STUART A MILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STUART A MILLER FAMILY FOUNDATION INC (EIN 37-1452682)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-13
- IRS object ID
- 201400449349100100
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T06:42:58-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591818353 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371452682 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART A MILLER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STUA | NameControl |
| Phone | 3052296422 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NW 107TH AVENUE NO 400 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART A MILLER | Name |
| Title | PRESIDENT | Title |
| Phone | 3052296422 | Phone |
| Date Signed | 2014-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN M DEMAR CPA | Name |
| PTIN | P00080750 | PTIN |
| Phone | 3058585600 | Phone |
| Date Prepared | 2014-02-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6900467 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6176222 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13955 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13955 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2365 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20125 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14424 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6192565 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28402 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2720 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1360 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 211 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2931 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1510 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 93500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 93500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96431 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1510 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6096134 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26892 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 73947 | CashBOY |
| Cash EOY | 11619 | CashEOY |
| Cash EOYFMV | 11619 | CashEOYFMV |
| Investments Corp Stock BOY | 1296811 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7455273 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6888848 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1370758 | TotalAssetsBOY |
| Total Assets EOY | 7466892 | TotalAssetsEOY |
| Total Assets EOYFMV | 6900467 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1370758 | RetainedEarningsBOY |
| Retained Earnings EOY | 7466892 | RetainedEarningsEOY |
| Total Net Assets BOY | 1370758 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7466892 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1370758 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7466892 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1370758 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6096134 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7466892 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7466892 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2012-12-27 | DateAcquired |
| Date Sold | 2013-04-01 | DateSold |
| Gross Sales Price | 20125 | GrossSalesPrice |
| Cost Or Other Basis | 5701 | CostOrOtherBasis |
| Gain Or Loss | 14424 | GainOrLoss |
| Gains Minus Excess Or Losses | 14424 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14424 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 582757 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 482225 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 425933 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 835929 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 372802 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.242287 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 288500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 569985 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.506154 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.748441 | TotalDistributionRatio |
| Average Distribution Ratio | 0.549688 | AverageDistributionRatio |
| Net Noncharitable Assets | 4548762 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2500400 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 269 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2500669 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 538 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 538 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 538 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 119 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 650 | TaxPaidWithExtension |
| Total Credits And Payments | 769 | TotalCreditsAndPayments |
| Overpayment | 231 | Overpayment |
| Amount Credited To Next Year | 231 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | REBECCA MUELLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3052296554 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N W 107TH AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STUART A MILLER | ||||||||
| 700 NW 107TH AVENUE SUITE 400 | MIAMI | FL | 33172 | PRESIDENT | 0.20 | 0 | 0 | 0 |
| BRIAN L BILZIN | ||||||||
| 1450 BRICKELL AVE SUITE 2300 | MIAMI | FL | 33131 | DIRECTOR | 0.20 | 0 | 0 | 0 |
| MARSHALL AMES | ||||||||
| 700 NW 107TH AVENUE SUITE 400 | MIAMI | FL | 33172 | DIRECTOR | 0.20 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4556338 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 61694 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4618032 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4618032 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69270 | CashDeemedCharitable |
| Net Noncharitable Assets | 4548762 | NetNoncharitableAssets |
| Minimum Investment Return | 227438 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 227438 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 538 | TaxBasedOnInvestmentIncome |
| Total Tax | 538 | TotalTax |
| Distributable Amount Before Adj | 226900 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 226900 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 226900 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 93500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 93500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 226900 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 260231 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 817431 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 1077662 | TotalExcessDistriCarryover |
| Qualifying Distributions | 93500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 93500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 133400 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 133400 | ExcessDistriCyovAppliedCY |
| Total Corpus | 944262 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 126831 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 817431 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 817431 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A MILLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH MIAMI | |||||||
| 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| CONGREGATION TIKVAT JACOB | |||||||
| 500 SOUTH SEPULVEDA SUITE 205 | MANHATTAN BEACH | CA | 90266 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| ECHOING GREEN | |||||||
| 494 EIGHTH AVENUE SECOND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FRIENDS OF HARVARD | |||||||
| MURR CENTER 65 NORTH HARVARD ST | BOSTON | MA | 02134 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| HIRSHBERG FOUNDATION | |||||||
| 2990 S SEPULVEDA BLVD 300C | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| MACCABI USA | |||||||
| 1926 ARCH STREET NO 4R | PHILADELPHIA | PA | 19103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $6,000 |
| PRODEV USA FOUNDATION INC | |||||||
| 315 NE 98TH STREET | MIAMI SHORES | FL | 33138 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| RANSOM EVERGLADES SCHOOL INC - ANNUAL FUND | |||||||
| 3575 MAIN HIGHWAY | MIAMI | FL | 33133 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 93500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,955 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,365 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,343 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16343 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | STUART A MILLER | 700 NW 107TH AVENUE SUITE 400 | MIAMI | FL | 33172 | 932750 | X | X |
| 2 | STUART A MILLER | 700 NW 107TH AVENUE SUITE 400 | MIAMI | FL | 33172 | 1415472 | X | X |
| 3 | STUART A MILLER | 700 NW 107TH AVENUE SUITE 400 | MIAMI | FL | 33172 | 3828000 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 25,000 SHARES LENNAR CORP. | 932750 | 2012-11-02 |
| 2 | 79,700 SHARES PULTE GROUP | 1415472 | 2012-12-27 |
| 3 | 100,000 SHARES LENNAR CORP. | 3828000 | 2012-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,720 | Amount |
| Net Investment Income | 1360 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 24,720 SHS LENNAR CORP. | 1296811 | 890909 |
| 125,000 SHS LENNAR CORP. | 4760750 | 4505000 |
| 78,700 SHS PULTE GROUP | 1397712 | 1492939 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MERRILL LYNCH INVESTMENT FEES | 150 | 150 | 0 |
| STATE ANNUAL FEE | 61 | 0 | 0 |
Comments