HERTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HERTZ FAMILY FOUNDATION INC (EIN 88-4280863)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105771
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:48:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452798528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBAUM SOBEL WEINRUB LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 S PINE ISLAND ROAD 220 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | 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 | 884280863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERT | BusinessNameControlTxt |
| Phone | 3055291500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9555 N KENDALL DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANA HERTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3052814635 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON WEINRUB CPA | PreparerPersonNm |
| PTIN | P01277159 | PTIN |
| Phone | 9547448440 | PhoneNum |
| 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) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,321,680 | 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 | $103,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,297 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $103,297 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,943,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,612 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $103,297 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103,297 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,887 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,726 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,013,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,838,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,214,919 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,035 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,035 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,110,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,944,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,321,680 | 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 | $4,110,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,944,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,110,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,110,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,944,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,110,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,944,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $315 | GrossSalesPriceAmt |
| Gain Or Loss | $315 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $315 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $79 | EsPenaltyAmt |
| Tax Due | $1,519 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANA HERTZ | IndividualWithBooksNm |
| Phone | 3052814635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9555 N KENDALL DR SUITE 200 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33176 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANA HERTZ | ||||||||
| 9555 N KENDALL DR SUITE 200 | MIAMI | FL | 33176 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANDREW HERTZ | ||||||||
| 9555 N KENDALL DR SUITE 200 | MIAMI | FL | 33176 | FOUNDATION MANAGER | 0.00 | $0 | $0 | $0 |
| STEPHEN HERTZ | ||||||||
| 9555 N KENDALL DR SUITE 200 | MIAMI | FL | 33176 | FOUNDATION MANAGER | 0.00 | $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 | $4,200,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,382,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,382,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,316,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,440 | TotalTaxAmt |
| Distributable Before Adj | $214,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $224,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,643 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,643 | 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 | $9,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,643 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW HERTZ | ContributingManagerNm |
| Contributing Manager | STEPHEN HERTZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW HERTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9555 NORTH KENDALL DRIVE SUITE 200 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3055291403 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTOR'S PLAYHOUSE AT MIRACLE THEATRE | |||||||
