THE ALFRED AND ROSE MINIACI FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ROSE MINIACI FOUNDATION INC (EIN 65-1107701)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201931309349101033
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:59:30-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 1401 E BROWARD BOULEVARD SUITE 110 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333012100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 2019-05-10 | 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 | 2019-05-10 | 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 | 2019-05-10 | IPDt |
| IP Tm | 10:59:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 615B661408CE1E00E5263DAF5F28E2887527199D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A110584A95E6E5B85AC2BE11D38819883845CF15 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,627,356 | 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 | $47,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $495,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,187,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $495,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $722,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,873 | 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $892 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $578,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $409,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $698,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,516,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,504,446 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,151,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,639,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,627,356 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $90,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $90,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $181,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $759,251 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,061,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,639,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,151,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,639,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,061,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $578,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,639,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,639,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 120 MEGGITT UN | P | 2018-05-02 | 2018-05-14 | $1,567 | $1,585 | -$18 | -$18 |
| 9 REPUBLIC S | P | 2018-05-02 | 2018-05-15 | $606 | $584 | $22 | $22 |
| 4 HARRIS COR | P | 2018-05-02 | 2018-06-19 | $585 | $597 | -$12 | -$12 |
| 8 JPMORGAN | P | 2018-05-02 | 2018-06-28 | $841 | $871 | -$30 | -$30 |
| 23 FIRT FINA | P | 2018-05-02 | 2018-06-28 | $721 | $719 | $2 | $2 |
| 8 BANK NT BU | P | 2018-05-02 | 2018-06-28 | $373 | $385 | -$12 | -$12 |
| 18 UNILEVER P | P | 2018-05-02 | 2018-05-16 | $992 | $974 | $18 | $18 |
| 32 CARLSBERG | P | 2018-05-02 | 2018-05-17 | $713 | $726 | -$13 | -$13 |
| 31 DEUTSCHE P | P | 2018-05-02 | 2018-06-11 | $1,108 | $1,355 | -$247 | -$247 |
| 16 PEPSICO IN | P | 2018-05-02 | 2018-05-09 | $1,543 | $1,557 | -$14 | -$14 |
| 19 JOHNSON CO | P | 2018-05-02 | 2018-05-23 | $661 | $674 | -$13 | -$13 |
| 8 MEDTRONIC | P | 2018-05-02 | 2018-05-30 | $685 | $644 | $41 | $41 |
| 14 PERSPECTA | P | 2018-05-02 | 2018-06-06 | $313 | $370 | -$57 | -$57 |
| 8 UNITED TEC | P | 2018-05-02 | 2018-06-13 | $1,023 | $956 | $67 | $67 |
| 8 APTIV PLC | P | 2018-05-02 | 2018-06-27 | $760 | $727 | $33 | $33 |
| 7 HUNT J.B. | P | 2018-05-02 | 2018-05-03 | $801 | $821 | -$20 | -$20 |
| 9 HUNT J.B. | P | 2018-05-02 | 2018-05-11 | $1,116 | $1,056 | $60 | $60 |
| 3 RED HAT IN | P | 2018-05-02 | 2018-05-11 | $515 | $494 | $21 | $21 |
| 2 SALESFORCE | P | 2018-05-02 | 2018-05-11 | $261 | $247 | $14 | $14 |
| 3 ULTA BEAUTY | P | 2018-05-02 | 2018-05-11 | $745 | $748 | -$3 | -$3 |
| 5 NIKE INC C | P | 2018-05-02 | 2018-05-30 | $360 | $342 | $18 | $18 |
| 1 AMAZON.COM | P | 2018-05-02 | 2018-06-19 | $1,706 | $1,577 | $129 | $129 |
| 21 FACEBOOK | P | 2018-05-02 | 2018-06-19 | $4,086 | $3,732 | $354 | $354 |
| 1 EQUINIX IN | P | 2018-05-02 | 2018-06-25 | $7 | $7 | $7 | |
| 1 EQUINIX IN | P | 2018-05-02 | 2018-06-25 | $418 | $425 | -$7 | -$7 |
| 8 SALESFORCE | P | 2018-05-02 | 2018-06-28 | $1,079 | $990 | $89 | $89 |
| 4070 ALTRIA GROUP | P | 2014-10-10 | 2018-04-27 | $228,272 | $68,560 | $159,712 | $159,712 |
| 2000 BANK OF AMERICA CORP | P | 2004-05-19 | 2018-04-27 | $60,251 | $82,001 | -$21,750 | -$21,750 |
| 4200 EXXON MOBIL CORP | P | 2002-04-22 | 2018-04-27 | $327,972 | $176,602 | $151,370 | $151,370 |
| 600 KRAFT HEINZ CO | P | 2007-01-10 | 2018-04-27 | $34,790 | $10,262 | $24,528 | $24,528 |
| 1681 MONDELEZ INTL INC | P | 2007-01-10 | 2018-04-27 | $67,341 | $18,119 | $49,222 | $49,222 |
| 2643 PHILIP MORRIS INTERNATIONAL INC | P | 2008-01-10 | 2018-04-27 | $219,136 | $69,396 | $149,740 | $149,740 |
| 1000 UNITED PARCEL SERVICE | P | 1999-11-15 | 2018-04-27 | $113,276 | $68,641 | $44,635 | $44,635 |
| 92 WELLS FARGO & CO | P | 2004-03-10 | 2018-04-27 | $4,810 | $22,852 | -$18,042 | -$18,042 |
| 735 GENERAL ELECTRIC CO | P | 2014-10-27 | 2017-11-20 | $13,208 | $16,283 | -$3,075 | -$3,075 |
| 5303 GENERAL ELECTRIC CO | P | 2010-10-25 | 2017-11-20 | $95,292 | $136,766 | -$41,474 | -$41,474 |
| OTHER | P | 2018-05-02 | 2018-05-31 | $33 | -$33 | -$33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $495,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,247 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,707,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097387 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,496,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103982 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,352,726 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,273,751 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,192,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.127413 | DistributionYr5Rt |
| Total Distribution | 0.632379 | TotalDistributionRt |
