SOL TAPLIN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOL TAPLIN CHARITABLE FOUNDATION (EIN 65-6272903)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-09-10
- IRS object ID
- 202642599349100814
- Schema version
- 2025v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-10T11:07:52-06:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261612615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGALLS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656272903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOL TAPLIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACK TAPLIN | InCareOfNm |
| Business Name Control | SOLT | BusinessNameControlTxt |
| Phone | 9419237850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD STE 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK TAPLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9419237850 | PhoneNum |
| Signature | 2026-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC INGALLS | PreparerPersonNm |
| PTIN | P01220295 | PTIN |
| Phone | 9042529898 | PhoneNum |
| Preparation | 2026-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,795,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $350,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $659,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $742,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $659,064 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,009,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,009,419 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $50,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,027 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,431 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,908 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,782 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,126 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,485 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,415 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $157,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,557 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $852,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $700,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $940,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $940,585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,489,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,406,068 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,658,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,124 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $196,553 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,295,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,452,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,795,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,295,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,452,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,295,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,452,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,295,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,452,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,295,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,153 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,452,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,452,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | P | 2018-12-21 | 2025-08-28 | $90,742 | $1,719 | $89,023 | $89,023 |
| NVIDIA CORP | P | 2018-12-21 | 2025-09-25 | $88,398 | $1,719 | $86,679 | $86,679 |
| NVIDIA CORP | P | 2018-12-21 | 2025-10-08 | $47,141 | $859 | $46,282 | $46,282 |
| AMERICAN EXPRESS CO | P | 2001-09-20 | 2025-12-30 | $93,471 | $5,701 | $87,770 | $87,770 |
| JP MORGAN CHASE & CO | P | 2003-06-10 | 2025-12-30 | $80,699 | $8,525 | $72,174 | $72,174 |
| APPLE INC | P | 2012-02-08 | 2025-12-30 | $68,159 | $4,191 | $63,968 | $63,968 |
| COMCAST CORP | P | 2010-04-26 | 2025-12-30 | $119,980 | $38,178 | $81,802 | $81,802 |
| NVIDIA CORP | P | 2018-12-21 | 2025-12-30 | $93,600 | $1,719 | $91,881 | $91,881 |
| COMCAST CORP | P | 2004-03-04 | 2025-12-30 | $59,990 | $20,505 | $39,485 | $39,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $659,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,652 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,826 | OverpaymentAmt |
| Applied To ES Tax | $4,826 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | INGALLS PA | IndividualWithBooksNm |
| Phone | 9419237850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK G TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | 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 |
| JENNIFER SAZANT | ||||||||
| 1177 KANE CONCOURSE 201 | BAL HARBOR | FL | 33154 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JASON TAPLIN | ||||||||
| 13651 NW 4TH STREET | PEMBROKE PINES | FL | 33028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,788,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $906,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,695,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,695,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,489,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,826 | TotalTaxAmt |
| Distributable Before Adj | $661,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $661,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $661,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,557 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $765,557 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $661,670 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $148,621 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $245,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $655,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $765,557 | QualifyingDistributionsAmt |
| Applied To Current Year | $661,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,887 | RemainingDistriFromCorpusAmt |
