JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC (EIN 06-1669075)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-14
IRS object ID: 201723189349101787
Schema version: 2016v3.0
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-14T15:05:21-06:00	ReturnTs
Tax Period End	2016-12-31	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 & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2699 S BAYSHORE DRIVE	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33133	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	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	C/O MICHAEL KATZ 2699 S BAYSHORE DR	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33133	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL KATZ	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	3058562444	PhoneNum
Signature	2017-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID MERZEL CPA	PreparerPersonNm
PTIN	P00089178	PTIN
Phone	3058585600	PhoneNum
Preparation	2017-11-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.236.133.1	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-13	IPDt
IP Tm	09:32:59	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3998F7D3048A8A979FF1076E3514C9442E28B086	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AA0D55171D42E1B9F96B6D0271635E1546BC93BA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,089,735	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	$1,069,941	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$155,965	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$141,209	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$96,177	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,025,538	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$96,177	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,322,083	TotalRevAndExpnssAmt
Total Net Invst Incm	$237,386	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$170,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$42,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$24,936	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$0	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,390	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,390	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$22,235	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,120	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$67,606	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$23,917	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$289,667	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$75,427	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$449,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$449,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$738,667	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$75,427	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$449,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$583,416	ExcessRevenueOverExpensesAmt
Net Investment Income	$161,959	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$34,568	CashBOYAmt
Cash EOY	$28,403	CashEOYAmt
Cash EOYFMV	$28,403	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,455,578	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$746,383	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$746,383	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,959,281	CorporateStockBOYAmt
Corporate Stock EOY	$8,252,860	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,310,259	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$2,228	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,228	LandBldgEquipAccumDeprecAmt
Other Assets BOY	$899	OtherAssetsBOYAmt
Other Assets EOY	$4,690	OtherAssetsEOYAmt
Other Assets EOYFMV	$4,690	OtherAssetsEOYFMVAmt
Total Assets BOY	$8,450,326	TotalAssetsBOYAmt
Total Assets EOY	$9,032,336	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,089,735	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$8,450,326	RetainedEarningBOYAmt
Retained Earning EOY	$9,032,336	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,450,326	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,032,336	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,450,326	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,032,336	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,450,326	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$583,416	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$9,033,742	SubtotalAmt
Other Decreases	$1,406	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$9,032,336	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	$1,997,797	$1,929,361	$68,436	$68,436
CLASS ACTION PROCEEDS	P	$88		$88	$88
CAPITAL GAINS DIVIDENDS	P	$27,653		$27,653	$27,653

Field	Value	IRS element (for citing)
Capital Gain Net Income	$96,177	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$434,375	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,356,153	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051983	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$437,250	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,790,529	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.056126	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$468,250	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,027,423	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.066632	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$459,500	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,477,707	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.083885	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$469,029	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,095,881	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.092041	DistributionYr5Rt
Total Distribution	0.350667	TotalDistributionRt
Average Distribution	0.070133	AverageDistributionRt
Net Vl Noncharitable Assets	$8,180,186	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$573,701	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,620	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$575,321	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$449,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,239	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,239	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,239	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,664	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$5,664	TotalPaymentsAndCreditsAmt
Overpayment	$2,425	OverpaymentAmt
Applied To ES Tax	$2,425	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

