THE ALFRED AND ROSE MINIACI FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ALFRED AND ROSE MINIACI FOUNDATION INC (EIN 65-1107701)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-10
IRS object ID
202523149349100017
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)
Return2025-11-10T07:25:23-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591546108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RALPH L FOCARACCI PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16451 N FEDERAL HIGHWAY SUITE 122AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP333081487ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651107701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALFRED & ROSEBusinessNameLine1Txt
Business Name Line2MINIACI FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALFRBusinessNameControlTxt
Phone7543322778PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 N FEDERAL HIGHWAY 300AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP333051618ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERT J MINIACIPersonNm
Person TitleDIRECTOR AND SECRETARYPersonTitleTxt
Phone7543322778PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRALPH L FOCARACCI CPAPreparerPersonNm
PTINP00433679PTIN
Phone9545259722PhoneNum
Preparation2025-11-10PreparationDt
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$15,989,947FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$463,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$458,950DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$672,330NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,712,113GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$672,330CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,135,478TotalRevAndExpnssAmt
Total Net Invst Incm$1,131,280TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$50,382OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$50,382OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$102,618LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$57,618LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$45,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$96,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$91,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$134,924OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$134,924OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,523TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,523TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$31,039OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$31,039OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,977OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,977OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$546,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$451,463TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$95,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,175,556ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,175,556ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,722,019TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$451,463TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,270,556TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$586,541ExcessRevenueOverExpensesAmt
Net Investment Income$679,817NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$140,304SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,921SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,921SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,109PrepaidExpensesBOYAmt
US Government Obligations BOY$3,245,239USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,016,394USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,990,405USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,166,880CorporateStockBOYAmt
Corporate Stock EOY$9,600,473CorporateStockEOYAmt
Corporate Stock EOYFMV$11,984,420CorporateStockEOYFMVAmt
Corporate Bonds BOY$660,721CorporateBondsBOYAmt
Corporate Bonds EOY$999,753CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,000,701CorporateBondsEOYFMVAmt
Other Assets BOY$3,500OtherAssetsBOYAmt
Other Assets EOY$3,500OtherAssetsEOYAmt
Other Assets EOYFMV$3,500OtherAssetsEOYFMVAmt
Total Assets BOY$14,219,753TotalAssetsBOYAmt
Total Assets EOY$13,631,041TotalAssetsEOYAmt
Total Assets EOYFMV$15,989,947TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,147AccountsPayableBOYAmt
Accounts Payable EOY$15,976AccountsPayableEOYAmt
Total Liabilities BOY$18,147TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,976TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$880,118CapitalStockBOYAmt
Capital Stock EOY$880,118CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,321,488RetainedEarningBOYAmt
Retained Earning EOY$12,734,947RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,201,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,615,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,219,753TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,631,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,201,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$586,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,615,065SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,615,065TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NATIONAL FINANCIAL SERVICES LLC PUBLICLY TRADED SECURITIESP$1,393,688$1,372,848$20,840$20,840
NATIONAL FINANCIAL SERVICES LLC PUBLICLY TRADED SECURITIESP$4,318,425$3,666,935$651,490$651,490
FieldValueIRS element (for citing)
