MICHAEL AND MERLE ORLOVE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND MERLE ORLOVE FAMILY FOUNDATION INC (EIN 65-1032895)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349100109
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T07:59:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTHEAST THIRD AVE SUITE 1100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651032895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & MERLE ORLOVE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3059338787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ISLAND BLVD NO PH 2 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3059338787 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAUN BLOGG | PreparerPersonNm |
| PTIN | P00306714 | PTIN |
| Phone | 3059959600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.95.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 14:01:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 036B35D1975C3F1C108EC97274A64A2BA9D87C5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BC43B02B1085DBA15B180EF52DB3AC6F07ED837 | 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 | $155,366 | 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 | $106,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $140 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,976 | 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 |
| Taxes Rev And Expnss | $4,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,976 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,125 | CashBOYAmt |
| Cash EOY | $72,986 | CashEOYAmt |
| Cash EOYFMV | $72,986 | CashEOYFMVAmt |
| Corporate Stock BOY | $191,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,380 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $266,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,366 | 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 | $266,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $317,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $317,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $317,236 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $317,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITY - MORGAN STANLEY #4312 | PropertyDesc |
| Acquired | 2019-10-02 | AcquiredDt |
| Sold | 2019-10-02 | SoldDt |
| Gross Sales Price | $52,812 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,216 | CostOrOtherBasisAmt |
| Gain Or Loss | $50,596 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $50,596 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,596 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.709008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,377 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $102,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.728066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,226 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $95,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.877930 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,171 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,794 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.546937 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,860 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215539 | DistributionYr5Rt |
| Total Distribution | 4.077480 | TotalDistributionRt |
| Average Distribution | 0.815496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $95,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,226 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,996 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,140 | OverpaymentAmt |
| Applied To ES Tax | $1,140 | 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 | 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 |
| Individual With Books | MICHAEL ORLOVE | IndividualWithBooksNm |
| Phone | 3059338787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ISLAND BLVD PH 2 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ORLOVE | ||||||||
| 2600 ISLAND BLVD PH 2 | AVENTURA | FL | 33160 | PRESIDENT | 2.50 | $0 | $0 | $0 |
| MERLE ORLOVE | ||||||||
| 2600 ISLAND BLVD PH 2 | AVENTURA | FL | 33160 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARNI ORLOVE | ||||||||
| 2600 ISLAND BLVD PH 2 | AVENTURA | FL | 33160 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MATTHEW ORLOVE | ||||||||
| 2600 ISLAND BLVD PH 2 | AVENTURA | FL | 33160 | DIRECTOR | 0.50 | $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 | $46,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,020 | TotalTaxAmt |
| Distributable Before Adj | $3,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,996 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,996 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $128,673 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,481 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $367,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,996 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,220 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $415,021 | 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 | $15,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $399,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $128,673 | ExcessFromYear4Amt |
