ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201933109349100908
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T13:35:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273971556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H AND JANE D NAHMAD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3057144100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE NO 901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE F SCHIMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3057144100 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CUSTER | PreparerPersonNm |
| PTIN | P00262706 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.236.133.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 15:58:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1F85657D01E0C1FC84E2D57D84060BEB855C4AC2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87C05E310ECC1ABBDFE3D6B916B2AD57B65D9A51 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,869,025 | 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 | $4,167,835 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,020 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $672,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,420 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,851,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $683,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $940 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $868,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $868,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $909,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $870,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,942,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $576,809 | CashBOYAmt |
| Cash EOY | $539,621 | CashEOYAmt |
| Cash EOYFMV | $539,621 | CashEOYFMVAmt |
| Other Investments BOY | $14,574,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,553,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,329,404 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,151,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,093,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,869,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,151,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,093,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,151,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,093,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,151,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,093,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,151,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,942,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,093,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,093,152 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,146,443 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034946 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $360,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,030,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,392 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,285,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016388 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,531 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,453,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $272,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010401 | DistributionYr5Rt |
| Total Distribution | 0.097599 | TotalDistributionRt |
| Average Distribution | 0.019520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,125,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $412,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $419,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $870,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,876 | OverpaymentAmt |
| Applied To ES Tax | $6,876 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY LOGAN | IndividualWithBooksNm |
| Phone | 3057144100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE SUITE 901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 |
|---|---|---|---|---|---|---|---|---|
| VALERIE F SCHIMEL | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | PRESIDENT | 1.00 | $18,750 | $0 | $0 |
| JANE D NAHMAD | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AARON J NAHMAD | ||||||||
| 2699 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | 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 | $20,584,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $862,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,447,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,447,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $321,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,125,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,056,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,056,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,824 | TotalTaxAmt |
| Distributable Before Adj | $1,049,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,049,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,049,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $870,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $870,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,824 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $863,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,049,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $845,613 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $870,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $845,613 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,024,505 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI | |||||||
| 1951 NW 7TH AVENUE SUITE 600 | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,400 |
| COMMUNITIES IN SCHOOLS | |||||||
| 12485 SW 137TH AVENUE SUITE 109 | MIAMI | FL | 33186 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| FRIENDS OF MIAMI DADE PUBLIC LIBRARY | |||||||
| 101 WEST FLAGLER STREET | MIAMI | FL | 33130 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $20,000 |
| FRIENDS OF PUBLIC EDUCATION INC - NORTH BEACH ELEMENTARY | |||||||
| 4100 PRARIE AVENUE | MIAMI BEACH | FL | 33140 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $10,000 |
| GUITARS OVER GUNS | |||||||
| 169 EAST FLAGLER STREET SUITE 1134 | MIAMI | FL | 33131 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH STREET | MIAMI BEACH | FL | 33141 | N/A | 501(C)3 RELIGIOUS OR | GENERAL OPERATIONS | $41,500 |
| MIAMI THEATER CENTER | |||||||
| 9806 NE 2ND AVENUE | MIAMI SHORES | FL | 33138 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| MIAMI WATERKEEPER | |||||||
| 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $35,000 |
| MUSIC & THE BRAIN | |||||||
| 330 WEST 42ND STRET 17TH FLOOR | NEW YORK | NY | 10036 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $100,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| NORTH BEACH ELEMENTARY PTA | |||||||
| 4100 PRARIE AVENUE | MIAMI BEACH | FL | 33140 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| NU DECO ENSEMBLE | |||||||
| 404 NW 26TH ST | MIAMI | FL | 33127 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $30,000 |
| PRODUCED WITH A PURPOSE | |||||||
| 8950 SW 74TH COURT SUITE 2201 A-59 | MIAMI | FL | 33156 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $17,000 |
| RANSOM EVERGLADES SCHOOL | |||||||
| 2045 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1145 NW 14TH TERRACE | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $6,800 |
| SEED SCHOOL | |||||||
| 8004 NW 154TH STREET 389 | MIAMI LAKES | FL | 33016 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| SIDE PROJECT INC (PUBLICS SCHOOLS 305) | |||||||
| 980 N FEDERAL HWY SUITE 110 | BOCA RATON | FL | 33432 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $25,000 |
| SOUTH FLORIDA ART CENTER | |||||||
| 924 LINCOLN ROAD SUITE 205 | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $50,000 |
| SUNDARI FOUNDATION INC (LOTUS HOUSE) | |||||||
| 1540 NW 1ST PLACE | MIAMI | FL | 33136 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $65,000 |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $110,410 |
| TEMPLE BETH SHMUEL MONTESSORI | |||||||
| 1719 MICHIGAN AVVENUE | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 RELIGIOUS OR | GENERAL OPERATIONS | $25,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33139 | N/A | 501(C)3 RELIGIOUS OR | GENERAL OPERATIONS | $52,500 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH STREET SUITE 450 | DORAL | FL | 33166 | N/A | 501(C)3 ORGANIZATION | GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $868,610 | 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 | $11,020 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $672,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $683,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $683,440 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS | |||||||
| 1 | 2665 S BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | $188,549 | Yes (X) | |
| ALBERT H NAHMAD | |||||||
| 2 | 18 TAHITI BEACH ISLAND ROAD | CORAL GABLES | FL | 33143 | $3,979,286 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 26,285 SHARES OF WATSCO, INC. CLASS B COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,979,286 | FairMarketValueAmt |
| Received | 2018-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WATSCO, INC. CLASS B COMMON (146,360 SH) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,553,531 | BookValueAmt |
| EOYFMV | $20,329,404 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $103 | $0 | $0 |
| EMAIL ACCOUNT & BANK FEES | $268 | $0 | $0 |
| SOFTWARE FEES | $9,402 | $0 | $940 |
| PAYROLL EXPENSES | $2,673 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,371 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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