SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-10-18
IRS object ID: 201342919349100604
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-18T15:45:08-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	261612615	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARBARA A INGALLS PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	7027 W BROWARD BLVD 2116	AddressLine1
City	PLANTATION	City
State	FL	State
ZIP Code	33317	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	656272903	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SOL TAPLIN CHARITABLE FOUNDATION	BusinessNameLine1
Business Name Line2	C/O BARBARA INGALLS	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	SOLT	NameControl
Phone	9545840715	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7027 W BROWARD BLVD 2116	AddressLine1
City	PLANTATION	City
State	FL	State
ZIP Code	33317	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	AARON PODHURST	Name
Title	MANAGING TRUSTEE	Title
Phone	9545840715	Phone
Date Signed	2013-10-09	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BARBARA ANN INGALLS	Name
PTIN	P00164068	PTIN
Phone	9545840715	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	7515974	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	259745	DividendsRevAndExpnss
Dividends Net Invst Incm	259745	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-6382	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	245854	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	253363	TotalRevenueAndExpenses
Total Net Investment Income	259745	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
Legal Fees Rev And Expnss	4234	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	212	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	4022	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	12528	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1879	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	10649	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	36099	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	36099	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	10522	TaxesRevAndExpnss
Taxes Net Invst Incm	10522	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	5006	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	4716	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	290	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	68389	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	53428	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	14961	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	349500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	349500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	417889	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	53428	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	364461	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-164526	ExcessOfRevenueOverExpenses
Net Investment Income	206317	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	802912	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	585688	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	585688	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	170683	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	98195	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	108330	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2896115	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3171193	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4718459	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	2031033	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1881141	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2103497	InvestmentsCorpBondsEOYFMV
Total Assets BOY	5900743	TotalAssetsBOY
Total Assets EOY	5736217	TotalAssetsEOY
Total Assets EOYFMV	7515974	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	5900743	RetainedEarningsBOY
Retained Earnings EOY	5736217	RetainedEarningsEOY
Total Net Assets BOY	5900743	TotalNetAssetsBOY
Total Net Assets EOY	5736217	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5900743	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5736217	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5900743	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-164526	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	5736217	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	5736217	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (78 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
