GORDON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FAMILY FOUNDATION INC (EIN 65-0708527)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-29
- IRS object ID
- 202621809349100107
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T09:14:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 FORUM PLACE 9TH FLOOR | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650708527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA | InCareOfNm |
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 3053891132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 E Hallandale Beach Blvd | AddressLine1Txt |
| City | Hallandale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Gordon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5619092100 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Ferrara | PreparerPersonNm |
| PTIN | P00277937 | PTIN |
| Phone | 5616881600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,479,609 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $61,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,796,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $210,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,519 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,427 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $345,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $73,923 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,058 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,402 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $227,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,843 | CashBOYAmt |
| Cash EOY | $229,191 | CashEOYAmt |
| Cash EOYFMV | $229,191 | CashEOYFMVAmt |
| US Government Obligations BOY | $49,151 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,456,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,471,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,710,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,613,879 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,485,577 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,488,683 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,095 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,228,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,231,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,479,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,228,962 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,231,415 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,228,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,231,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,228,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,231,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,228,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,199 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,233,161 | SubtotalAmt |
| Other Decreases | $1,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,231,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BNY WEALTH # 9000 | 2024-12-31 | 2025-12-31 | $648,224 | $634,641 | $13,583 | $13,583 | |
| BNY WEALTH # 9000 | 2023-12-31 | 2025-12-31 | $1,013,651 | $941,365 | $63,060 | $72,286 | |
| CAPITAL GAIN DIVIDENDS | $134,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $134,131 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,226 | SubtotalAmt |
| Tax Based On Investment Income | $4,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,952 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,030 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,982 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,756 | OverpaymentAmt |
| Applied To ES Tax | $4,756 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| 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 | www.gordonfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616881600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 FORUM PLACE 9TH FLOOR | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Gail Gordon | ||||||||
| 1835 E Hallandale Beach Blvd | Hallandale | FL | 33009 | President and Chairperson | 0 | $20,000 | $0 | $0 |
| Stacy Gordon-Studnik | ||||||||
| 1835 E Hallandale Beach Blvd | Hallandale | FL | 33009 | Director | 0 | $25,000 | $0 | $0 |
| Jason Gordon | ||||||||
| 1835 E Hallandale Beach Blvd | Hallandale | FL | 33009 | Director | 0 | $0 | $0 | $0 |
| Amanda Kramer | ||||||||
| 1835 E Hallandale Beach Blvd | Hallandale | FL | 33009 | Director | 0 | $25,000 | $0 | $0 |
| Ashley Studnik | ||||||||
| 1835 E Hallandale Beach Blvd | Hallandale | FL | 33009 | Director | 0 | $25,000 | $0 | $0 |
| ALEC STUDNIK | ||||||||
| 1835 E HALLANDALE BEACH BLVD 486 | HALLANDALE | FL | 33009 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,140,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,215,777 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,215,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,167,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,226 | TotalTaxAmt |
| Distributable Before Adj | $154,151 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $154,151 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $154,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $114,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $40,483 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $40,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $114,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,651 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,651 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $832 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $832 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Michigan | |||||||
| 500 S State Street | Ann Arbor | MI | 48109 | NONE | PC | Charitable | $10,000 |
| Helping Hands | |||||||
| 541 CAMBRIDGE STREET | BOSTON | MA | 02134 | NONE | PC | Charitable | $5,000 |
| JCS | |||||||
| 735 NE 125TH STREET | NORTH MIAMI | FL | 33161 | NONE | PC | Charitable | $5,000 |
| AVENTURA TURNBERRY JEWISH CENTER | |||||||
| 20400 NE 30 AVENUE | AVENTURA | FL | 33180 | NONE | PC | Charitable | $16,500 |
| Temple Beth Shalom | |||||||
| 4144 Chase Avenue | Miami Beach | FL | 33140 | NONE | PC | Charitable | $10,000 |
| University of Miami | |||||||
| PO BOX 016960 R-100 | MIAMI | FL | 33124 | NONE | PC | Charitable | $10,000 |
| SOUTHEAST GUIDE DOGS | |||||||
| 1618 Main St | Sarasota | FL | 34236 | NONE | PC | CHARITABLE | $5,000 |
| Joe Dimaggio Childrens Hospital | |||||||
| 1005 Joe DiMaggio Drive | Hollywood | FL | 33021 | NONE | PC | CHARITABLE | $10,000 |
| Nova Southeastern University | |||||||
| 3300 S University Dr | Lauderdale | FL | 33328 | none | PC | CHARITABLE | $10,000 |
| John C Calhoun State Comm College | |||||||
| 102 wynn dr nw | huntsville | AL | 35805 | none | PC | charitable | $2,000 |
| Joe Dimaggio Foundation | |||||||
| 3329 Johnson Street | Hollywood | FL | 33021 | none | PC | charitable | $1,000 |
| JAFCO | |||||||
| 4200 N University Drive | sunrise | FL | 33351 | none | PC | charitable | $5,000 |
| Greater Miami Jewish Federation | |||||||
| 4200 Biscayne Blvd | Miami | FL | 33137 | none | PC | charitable | $10,000 |
| Broward Health Foundation | |||||||
| 1201 South Andrews Avenue | Fort Lauderdale | FL | 33316 | none | PC | charitable | $10,000 |
| Broward Center | |||||||
| 201 SW 5th Ave | Fort Lauderdale | FL | 33312 | none | PC | charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,040 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $210,774 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 19 | $26 |
| COST BASIS ADJUSTMENT | 14 | $9,226 |
| NONDIVIDEND DISTRIBUTION | 14 | $92 |
| OID INCOME | 14 | $904 |
| OTHER INCOME | 14 | $497 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,896 | 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 | $10,150 | Amt |
| Net Investment Income | $10,150 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE FORM 1099 REPORTING | Desc |
| Amt | $1,746 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $28,402 | $28,402 |
| PAYROLL PROCESSING FEES | $3,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Proceeds | $26 | $26 |
| NONDIVIDEND DISTRIBUTION | $92 | |
| OID INCOME | $904 | $904 |
| OTHER INCOME | $497 | $497 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,058 | $1,058 |
| PAYROLL TAXES | $7,464 | |
| EXCISE TAXES | $7,950 |