| Average Distribution | 0.126476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,656,639 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,525 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,879 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,674 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,709 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,709 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,709 | 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 | $28 | EsPenaltyAmt |
| Tax Due | $10,737 | 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 |
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 | $1,282,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $399,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,681,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,681,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,656,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,709 | TotalTaxAmt |
| Distributable Before Adj | $72,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,674 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $138,674 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $521,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $587,881 | 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 | $92,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $494,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,412 | ExcessFromYear4Amt |
| Excess From Year3 | $73,619 | ExcessFromYear3Amt |
| Excess From Year2 | $81,680 | ExcessFromYear2Amt |
| Excess From Year1 | $81,646 | ExcessFromYear1Amt |
| Excess From Current Year | $66,551 | 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 (31 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 | FLORIDA STATE UNIVERSITY - SCHOLARSHIP | $1,000 |
| ANN STORCK CENTER | |||||||
| 1790 SW 43RD WAY | FORT LAUDERDALE | FL | 33317 | 501(C)(3) | GENERAL FUND | $2,500 | |
| ARLENE SOFIA BONILLA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | FLORIDA ATLANTIC UNIVERSITY - SCHOLARSHIP | $956 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY INC | |||||||
| 877 NW 61 STREET | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | GENERAL FUND | $6,700 | |
| BRIANNA PASSMAN | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | PACE UNIVERSITY - SCHOLARSHIP | $3,000 |
| CHRISTIAN MURGUIA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BROWARD COLLEGE COCONUT CREEK - SCHOLARSHIP | $3,000 |
| CHRISTOPHER CUMMINGS | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $3,000 |
| COURTNEY WHITE | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ST. THOMAS UNIVERSITY - SCHOLARSHIP | $3,000 |
| DEVIN FU | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | UNIVERSITY OF MIAMI - SCHOLARSHIP | $5,000 |
| ETHAN EMERY | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BERKLEY COLLEGE OF MUSICBERKLEE COLLEGE OF MUSIC | $5,000 |
| FRANCESCA DECARIA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | UNIVERSITY OF SOUTH FLORIDA - SCHOLARSHIP | $1,500 |
| FRATERNAL ORDER OF POLICE | |||||||
| 242 OFFICE PLAZA | TALLAHASSEE | FL | 32301 | 501(C)(3) | GENERAL FUND | $5,000 | |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 WEST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $20,000 | |
| JILLIAN CASTORO | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | NYU- SCHOLARSHIP | $6,000 |
| JUSTIN LARA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | KEISER UNIVERSITY - SCHOLARSHIP | $3,000 |
| LINNETTE BONILLA | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | NOVA SOUTHEASTERN 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 SCIENCE & DISCOVERY | |||||||
| 401 SW 2 STREET | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $600 | |
| NICHOLAS FERRARO | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $3,000 |
| NICOLAS CUMMINGS | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | BROWARD COLLEGE COCONUT CREEK - SCHOLARSHIP | $3,000 |
| NICOLE FAVREAU | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | UNIVERSITY OF NORTH FLORIDA - SCHOLARSHIP | $2,000 |
| NICOLE PASSMAN | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ATLANTIC UNIVERSITY PALM BEACH - SCHOLARSHIP | $3,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | GENERAL FUND | $10,000 | |
| PACE CENTER FOR GIRLS BROWARD | |||||||
| 2225 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | 501(C)(3) | GENERAL FUND | $10,500 | |
| RYAN MOORE | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | ST. THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP | $3,000 |
| SAINT THOMAS UNIVERSITY | |||||||
| 16401 NW 37 AVENUE | MIAMI GARDENS | FL | 33054 | 501(C)(3) | GENERAL FUND | $1,400 | |
| SERINA GUILIANTI | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | TOMKINS CORTLAND COMMUNITY COLLEGE - SCHOLARSHIP | $3,000 |
| SLOW BURN THEATRE CO | |||||||
| 201 SW 5 AVENUE | FORT LAUDERDALE | FL | 33312 | 501(C)(3) | GENERAL FUND | $20,000 | |
| ST ANTHONY FOUNDATION | |||||||
| 820 NE 3 STREET | FORT LAUDERDALE | FL | 33301 | 501(C)(3) | GENERAL FUND | $2,500 | |
| SYDNEY VASSELL | |||||||
| ON FILE AT FOUNDATION OFFICE | POMPANO BEACH | FL | 33069 | NONE | N/A | UNIVERSITY OF CENTRAL FLORIDA - SCHOLARSHIP | $2,000 |
| TOYS FOR TOTS | |||||||
| 2056 SCOTT STREET | HOLLYWOOD | FL | 33020 | 501(C)(3) | GENERAL FUND | $18 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,674 | 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 | $47,069 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $495,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $542,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,331 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES LLC | StockNm |
| EOY Book Value | $1,516,459 | EOYBookValueAmt |
| EOYFMV | $1,504,446 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES AND EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID CONTRIBUTION | Desc |
| BOY Book Value | $90,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $892 | Amt |
| Net Investment Income | $892 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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