JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC (EIN 06-1669075)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349100249
- 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
- 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 | 2025-11-11T09:24:50-06:00 | 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 | 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 | 8060 VALHALLA DRIVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER E LIEBER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058562444 | PhoneNum |
| Signature | 2025-11-10 | 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 | SCOTT GOLDBERGER | PreparerPersonNm |
| PTIN | P01407232 | PTIN |
| Phone | 3058585600 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,317,817 | 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 | $305,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,217,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,996 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $868 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $868 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $386,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,627 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,907 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,868 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $934 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,194 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,830 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $533,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $533,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $583,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$447,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,373 | CashBOYAmt |
| Cash EOY | $24,854 | CashEOYAmt |
| Cash EOYFMV | $24,854 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,934,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,563,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,256,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,961,962 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,869,325 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,829,776 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,113,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,665,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,317,817 | 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 | $10,113,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,665,196 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,113,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,665,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,113,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,665,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,113,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$447,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,666,032 | SubtotalAmt |
| Other Decreases | $836 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,665,196 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,287,409 | $2,216,086 | $71,323 | $71,323 |
| PUBLICLY TRADED SECURITIES | P | $3,893,034 | $3,921,823 | -$28,789 | -$28,789 |
| CAPITAL GAINS DIVIDENDS | P | $37,462 | $37,462 | $37,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,560 | 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 | $7,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,549 | OverpaymentAmt |
| Applied To ES Tax | $3,549 | 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 | 8060 VALHALLA DRIVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | 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 | ||||||||
| 8060 VALHALLA DRIVE | DELRAY BEACH | FL | 33446 | PRESIDENT | 30.00 | $150,000 | $19,627 | $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 | $11,040,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,192,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,192,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,024,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $551,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $551,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,011 | TotalTaxAmt |
| Distributable Before Adj | $547,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $547,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $547,211 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $583,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $583,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $547,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,782 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $583,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $547,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,420 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,420 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 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 | $30,000 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | N/A | PC | GENERAL CHARITABLE | $20,000 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATIONS | $5,000 | |||||
| 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 | $25,000 | |||||
| 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 | $30,000 | |||||
| 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 | $20,000 | |||||
| CHILDREN'S HOME SOCIETY | ||||||||||||
| 2805 SW 32ND AVENUE | MIAMI | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| 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 | $20,000 | |||||
| GENESIS HOPEFUL HAVEN | ||||||||||||
| 19000 SW 112TH AVE | MIAMI | FL | 33157 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| GREATER MIAMI JEWISH FEDERATION | ||||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | GENERAL OPERATIONS | $20,272 | |||||
| HIS HOUSE CHILDREN'S HOME | ||||||||||||
| 20000 NW 47TH AVENUE | OPALOCKA | FL | 33055 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| KRISTI HOUSE INC | ||||||||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $21,641 | |||||
| MESSIANIC JEWISH THEOLOGICAL INSTITUTE (MJTI) | ||||||||||||
| PO BOX 1521 | ANN ARBOR | MI | 48106 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| MIAMI LIGHTHOUSE FOR THE BLIND | ||||||||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| SHAKE A LEG MIAMI INC | ||||||||||||
| 2620 S BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | PC | GENERAL OPERATIONS | $20,000 | |||||
| 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 - DEPT OF PEDIATRICS | ||||||||||||
| 1601 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $10,000 | |||||
| UNIVERSITY OF MIAMI - HILLEL | ||||||||||||
| 1100 STANFORD AVENUE | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL OPERATIONS | $30,000 | |||||
| VOICES FOR CHILDREN FOUNDATION | ||||||||||||
| 1500 NW 12TH AVENUE SUITE 1117 | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $20,000 | |||||
| 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 | $533,413 | 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 | $305,529 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,996 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $386,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,393 | 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 | $7,500 | Amt |
| Net Investment Income | $3,750 | 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 | $4,869,325 | EOYBookValueAmt |
| EOYFMV | $4,829,776 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON: EQUITIES | $4,229,335 | $5,893,466 |
| BNY MELLON: NEUBERGER BERMAN LONG SHORT FUND | $87,830 | $105,836 |
| BNY MELLON: BNY MELLON GLOBAL REAL RETURN FUND - CLASS Y | $140,000 | $143,673 |
| BNY MELLON: BNY MELLON DEVELOPED MARKETS REAL ESTATE SECURITIES FUND | $106,819 | $113,179 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,868 | LegalFeesAmt |
| Net Investment Income | $934 | 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 | $1,667 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $836 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $617 | $0 | $0 |
| TELEPHONE | $1,700 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $695 | $0 | $0 |
| ENTERTAINMENT AND DONOR CULTIVATION | $233 | $0 | $0 |
| SECRETARIAL SERVICES | $9,600 | $0 | $0 |
| LICENSES | $61 | $0 | $0 |
| PAYROLL PROCESSING FEES | $3,707 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $868 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $868 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $45,347 | $45,347 | $0 |
| INVESTMENT EXPENSE | $2,238 | $2,238 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $19,364 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $2,830 | $2,830 | $0 |