SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-09-06
IRS object ID: 201202509349100710
Schema version: 2011v1.2
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
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	2012-09-06T14:32:21-05:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	2012-08-28	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	2011	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	6869737	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	242421	DividendsRevAndExpnss
Dividends Net Invst Incm	242421	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	26657	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	156077	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	26657	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	269078	TotalRevenueAndExpenses
Total Net Investment Income	269078	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	5360	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	268	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	5092	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	11284	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1693	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	9592	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	32545	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	32545	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	507	TaxesRevAndExpnss
Taxes Net Invst Incm	507	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	3721	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	3721	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	53417	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	38734	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	14684	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	160000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	160000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	213417	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	38734	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	174684	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	55661	ExcessOfRevenueOverExpenses
Net Investment Income	230344	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1282184	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	802912	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	802912	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	213604	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	170683	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	189214	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2475500	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2896115	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3603711	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	1873794	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2031033	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2273900	InvestmentsCorpBondsEOYFMV
Total Assets BOY	5845082	TotalAssetsBOY
Total Assets EOY	5900743	TotalAssetsEOY
Total Assets EOYFMV	6869737	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	5845082	RetainedEarningsBOY
Retained Earnings EOY	5900743	RetainedEarningsEOY
Total Net Assets BOY	5845082	TotalNetAssetsBOY
Total Net Assets EOY	5900743	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5845082	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5900743	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5845082	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	55661	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	5900743	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	5900743	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	2011-07-15	4030	3983	47	47
5.500% DUE 05-01-37	P					0	0
TELECOM ITALIA CAPITAL	P	2009-03-20	2011-07-18	100000	86500	13500	13500
0.886% DUE 07-18-11	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-07-20	133	130	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-07-20	16	16	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2011-08-15	2212	2186	26	26
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-08-20	165	161	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-08-20	174	170	4	4
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2011-09-15	4041	3993	48	48
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-09-20	153	150	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-09-20	458	448	10	10
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2011-10-15	2250	2224	26	26
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-10-20	109	107	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-10-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2011-11-15	2118	2093	25	25
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-11-20	89	87	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-11-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2011-12-15	2463	2434	29	29
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2011-12-20	190	186	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2011-12-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-01-15	3440	3400	40	40
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-01-20	196	192	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-01-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-02-01	2958	2923	35	35
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-02-20	172	168	4	4
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-02-20	414	405	9	9
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-03-15	3262	3224	38	38
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-03-20	95	93	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-03-20	15	15	0	0
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-04-15	5980	5910	70	70
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-04-20	327	320	7	7
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-04-20	192	188	4	4
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-05-15	2449	2420	29	29
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-05-20	73	71	2	2
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-05-20	327	320	7	7
7.500% DUE 10-20-28	P					0	0
FGLMC POOL #A60048	P	2007-04-20	2012-06-15	4762	4706	56	56
5.500% DUE 05-01-37	P					0	0
GNMA II POOL #2603	P	1999-05-20	2012-06-20	126	123	3	3
6.500% DUE 06-20-28	P					0	0
GNMA II POOL #2660	P	1999-08-10	2012-06-20	14	14	0	0
7.500% DUE 10-20-28	P					0	0
BRISTOL MYERS-LITIGATION SETTLEMENT	P		2012-02-17	248		248	248
GM-LITIGATION SETTLEMENT	P		2012-02-17	1721		1721	1721
DORAL FINANCIAL-LITIGATION SETTLEMENT	P		2012-04-20	10498		10498	10498
TYCO- LITIGATION SETTLEMENT	P		2012-05-02	147		147	147

Field	Value	IRS element (for citing)
Capital Gain Net Income	26657	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	237936	QualifyingDistributionsYear1
Noncharitable Assets Year1	6429543	NoncharitableAssetsYear1
Distribution Ratio Year1	0.037007	DistributionRatioYear1
Qualifying Distributions Year2	393486	QualifyingDistributionsYear2
Noncharitable Assets Year2	6220876	NoncharitableAssetsYear2
Distribution Ratio Year2	0.063253	DistributionRatioYear2
Qualifying Distributions Year3	373466	QualifyingDistributionsYear3
Noncharitable Assets Year3	5882300	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063490	DistributionRatioYear3
Qualifying Distributions Year4	365691	QualifyingDistributionsYear4
Noncharitable Assets Year4	7959448	NoncharitableAssetsYear4
Distribution Ratio Year4	0.045944	DistributionRatioYear4
Qualifying Distributions Year5	443807	QualifyingDistributionsYear5
Noncharitable Assets Year5	8748868	NoncharitableAssetsYear5
Distribution Ratio Year5	0.050727	DistributionRatioYear5
Total Distribution Ratio	0.260421	TotalDistributionRatio
Average Distribution Ratio	0.052084	AverageDistributionRatio
Net Noncharitable Assets	6420618	NetNoncharitableAssets
Adjusted Noncharitable Assets	334411	AdjustedNoncharitableAssets
One Percent Net Investment Income	2303	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	336714	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	174684	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4607	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	4607	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	4607	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7130	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7130	TotalCreditsAndPayments
Overpayment	2523	Overpayment
Amount Credited To Next Year	2523	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	5392804	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1125590	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6518394	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	6518394	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	97776	CashDeemedCharitable
Net Noncharitable Assets	6420618	NetNoncharitableAssets
Minimum Investment Return	321031	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	321031	MinimumInvestmentReturn
Tax Based On Investment Income	4607	TaxBasedOnInvestmentIncome
Total Tax	4607	TotalTax
Distributable Amount Before Adj	316424	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	316424	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	316424	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	174684	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	174684	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	174684	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	316424	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	14962	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	83441	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	86266	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	184669	TotalExcessDistriCarryover
Qualifying Distributions	174684	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	174684	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	141740	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	141740	ExcessDistriCyovAppliedCY
Total Corpus	42929	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	42929	ExcessDistriCyovToNextYear
Excess From Year2	42929	ExcessFromYear2

