ALBERT H & JANE D NAHMAD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H & JANE D NAHMAD FOUNDATION INC (EIN 27-3971556)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-05
- IRS object ID
- 202522179349100817
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Applied To Prior Year Election
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-05T13:28:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273971556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H AND JANE D NAHMAD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3057144100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE 901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE F SCHIMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3057144100 | PhoneNum |
| Signature | 2025-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CUSTER | PreparerPersonNm |
| PTIN | P00262706 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2025-08-05 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,804,881 | 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 | $563,071 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,551 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,551 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,407,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,407,413 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,998,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,434,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $113,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,447,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,447,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,780,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,447,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$782,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,431,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,228 | CashBOYAmt |
| Cash EOY | $37,360 | CashEOYAmt |
| Cash EOYFMV | $37,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,439,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,443,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,443,533 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,995,401 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,183,182 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,236,306 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $24,058,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,058,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,079,143 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,208 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,667 | LandBOYAmt |
| Land EOY | $7,792 | LandEOYAmt |
| Land EOYFMV | $7,792 | LandEOYFMVAmt |
| Other Assets BOY | $1,251 | OtherAssetsBOYAmt |
| Other Assets EOY | $747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,513,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,730,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,804,881 | 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 | $34,513,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,730,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,513,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,730,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,513,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,730,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,513,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$782,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,730,992 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,730,992 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,731 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,731 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $277 | EsPenaltyAmt |
| Overpayment | $10,655 | OverpaymentAmt |
| Applied To ES Tax | $10,655 | 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 | BARRY LOGAN | IndividualWithBooksNm |
| Phone | 3057144100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 SOUTH BAYSHORE DRIVE SUITE 901 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| VALERIE F SCHIMEL | ||||||||
| 2665 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | PRESIDENT | 28.00 | $205,417 | $0 | $0 |
| JANE D NAHMAD | ||||||||
| 2665 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AARON J NAHMAD | ||||||||
| 2665 SOUTH BAYSHORE DRIVE SUITE 901 | MIAMI | FL | 33133 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $90,301,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $961,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,262,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,262,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,368,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,893,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,494,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,494,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,799 | TotalTaxAmt |
| Distributable Before Adj | $4,460,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,460,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,460,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,447,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,447,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,460,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,268,922 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $175,305 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,447,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,268,922 | AppliedToYear1Amt |
| Applied To Prior Years | $175,305 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,298 | 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 | $4,457,589 | 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER | |||||||
| 1300 BISCAYNE BOULEVARD | MIMI | FL | 33132 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATIONS | $100,000 |
| BAPTIST HEALTH FOUNDATION INC | |||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 72205 | N/A | PC | GENERAL OPERATIONS | $1,050,000 |
| BARRY UNIVERSITY | |||||||
| 11300 NE 2ND AVENUE | MIAMI | FL | 33161 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| BOOKLEGGERS LIBRARY INC | |||||||
| 561 NW 32ND STREET | MIAMI | FL | 33127 | N/A | PC | GENERAL OPERATIONS | $60,000 |
| CAMP VEGA FOUNDATION | |||||||
| 187 S SALEM ROAD | RIDGEFIELD | CT | 06877 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| DOING GOOD TOGETHER | |||||||
