THE FLORMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FLORMAN FAMILY FOUNDATION INC (EIN 65-0662182)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202500579349100505
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T09:15:40-06:00 | 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 | 650662182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLORMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHELLEY MARCIANO WLD ENTERPRISES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9545237771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY MARCIANO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9545237771 | PhoneNum |
| Signature | 2025-02-25 | 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 | 2025-02-25 | 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 | $292,784 | 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 | $231,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,124,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,385,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,124,349 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,355,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,355,517 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,035 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,017 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,901 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,421,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,421,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,444,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,421,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,089,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,344,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,011 | CashBOYAmt |
| Cash EOY | $292,784 | CashEOYAmt |
| Cash EOYFMV | $292,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,470 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $3,062,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,198,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $512 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,382,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $292,784 | 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 | $6,382,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $292,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,382,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $292,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,382,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $292,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,382,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,089,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $292,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $292,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $8,385,379 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,261,030 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,124,349 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,124,349 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,124,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27,590 | TaxDueAmt |
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 | Yes (1) | 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 | SHELLEY MARCIANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545237771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHELLEY MARCIANO | ||||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FT LAUDERDALE | FL | 33301 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| MARK BLANK | ||||||||
| 1172 SOUTH DIXIE HIGHWAY 497 | MIAMI | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT J PUCK | ||||||||
| 2820 SE DUNE DRIVE 2105 | STUART | FL | 34996 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| NEIL FLORMAN | ||||||||
| 461 POINCIANA ISLAND DRIVE 1525 | SUNNY ISLES BEACH | FL | 33160 | DIRECTOR | 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 | $3,110,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,712,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,822,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,822,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,720,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,006 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,590 | TotalTaxAmt |
| Distributable Before Adj | $303,416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $303,416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $303,416 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,421,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,421,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,643 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,535 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $45,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $258,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,421,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $303,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,117,584 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,376,403 | 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 | $65,643 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,310,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,535 | ExcessFromYear4Amt |