Capital Gain Net Income$672,330CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,449InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,449SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,449TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,433EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,433TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$199EsPenaltyAmt
Tax Due$5,215TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALBERT J MINIACIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7543322778PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12500 N FEDERAL HWY 300AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP333051618ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOMINICK F MINIACI
821 EAST BROWARD BOULEVARDFT LAUDERDALEFL33301DIRECTOR AND PRESIDENT30.00$0$0$0
ALBERT J MINIACI
2500 N FEDERAL HIGHWAY SUITE 300FT LAUDERDALEFL333051618DIRECTOR AND VICE-PRESIDENT30.00$90,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonBARBARA DUNCANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11141 NW 78 TERRACEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd
FieldValueIRS element (for citing)
TitleACCOUNTANTTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$50,382CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BRINKER CAPITAL SECURITIES LLC
1055 WESTLAKES DRIVE SUITE 250BERWYNPA19312INVESTMENT MANAGEMENT$134,929
RALPH L FOCARACCI PA
6541 N FEDERAL HWY SUITE 122FORT LAUDERDALEFL33308ACCOUNTING AND TAX SERVICES$96,000
DOMINICK F MINIACI PA
821 EAST BROWARD BOULEVARDFORT LAUDERDALEFL33301LEGAL AND INVESTMENT ADVISORY$90,000
FieldValueIRS element (for citing)
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$16,183,688AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,319,889TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,319,889AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$244,798CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,075,091NetVlNoncharitableAssetsAmt
Minimum Investment Return$803,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$803,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,449TaxBasedOnInvestmentIncomeAmt
Total Tax$9,449TotalTaxAmt
Distributable Before Adj$794,306DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$794,306DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$794,306DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,270,556ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,270,556QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$794,306DistributableAsAdjustedAmt
Undistributed Income PY$347,278UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,270,556QualifyingDistributionsAmt
Applied To Year1$347,278AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$794,306AppliedToCurrentYearAmt
Remaining Distri From Corpus$128,972RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$128,972TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$128,972ExcessDistriCyovToNextYrAmt
Excess From Current Year$128,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
ALBERT J MINIACI
2500 N FEDERAL HIGHWAY SUITE 300FT LAUDERDALEFL3330516187543322778ALBERTM@PARAMOUNTOCS.COMLETTER FORM TO INCLUDE HISTORY OF ORGANIZATION AND USE OF FUNDSNONENONE
DOMINICK F MINIACI
2500 N FEDERAL HIGHWAY SUITE 300FT LAUDERDALEFL3330516187543322778DMINIACI@BELLSOUTH.NETLETTER FORM TO INCLUDE HISTORY OF ORGANIZATION AND USE OF FUNDSNONENONE

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADRIANA LAMOTTA
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/ASAINT FRANCIS PREPARATORY SCHOOL - SCHOLARSHIP$5,000
ALEXANDRA MACASKILL
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AST. THOMAS UNIVERSITY - SCHOLARSHIP$3,385
ANTHONY LAMOTTA
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AIONA PREPARATORY SCHOOL - SCHOLARSHIP$5,000
ANTWAN LATIMORE
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AFLORIDA STATE UNIVERSITY - SCHOLARSHIP$5,000
BOYS & GIRLS CLUB OF BROWARD COUNTY INC
877 NW 61 STREETFORT LAUDERDALEFL33309NONE501(C)(3)GENERAL FUND$6,000
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5 AVENUEFORT LAUDERDALEFL33312NONE501(C)(3)GENERAL FUND$55,000
CANINE ASSISTED THERAPY INC
1040 NE 45 STREETOAKLAND PARKFL33334NONE501(C)(3)GENERAL FUND$3,000
CHIARA AMBROSINI
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AUNIVERSITY OF MIAMI - SCHOLARSHIP$5,000
CHILDREN'S TUMOR FOUNDATION
697 THIRD AVENUE SUITE 418NEW YORKNY10017NONE501(C)(3)GENERAL FUND$524
COMMUNITY FOUNDATION OF BROWARD
910 E LAS OLAS BLVD STE 200FORT LAUDERDALEFL33301NONE501(C)(3)GENERAL FUND$650,000
DIMENSIONS DANCE THEATER OF MIAMI INC
2741 SW 30TH AVEMIAMIFL33133NONE501(C)(3)GENERAL FUND$10,000
ETHAN FU
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AUNIVERSITY OF CENTRAL FLORIDA - SCHOLARSHIP$5,000
FLORIDA INDEPENDENCE TRAINING & EDUCATION CENTER INC
5201 NW 33RD AVENUEFORT LAUDERDALEFL33309NONE501(C)(3)GENERAL FUND$20,000
FORT LAUDERDALE POLICE OFFICERS FOUNDATION
735 NE THIRD AVENUEFORT LAUDERDALEFL33304NONE501(C)(3)GENERAL FUND$10,000
FRIENDS OF BIRCH PARK
3109 E SUNRISE BLVDFORT LAUDERDALEFL33304NONE501(C)(3)GENERAL FUND$10,000
GIOVANNI MASUCCI
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/APINE CREST SCHOOL - SCHOLARSHIP$3,000
HEAL THE PLANET TOGETHER INC
2460 EAST COMMERCIAL BLVD SUITE 202FORT LAUDERDALEFL33308NONE501(C)(3)GENERAL FUND$1,800
HOCHBERG LOWER SCHOOL
412 SW 11TH STREETHALLANDALE BEACHFL33009NONE501(C)(3)SCHOLARSHIP ASSISTANCE$30,000
HUNTER DELUCA
