JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC (EIN 06-1669075)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202233129349101713
- Schema version
- 2021v4.2
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T12:23:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061669075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & SHERRIE GARFIELD CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3058562444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 PONCE DE LEON BLVD 10TH FLOOR | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER E LIEBER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058562444 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | LIEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT GOLDBERGER | PreparerPersonNm |
| PTIN | P01407232 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2022-10-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,678,130 | 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 | $298,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,259,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,758,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,259,728 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,719 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,565,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,538,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,377 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,611 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,306 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,605 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $628,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $628,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $628,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $638,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,449,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,285 | CashBOYAmt |
| Cash EOY | $39,464 | CashEOYAmt |
| Cash EOYFMV | $39,464 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $238,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $642,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,803 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,693,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,069,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,553,392 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,562,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,404,732 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,440,634 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,440 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,837 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,837 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,521,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,158,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,678,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $9,521,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,158,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,521,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,158,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,521,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,158,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,521,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $638,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,160,305 | SubtotalAmt |
| Other Decreases | $1,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,158,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,067,302 | $994,370 | $72,932 | $72,932 |
| PUBLICLY TRADED SECURITIES | P | $2,516,879 | $1,504,734 | $1,012,145 | $1,012,145 |
| CLASS ACTION PROCEEDS | P | $23 | $23 | $23 | |
| CAPITAL GAINS DIVIDENDS | P | $174,628 | $174,628 | $174,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,259,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $21,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,013 | OverpaymentAmt |
| Applied To ES Tax | $7,013 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER E LIEBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058585600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 TREASURE TROVE LANE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WALTER E LIEBER | ||||||||
| 3210 TREASURE TROVE LANE | MIAMI | FL | 33133 | PRESIDENT | 30.00 | $150,000 | $17,377 | $0 |
| MICHAEL D KATZ | ||||||||
| 901 PONCE DE LEON BLVD 10TH FLOOR | CORAL GABLES | FL | 33134 | VICE-PRESIDENT, SECRETARY | 5.00 | $15,000 | $0 | $0 |
| ENGLISH FRAME | ||||||||
| 2135 BRYTON | POWELL | OH | 43065 | VICE-PRESIDENT, DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| STEPHEN LIEBER | ||||||||
| 37105 DEER RUN | SOLON | OH | 44139 | VICE-PRESIDENT, DIRECTOR | 5.00 | $10,000 | $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 | $12,969,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,282,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,282,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,082,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $654,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $654,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,147 | TotalTaxAmt |
| Distributable Before Adj | $633,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $633,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $633,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $628,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $628,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $633,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,633 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $628,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $532,867 | 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 | $101,131 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR TEL AVIV FOUNDATION | ||||||||||||
