JOSE MILTON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSE MILTON FOUNDATION (EIN 26-2471929)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349101713
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:18:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650940479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERMELSTEIN HIDALGO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 PONCE DE LEON BLVD STE M-2 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347274 | 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 | 262471929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSE MILTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3054606300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 PONCE DE LEON BLVD STE 301 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANA MILTON | PersonNm |
| Person Title | PRES & CEO | PersonTitleTxt |
| Phone | 3054606300 | PhoneNum |
| Signature | 2025-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S MERMELSTEIN CPA | PreparerPersonNm |
| PTIN | P00503034 | PTIN |
| Phone | 3054442142 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,810,112 | 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 | $1,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,267 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $63,267 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $94,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,137 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $94,137 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $689,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,456,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,750 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,647,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $157,404 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $900 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,707 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,548 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,298,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,298,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,340,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,298,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,306,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $157,404 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,406 | CashBOYAmt |
| Cash EOY | $96,001 | CashEOYAmt |
| Cash EOYFMV | $95,998 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,832 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,843 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,047 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,047 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,116,277 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,128,417 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,098,681 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,491,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,884,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,356,287 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $832,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $871,073 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $828,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $390,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,689 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,142 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,078,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,378,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,810,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,078,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,378,954 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,078,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,378,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,078,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,378,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,078,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,306,459 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,384,917 | SubtotalAmt |
| Other Decreases | $5,963 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,378,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,750 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,655 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,655 | SubtotalAmt |
| Tax Based On Investment Income | $2,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $781 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,581 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,926 | OverpaymentAmt |
| Applied To ES Tax | $1,926 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANA MILTON | IndividualWithBooksNm |
| Phone | 3054606300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 PONCE DE LEON BLVD 301 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CECIL MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| FRANK MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ANA MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | PRES & CEO | 000.00 | $0 | $0 | $0 |
| ALEC MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ERIC MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DIANA MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| NICOLAS MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUSTIN MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANIELLA MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSICA MILTON | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOSEPH MILTON JR | ||||||||
| 3211 PONCE DE LEON BLVD 301 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,221,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,724,748 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,724,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,608,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $380,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $380,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,655 | TotalTaxAmt |