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AFLORIDA INTERNATIONAL UNIVERSITY - SCHOLARSHIP$10,000
IL CIRCOLO FLORIDA
7411 MODENA DRBOYNTON BEACHFL33437NONE501(C)(3)GENERAL FUND$10,000
INTER-AMERICAN FOUNDATION
4428 LAFAYETTE STREETMARIANNAFL32446NONE501(C)(3)GENERAL FUND$5,000
JAMES J BENSON III
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AFORDHAM UNIVERSITY - SCHOLARSHIP$5,000
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND ROAD SUITE 201DAVIEFL33328NONE501(C)(3)GENERAL FUND$500
JOSEPH LAMOTTA
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AIONA PREPARATORY LOWER SCHOOL - SCHOLARSHIP$5,000
JOSEPH MASUCCI
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/APINE CREST SCHOOL - SCHOLARSHIP$3,000
JULIHANNA JOHNSON
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AJOHNSON & WALES UNIVERSITY - SCHOLARSHIP$3,000
JUSTIN FARMER
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AFLORIDA STATE UNIVERSITY - SCHOLARSHIP$3,500
LINDSAY BENSON
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AUNIVERSITY OF NEW HAVEN - SCHOLARSHIP$5,000
MAX MARANDO
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AST THOMAS AQUINAS HIGH SCHOOL - SCHOLARSHIP$5,000
MIA SUN FU
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AUNIVERSITY OF FLORIDA - SCHOLARSHIP$5,000
MUSEUM OF DISCOVERY & SCIENCE
401 SW 2 STREETFORT LAUDERDALEFL33312NONE501(C)(3)GENERAL FUND$50,000
NATALIE JONES
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/ACONCORDIA UNIVERSITY - SCHOLARSHIP$5,000
NICOLE JONES
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/ABAYLOR UNIVERSITY - SCHOLARSHIP$5,000
NOVA SOUTHEASTERN UNIVERSITY
3300 S UNIVERSITY DRIVEFORT LAUDERDALEFL33328NONE501(C)(3)ALBERT & BEATRIZ MINIACI RAZOR'S EDGE ENDOWED SCHOLARSHIP$150,000
NOVA SOUTHEASTERN UNIVERSITY
6800 SW 33 STREETDAVIEFL33314NONE501(C)(3)HALL OF FAME SPONSORSHIP$12,500
PIA MASUCCI
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/APINE CREST SCHOOL - SCHOLARSHIP$3,000
ROCCO COMPETELLI
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33305NONEN/AUNIVERSITY OF KANSAS - SCHOLARSHIP$5,000
ROCCO LAMOTTA
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/AIONA PREPARATORY SCHOOL - SCHOLARSHIP$5,000
SAMANTHA MARANDO
ON FILE AT FOUNDATION OFFICEFORT LAUDERDALEFL33312NONEN/ASUMMIT QUESTA MONTESSORI SCHOOL - SCHOLARSHIP$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONE501(C)(3)US DISASTER RELIEF FUND$5,000
SLOW BURN THEATRE
201 SW 5 AVENUEFORT LAUDERDALEFL33312NONE501(C)(3)GENERAL FUND$10,000
SPECIAL OLYMPICS BROWARD CTY - FLORIDA
3301 COLLEGE AVENUEFORT LAUDERDALEFL33314NONE501(C)(3)RACE FOR CHAMPIONS$2,500
ST ANTHONY SCHOOL
820 NE 3 STREETFORT LAUDERDALEFL33301NONE501(C)(3)GENERAL FUND$1,632
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)(3)GENERAL FUND$1,000
ST THOMAS UNIVERSITY
16401 NW 37TH AVEMIAMIFL33054NONE501(C)(3)MAIN UNIVERSITY ANNUAL FUND$10,000
STUDENT ACES INC
8895 N MILITARY TRAIL SUITE 203BPALM BEACH GARDENSFL33410NONE501(C)(3)GENERAL FUND$1,000
TAKE STOCK IN CHILDREN OF BROWARD COUNTY INC
2 SOUTH UNIVERSITY DRIVE SUITE 222PLANTATIONFL33324NONE501(C)(3)GENERAL FUND$850
TEMPLE ADATH OR
4581 WESTON ROAD SUITE 160WESTONFL33331NONE501(C)(3)GENERAL FUND$5,000
THE HARBOUR SCHOOL
1227 GREEN HOLLY DRIVEANNAPOLISMD21409NONE501(C)(3)GENERAL FUND$2,885
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONE501(C)(3)GENERAL FUND$1,000
UNIVERSITY OF GEORGIA
394 SOUTH MILLEDGE AVENUEATHENSGA30602NONE501(C)(3)THE GEORGIA BULLDOG CLUB$980
UNIVERSITY OF GEORGIA
394 SOUTH MILLEDGE AVENUEATHENSGA30602NONE501(C)(3)WILLIAM C HARTMAN FUND$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,175,556TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$463,148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$672,330ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,135,478ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,135,478TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$96,000Amt
Net Investment Income$91,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNATIONAL FINANCIAL SERVICES LLCBondNm
EOY Book Value$999,753EOYBookValueAmt
EOYFMV$1,000,701EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NATIONAL FINANCIAL SERVICES LLC EQUITIES$6,891,377$8,552,417
NATIONAL FINANCIAL SERVICES LLC MUTUAL FUNDS$863,707$1,003,546
NATIONAL FINANCIAL SERVICES LLC EXCHANGE TRADED PRODUCTS$1,845,389$2,428,457

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$243,645USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$243,297USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,772,749StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,747,108StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$102,618LegalFeesAmt
Net Investment Income$57,618NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$45,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITSDesc
BOY Book Value$3,500BOYBookValueAmt
EOY Book Value$3,500EOYBookValueAmt
EOYFMV$3,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,727$2,727$0$0
OFFICE SUPPLIES AND EXPENSES$26,720$26,720$0$0
PAYROLL PROCESSING FEES$1,530$1,530$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$134,924Amt
Net Investment Income$134,924NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROSE MINIACI ESTATEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 N FEDERAL HIGHWAY SUITE 300AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP333051618ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$6,438$6,438$0$0
PAYROLL TAXES$4,085$4,085$0$0

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