| Total Corpus | $759,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $646,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $148,621 | ExcessFromYear4Amt |
| Excess From Year3 | $245,479 | ExcessFromYear3Amt |
| Excess From Year2 | $55,064 | ExcessFromYear2Amt |
| Excess From Year1 | $93,619 | ExcessFromYear1Amt |
| Excess From Current Year | $103,887 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK TAPLIN | ContributingManagerNm |
| Contributing Manager | SHEILA ELIAS TAPLIN | ContributingManagerNm |
| Contributing Manager | JENNIFER SAZANT | ContributingManagerNm |
| Contributing Manager | JASON TAPLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOL TAPLIN CHARITABLE FDN- INGALLS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5020 CLARK ROAD 502 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9419237850 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SUBMIT REQUESTS IN LETTER FORM DESCRIBING THEIR ACTIVITIESAND THE REASON FOR THEIR REQUEST. THEY MAY ALSO SUBMIT ADDITIONALLITERATURE CONCERNING THEIR ACTIVITIES AS THEY FEEL NECESSARY TO SUPPORTTHEIR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MICHAEL-ANN RUSSELL JCC | |||||||
| 18900 NE 25TH AVENUE | MIAMI | FL | 33180 | NONE | PC | GENERAL CONTRIBUTION - SUMMER CAMP PROGRAM | $50,000 |
| MUSEUM OF CONTEMPORY ART | |||||||
| 770 N E 125TH STREET | MIAMI | FL | 33161 | NONE | PC | GENERAL CONTRIBUTION | $25,000 |
| S FL CENTER OF THEOLOGICAL STUDIES | |||||||
| 8901 DICKENS AVE | MIAMI BEACH | FL | 33154 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| TEMPLE EMANU-EL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | PC | GRNERAL CONTRIBUTION - HEBREW SCHOOL | $20,000 |
| MOUNT SINAI MEDICAL CENTER FDN | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | RESTRICTED - CANCER CENTER | $70,000 |
| AM COM FOR WEIZMANN INST OF SCIENCE | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CONTRIBUTION - CANCER RESEARCH | $100,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SO ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| BLUE WATERS RECOVERY FOUNDATION INC | |||||||
| 509 SW 2ND PLACE | POMPANO BEACH | FL | 33060 | NONE | PC | GENERAL CONTRIBUTION - SOBER LIVING SCHOLARSHIPS | $10,000 |
| AM COM FOR WEIZMANN INST OF SCIENCE | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CONTRIBUTION | $75,000 |
| BETTER WAY OF MIAMI | |||||||
| 800 NW 28 STREET | MIAMI | FL | 33127 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | PC | GENEREAL CONTRIBUTION - SUMMER CAMP | $60,000 |
| FRIENDS OF WLRN INC | |||||||
| 172 NE 15TH STREET | MIAMI | FL | 33132 | NONE | PC | GENERAL CONTRIBUTION | $25,000 |
| UM-MILLER SCHOOL OF MEDICINE | |||||||
| 1120 NW 14TH STREET | MIAMI | FL | 33101 | NONE | PC | GENERAL CONTRIBUTION - IDEA MIAMI PROGRAM | $150,000 |
| WOMEN OF TOMORROW MENTOR SCHOLARS | |||||||
| 4400 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| LOCUST PROJECTS INC | |||||||
| 297 NE 67TH ST | MIAMI | FL | 33138 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| OVERTOWN OPTIMIST CLUB | |||||||
| 350 NW 12 ST | MIAMI | FL | 33136 | NONE | PC | GENERAL CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MOUNT SINAI MEDICAL CENTER FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 ALTON ROAD | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | RESTRICTED CANCER RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $1,050,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,050,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $659,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,009,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,009,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,908 | Amt |
| Net Investment Income | $5,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,126 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUMANA INC 8.150% | $36,524 | $59,045 |
| TYCO ELECTRONICS 7.125% | $69,600 | $137,508 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $146,238 | $503,280 |
| ALPHABET INC | $265,702 | $706,660 |
| AMERICAN EXPRESS CO | $34,205 | $507,375 |
| APPLE INC | $54,485 | $940,420 |
| BOEING CO | $71,437 | $216,470 |
| BRISTOL MYERS SQUIBB CO | $97,170 | $230,480 |
| CLOROX CO | $64,106 | $95,440 |
| COMCAST CORP | $0 | $0 |
| DISNEY WALT CO | $106,976 | $240,625 |
| DOLLAR GENERAL CORP | $237,720 | $230,220 |
| EXXON MOBIL CORP | $158,900 | $273,440 |
| HOME DEPOT INC | $52,358 | $529,020 |
| ISHARES SHORT TREASURY BOND | $607,260 | $606,925 |
| ISHARES 1-5Y INV GRADE CORP | $411,400 | $419,280 |
| ISHARES 5-10Y INV GRADE CORP | $408,420 | $425,360 |
| JOHNSON & JOHNSON | $93,941 | $253,970 |
| JP MORGAN CHASE & CO | $51,150 | $490,995 |
| KROGER CO | $40,422 | $222,120 |
| LOWES COS INC | $15,769 | $330,735 |
| MCDONALDS CORP | $17,300 | $270,310 |
| MEDTRONIC PLC | $163,530 | $156,460 |
| MERCK & CO INC | $89,335 | $578,250 |
| META PLATFORMS INC | $137,836 | $450,632 |
| MONDELEZ INTERNATIONAL INC | $33,116 | $115,680 |
| NVIDIA CORP | $11,172 | $650,293 |
| PFIZER INC | $154,230 | $144,480 |
| REGIONS FINANCIAL CORP | $95,450 | $302,000 |
| RTX CORPORATION | $112,538 | $569,190 |
| SCHWAB SHORT-TERM US TREAS | $374,862 | $362,100 |
| SCHWAB 5-10 YEAR CORP BOND | $444,350 | $452,800 |
| SPDR PORTFOLIO SHORT TERM | $378,487 | $375,125 |
| TARGET CORP | $117,731 | $163,263 |
| VANGUARD INTER TERM CORP | $333,168 | $330,600 |
| VISA INC | $25,304 | $514,635 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $50,458 | LegalFeesAmt |
| Net Investment Income | $3,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,431 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $10,415 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,415 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $67,485 | Amt |
| Net Investment Income | $67,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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