| 1201 BROADWAY SUITE 611 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATIONS | $180,000 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| BELLO HORIZONTE ASSOCIACAO MINISTERIO ENSINADNDO DE SIAO-BRAZIL | ||||||||||||
| N/A | PC | GENERAL OPERATIONS | $10,000 | RUA FUNCHAL 185- BAIRRO OURO PRETO | CEP | BELO HORIZONTEMG | BR | 31310-440 | ||||
| BETH HALLEL BIRMINGHAM | ||||||||||||
| 2230 SUMPTER STREET | BIRMINGHAM | AL | 35226 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| BOYS AND GIRLS CLUB OF MIAMI-DADE INC | ||||||||||||
| 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $20,000 | |||||
| CADE AND KATELYN FUND - OHIO STATE UNIVERSITY | ||||||||||||
| 2741 LICKING VALLEY ROAD NE | NEWARK | OH | 43055 | N/A | PC | GENERAL OPERATIONS | $5,000 | |||||
| CARE ELEMENTARY SCHOOL | ||||||||||||
| 2025 NW 1ST AVENUE | MIAMI | FL | 33127 | N/A | PC | GENERAL OPERATIONS | $20,000 | |||||
| CHAPMAN PARTNERSHIP INC | ||||||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| CHEVRA | ||||||||||||
| PO BOX 596 | WEST SIMSBURY | CT | 06902 | N/A | PC | GENERAL OPERATIONS | $15,000 | |||||
| CHILDREN'S BEREAVEMENT CENTER | ||||||||||||
| 7600 S RED ROAD 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| CHILDREN'S HOME SOCIETY | ||||||||||||
| 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $35,000 | |||||
| EDUCATE TOMORROW CORP | ||||||||||||
| 1717 N BAYSHORE DRIVE 203 | MIAMI | FL | 33132 | N/A | PC | GENERAL OPERATIONS | $25,000 | |||||
| ELLIE'S ARMY FOUNDATION | ||||||||||||
| 1051 NE 93TD STREET | MIAMI SHORES | FL | 33138 | N/A | PC | GENERAL OPERATIONS | $5,000 | |||||
| FIRST SERVE MIAMI | ||||||||||||
| 6501 NW 36TH STREET SUITE 300 | MIAMI | FL | 33166 | N/A | PC | GENERAL OPERATIONS | $5,000 | |||||
| FRIENDS OF THE YEMIN ORDER | ||||||||||||
| 4340 EAST-WEST HWY SUITE 202 | BETHESDA | MD | 20814 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| GREATER MIAMI JEWISH FEDERATION | ||||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | GENERAL OPERATIONS | $20,000 | |||||
| HIS HOUSE CHILDREN'S HOME | ||||||||||||
| 20000 NW 47TH AVENUE | OPALOCKA | FL | 33055 | N/A | PC | GENERAL OPERATIONS | $35,000 | |||||
| KRISTI HOUSE INC | ||||||||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| MESSIANIC JEWISH THEOLOGICAL INSTITUTE (MJTI) | ||||||||||||
| PO BOX 1521 | ANN ARBOR | MI | 48106 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| SHAKE A LEG MIAMI INC | ||||||||||||
| 2620 S BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $17,000 | |||||
| SMILE TRAIN INC | ||||||||||||
| 245 5TH STREET | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATIONS | $1,500 | |||||
| SOUTH MIAMI HOSPITAL FOUNDATION | ||||||||||||
| 6200 SW 73RD STREET | SOUTH MIAMI | FL | 33143 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| UNION OF MESSIANIC JEWISH CONGREGATIONS | ||||||||||||
| 529 JEFFERSON STREET NE | ALBUQUERQUE | NM | 87108 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| UNIVERSITY OF MIAMI - HILLEL | ||||||||||||
| 1100 STANFORD AVENUE | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL OPERATIONS | $35,000 | |||||
| UNIVERSITY OF MIAMI - PEDIATRIC CLINIC | ||||||||||||
| 1580 NW 10TH AVENUE 5TH FLOOR | MIAMI | FL | 33101 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| VOICES FOR CHILDREN FOUNDATION | ||||||||||||
| 1500 NW 12TH AVENUE SUITE 1117 | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $15,000 | |||||
| WOMAN'S CANCER ASSOCIATION OF UNIVERSITY OF MIAMI - BARTON-RAVLIN CHAPTER | ||||||||||||
| 10561 SW 140TH STREET | MIAMI | FL | 33176 | N/A | PC | GENERAL OPERATIONS | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $628,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,821 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,259,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,565,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,565,268 | 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 FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON: FIXED INCOME | BondNm |
| EOY Book Value | $4,404,732 | EOYBookValueAmt |
| EOYFMV | $4,440,634 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON: EQUITIES | $4,729,671 | $8,165,007 |
| BNY MELLON: NEUBERGER BERMAN LONG SHORT FUND | $150,000 | $172,558 |
| BNY MELLON: BNY MELLONG GLOBAL REAL RETURN FUND - CLASS Y | $140,000 | $163,849 |
| BNY MELLON: D F A COMMODITY STRATEGY PORTFOLIO | $50,000 | $51,978 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,611 | LegalFeesAmt |
| Net Investment Income | $2,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3,440 | BOYBookValueAmt |
| EOY Book Value | $1,837 | EOYBookValueAmt |
| EOYFMV | $1,837 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $1,798 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $987 | $0 | $0 |
| TELEPHONE | $3,582 | $0 | $0 |
| AUTO EXPENSES | $7,164 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $595 | $0 | $0 |
| ENTERTAINMENT AND DONOR CULTIVATION | $250 | $0 | $0 |
| SECRETARIAL SERVICES | $9,600 | $0 | $0 |
| LICENSES | $62 | $0 | $0 |
| PAYROLL PROCESSING FEES | $3,253 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $6,719 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,719 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,149 | Amt |
| Net Investment Income | $34,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,161 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,605 | $3,605 | $0 |
| EXCISE TAXES | $10,680 | $0 | $0 |