| 280 MIRACLE MILE | CORAL GABLES | FL | 33134 | NONE | 501(C) | CHARITY | $1,041 |
| ADRIENNE ARSHT CENTER | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C) | CHARITY | $1,200 |
| ALPER JCC MIAMI | |||||||
| 11155 SW 112 AVENUE | MIAMI | FL | 33176 | NONE | 501(C) | CHARITY | $521 |
| ALPHA GAMMA DELTA | |||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C) | CHARITY | $100 |
| ASSOCIATION OF FUNDRAISING PROFFESSIONALS MIAMI CHAPTER | |||||||
| 1200 BRICKELL BAY DR | MIAMI | FL | 33131 | NONE | 501(C) | CHARITY | $150 |
| AV MED ORANGE BOWL | |||||||
| 14360 NW 77TH COURT | MIAMI LAKES | FL | 33016 | NONE | 501(C) | CHARITY | $218 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | NONE | 501(C) | CHARITY | $29,720 |
| BIG BROTHERS BIG SISTERS | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | NONE | 501(C) | CHARITY | $700 |
| BILL COSFORD CINEMA FOR UNIVERSITY OF MIAMI | |||||||
| 5030 BRUNSON DR MEMORIAL BLDG 227 | CORAL GABLES | FL | 33124 | NONE | 501(C) | CHARITY | $521 |
| BODY SOUL MIAMI | |||||||
| 3183 SW 38TH CT | MIAMI | FL | 33146 | NONE | 501(C) | CHARITY | $132 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | 501(C) | CHARITY | $340 |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | 501(C) | CHARITY | $5,500 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVENUE | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $6,000 |
| CHAPMAN PARTNERSHIP | |||||||
| 1550 NORTH MIAMI AVE | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $100 |
| CUSHMAN SCHOOL | |||||||
| 592 NE 60TH ST | MIAMI | FL | 33137 | NONE | 501(C) | CHARITY | $4,048 |
| CYPRESS BAY LIGHTNING DRAMA | |||||||
| 18600 VISTA PARK BLVD | WESTON | FL | 33332 | NONE | 501(C) | CHARITY | $48 |
| DADE HERITAGE TRUST INC | |||||||
| 190 SE 12 TERRACE | MIAMI | FL | 33131 | NONE | 501(C) | CHARITY | $1,041 |
| DESAI SETHI UROLOGY INSTITUTE FOR UNIVERSITY OF MIAMI | |||||||
| 1120 NW 14TH ST | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $104 |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | NONE | 501(C) | CHARITY | $12,282 |
| DIBIA DREAM | |||||||
| 3246 N MIAMI AVE BOX 370892 | MIAMI | FL | 33137 | NONE | 501(C) | CHARITY | $260 |
| DOLPHINS CYCLING CHALLENGE | |||||||
| 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | NONE | 501(C) | CHARITY | $4,100 |
| DOUBLE GOOD POPCORN BURR | |||||||
| 16W030 83RD ST | BURR RIDGE | IL | 60527 | NONE | 501(C) | CHARITY | $139 |
| DUMOND CONSERVANCY FOR PRIMATES AND TROPICAL FORESTS INC | |||||||
| 14805 SW 216TH STREET | MIAMI | FL | 33170 | NONE | 501(C) | CHARITY | $1,041 |
| EARLY CHILDHOOD CENTER | |||||||
| 3010 COLUMBUS BLVD | CORAL GABLES | FL | 33134 | NONE | 501(C) | CHARITY | $100 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 EYE ST NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | 501(C) | CHARITY | $200 |
| FAIRCHILD GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | 501(C) | CHARITY | $245 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | NONE | 501(C) | CHARITY | $100 |
| FL ATTRACTIONS SCHOLARSHIPS | |||||||
| 1114 N GADSDEN STREET | TALLAHASSEE | FL | 32303 | NONE | 501(C) | CHARITY | $7,500 |
| FRIENDS OF THE UNDERLINE INC | |||||||
| 1800 SW 1ST AVE 504 | MIAMI | FL | 33129 | NONE | 501(C) | CHARITY | $521 |
| GIRL SCOUTS OF TROPICAL FLORIDA | |||||||
| 9950 OLD CUTLER RD | MIAMI | FL | 33156 | NONE | 501(C) | CHARITY | $4,687 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | NONE | 501(C) | CHARITY | $250 |
| GULLIVER PREP | |||||||
| 6575 NORTH KENDALL DRIVE | MIAMI | FL | 33156 | NONE | 501(C) | CHARITY | $521 |
| HARVARD UNIVERSITY | |||||||
| HARVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | NONE | 501(C) | CHARITY | $150 |
| HELEN HAYES HOSPITAL | |||||||
| 51-55 RT 9W N | WEST HAVERSTRAW | NY | 10993 | NONE | 501(C) | CHARITY | $1,000 |
| ISRAEL LACROSSE | |||||||
| 500 CUMMINGS CENTER SUITE 1600 | BEVERLY | MA | 01915 | NONE | 501(C) | CHARITY | $100 |
| JUNIOR LEAGUE OF MIAMI | |||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | NONE | 501(C) | CHARITY | $2,637 |
| LAUREN'S KIDS INC | |||||||
| 4000 HOLLYWOOD BLVD SUITE 677-S | HOLLYWOOD | FL | 33021 | NONE | 501(C) | CHARITY | $5,205 |
| MELANOMA RESEARCH | |||||||
