THE@FERNANDEZ PAVE THE WAY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@FERNANDEZ PAVE THE WAY FOUNDATION INC (EIN 20-5875641)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-10
- IRS object ID
- 202641619349100124
- Schema version
- 2024v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T17:54:58-04:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4621 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205875641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERNANDEZ PAVE THE WAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FERN | BusinessNameControlTxt |
| Phone | 3056638343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1854 HENDERSONVILLE RD STE A BOX 24 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANA F BURAGLIA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3056638343 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH JACKSON | PreparerPersonNm |
| PTIN | P00646801 | PTIN |
| Phone | 3056667229 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,846,371 | 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 | $408,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,361,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,576,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,361,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,769,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,769,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,041 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,808 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,233 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,572 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $165 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $165 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,617 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,616 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,963 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,182,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,182,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,365,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,288,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $403,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,692,244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $860,986 | CashBOYAmt |
| Cash EOY | $706,524 | CashEOYAmt |
| Cash EOYFMV | $706,522 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,515,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,643,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,001,558 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,229,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,719,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,716,887 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $715 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $715 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $715 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $650,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $591,275 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $420,689 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,257,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,661,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,846,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,257,811 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,666,971 | CapitalStockEOYAmt |
| Retained Earning EOY | -$5,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,257,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,661,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,257,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,661,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,257,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $403,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,661,728 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,661,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE STATEMENT ATTACHED | P | $3,436,005 | $2,281,198 | $1,154,807 | $1,154,807 |
| PASSTHROUGH - MAF GLOBAL EQ FUND | P | $2,230 | $2,230 | $2,230 | |
| PASSTHROUGH - MAF GLBAL EQ FUND | P | $101,332 | $101,332 | $101,332 | |
| PASSTHROUGH - ENERGY TRANSFER LP | P | $4 | $4 | $4 | |
| SEE STATEMENT ATTACHED | P | $287,483 | $315,110 | -$27,627 | -$27,627 |
| SEE STATEMENT ATTACHED | P | $128,161 | $120,403 | $7,758 | $7,758 |
| SEE STATEMENT ATTACHED | P | $610,612 | $498,064 | $112,548 | $112,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,361,299 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,639 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,522 | SubtotalAmt |
| Tax Based On Investment Income | $23,522 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $496 | EsPenaltyAmt |
| Tax Due | $18,818 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANA F BURAGLIA | IndividualWithBooksNm |
| Phone | 3056638343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUNAWAY FARM LANE | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOSE L FERNANDEZ | ||||||||
| 3109 GRAND AVENUE 309 | MIAMI | FL | 33133 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLEEN FERNANDEZ | ||||||||
| 3109 GRAND AVENUE 309 | MIAMI | FL | 33133 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ANA F BURAGLIA | ||||||||
| 330 RUNAWAY FARM LANE | HENDERSONVILLE | NC | 28792 | SECRETARY | 40.00 | $109,041 | $0 | $0 |
| JOSEPH MICHAEL FERNANDEZ | ||||||||
| 3109 GRAND AVENUE 309 | MIAMI | FL | 33133 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,231,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $710,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,942,472 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,942,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $344,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,598,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,129,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,129,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,522 | TotalTaxAmt |
| Distributable Before Adj | $1,106,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,106,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,106,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,288,327 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,288,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,106,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $178,058 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $177,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,288,327 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,106,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,932 | RemainingDistriFromCorpusAmt |