FGLMC POOL #A60048	P	2007-04-20	2012-07-15	5040	4981	59	59
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-07-20	166	162	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-07-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
WELLPOINT, INC.	P	2008-12-19	2012-08-01	150000	149892	108	108
6.800% DUE 08-01-12	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-08-15	9466	9355	111	111
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-08-20	139	136	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-08-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-09-15	5095	5035	60	60
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-09-20	193	188	5	5
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-09-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
KRAFT FOODS GROUP, INC.	P	2009-04-07	2012-10-12	31	16	15	15
FGLMC POOL #A60048	P	2007-04-20	2012-10-15	8194	8098	96	96
5.500% DUE 05-01-37	P					0	0
BOSTON SCIENTIFIC CORP.	P	2010-12-17	2012-10-16	11220	14980	-3760	-3760
BOSTON SCIENTIFIC CORP.	P	2011-01-05	2012-10-16	11220	14860	-3640	-3640
GNMA II POOL #2603	P	1999-05-20	2012-10-20	127	124	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-10-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-11-15	5691	5624	67	67
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-11-20	181	177	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-11-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-12-15	3368	3328	40	40
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-12-20	105	103	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-12-20	15	14	1	1
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-01-15	5767	5700	67	67
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-01-20	89	87	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-01-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-02-15	7647	7558	89	89
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-02-20	163	159	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-02-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-03-15	5455	5391	64	64
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-03-20	179	176	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-03-20	15	14	1	1
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-04-15	4089	4041	48	48
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-04-20	227	223	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-04-20	15	14	1	1
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-05-15	5239	5177	62	62
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-05-20	172	168	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-05-20	252	247	5	5
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2013-06-15	5966	5897	69	69
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2013-06-20	202	197	5	5
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2013-06-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
DORAL LITIGATION PROCEEDS	P	2005-12-20	2012-12-20	12		12	12

Field	Value	IRS element (for citing)
Capital Gain Net Income	-6382	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	174684	QualifyingDistributionsYear1
Noncharitable Assets Year1	6420618	NoncharitableAssetsYear1
Distribution Ratio Year1	0.027207	DistributionRatioYear1
Qualifying Distributions Year2	237936	QualifyingDistributionsYear2
Noncharitable Assets Year2	6429543	NoncharitableAssetsYear2
Distribution Ratio Year2	0.037007	DistributionRatioYear2
Qualifying Distributions Year3	393486	QualifyingDistributionsYear3
Noncharitable Assets Year3	6220876	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063253	DistributionRatioYear3
Qualifying Distributions Year4	373466	QualifyingDistributionsYear4
Noncharitable Assets Year4	5882300	NoncharitableAssetsYear4
Distribution Ratio Year4	0.063490	DistributionRatioYear4
Qualifying Distributions Year5	365691	QualifyingDistributionsYear5
Noncharitable Assets Year5	7959448	NoncharitableAssetsYear5
Distribution Ratio Year5	0.045944	DistributionRatioYear5
Total Distribution Ratio	0.236901	TotalDistributionRatio
Average Distribution Ratio	0.047380	AverageDistributionRatio
Net Noncharitable Assets	7156079	NetNoncharitableAssets
Adjusted Noncharitable Assets	339055	AdjustedNoncharitableAssets
One Percent Net Investment Income	2063	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	341118	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	364461	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2063	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2063	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	2063	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	12523	EstTaxPaymentsAndOverpayment