| Excess From Year2 | $45,582 | ExcessFromYear2Amt |
| Excess From Year1 | $3,059 | ExcessFromYear1Amt |
| Excess From Current Year | $8,117,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER FOUNDATION INC | ||||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | FUNDING FOR PERFORMING ARTS AND ART EDUCATION | $50,000 | |
| AMERICAN BUSINESS IMMIGRATION COALITION | ||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | FUNDING FOR IMMIGRATION REFORM | $50,000 | |
| ANTI DEFAMATION LEAGUE FOUNDATION | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PC | FUNDING TO FIGHT ANTISEMITISM AND BIAS | $250,000 | |
| BAPTIST HOSPITAL OF MIAMI INC | ||||||||
| 8900 NORTH KENDALL DR | MIAMI | FL | 33176 | N/A | PC | FUNDING FOR MEDICAL CARE | $250,000 | |
| BISCAYNE BAY WATERKEEPER INC | ||||||||
| 220 MIRACLE MILE | CORAL GABLES | FL | 33134 | N/A | PC | FUNDING FOR PROTECTION OF THE WATERS OF SOUTH FLORIDA | $25,000 | |
| BOGGY CREEK GANG INC | ||||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 33176 | N/A | PC | FUNDING FOR CAMP FOR CHILDREN WITH SERIOUS ILLNESS | $50,000 | |
| CANCER RESEARCH INSTITUTE INC | ||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 000063111 | N/A | PC | FUNDING FOR CANCER RESEARCH | $300,000 | |
| CHILDREN'S BEREAVEMENT CENTER INC | ||||||||
| 6619 S DIXIE HIGHWAY 302 | MIAMI | FL | 33143 | N/A | PC | FUNDING FOR GRIEF SUPPORT FOR CHILDREN | $62,500 | |
| COMMUNITY FOUNDATION OF BROWARD INC | ||||||||
| 910 EAST LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | N/A | PC | FUNDING TO SUPPORT THE FOUNDATION'S COMMUNITY LEADERSHIP EFFORTS | $25,000 | |
| CROSS CREEK VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 19109 S COUNTY RD 325 | HAWTHORNE | FL | 32640 | N/A | PC | SUPPORT FOR VOLUNTEER FIRE DEPARTMENT | $5,000 | |
| FARM SHARE INC | ||||||||
| 14125 SW 320 ST | HOMESTEAD | FL | 33033 | N/A | PC | SUPPORT FOOD BANK FOR LOW INCOME INDIVIDUALS & FAMILIES | $550,000 | |
| FEEDING SOUTH FLORIDA INC | ||||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | SUPPORT FOOD BANK FOR LOW INCOME INDIVIDUALS & FAMILIES | $550,000 | |
| FLORIDA GRAND OPERA INC | ||||||||
| 8390 NW 25TH ST | MIAMI | FL | 33122 | N/A | PC | FUNDING FOR PERFORMING ARTS AND ART EDUCATION | $25,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC- BETTY FLORMAN ENDOWED SCH | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | STUDENT NURSING SCHOLARSHIPS | $1,550,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC- FOSTERING PANTHER PRIDE P | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | FUNDING FOR SUPPORT OF FORMER FOSTER CHILDREN TO SUCCEED/GRADUATE FROM FIU | $200,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC-FLORMAN FAMILY EMERGENCY S | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | STUDENT SCHOLARSHIPS | $480,000 | |
| FLORIDA OCEANOGRAPHIC SOCIETY INC | ||||||||
| 890 NE OCEAN BOULEVARD | STUART | FL | 34996 | N/A | PC | EDUCATION, RESEARCH AND ADVOCACY FOR FLORIDA'S COASTAL ECOSYSTEMS | $250,000 | |
| FRIENDS OF MIAMI ANIMALS FOUNDATION INC | ||||||||
| 2665 SOUTH BISCAYNE DR SUITE 1200 | COCONUT GROVE | FL | 33133 | N/A | PC | FUNDING TO SUPPORT MISSION TO SAVE AND IMPROVE THE LIVES OF HOMELESS PETS | $10,000 | |
| GREATER MIAMI JEWISH FEDERATION INC | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | FUNDING FOR SERVICES TO THE JEWISH COMMUNITY | $650,000 | |
| GREYSON'S CHOICE INC | ||||||||
| 9845 NW 1 CT | PLANTATION | FL | 33324 | N/A | PC | FUNDING TO PROTECT CHILDREN AND FAMILIES INVOLVED IN DOMESTIC VIOLANCE | $25,000 | |
| HABITAT FOR HUMANITY OF GREATER MIAMI INC | ||||||||
| 3800 NW 22 AVENUE | MIAMI | FL | 33142 | N/A | PC | FUNDING FOR CONSTRUCTION OF AFFORDABLE HOUSING | $200,000 | |
| HUMANE SOCIETY OF BROWARD COUNTY INC | ||||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | N/A | PC | FUNDING FOR CARE OF HOMELESS ANIMALS - ADOPTION, COMMUNITY SVC AND EDUCATION | $50,000 | |
| KEY WEST PLAYERS INC | ||||||||
| PO BOX 724 | KEY WEST | FL | 33041 | N/A | PC | FUNDING FOR PERFORMING ARTS | $3,500 | |
| KOZYAK MINORITY MENTORING FOUNDATION INC | ||||||||
| 2525 PONCE DE LEON 9TH FLOOR | CORAL GABLES | FL | 33134 | N/A | PC | FUNDING TO PROVIDE OPPORTUNITIES TO UNDERREPRESENTED LAW STUDENTS | $10,000 | |
| KRISTI HOUSE INC | ||||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | N/A | PC | FUNDING TO TREAT AND PREVENT CHILD SEXUAL ABUSE AND TRAFFICKING | $10,000 | |
| MIAMI CHILDRENS HEALTH SYSTEM INC | ||||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | N/A | PC | FUNDING TO PROVIDE CARE FOR CHILDREN AND PROMOTE LIFELONG HEALTH | $250,000 | |
| MIAMI CITY BALLET INC | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | FUNDING FOR STUDENT SCHOLARSHIPS | $25,000 | |
| MIAMI JEWISH HEALTH SYSTEMS INC | ||||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | FUNDING FOR HEALTH SERVICES TO THE LOCAL COMMUNITY | $350,000 | |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | ||||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | FUNDING FOR SERVICES TO THE BLIND AND VISUALLY IMPAIRED | $50,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | N/A | PC | FUNDING FOR MEDICAL RESEARCH RELATED TO PARKINSON'S DISEASE | $300,000 | |
| MOUNT SINAI MEDICAL CENTER OF FLORIDA INC | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | PC | FUNDING TO PROVIDE HEALTH CARE TO THE COMMUNITY | $250,000 | |
| PARKINSONS FOUNDATION INC | ||||||||
| 5757 WATERFORD DISTRICT DRIVE 310 | MIAMI | FL | 33126 | N/A | PC | FUNDING FOR RESEARCH | $75,000 | |
| PERFORMING ARTS CENTERS OF KEY WEST INC-TENNESSEE WM THEATRE | ||||||||
| 5901 COLLEGE ROAD | KEY WEST | FL | 33040 | N/A | PC | SUPPORT OF PERFORMING ARTS | $2,500 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST INC | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | FUNDING TO PROVIDE MEDICAL CARE | $50,000 | |
| RANSOM EVERGLADES SCHOOL INC | ||||||||
| 3575 MAIN HIGHWAY | MIAMI | FL | 33133 | N/A | PC | FUNDING TO SUPPORT EDUCATION OF STUDENTS | $100,000 | |
| SENIOR LIFT CENTER INC | ||||||||
| 12480 SW 127TH AVENUE | MIAMI | FL | 33186 | N/A | PC | COMMUNITY CENTER WITH ACTIVITIES FOR SENIORS | $50,000 | |
| SFPBS FOUNDATION INC | ||||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | SUPPORT FOR PUBLIC TELEVISION | $25,000 | |
| SOUTH FLORIDA WILDLIFE CENTER INC | ||||||||
| 3200 SW 4TH AVE | FORT LAUDERDALE | FL | 33315 | N/A | PC | FUNDING FOR RESCUE, REHABILITATION AND RELEASE OF INJURED AND ORPHAN WILDLIFE | $100,000 | |
| TEMPLE BETH AM | ||||||||
| 5950 N KENDALL DR | MIAMI | FL | 33156 | N/A | PC | FUNDING TO SUPPORT RELIGIOUS ACTIVITY | $50,000 | |
| TEMPLE JUDEA | ||||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | N/A | PC | FUNDING TO SUPPORT RELIGIOUS ACTIVITY | $100,000 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | FUNDING FOR RESTORATION AND PROTECTION OF THE EVERGLADES | $150,000 | |
| THE STUDIOS OF KEY WEST INC | ||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | N/A | PC | FUNDING TO SUPPORT ARTISTS, INSPIRE CREATIVITY AND BUILD COMMUNITY | $2,500 | |
| UNITED WAY MIAMI INC | ||||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | N/A | PC | FUNDING TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY | $100,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | FUNDING TO SUPPORT THE UNIVERSITY'S EDUCATIONAL ACTIVITIES | $100,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| 230 ASHE BUILDING 1252 MEMORIAL | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL SUPPORT OF THE UNIVERSITY | $50,000 | DRIVE |
| UNIVERSITY OF MIAMI-BASCOM PALMER | ||||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | N/A | PC | SUPPORT FOR TREATMENT, RESEARCH AND EDUCATION FOR EYE DISEASE | $50,000 | |
| UNIVERSITY OF MIAMI-OSHER LIFELONG LEARNING INSTITUTE | ||||||||
| 1550 BRESCIA AVENUE | CORAL GABLES | FL | 33146 | N/A | PC | FUNDING TO SUPPORT LEARNING ENVIRONMENT FOR OLDER INDIVIDUALS | $10,000 | |
| UNIVERSITY OF MIAMI-ROSENSTIEL SCHOOL OF MARINE & ATMOSPHERIC SCIENCE | ||||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 331491098 | N/A | PC | FUNDING TO SUPPORT SCIENTIFIC RESEARCH | $50,000 | |
| UNIVERSITY OF MIAMI-SCHOOL OF MEDICINECORE | ||||||||
| 1601 NORTHWEST 12TH AVENUE FLOOR 1 | MIAMI | FL | 33136 | N/A | PC | FUNDING TO TRAIN PHYSICIANS | $50,000 | |
| UNIVERSITY OF MIAMI-SONHS BF FACULTY & STUDENT EXC FUND | ||||||||
| PO BOX 248153 | CORAL GABLES | FL | 33124 | N/A | PC | FUNDING FOR FACULTY AND STUDENTS TO ATTEND PROFESSIONAL CONFERENCES/PRESENT RESEARCH | $300,000 | |
| UNIVERSITY OF MIAMI-SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||||
| 1475 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PC | SUPPORT FOR CANCER TREATMENT, RESEARCH AND EDUCATION | $100,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE SW 7TH FLOOR | WASHINGTON DC | DC | 20001 | N/A | PC | FUNDING TO PROVIDE MEALS TO PEOPLE IN CRISIS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,421,000 | 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 | $231,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,124,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,355,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,355,517 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,035 | LegalFeesAmt |
| Net Investment Income | $3,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $512 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL CORPORATION FEE | $61 | $0 | $0 |
| OFFICE EXPENSE | $66 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY-NT | CategoryTxt |
| Amt | $3,901 | Amt |
| Net Investment Income | $3,901 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $694 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $5,000 | $0 | $0 |