DR JACK WIDRICH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DR JACK WIDRICH FOUNDATION INC (EIN 65-0583046)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349101187
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:36:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843236363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORREST ROBINSON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 N UNIVERSITY DR STE 104 | AddressLine1Txt |
| City | CORAL SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330674648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650583046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRJACK WIDRICH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTNLINDA WEITZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJA | BusinessNameControlTxt |
| Phone | 3055385181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST RIVO ALTO DRIVE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WEITZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3055385181 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | WEITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN C FORRESTCPA | PreparerPersonNm |
| PTIN | P00087158 | PTIN |
| Phone | 9547570300 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,582,349 | 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 |
| Interest On Sav Rev And Expnss | $2,558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,060,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,707 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,677 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $988,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $727,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $854,190 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $499,068 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $668,233 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,444 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,689,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,437,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,582,349 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $56,453 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,453 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,690 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,633,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,432,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,633,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,689,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,437,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,633,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,432,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH A/C #C66 | P | $728,870 | $756,923 | -$28,053 | -$28,053 |
| MERRILL LYNCH A/C #C66 | P | $328,860 | $321,654 | $7,206 | $7,206 |
| CAPITAL GAINS DIVIDENDS | P | $2,898 | $2,898 | $2,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,207 | OverpaymentAmt |
| Applied To ES Tax | $1,207 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FORREST ROBINSON PLLC | IndividualWithBooksNm |
| Phone | 9547570300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 UNIVERSITY DRIVE SUITE 104 | AddressLine1Txt |
| City | CORAL SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA WEITZ | ||||||||
| 400 WEST RIVO ALTO DRIVE | MIAMI BEACH | FL | 33139 | EXECUTIVE DIRECTOR | 5.00 | $48,000 | $0 | $0 |
| H JORDAN WEITZ | ||||||||
| 12035 GRIFFING BLVD | BISCAYNE PARK | FL | 33161 | DIRECTOR | 2.00 | $27,000 | $0 | $0 |
| JAMIE WEITZ FORREST | ||||||||
| 3774 ROSWELL DRIVE | TALLAHASSEE | FL | 32310 | DIRECTOR | 2.00 | $27,000 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,466,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193 | TotalTaxAmt |
| Distributable Before Adj | $78,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,604 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,604 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,739 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,739 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,262 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER FOR THE PERFORMING ARTS OF MIAMI-DADE COUNTY | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | SUPPORT THE ARTS | $3,930 |
| ANIMAL WELFARE SOCIETY OF S FLORIDA | |||||||
| 2601 SW 27TH AVENUE | MIAMI | FL | 33133 | NONE | 501(C)(3) | VETERINARY CARE FOR PETS | $2,000 |
| BIG BEND HOMELESS COALITION | |||||||