Total Credits And Payments	12523	TotalCreditsAndPayments
Overpayment	10460	Overpayment
Amount Credited To Next Year	10460	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
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	BARBARA A INGALLS PA	BooksInCareOfPersonName
Books In Care Of Phone Number	9545840715	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	7027 W BROWARD BLVD 2116	AddressLine1
City	PLANTATION	City
State	FL	State
ZIP Code	33317	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 (4 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
JACK G TAPLIN
13651 NW 4TH STREET	PEMBROKE PINES	FL	33028	TRUSTEE	0.00	0	0	0
MARTIN W TAPLIN
1177 KANE CONCOURSE 201	BAY HARBOR	FL	33154	TRUSTEE	0.00	0	0	0
SHEILA ELIAS TAPLIN
9999 COLLINS AVENUE PH 1-D	BAL HARBOR	FL	33154	TRUSTEE	0.00	0	0	0
AARON S PODHURST
25 WEST FLAGLER STREET SUITE 800	MIAMI	FL	33130	MANAGING TRUSTEE	0.00	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	6406812	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	858243	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	7265055	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	7265055	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	108976	CashDeemedCharitable
Net Noncharitable Assets	7156079	NetNoncharitableAssets
Minimum Investment Return	357804	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	357804	MinimumInvestmentReturn
Tax Based On Investment Income	2063	TaxBasedOnInvestmentIncome
Total Tax	2063	TotalTax
Distributable Amount Before Adj	355741	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	355741	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	355741	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	364461	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	364461	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2063	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	362398	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	355741	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	42929	ExcessDistriCarryoverYear3
Total Excess Distri Carryover	42929	TotalExcessDistriCarryover
Qualifying Distributions	364461	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	355741	AppliedToCurrentYear
Remaining Distri From Corpus	8720	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	51649	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	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	51649	ExcessDistriCyovToNextYear
Excess From Year3	42929	ExcessFromYear3
Excess From Current Year	8720	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JACK G TAPLIN	ContributingManager
Contributing Manager	MARTIN W TAPLIN	ContributingManager
Contributing Manager	SHEILA ELIAS TAPLIN	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	SOL TAPLIN CHARITABLE FOUNDATION CO	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	7027 W BROWARD BLVD 2116	AddressLine1
City	PLANTATION	City
State	FL	State
ZIP Code	33317	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9545840715	RecipientPhoneNumber
Form And Info And Materials	ORGANIZATIONS SUBMIT REQUESTS IN LETTER FORM DESCRIBING THEIR ACTIVITIES AND THE REASON FOR THEIR REQUEST. THEY MAY ALSO SUBMIT ADDITIONAL LITERATURE CONCERNING THEIR ACTIVITIES AS THEY FEEL NECESSARY TO SUPPORT THEIR REQUEST.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BAKEHOUSE ART COMPLEX INC
561 NW 32 ST	MIAMI	FL	33143	NONE	NONE	GENERAL CONTRIBUTION	$5,000
BETTER WAY OF MIAMI INC
800 N W 28 STREET	MIAMI	FL	33127	NONE	NONE	GENERAL CONTRIBUTION	$20,000
CHAPMAN PARTNERSHIP EMPOWERING THE HOMELESS INC
1550 NORTH MIAMI AVE	MIAMI	FL	33133	NONE	NONE	GENERAL CONTRIBUTION	$10,000
COCONUT GROVE CARES INC
3870 WASHINGTON AVE	COCONUT GROVE	FL	33133	NONE	NONE	GENERAL CONTRIBUTION	$13,000
GREATE MIAMI JEWISH FEDERATION
6501 NW 36 ST	MIAMI	FL	33136	NONE	NONE	GENERAL CONTRIBUTION	$75,000
LEHRMAN COMMUNITY DAY SCHOOL INC
727 LEHRMAN DRIVE	MIAMI	FL	33141	NONE	NONE	GENERAL CONTRIBUTION	$1,500
MIAMI CHILDREN'S HOSPITAL FOUNDATION
3100 SW 62 AVE	MIAMI	FL	33155	NONE	NONE	GENERAL CONTRIBUTION	$5,000
MIAMI COUNTY DAY SCHOOL INC
601 NE 107 ST	MIAMI	FL	33161	NONE	NONE	GENERAL CONTRIBUTION	$5,000
NEW WORLD SYMPHONY
541 LICOLN ROAD	MIAMI BEACH	FL	33139	NONE	NONE	GENERAL CONTRIBUTION	$50,000
NOVA SOUTHEASTERN UNIVERSITY