| Distributable Before Adj | $377,789 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $377,789 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $377,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,298,430 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,298,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $377,789 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $495,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $652,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,088,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,574,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,298,430 | QualifyingDistributionsAmt |
| Applied To Current Year | $377,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $920,641 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,495,210 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $495,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,999,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,828 | ExcessFromYear4Amt |
| Excess From Year3 | $177,415 | ExcessFromYear3Amt |
| Excess From Year2 | $652,289 | ExcessFromYear2Amt |
| Excess From Year1 | $2,088,451 | ExcessFromYear1Amt |
| Excess From Current Year | $920,641 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANA MILTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 PONCE DE LEON BLVD 301 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3054606300 | RecipientPhoneNum |
| Recipient Email Address | AVMILTON@BELLSOUTH.NET | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 5000 ROLE MODELS | ||||||||
| 1450 NE 2 AVE | SUITE 227 | MIAMI | FL | 33132 | UNRELATED | 501(C)(3) | UNRESTRICTED | $15,000 |
| AFP MIAMI | ||||||||
| 3090 ALTON ROAD | MIAMI BEACH | FL | 33140 | UNRELATED | 501(C)(3) | UNRESTRICTED | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | UNRELATED | 501(C)(3) | UNRESTRICTED | $30,000 | |
| BAPTIST HEALTH SOUTH FL FOUNDATION | ||||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | UNRELATED | 501(C)(3) | UNRESTRICTED | $200,000 | |
| BELEN JESUIT PREPARATORY SCHOOL | ||||||||
| 500 SW 127TH AVE | MIAMI | FL | 33184 | UNRELATED | 501(C)(3) | UNRESTRICTED | $225,000 | |
| BRANCHES INC | ||||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | UNRELATED | 501(C)(3) | UNRESTRICTED | $10,000 | |
| CORAL GABLES COMMUNITY FOUNDATION | ||||||||
| 288 ARAGON AVE STE D | CORAL GABLES | FL | 33134 | UNRELATED | 501(C)(3) | UNRESTRICTED | $20,000 | |
| GIRL SCOUTS OF TROPICAL FL | ||||||||
| 11347 SW 160TH ST | MIAMI | FL | 33157 | UNRELATED | 501(C)(3) | UNRESTRICTED | $7,500 | |
| JACKSON HEALTH FOUNDATION | ||||||||
| 1501 NW NORTH RIVER DR | MIAMI | FL | 33125 | UNRELATED | 501(C)(3) | UNRESTRICTED | $508,500 | |
| LUMINOUS ADVOCACY PROJECT | ||||||||
| 3257 NW 7TH AVE CIR | MIAMI | FL | 33127 | UNRELATED | 501(C)(3) | UNRESTRICTED | $2,500 | |
| MOUNT SINAI MEDICAL CENTER FOUND | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | UNRELATED | 501(C)(3) | UNRESTRICTED | $47,500 | |
| RAMTECH ROBOTICS ENGINEERING STEAM | ||||||||
| 8865 SW 16TH ST | MIAMI | FL | 33165 | UNRELATED | 501(C)(3) | UNRESTRICTED | $2,000 | |
| RONALD MCDONALD HOUSE OF CHARITIES | ||||||||
| 110 N CARPENTER ST | CHICAGO | IL | 60607 | UNRELATED | 501(C)(3) | UNRESTRICTED | $6,000 | |
| SHAKE-A-LEG MIAMI | ||||||||
| 2620 S BAYSHORE DR | COCONUT GROVE | FL | 33133 | UNRELATED | 501(C)(3) | UNRESTRICTED | $10,000 | |
| THE FOUNDTN FOR NEW EDUC INITIATIVE | ||||||||
| 1450 NE 2ND AVE STE 931 | MIAMI | FL | 33132 | UNRELATED | 501(C)(3) | UNRESTRICTED | $45,000 | |
| UNITED WAY OF MIAMI-DADE COUNTY | ||||||||
| 3250 SW 3 AVE | MIAMI | FL | 33129 | UNRELATED | 501(C)(3) | UNRESTRICTED | $33,500 | |
| UNIVERSITY OF MIAMI | ||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | UNRELATED | 501(C)(3) | UNRESTRICTED | $130,930 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,298,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,267 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $689,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $847,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $847,044 | 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 |
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 Person | NILDA MILTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 ARVIDA PARKWAY | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| WF 1800 ST-COVERED | PURCHASE | $486,781 | $479,927 | $6,854 | ||
| WF 1800 LT-COVERED | PURCHASE | $2,197,232 | $1,598,583 | $598,649 | ||
| MERRILL 02058 ST-COVERED | PURCHASE | $146,227 | $140,639 | $5,588 | ||
| MERRILL 02057 ST-COVERED | PURCHASE | $14,207 | $14,639 | -$432 | ||
| MERRILL 02056 ST-COVERED | PURCHASE | $46,312 | $46,541 | -$229 | ||
| MERRILL 02112 ST-COVERED | PURCHASE | $72,911 | $69,514 | $3,397 | ||
| BLAKCROCK LIQUIDITY FUND | PURCHASE | $11,603 | $11,603 | |||
| MERRILL 02111 ST-COVERED | PURCHASE | $5,034 | $4,991 | $43 | ||
| BLAKCROCK LIQUIDITY FUND | PURCHASE | $400,020 | $400,000 | $20 | 2024-03 | 2024-03 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS-WF AGG451918 | BondNm |
| EOY Book Value | $871,073 | EOYBookValueAmt |
| EOYFMV | $828,125 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC & INT'L EQ-WF AGG451918 | $2,113,588 | $3,562,971 |
| DOMESTIC & INT'L EQ-MERRILL AGG02055 | $1,771,307 | $1,793,316 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,128,417 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,098,681 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE FUNDS- WF AGG451918 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $133,689 | BookValueAmt |
| EOYFMV | $166,142 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $5,963 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES-WF 45191800 | $33,548 | $33,548 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WF FOREIGN INCOME TAXES | $5,015 | $5,015 |
| FEDERAL EXCISE TAXES | $2,692 | $2,692 |