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
SHERRIE S GARFIELD
2901 S BAYSHORE DRIVE 3G	MIAMI	FL	33133	DIRECTOR	5.00	$0	$0	$0
WALTER E LIEBER
3210 TREASURE TROVE LANE	MIAMI	FL	33133	PRESIDENT & DIRECTOR	30.00	$145,000	$24,937	$0
MICHAEL D KATZ
2699 SOUTH BAYSHORE DRIVE 7TH FLOOR	MIAMI	FL	33133	DIRECTOR	5.00	$25,000	$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	$7,442,016	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$862,741	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,304,757	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,304,757	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$124,571	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,180,186	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$409,009	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$409,009	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,239	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,239	TotalTaxAmt
Distributable Before Adj	$405,770	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$405,770	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$405,770	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$449,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$449,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$449,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$405,770	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$216,317	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$187,573	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$127,316	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$52,114	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$21,870	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$605,190	TotalExcessDistributionCyovAmt
Qualifying Distributions	$449,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$405,770	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$43,230	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$648,420	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	$216,317	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$432,103	ExcessDistriCyovToNextYrAmt
Excess From Year4	$187,573	ExcessFromYear4Amt
Excess From Year3	$127,316	ExcessFromYear3Amt
Excess From Year2	$52,114	ExcessFromYear2Amt
Excess From Year1	$21,870	ExcessFromYear1Amt
Excess From Current Year	$43,230	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 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
ALFALIT INTERNATIONAL
3026 NW 79TH AVENUE	MIAMI	FL	33122	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
BARTON-RAVLIN CHAPTER THE WOMEN'S CANCER ASSOCIATION UNIVERSITY OF MIAMI
1350 WEST FLAGLER ST	MIAMI	FL	331352320	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
BELLO HORIZONTE ASSOCIACAO MINISTERIO ENSINADNDO DE SIAO-BRAZIL
				N/A	PUBLIC CHARITY	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	PUBLIC CHARITY	GENERAL OPERATIONS	$30,000
BOYS AND GIRLS CLUB OF MIAMI-DADE INC
2805 SW 32ND AVENUE	MIAMI	FL	33133	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$20,000
CADE AND KATELYN FUND - OHIO STATE UNIVERSITY
2741 LICKING VALLEY ROAD NE	NEWARK	OH	43055	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
CHAPMAN PARTNERSHIP
1550 NORTH MIAMI AVENUE	MIAMI	FL	33136	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
CHEVRA
PO BOX 596	WEST SIMSBURY	CT	06902	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$15,000
CHILDREN'S BEREAVEMENT CENTER
7600 S RED ROAD 307	SOUTH MIAMI	FL	33143	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$15,000
CHILDREN'S HOME SOCIETY
2805 SW 32ND AVENUE	MIAMI	FL	33133	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$35,000
EDUCATE TOMORROW CORP
1717 N BAYSHORE DRIVE 203	MIAMI	FL	33132	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$25,000
FRIENDS OF THE YEMIN ORDER
4340 EAST-WEST HWY SUITE 202	BETHESDA	MD	20814	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVD	MIAMI	FL	33137	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$20,000
HIS HOUSE CHILDREN'S HOME
20000 NW 47TH AVENUE	OPALOCKA	FL	33055	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$20,000
KRISTI HOUSE INC
1265 NW 12TH AVENUE	MIAMI	FL	33136	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
LEKET ISRAEL
PO BOX 2090	TEANECK	NJ	076661490	N/A		GENERAL CHARITABLE	$5,000
MESSIANIC JEWISH BIBLE INSTITUTE (MJBI)
PO BOX 535185	GRAND PRAIRIE	TX	75053	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$15,000
MESSIANIC JEWISH THEOLOGICAL INSTITUTE (MJTI)
PO BOX 1521	ANN ARBOR	MI	48106	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$30,000
MIAMI PROJECT TO CURE PARALYSIS
PO BOX 016960 R-48	MIAMI	FL	33101	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
NEAT STUFF INC
2624 NW 21ST TERRACE	MIAMI	FL	33142	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
SHAKE A LEG MIAMI INC
2620 S BAYSHORE DRIVE	COCONUT GROVE	FL	33133	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$17,000
SMILE TRAIN INC
245 5TH STREET	NEW YORK	NY	10016	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,500
SOUTH MIAMI HOSPITAL FOUNDATION
6200 SW 73RD STREET	SOUTH MIAMI	FL	33143	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
TEL AVIV FOUNDATION
220 FIFTH AVENUE SUITE 1301	NEW YORK	NY	10001	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$30,000
UNION OF MESSIANIC JEWISH CONGREGATIONS
529 JEFFERSON STREET NE	ALBUQUERQUE	NM	87108	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$30,000
UNIVERSITY OF MIAMI - DEPT OF PEDIATRICS
1601 NW 12TH AVENUE	MIAMI	FL	33136	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
UNIVERSITY OF MIAMI - HILLEL
1100 STANFORD AVENUE	CORAL GABLES S	FL	33146	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$35,000
VOICES FOR CHILDREN FOUNDATION
1500 NW 12TH AVENUE SUITE 1117	MIAMI	FL	33136	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$15,000
WOMAN'S CANCER ASSOCIATION OF UNIVERSITY OF MIAMI - BARTON-RAVLIN CHAPTER
10561 SW 140TH STREET	MIAMI	FL	33176	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$449,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$155,965	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$96,177	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$252,142	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$252,142	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	SHERRIE S GARFIELD CLAT	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2901 SOUTH BAYSHORE DRIVE	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33133	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,069,941	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	KAUFMAN ROSSIN & CO. - ACCOUNTING FEES	CategoryTxt
Amt	$2,500	Amt
Net Investment Income	$2,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK AND MUTUAL FUNDS	StockNm
EOY Book Value	$8,252,860	EOYBookValueAmt
EOYFMV	$9,310,259	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,390	LegalFeesAmt
Net Investment Income	$2,390	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTEREST/DIVIDENDS RECEIVABLE	$899	$894	$894
PAYROLL LIABILITY PREPAYMENT	$0	$3,796	$3,796

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
CHANGES IN NET ASSETS [BASIS ADJUSTMENTS]	$1,404
OTHER CHANGES IN NET ASSETS	$2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES	$728	$0	$0
TELEPHONE	$3,015	$0	$0
AUTO EXPENSES	$6,762	$0	$0
DUES AND SUBSCRIPTIONS	$3,211	$0	$0
ENTERTAINMENT	$5,317	$0	$0
SECRETARIAL SERVICES	$24,000	$0	$0
TRAVEL EXPENSE	$656	$0	$0
INVESTMENT FEES	$23,917	$23,917	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$9,449	$0	$0
FOREIGN TAXES WITHHELD	$4,120	$4,120	$0
FEDERAL TAXES	$7,540	$0	$0
EXCISE TAXES	$1,126	$0	$0