3301 COLLEGE AVE	FORT LAUDERDALE	FL	33314	NONE	NONE	GENERAL CONTRIBUTION	$15,000
SHUL OF BAL HARBOUR
9540 COLLINS AVE	SURFSIDE	FL	33154	NONE	NONE	GENERAL CONTRIBUTION	$10,000
SOUTH FLORIDA CENTER FOR THEOLOGICAL STUDIES
111 N E FIRST STREET 7 FLOOR	MIAMI	FL	33132	NONE	NONE	GENERAL CONTRIBUTION	$20,000
TEMPLE BETH AM DAY SCHOOL
5950 N KENDALL DRIVE	PINECREST	FL	33156	NONE	NONE	GENERAL CONTRIBUTION	$10,000
UNITED WAY OF DASE
3250 SW 3 AVE	MIAMI	FL	33129	NONE	NONE	GENERAL CONTRIBUTION	$10,000
UNIVERSITY OF MIAMI SCHOOL OF MEDICINE - INSTITUTE
1500 NW 12 AVE	MIAMI	FL	33136	NONE	NONE	RESTRICTED GRANT - SUPPORT OF INSTITUTE	$100,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	349500	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF MIAMI SCHOOL OF MEDICINE - INSTITUTE	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1500 NW 12 AVE	AddressLine1
City	MIAMI	City
State	FL	State
ZIP Code	33136	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Recipient Foundation Status	NONE	RecipientFoundationStatus
Purpose Of Grant Or Contribution	RESTRICTED GRANT - SUPPORT OF INSTITUTE	PurposeOfGrantOrContribution
Amount	$400,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	400000	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$259,745	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$6,382	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$253,363	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	253363	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$12,528	Amount
Net Investment Income	1879	NetInvestmentIncome
Disbursements Charitable Prps	10649	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
MONDELEZ INTERNATIONAL, INC.	99896	103554
TIME WARNER CABLE, INC.	74651	78661
RIO TINTO FINANCE, PLC	49403	53284
NEXTERA ENERGY CAPITAL HOLDING	100000	115956
MERRILL LYNCH	248772	291174
KINDER MORGAN ENER PART PUTABLE 02/11/12 @ 100	99972	127747
ENERGY TRANSFER PARTNERS	74997	95417
FRONTIER COMMUNICATIONS CORP.	518750	495000
GMAC, LLC	168817	146705
TYCO ELECTRONICS GROUP S	69600	140771
KOHLS CORPORATION	47328	71557
HUMANA, INC.	36500	66719
WEATHERFORD INTL LTD	48716	68096
WELLS FARGO & CO.	243739	248856

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (47 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
AMERICAN EXPRESS	45607	149520
APPLE COMPUTER	187765	158612
AT&T INC.	51900	70800
BIG LOTS INC.	87115	78825
BOEING CO.	68083	204880
BRISTOL-MEYERS SQUIBB CO.	97170	178760
CABLEVISION SYSTEMS-NY GRP-A	73546	84100
CENTURYLINK	100038	106050
CLOROX COMPANY	64106	83140
COMCAST CORP-CLASS A	130451	271375
CONAGRA	73643	104790
CSX CORP.	32865	34785
DOW CHEMICAL	70510	70774
FRONTIER COMMUNICATIONS CORP.	3372	1944
GENERAL ELECTRIC	88575	69570
GENWORTH FINANCIAL, INC.	48750	28525
GLAXOSMITHKLINE PLC-SPON ADR	38880	49970
HEWLETT-PACKARD CO.	110258	74400
HOME DEPOT	70718	154940
INTEL	124750	121150
JOHNSON & JOHNSON	25814	42930
JP MORGAN CHASE & CO.	68200	105580
KEY CORP.	79430	33120
KOHLS CORP.	28386	25255
KRAFT FOODS, INC-A	18457	37209
KROGER COMPANY	60861	103620
LINCOLN NATIONAL CORP.	95605	145880
LOWE'S COMPANIES	84100	327200
MARSH & MCLENNAN COMPANIES	73945	119760
MCDONALD'S CORP.	17300	99000
MEDTRONIC, INC.	73640	102940
MERCK & CO., INC.	136768	273265
MONDELEZ INTERNATIONAL INC-A	34172	57060
MONSANTO CO.	49592	98800
ORACLE SYSTEMS	51939	61420
PFIZER, INC.	128320	84030
POPULAR, INC.	132902	188294
QUALITY SYSTEMS, INC.	42732	43033
RAYTHEON COMPANY	56950	66120
ROYAL DUTCH SHELL, PLC	46397	63800
SAFEWAY, INC.	24907	23660
VECTOR GROUP LTD.	50142	48660
VERIZON COMMUNICATIONS	56077	100680
VISA INC-CLASS A SHARES	67478	182750
WALT DISNEY CORPORATION	37379	126300
YAHOO! INC	33245	32669
ALLY FINANCIAL, INC. (P) 03/19/12 @ 1000	28353	28514

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	98195	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	108330	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$4,234	Amount
Net Investment Income	212	NetInvestmentIncome
Disbursements Charitable Prps	4022	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES	4427	4427	0
INSURANCE	579	289	290

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$36,099	Amount
Net Investment Income	36099	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$522	522	0
TAXES ON INVESTMENT INCOME 6/30/13	$10,000	10000	0

SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (78 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (47 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments