID-19 PANDEMIC | $25,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTRIBUTION - ENDOWMENT | $50,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE DRIVE | FORT LAUDERDALE | FL | 33314 | NONE | NONE | GENERAL CONTRIBUTION - PSYCHOLOGY FOR SUICIDE & VIOLENCE PREVENTION | $37,500 |
| OVERTOWN OPTIMIST CLUB INC | |||||||
| 401 NW 12 STREET | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTITBUTION - MENTORING PROGRAM | $10,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | NONE | NONE | GENERAL CONTRIBUTION - FAMILY & MEDICAL NEEDS | $25,000 |
| SOUTH FLORIDA CENTER FOR THEOLOGICAL STUDIES | |||||||
| 8901 DICKENS AVENUE | SURFSIDE | FL | 33154 | NONE | NONE | GENERAL CONTRIBUTION | $10,000 |
| TEMPLE EMANU-EL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTRIBUTION - HEBREW SCHOOL | $10,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1501 NW 9 AVENUE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - LEUKEMIA TREATMENT | $20,000 |
| UNIVERSITY OF MIAMI - DEPARTMENT OF PEDIATRICS | |||||||
| 1501 NW 9 AVENUE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - EARLY STEP PROGRAM | $15,000 |
| UNIVERSITY OF MIAMI - DEPARTMENT OF PEDIATRICS | |||||||
| 1501 NW 9 AVENUE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - PEDIATRIC MOBILE CLINIC | $32,000 |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | |||||||
| 1501 NW 9 AVENUE | MIAMI | FL | 33136 | NONE | NONE | GENERAL CONTRIBUTION - IDEA EFFORTS FOR COVID-19 TESTING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MIAMI CHILDREN'S MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI BEACH | FL | 33132 | NONE | NONE | GENERAL CONTIBUTION - OUTDOOR PICNIC ENTRANCE FEATURE | $25,000 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107 ST | MIAMI | FL | 33161 | NONE | NONE | GENERAL CONTRIBUTION - CAMPAIGN OF THE ARTS | $35,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | NONE | GENERAL CONTRIBUTION - ENDOWMENT | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $210,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $864,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,115,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,115,838 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,916 | Amt |
| Net Investment Income | $2,987 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,929 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUMANA, INC. | $36,500 | $74,847 |
| TYCO ELECTRONICS GROUP S | $69,600 | $182,064 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $194,324 | $245,450 |
| AMERICAN EXPRESS | $45,607 | $190,400 |
| APPLE COMPUTER | $134,118 | $729,600 |
| AT&T INC. | $240,614 | $241,840 |
| BOEING CO. | $71,437 | $183,300 |
| BRISTOL-MEYERS SQUIBB CO. | $97,170 | $235,200 |
| CLOROX COMPANY | $64,106 | $219,370 |
| COMCAST CORP-CLASS A | $58,683 | $233,880 |
| CONAGRA | $56,319 | $105,510 |
| CVS HEALTH CORP | $194,150 | $194,910 |
| EXXON MOBIL CORP | $239,874 | $134,160 |
| FREEPORT-MCMORAN INC | $46,874 | $34,710 |
| GENERAL ELECTRIC | $88,575 | $20,490 |
| HOME DEPOT | $52,358 | $375,765 |
| ISHARES FLOATING RATE BOND | $458,830 | $455,310 |
| ISHARES SHORT CORP BOND ETF | $361,920 | $382,970 |
| ISHARES SHORT TREASURY BOND ETF | $386,260 | $387,590 |
| JOHNSON & JOHNSON | $59,256 | $105,473 |
| JP MORGAN CHASE & CO. | $68,200 | $188,120 |
| KROGER COMPANY | $60,861 | $203,100 |
| LINCOLN NATIONAL CORP. | $95,605 | $147,160 |
| LOWE'S COMPANIES | $21,025 | $270,240 |
| MCDONALD'S CORP. | $17,300 | $184,470 |
| MERCK & CO., INC. | $93,747 | $347,985 |
| MONDELEZ INTERNATIONAL INC-A | $33,116 | $102,260 |
| NVIDIA CORP | $168,749 | $379,910 |
| RAYTHEON COMPANY | $56,930 | $143,821 |
| SCHLUMBERGER LIMITED | $179,292 | $73,560 |
| SCHWAB SHORT-TERM US TREASURY ETF | $374,862 | $387,225 |
| SPDR BLOOMBERG BARCLAYS INVEST GRADE | $384,456 | $381,000 |
| SPDR SERIES TRUST PORTFOLIO | $378,487 | $391,750 |
| TELADOC HEALTH INC | $74,862 | $286,260 |
| VANGUARD SCOTTSDALE | $175,430 | $190,280 |
| VECTOR GROUP LTD. | $43,905 | $42,433 |
| VERIZON COMMUNICATIONS | $109,545 | $165,390 |
| VISA INC-CLASS A SHARES | $25,304 | $289,755 |
| WALT DISNEY CORPORATION | $37,379 | $223,020 |
| CISCO SYS INC COM | $98,304 | $116,600 |
| INTERNATIONAL BUSINESS MACHS CORP | $142,265 | $120,770 |
| REGIONS FINL CORP | $95,450 | $111,200 |
| ROLLINS INC | $130,657 | $169,560 |
| WESTROCK CO COM | $93,655 | $84,780 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,696 | LegalFeesAmt |
| Net Investment Income | $628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,068 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $5,073 | $5,073 | $0 |
| INSURANCE | $674 | $337 | $337 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $48,483 | Amt |
| Net Investment Income | $48,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES ON INVESTMENT INCOME 6/30/20 | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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