| Excess From Year3 | $79,481 | ExcessFromYear3Amt |
| Excess From Year2 | $71,407 | ExcessFromYear2Amt |
| Excess From Year1 | $72,844 | ExcessFromYear1Amt |
| Excess From Current Year | $47,220 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BABY 2 BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | TO PROVIDE CHILDREN LIVING IN POVERTY, AGES 0-12 YEARS, WITH DIAPERS, CLOTHING AND ALL THE BASIC NECESSITIES THAT EVERY CHILD DESERVES. | $500 |
| THE NEW WORLD SYMPHONY | ||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PC | TO PREPARE GRADUATES OF MUSIC PROGRAMS FOR LEADERSHIP ROLES IN PROFESSIONAL ORCHESTRAS AND ENSEMBLES. | $25,000 |
| THE ART ALLIANCE FOR CONTEMPORARY GLASS | ||||||
| 11700 PRESTON ROAD | DALLAS | TX | 75230 | PC | TO FURTHER THE DEVELOPMENT AND APPRECIATION OF ART MADE FROM GLASS. | $1,000 |
| PEREZ ART MUSEUM | ||||||
| 1103 BISCAYNE BLVD | MIAMI BEACH | FL | 33132 | PC | TO PROMOTE ARTISTIC EXPRESSION AND THE EXCHANGE OF IDEAS, ADVANCING PUBLIC KNOWLEDGE AND APPRECIATION OF ART, ARCHITECURE AND DESIGN, AND REFLECTING THE DIVERSE COMMUNITY OF ITS PIVOTAL GEOGRAPHIC LOCATION AT THE CROSSROADS OT THE AMERICAS. | $1,000 |
| JAFCO | ||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | PC | TO PROVIDE A FULL CONTINUM OF HIGH-QUALITY SERVICES INCLUDING FOSTER CARE, ADOPTION, FAMILY PRESERVATION, MENTORING, INDEPENDENT LIVING AND DEVELOPMENTAL DISABILITY PROGRAMS. | $1,800 |
| JDC | ||||||
| JDC PO BOX 4124 | NEW YORK | NY | 10163 | PC | TO RESCUE JEWS IN DANGER, PROVIDE AID TO VULNERABLE JEWS, DEVELOP INNOVATIVE SOLUTIONS TO ISRAELS MOST COMPLEX SOCIAL CHALLENGES, CULTIVATE A JEWISH FUTURE, AND LEAD THE JEWISH COMMUNITYS RESPONSE TO CRISES. | $5,500 |
| CELIA & WILLIE TRUMP SYNAGOGUE | ||||||
| 3000 ISLAND BUILDING SUITE S-127 | AVENTURA | FL | 33160 | PC | TO SERVE THE DIVERSE JEWISH COMMUNITY OF WILLIAMS ISLAND. | $118 |
| DAVID POSNACK JEWISH COMMUNITY CENTER | ||||||
| 5850 SOUTH PINE ISLAND ROAD | DAVIE | FL | 33328 | PC | TO ENRICH LIVES BY CONNECTING PEOPLETHROUGH CULTURAL, EDUCATIONAL, SOCIAL, RECREATIONAL AND WELLNESS PROGRAMS IN AN ENVIRONMENT OF FUN, FRIENDSHIP AND UNITY. | $340 |
| TEMPLE BETH EMET | ||||||
| 4807 S FLAMINGO ROAD | COOPER CITY | FL | 33330 | PC | TO HONOR TZEDAKAH AND CONTRIBUTE RESOURCES TOWARD THE GOOD OF THE WHOLE JEWISH COMMUNITY. | $378 |
| PEREZ ART MUSEUM | ||||||
| 1103 BISCAYNE BLVD | MIAMI BEACH | FL | 33132 | PC | TO BE A LEADER IN THE PRESENTATION, STUDY, INTERPRETATION, AND CARE OF INTERNATIONAL MODERN AND CONTEMPORARY ART, WHILE REPRESENTING MIAMI-DADE AND CHERISHING THE UNIQUE VIEWPOINT OF ITS PEOPLES. | $2,500 |
| KICKIN CANCER | ||||||
| 1112 MONTANA AVE SUITE 861 | SANTA MONICA | CA | 90403 | PC | TO SUPPORT LYNNE COHEN PREVENTIVE CARE CLINICS ACROSS THE NATION. | $180 |
| BROWARD PERFORMING ARTS FOUNDATION | ||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | PC | TO BUILD COMMUNITY THROUGH THE ARTS BY DELIVERING QUALITY ENTERTAINMENT, EDUCATIONAL OPPORTUNITIES AND MEMORABLE MOMENTS THAT ENGAGE AND INSPIRE AUDIENCES, NURTURE COLLABORATION AND DRIVE ECONOMIC VITALITY. | $2,500 |
| SYLVESTER COMP CANCER CENTER | ||||||
| PO BOX 016960 | MIAMI | FL | 33101 | PC | TO REDUCE THE HUMAN BURDEN FROMCANCERTHROUGH RESEARCH, EDUCATION, PREVENTION, AND THE DELIVERY OF QUALITY PATIENTCARE. | $180 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | PC | TO ENRICH THE QUALITY OF JEWISH LIFE IN MIAMI-DADE COUNTY BY BRINGING COMFORT AND HOPE TO THE VULNERABLE AND BY INVESTING IN PROGRAMS THAT BUILD JEWISH KNOWLEDGE, IDENTITY AND PEOPLEHOOD ENSURING THE NEXT GENERATION OF JEWS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,996 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42 | 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 Person | MICHAEL MERLE ORLOVE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ISLAND BLVD PH2 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $106,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,000 SHARES OF ORACLE CORP | NoncashPropertyDesc |
| Fair Market Value | $106,300 | FairMarketValueAmt |
| Received | 2019-10-02 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ORACLE CORP (ORCL) | $53,150 | $52,980 |
| TEVA PHARMACEUTICALS ADR (TEVA) | $191,100 | $29,400 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MERLE ORLOVE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ISLAND BLVD PH 2 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,335 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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