| 5141 16TH AVENUE SOUTH | MINNEAPOLIS | MN | 55417 | N/A | PC | GENERAL OPERATIONS | $87,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | GENERAL OPERATIONS | $130,000 |
| EMILY'S ENTOURAGE | |||||||
| 100 ST GEORGES ROAD G1 | ARDMORE | PA | 19003 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN INC | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | GENERAL OPERATIONS | $100,000 |
| FESTIVAL OF ARTS OF LAGUNA BEACH | |||||||
| 650 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| FRIENDS OF THE BASS MUSEUM INC | |||||||
| 2100 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| FRIENDSHIP CIRCLE OF MIAMI | |||||||
| 8700 SW 12TH STREET | MIAMI | FL | 33176 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| FROST SCIENCE MUSEUM | |||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVENUE SUITE 230 | MIAMI | FL | 33134 | N/A | PC | GENERAL OPERATIONS | $45,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| GUITARS OVER GUNS | |||||||
| 169 EAST FLAGLER STREET SUITE 1134 | MIAMI | FL | 33131 | N/A | PC | GENERAL OPERATIONS | $40,000 |
| HEALTH INFORMATION PROJECT | |||||||
| 4601 PONCE DE LEON SUITE 300 | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL OPERATIONS | $75,000 |
| INSTITUTE OF THE CONTEMPORARY ART MIAMI INC | |||||||
| 61 NE 41ST STREET | MIAMI | FL | 33137 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| JACKSON HEALTH FOUNDATION INC | |||||||
| 1500 NE 12TH AVENUE SUITE 1117 | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 12000 BISCAYNE BOULEVARD | NORTH MIAMI | FL | 33181 | N/A | PC | GENERAL OPERATIONS | $40,000 |
| JOSHUA'S HEART FOUNDATION INC | |||||||
| PO BOX 640342 | MIAMI | FL | 33164 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| MAKE A WISH | |||||||
| 4491 SOUTH STATE ROAD 7 SUITE 201 | FORT LAUDERDALE | FL | 33314 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| MIAMI BEACH GARDEN CONSERVANCY | |||||||
| 2000 CONVENTION CENTER DRIVE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| MIAMI BOOK FAIR | |||||||
| 300 NE SECOND AVENUE | MIAMI | FL | 33132 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | GENERAL OPERATIONS | $31,000 |
| MIAMI THEATER CENTER | |||||||
| 9806 NE 2ND AVENUE | MIAMI SHORES | FL | 33138 | N/A | PC | GENERAL OPERATIONS | $40,000 |
| MIAMI WATERKEEPER | |||||||
| 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| MISSION HOSPITAL | |||||||
| 425 W NEW ENGLAND AVENUE NO 300 | WINTER PARK | FL | 32789 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| NANTUCKET BOYS & GIRLS CLUB | |||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02551 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| NATIONAL SCLERODERMA FOUNDATION INC | |||||||
| 300 ROSEWOOD DRIVE NO 105 | DANVERS | MA | 01923 | N/A | PC | GENERAL OPERATIONS | $70,000 |
| NEIGHBORS FOR NEIGHBORS | |||||||
| 119 PRESERVE VALLEY ROAD | CRANBERRY TWP | PA | 16066 | N/A | PC | GENERAL OPERATIONS | $32,500 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| NICKLAUS CHILDREN'S HOSPITAL | |||||||
| 3100 SW 62ND AVENUE | MIAMI | FL | 33155 | N/A | PC | GENERAL OPERATIONS | $45,000 |
| NORTH BEACH ELEMENTARY PTA | |||||||
| 4100 PRARIE AVENUE | MIAMI BEACH | FL | 33140 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| PRODUCED WITH A PURPOSE | |||||||
| 8950 SW 74TH COURT SUITE 2201 A-59 | MIAMI | FL | 33156 | N/A | PC | GENERAL OPERATIONS | $18,000 |
| RANSOM EVERGLADES SCHOOL | |||||||
| 2045 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| SOUTH MIAMI HOSPITAL INC | |||||||
| 6200 SW 73RD STREET | MIAMI | FL | 33143 | N/A | PC | GENERAL OPERATIONS | $100,000 |
| SUNDARI FOUNDATION INC (LOTUS HOUSE) | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $65,000 |
| SWEET DREAM MAKERS INC | |||||||
| 55 NE 5TH AVENUE | BOCA RATON | FL | 33432 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $82,500 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| THE MIAMI HEAT FOUNDATION INC | |||||||
| 40 NW 3RD STREET 305 | MIAMI | FL | 33128 | N/A | PC | GENERAL OPERATIONS | $200,000 |
| THE MOONLIGTHERS INC | |||||||
| N8694 E FRIESLAND ROAD | RANDOLPH | WI | 53956 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| TRUE NORTH CLASSICAL ACADEMY | |||||||
| 9393 SUNSET DRIVE | MIAMI | FL | 33173 | N/A | PC | GENERAL OPERATIONS | $40,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| VOICES FOR CHILDREN FOUNDATION INC | |||||||
| 601 1ST COURT - 10TH FLOOR | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH STREET SUITE 450 | DORAL | FL | 33166 | N/A | PC | GENERAL OPERATIONS | $61,525 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152 STREET | MIAMI | FL | 33177 | N/A | PC | GENERAL OPERATIONS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,447,525 | 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 | $27,551 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,407,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,434,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,434,964 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H & JANE D NAHMAD 2010 CHARITABLE LEAD ANNUITY TRUS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 S BAYSHORE DRIVE | AddressLine1Txt |
| City | COCONUT GROVE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $563,071 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $3,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| FOUNDANT TECHNOLOGIES | 2022-05-10 | $10,000 | $8,333 | 24.000000000000 | $1,667 | $0 | $10,000 |
| FOUNDANT TECHNOLOGIES | 2024-05-20 | $11,000 | 24.000000000000 | $3,208 | $0 | $3,208 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM TAX YEAR ENDING DECEMBER 31, 2022 IN THE AMOUNT OF $175,305. | ElectionDesc |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,183,182 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,236,306 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WATSCO, INC. CLASS B COMMON (174,360 SH) | AT COST | $23,550,971 | $82,371,151 |
| WATSCO, INC. (1,494 SH) | AT COST | $507,407 | $707,992 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FOUNDANT TECHNOLOGIES | $10,000 | $10,000 | $0 |
| FOUNDANT TECHNOLOGIES | $11,000 | $3,208 | $7,792 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $1,251 | BOYBookValueAmt |
| EOY Book Value | $747 | EOYBookValueAmt |
| EOYFMV | $747 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $61 | $0 | $0 |
| PAYROLL EXPENSES | $1,564 | $0 | $0 |
| OFFICE EXPENSES | $328 | $0 | $0 |
| AMORTIZATION | $4,875 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $100,244 | $0 | $0 |
| PAYROLL TAXES | $13,439 | $0 | $0 |