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BETTER WAY OF MIAMI INC
800 N W 28 STREET	MIAMI	FL	33127	NONE	NONE	GENERAL CONTRIBUTION	$10,000
COMMUNITY PARTNERSHIP FOR HOMELESS INC
1550 NORTH MIAMI AVE	MIAMI	FL	33133	NONE	NONE	GENERAL CONTRIBUTION	$10,000
MARINE FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DROVE	TRIANGLE	VA	22172	NONE	NONE	GENERAL CONTRIBUTION	$5,000
SHUL OF BAL HARBOUR
9540 COLLINS AVE	SURFSIDE	FL	33154	NONE	NONE	GENERAL CONTRIBUTION	$25,000
SOUTH FLORIDA CENTER FOR THEOLOGICAL STUDIES
111 N E FIRST STREET 7 FLOOR	MIAMI	FL	33132	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	160000	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	$600,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	600000	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	$242,421	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$26,657	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$269,078	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	269078	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	$11,284	Amount
Net Investment Income	1693	NetInvestmentIncome
Disbursements Charitable Prps	9592	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (15 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ANTHEM, INC.	149892	150687
KRAFT FOODS, INC.	99896	109542
TIME WARNER CABLE, INC.	74651	83152
RIO TINTO FINANCE, PLC	49403	57094
NEXTERA ENERGY CAPITAL HOLDING	100000	119814
MERRILL LYNCH	248772	280003
KINDER MORGAN ENER PART PUTABLE 02/11/12 @ 100	99972	129178
ENERGY TRANSFER PARTNERS	74997	93673
CITIZENS COMM. CO.	518750	477500
GMAC, LLC	168817	143045
TYCO ELECTRONICS GROUP S	69600	162580
KOHLS CORPORATION	47328	82357
HUMANA, INC.	36500	67700
WEATHERFORD INTL LTD	48716	72787
WELLS FARGO & CO.	243739	244788

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (42 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
AMERICAN EXPRESS	45607	116420
APPLE COMPUTER	187765	233600
AT&T INC.	51900	71320
BOEING CO.	68083	148600
BOSTON SCIENTIFIC CORP.	29840	22680
BRISTOL-MEYERS SQUIBB CO.	97170	143800
CABLEVISION SYSTEMS-NY GRP-A	73546	66450
CLOROX COMPANY	64106	72460
COMCAST CORP-CLASS A	130451	207805
CONAGRA	73643	77790
CSX CORP.	32865	33540
DOW CHEMICAL	70510	69300
FRONTIER COMMUNICATIONS CORP.	3372	1838
GENERAL ELECTRIC	88575	62520
GENWORTH FINANCIAL, INC.	48750	14150
GLAXOSMITHKLINE PLC-SPON ADR	38880	45570
HEWLETT-PACKARD CO.	110258	60330
HOME DEPOT	70718	105980
INTEL	124750	133250
JOHNSON & JOHNSON	25814	33780
JP MORGAN CHASE & CO.	68200	71460
KEY CORP.	79430	23220
KOHLS CORP.	28386	22745
KRAFT FOODS, INC-A	52645	77240
KROGER COMPANY	60861	69570
LINCOLN NATIONAL CORP.	95605	87480
LOWE'S COMPANIES	84100	227520
MARSH & MCLENNAN COMPANIES	73945	96690
MCDONALD'S CORP.	17300	88530
MEDTRONIC, INC.	73640	77460
MERCK & CO., INC.	136768	245615
MONSANTO CO.	49592	82780
ORACLE SYSTEMS	51939	59400
PFIZER, INC.	128320	69000
POPULAR, INC.	132902	102982
RAYTHEON COMPANY	56950	56590
ROYAL DUTCH SHELL, PLC	46397	67430
VERIZON COMMUNICATIONS	56077	88880
VISA INC-CLASS A SHARES	67478	123630
WALT DISNEY CORPORATION	37379	97000
YAHOO! INC	33245	20579
ALLY FINANCIAL, INC. (P) 03/19/12 @ 1000	28353	26727

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	170683	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	189214	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	$5,360	Amount
Net Investment Income	268	NetInvestmentIncome
Disbursements Charitable Prps	5092	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK CHARGES	Description
Revenue And Expenses Per Books	3721	RevenueAndExpensesPerBooks
Net Investment Income	3721	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$32,545	Amount
Net Investment Income	32545	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$507	Amount
Net Investment Income	507	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2011

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 (6 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 (15 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (42 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments