THE MESHBERG FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE MESHBERG FOUNDATION INC (EIN 46-1457680)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-16
IRS object ID
202542899349100619
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-16T16:05:03-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 UNIVERSITY BLVD STE 215AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461457680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MESHBERG FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5617438661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD MESHBERGPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone5617438661PhoneNum
Signature2025-08-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARTH E ROSENKRANCE CPAPreparerPersonNm
PTINP00174743PTIN
Phone5616941040PhoneNum
Preparation2025-08-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,043,629FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,589ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20,880InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,880InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,788DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,478NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$637,339GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,478CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$122,735TotalRevAndExpnssAmt
Total Net Invst Incm$98,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,276LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,138LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,138LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,825AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34,131OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,131OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$705TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$78OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$39OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,002TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,940ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,940ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$167,942TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$88,045ExcessRevenueOverExpensesAmt
Net Investment Income$55,308NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$121,198CashBOYAmt
Cash EOY$25,269CashEOYAmt
Cash EOYFMV$25,269CashEOYFMVAmt
Corporate Stock BOY$2,246,743CorporateStockBOYAmt
Corporate Stock EOY$2,254,694CorporateStockEOYAmt
Corporate Stock EOYFMV$3,018,360CorporateStockEOYFMVAmt
Total Assets BOY$2,367,941TotalAssetsBOYAmt
Total Assets EOY$2,279,963TotalAssetsEOYAmt
Total Assets EOYFMV$3,043,629TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,367,941RetainedEarningBOYAmt
Retained Earning EOY$2,279,963RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,367,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,279,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,367,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,279,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,367,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$88,045ExcessRevenueOverExpensesAmt
Other Increases$127OtherIncreasesAmt
Subtotal$2,280,023SubtotalAmt
Other Decreases$60OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,279,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN & CHASE COP$7,000$7,000$0$0
JP MORGAN #40774P$367,044$363,555$3,489$3,489
JP MORGAN #40774P$164,618$141,639$22,979$22,979
PERSHING #6984P$71,289$66,160$5,129$5,129
PERSHING #6984P$27,375$16,507$10,868$10,868
CAPITAL GAINS DIVIDENDSP$13$13$13
FieldValueIRS element (for citing)
Capital Gain Net Income$42,478CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$769InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$769SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$769TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,231OverpaymentAmt
Applied To ES Tax$3,231AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD MESHBERGIndividualWithBooksNm
Phone2032475760PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408PRESIDENT/TREASURER/DIRECT0.00$0$0$0
TINA MESHBERG
185 ISLAND DRIVEJUPITERFL33477VICE PRESIDENT/SECRETARY/D0.00$0$0$0
NATHAN MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$0$0$0
LEAH MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,912,392AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,209AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,975,601TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,975,601AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,634CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,930,967NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,548MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,548MinimumInvestmentReturnAmt
Tax Based On Investment Income$769TaxBasedOnInvestmentIncomeAmt
Total Tax$769TotalTaxAmt
Distributable Before Adj$145,779DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$145,779DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$145,779DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,942ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$167,942QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,779DistributableAsAdjustedAmt
Undistributed Income PY$95,161UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$167,942QualifyingDistributionsAmt
Applied To Year1$95,161AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,781AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$72,998UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRONALD MESHBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032475760RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION EXPLAINING THE NOT-FOR-PROFIT CHARITABLE, RELIGIOUS AND/OR EDUCATIONAL PURPOSE, AND THE MANNER IN WHICH FUNDS WILL BE DISBURSED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE IS NO CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADOPT-A-FAMILY OF THE PALM BEACHES
1712 2ND AVE NLAKE WORTHFL33460UNRESTRICTEDPUBLIC CHARITY$15,000
BENZAITEN CENTER FOR CREATIVE ARTS INC
1105 2ND AVE SLAKE WORTHFL33460UNRESTRICTEDPUBLIC CHARITY$28,840
FLORIDA SHERIFFS ASSOCIATION INC
2617 MAHAN DRIVETALLAHASSEEFL32308UNRESTRICTEDPUBLIC CHARITY$2,100
GROWING GARDENS
1630 HAWTHRON AVEBOULDERCO80304UNRESTRICTEDPUBLIC CHARITY$15,000
JUNO BEACH POLICE FOUNDATION
340 OCEAN DRIVEJUNO BEACHFL33408UNRESTRICTEDPUBLIC CHARITY$10,000
JUPITER MEDICAL FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458UNRESTRICTEDPUBLIC CHARITY$20,000
THE CORNING MUSEUM OF GLASS
ONE MUSEUM WAYCORNINGNY14830UNRESTRICTEDPUBLIC CHARITY$45,000
THORNE ECOLOGICAL INSTITUTE
PO BOX 19107BOULDERCO80308UNRESTRICTEDPUBLIC CHARITY$1,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401UNRESTRICTEDPUBLIC CHARITY$20,000
WHITTIER INTERNATIONAL ELEMENTARY PTA
2008 PINE STREETBOULDERCO80302UNRESTRICTEDPUBLIC CHARITY$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,940TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,880ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,788ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,478ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,146ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,146TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RONALD MESHBERG
1530 OCEAN DR 203JUNO BEACHFL33408$7,132Yes (X)
RONALD MESHBERG
2530 OCEAN DR 203JUNO BEACHFL33408$14,679Yes (X)
RONALD MESHBERG
3530 OCEAN DR 203JUNO BEACHFL33408$2,778Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
152 SHARES OF NVIDIA CORP STOCK$47,7952024-03-12
2167 SHARES OF TRANE TECHNOLOGIES STOCK$48,0482024-03-12
314 SHARES OF LILLY ELI$10,5692024-03-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,650Amt
Net Investment Income$2,825NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,825DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$2,254,694EOYBookValueAmt
EOYFMV$3,018,360EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$10,276LegalFeesAmt
Net Investment Income$5,138NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,138DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR TIMING DIFFERENCESDesc
Amt$60Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$78RevenueAndExpensesPerBooksAmt
Net Investment Income$39NetInvestmentIncomeAmt
Disbursements Charitable Prps$39DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF PRIOR YEAR TIMING DIFFERENCESDesc
Amt$127Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$34,131Amt
Net Investment Income$34,131NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$705Amt
Net Investment Income$705NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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