THE FLORMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE FLORMAN FAMILY FOUNDATION INC (EIN 65-0662182)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-04
- IRS object ID
- 201712169349100001
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-04T07:13:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 & CO PA | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650662182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLORMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT PUCK WLD ENTERPRISES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9545237771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD NO 2200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY MARCIANO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9545237771 | PhoneNum |
| Signature | 2017-08-02 | 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 | 2017-08-02 | 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 | 2017-08-02 | IPDt |
| IP Tm | 10:32:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F01506A522C1DCF684FD1338BF8D410A06A174D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC7BA5FA4A2EE9881D583785AD9743245CC5FC6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,116,179 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $182,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $485 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $485 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $182,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,543 | 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 |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $345 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $345 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,416 | CashBOYAmt |
| Cash EOY | $2,416 | CashEOYAmt |
| Cash EOYFMV | $2,416 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,832 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $823,262 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $828,891 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $806,033 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,604,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,551,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,575,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,719,318 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,677,170 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,641,547 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,454 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,439 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,439 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,250,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,150,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,116,179 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,737 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,433 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,433 | 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 | $7,244,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,144,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,244,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,144,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,250,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,150,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,244,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,144,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,144,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $170,441 | $173,569 | -$3,128 | -$3,128 |
| CAPITAL GAINS DIVIDENDS | P | $3,091 | $3,091 | $3,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,563 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,173,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,304,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069824 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $541,245 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,839,542 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079135 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $457,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,062,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064781 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $379,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,774,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055945 | DistributionYr5Rt |
| Total Distribution | 0.303220 | TotalDistributionRt |
| Average Distribution | 0.060644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,919,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $419,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $421,391 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $250,345 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,824 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,824 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,325 | OverpaymentAmt |
| Applied To ES Tax | $13,325 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY MARCIANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545237771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J PUCK | ||||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FT LAUDERDALE | FL | 33301 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHELLEY MARCIANO | ||||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FT LAUDERDALE | FL | 33301 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| MARK BLANK | ||||||||
| 1172 SOUTH DIXIE HIGHWAY 497 | MIAMI | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NEIL FLORMAN | ||||||||
| 461 POINCIANA ISLAND DRIVE 1525 | SUNNY ISLES BEACH | FL | 33160 | DIRECTOR | 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 | $6,931,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,025,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,025,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,919,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,499 | TotalTaxAmt |
| Distributable Before Adj | $342,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $342,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $342,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $211,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,651 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $526,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $250,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $92,144 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $92,144 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $434,550 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $434,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,121 | ExcessFromYear4Amt |
| Excess From Year3 | $211,778 | ExcessFromYear3Amt |
| Excess From Year2 | $156,651 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 32736 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CHILDREN'S BEREAVEMENT CENTER | |||||||
| 7600 SW RED ROAD SUITE 307 | SOUTH MIAMI | FL | 33143 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| CHOPIN FOUNDATION OF THE UNITED STATES INC | |||||||
| 1440 79TH STREET CAUSEWAY 117 | MIAMI | FL | 33141 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FARM SHARE INC | |||||||
| 300 N KROME AVENUE 12 | FLORIDA CITY | FL | 33034 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 5850 NW 32ND AVENUE | MIAMI | FL | 33142 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PUBLIC CHARITY | FOSTERING PANTHER PRIDE PROGRAM | $10,000 |
| FRIENDS OF CARITAS CUBANA CORPORATION | |||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | CORAL GABLES | FL | 33137 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $35,000 |
| LEAGUE AGAINST CANCER INC | |||||||
| 2180 SW 12TH AVENUE | MIAMI | FL | 33129 | N/A | PUBLIC CHARITY | SUPPORT FOR CANCER CARE FOR LOW INCOME INDIVIDUALS | $10,000 |
| MIAMI JEWISH HEALTH SYSTEMS | |||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $30,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| SENIOR LIFT CENTER INC | |||||||
| 8505 MILLS DRIVE | MIAMI BEACH | FL | 33183 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINECORE | |||||||
| PO BOX 016960 | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| WPBT COMMUNICATIONS FOUNDATION INC | |||||||
| PO BOX 610002 | MIAMI | FL | 33261 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,000 | 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 | $182,058 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $485 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $182,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,506 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO BLACKROCK FDS | $832,012 | $819,857 |
| MFO WESTERN ASSET FUNDS INC | $845,158 | $821,690 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFC ISHARES MSCI ACWI | StockNm |
| EOY Book Value | $4,551,559 | EOYBookValueAmt |
| EOYFMV | $4,575,912 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $828,891 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $806,033 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $8,454 | BOYBookValueAmt |
| EOY Book Value | $5,439 | EOYBookValueAmt |
| EOYFMV | $5,439 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL CORPORATION FEE | $61 | $0 | $0 |
| POSTAGE | $9 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $485 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $485 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES PURCHASES PAYABLE | Desc |
| BOY Book Value | $5,737 | BOYBookValueAmt |
| EOY Book Value | $5,433 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY-NT | $5,103 | $5,103 | $0 |
| GRANT CONSULTANT FEES | $30,000 | $0 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 EXTENSION | $14,000 | $0 | $0 |
| 2016 ESTIMATED PAYMENTS | $7,500 | $0 | $0 |
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