| 2729 W PENSACOLA ST | TALLAHASSEE | FL | 32304 | NONE | 501(C)(3) | PROVIDE HOMELESSNESS PREVENTION | $1,023 |
| BRICKELL AVENUE LITERARY SOCIETY | |||||||
| 18495 S DIXIE HIGHWAY | MIAMI | FL | 33157 | NONE | 501(C)(3) | SUPPORT THE ARTS | $555 |
| CASA VALENTINA | |||||||
| 2103 CORAL WAY | MIAMI | FL | 33145 | NONE | 501(C)(3) | HELP FOSTER CARE AND HOMELESS YOUTH | $1,000 |
| CHANGE STARTS WITH ME | |||||||
| 211 N 1ST ST SUITE 325 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | ASSIST WITH SOCIAL, HEALTH AND ECONOMIC CRISES | $206 |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 S PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | DIABETES RESEARCH | $2,487 |
| FLORIDA STATE UNIVERSITY ALUMNI ASSOCIATION | |||||||
| 1030 W TENNESSEE ST | TALLAHASSEE | FL | 32304 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $3,250 |
| FSU FOUNDATION | |||||||
| 600 W COLLEGE AVENUE | TALLAHASSEE | FL | 32306 | NONE | 501(C)3 | EDUCATIONAL SUPPORT | $2,500 |
| GABLESTAGE | |||||||
| 1200 ANASTASIA AVE 230 | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) | SUPPORT THE ARTS | $1,000 |
| GUITARS OVER GUNS ORGANIZATION INC | |||||||
| 169 E FLAGLER ST STE 1134 | MIAMI | FL | 33131 | NONE | 501(C)(3) | SUPPORT MUSIC EDUCATION | $26,375 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | ENSURE A FUTURE FOR LAND OF ISRAEL | $5,000 |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | NONE | 501(C)(3) | ERADICATE CHILD ABUSE | $325 |
| LEMOYNE CENTER FOR VISUAL ARTS | |||||||
| 125 N GADSDEN STREET | TALLAHASSEE | FL | 32301 | NONE | 501(C)(3) | PRESERVE FLORIDA'S ART HERITAGE | $1,051 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 501(C)(3) | CANCER RESEARCH | $100 |
| MAD ABOUT LOUISE | |||||||
| 2650 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | BREAST CANCER AWARENESS | $1,000 |
| MIAMI BEACH HIGH SCHOOL SCHOLARSHIP | |||||||
| 2000 NW 150TH AVENUE | PEMBROKE PINES | FL | 33028 | NONE | 501(C)(3) | PROMOTE COMMUNITY AWARENESS | $1,250 |
| MIAMI NEW DRAMA | |||||||
| 1040 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | SUPPORT THE ARTS | $3,490 |
| MIAMI WATERKEEPER | |||||||
| 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | NONE | 501(C)(3) | ADVOCATE FOR WATERSHED AND WILDLIFE | $665 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | PROVIDE HEALTH CARE | $10,000 |
| NU DECO ENSEMBLE | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | CREATE MUSICAL EXPERIENCES | $3,296 |
| PROJECT THUG | |||||||
| 9300 NW 18TH AVENUE | MIAMI BEACH | FL | 33147 | NONE | 501(C)(3) | PROMOTE EDUCATION AND VOCATION | $2,110 |
| SEMINOLE BOOSTERS | |||||||
| 225 CHAMPIONS WAY | TALLAHASSEE | FL | 32306 | NONE | 501(C)3 | SUPPORT ATHLETIC SCHOLARSHIPS, OPERATIONS AND FACILITIES | $3,250 |
| TEMPLE ISRAEL | |||||||
| 2215 MAHAN DRIVE | TALAHASSEE | FL | 32308 | NONE | 501(C)3 | SUPPORT JEWISH RELIGION | $3,608 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | IMPROVE HEALTH OF BABIES BY PREVENTING BIRTH DEFECTS, PREMATURE BIRTH AND INFANT MORTALITY | $103 |
| CHABAD LUBAVITCH | |||||||
| 669 LINCOLN LN | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | JEWISH EDUCATIONAL CENTER | $1,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,604 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,558 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$17,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,632 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,995 | Amt |
| Net Investment Income | $5,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-C66 | StockNm |
| EOY Book Value | $727,889 | EOYBookValueAmt |
| EOYFMV | $854,190 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-C66 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $649,401 | BookValueAmt |
| EOYFMV | $668,233 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $1,652 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $300 | $0 | $0 | $0 |
| TELEPHONE | $847 | $0 | $0 | $0 |
| POSTAGE | $45 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $1,500 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $56,453 | BOYBookValueAmt |
| EOY Book Value | $4,690 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES-A11 | $150 | $150 | $0 | $0 |
| BROKERAGE FEES - C66 | $14,854 | $14,854 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $185 | $0 | $0 | $0 |
| FOREIGN TAXES | $874 | $874 | $0 | $0 |
| PAYROLL TAXES | $1,607 | $0 | $0 | $0 |
| FEDERAL EXCISE TAXES | $2,833 | $2,833 | $0 | $0 |