| Total Corpus | $537,116 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $537,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $178,058 | ExcessFromYear2Amt |
| Excess From Year1 | $177,126 | ExcessFromYear1Amt |
| Excess From Current Year | $181,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36 ST | VIRGINIA GARDENS | FL | 33166 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| BLUE RIDGE PUBLIC RADIO | |||||||
| 73 BROADWAY | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| CARE ELEMENTARY | |||||||
| 2025 NW 1ST AVE | MIAMI | FL | 33127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 |
| FINAL RUN RESCUE | |||||||
| 340 TURKEY CREEK RD | LEICESTER | NC | 28748 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| FRENCH BROAD RIVER ACADEMY | |||||||
| 1990 RIVERSIDE DRIVE | ASHEVILLE | NC | 28804 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| FRENCH BROAD RIVER ACADEMY | |||||||
| 1990 RIVERSIDE DRIVE | ASHEVILLE | NC | 28804 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $86,000 |
| HANGER HALL SCHOOL FOR GIRLS | |||||||
| 64 WT WEAVER BLVD | ASHEVILLE | NC | 28804 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $11,000 |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 W DIXIE HWY | NORTH MIAMI BEACH | FL | 33160 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 W DIXIE HWY | NORTH MIAMI BEACH | FL | 33160 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| ICU BABY | |||||||
| 711 CRANDON BLVD PH1 | KEY BISCAYNE | FL | 33149 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,205 |
| PLANNED PARENTHOOD OF SOUTH EAST | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| ST ALBAN'S DAY NURSERY INC | |||||||
| 3465 BROOKER ST | MIAMI | FL | 33133 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| TOUCHING MIAMI WITH LOVE | |||||||
| 711 NW 6TH AVE | MIAMI | FL | 33136 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $130,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 33102 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $56,500 |
| PYRENEES RESCUE OF WNC | |||||||
| 5122 BOLICK RD | CLAREMONT | NC | 28610 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $40,000 |
| RESTORATIVE PARTNERS INC | |||||||
| 3196 S HIGUERA ST STE D | SAN LUIS OBISPO | CA | 93401 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $40,000 |
| BROTHER WOLF ANIMAL RESCUE | |||||||
| 23 HERITAGE DR | ASHEVILLE | NC | 28806 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| BELOVED ASHEVILLE | |||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| JAMIE'S RESCUE | |||||||
| 678 NE 67TH STREET | MIAMI | FL | 33138 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| THE PISGAH CONVERVANCY | |||||||
| 159 W MAIN STREET UNIT 21 | BREVARD | NC | 28712 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| CONSERVING CAROLINA | |||||||
| 847 CASE STREET | HENDERSONVILLE | NC | 28792 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| CONSERVING CAROLINA | |||||||
| 847 CASE STREET | HANDERSONVILLE | NC | 28792 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $80,000 |
| MOUNTAIN TRUE | |||||||
| 29 N MARKET ST SUITE 610 | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,350 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,250 |
| FINAL RUN RESCUE | |||||||
| 336 TURKEY CREEK RD | LEICESTER | NC | 28748 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 |
| ICUBABY | |||||||
| 711 CRANDON BLVD PH1 | KEY BISCAYNE | FL | 33149 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 |
| PYRENEES RESCUE OF WNC | |||||||
| 5122 BOLICK RD | CLAREMONT | NC | 28610 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 W DIXIE HWY | NORTH MIAMI BEACH | FL | 33160 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| HANGER HALL SCHOOL INC | |||||||
| 64 W WEAVER BLVD | ASHEVILLE | NC | 28804 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $30,000 |
| INSTITUTE FOR NONPROFIT NEWS | |||||||
| 276 FIFTH AVE SUITE 704 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $47,080 |
| SOUTHERN APPALACHIAN HIGHLANDS CONS | |||||||
| 372 MERRIMON | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 |
| TRUE RIDGE FOUNDATION | |||||||
| 204 6TH AVE W | HENDERSONVILLE | NC | 28739 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 |
| JACK & JILL | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 |
| AMERICAN ROAD AND TRANSPORTATION | |||||||
| 250 E ST 900 | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 |
| FINAL RUN RESCUE | |||||||
| 336 TURKEY CREEK RD | LEICESTER | NC | 28748 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $20,000 |
| BISCAYNE NATURE CENTER | |||||||
| 6767 CRANDON BLVD | KEY BISCAYNE | FL | 33149 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 |
| BLUE RIDGE HUMANE SOCIETY | |||||||
| 88 CENTIPEDE LANE | HENDERSONVILLE | NC | 28792 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,182,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,069 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,351,052 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $418,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,351,052 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,769,368 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - BONDS | BondNm |
| EOY Book Value | $1,719,392 | EOYBookValueAmt |
| EOYFMV | $1,716,887 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $10,643,822 | EOYBookValueAmt |
| EOYFMV | $21,001,558 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $591,275 | BookValueAmt |
| EOYFMV | $420,689 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT ACCOUNT FEES | $21,290 | $21,290 | |
| PORTFOLIO EXPENSES | $12,897 | $12,897 | |
| OFFICE EXPENSES | $19,836 | $9,918 | $9,918 |
| POSTAGE | $361 | $180 | $181 |
| TRAVEL | $2,530 | $1,265 | $1,265 |
| BANK FEES | $254 | $127 | $127 |
| STATE FILING FEES | $61 | $31 | $30 |
| OTHER LOSSES FROM PASS THROUG | $2,255 | $2,255 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,143 | Amt |
| Net Investment Income | $2,571 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,572 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $8,384 | $4,192 | $4,192 |
| OTHER TAXES | $849 | $425 | $424 |