| 1420 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C) | CHARITY | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C) | CHARITY | $9,200 |
| MIAMI BOOK FAIR | |||||||
| 300 NE SECOND AVE | MIAMI | FL | 33132 | NONE | 501(C) | CHARITY | $1,030 |
| MIAMI JEWISH FILM FESTIVAL | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C) | CHARITY | $480 |
| MIAMI LIGHTHOUSE FOR THE BLIND | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | NONE | 501(C) | CHARITY | $2,082 |
| NATIONAL COUNCIL OF JEWISH WOMEN KENDALL SECTION | |||||||
| 10560 SW 139 STREET | MIAMI | FL | 33176 | NONE | 501(C) | CHARITY | $37 |
| NEIGHBORHOOD FUNDERS GROUP | |||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 94104 | NONE | 501(C) | CHARITY | $100 |
| NEW CITY LIBRARY | |||||||
| 220 N MAIN ST | NEW YORK CITY | NY | 10956 | NONE | 501(C) | CHARITY | $543 |
| O CINEMA | |||||||
| 1130 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | NONE | 501(C) | CHARITY | $220 |
| ORANGE BOWL COMMITTEE MIAMI | |||||||
| 14360 NW 77TH COURT | MIAMI LAKES | FL | 33016 | NONE | 501(C) | CHARITY | $1,066 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | NONE | 501(C) | CHARITY | $200 |
| RANSOM EVERGLADES | |||||||
| 3575 MAIN HWY | MIAMI | FL | 33133 | NONE | 501(C) | CHARITY | $360 |
| SHAKE A LEG MIAMI INC | |||||||
| 2620 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | NONE | 501(C) | CHARITY | $521 |
| SYRACUSE | |||||||
| 1077 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | 501(C) | CHARITY | $10,000 |
| TEACH FOR AMERICA MIAMI-DADE | |||||||
| 1951 NW 7TH AVE SUITE 6039 | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $521 |
| TEMPLE BETH | |||||||
| 5950 N KENDALL DRIVE | PINECREST | FL | 33156 | NONE | 501(C) | CHARITY | $487 |
| TEMPLE JUDEA | |||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | NONE | 501(C) | CHARITY | $222 |
| THE CHILDRENS FUND | |||||||
| 3150 SW 3RD AVE | MIAMI | FL | 33129 | NONE | 501(C) | CHARITY | $400 |
| THE MIAMI PROJECT TO CURE PARALYSIS FOR UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | CORAL GABLES | FL | 33124 | NONE | 501(C) | CHARITY | $2,811 |
| THE SKIN CANCER FOUNDATION | |||||||
| 8900 N KENDALL DR | MIAMI | FL | 33176 | NONE | 501(C) | CHARITY | $100 |
| THE VILLAGERS INC | |||||||
| PO BOX 141843 | CORAL GABLES | FL | 33114 | NONE | 501(C) | CHARITY | $1,041 |
| U OF M WELLNESS CENTER | |||||||
| 1120 NW 14TH STREET 9TH FLOOR | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $205 |
| UNITED WAY OF MIAMI | |||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | NONE | 501(C) | CHARITY | $24,500 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | NONE | 501(C) | CHARITY | $70,134 |
| US SOCCER FEDERATION | |||||||
| 461 SANDY CREEK ROAD | FAYETTEVILLE | GA | 30214 | NONE | 501(C) | CHARITY | $2,000 |
| VOICES FOR CHILDREN | |||||||
| 601 NW FIRST CT | MIAMI | FL | 33136 | NONE | 501(C) | CHARITY | $100 |
| WHISPERING MANES | |||||||
| 6105 SW 125TH AVEM | MIAMI | FL | 33183 | NONE | 501(C) | CHARITY | $860 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | 501(C) | CHARITY | $845 |
| ZOO MIAMI FOUNDATION | |||||||
| 12400 SW 152ND STREET | MIAMI | FL | 33177 | NONE | 501(C) | CHARITY | $521 |
| ZOOLOGICAL SOCIETY | |||||||
| 16225 SW 172ND AVE | MIAMI | FL | 33187 | NONE | 501(C) | CHARITY | $840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,048 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $103,297 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,360 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $98,937 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,937 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ACCT 1113 | PURCHASED | 2024-12 | $4,157,831 | $4,156,254 | COST | $0 | $1,577 |
| MORGAN STANLEY ACCT 1113 | PURCHASED | 2024-12 | $72,000 | $72,000 | COST | $0 | |
| MORGAN STANLEY ACCT 1113 | PURCHASED | 2024-12 | $286,000 | $286,000 | COST | $0 | |
| MORGAN STANLEY ACCT 2599 | PURCHASED | 2024-12 | $3,323,439 | $3,348,349 | COST | $0 | -$24,910 |
| MORGAN STANLEY ACCT 2599 | PURCHASED | 2024-12 | $103,661 | $85,003 | COST | $0 | $18,658 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY ACCOUNT 2599 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,838,171 | BookValueAmt |
| EOYFMV | $4,214,919 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,035 | EOYBookValueAmt |
| EOYFMV | $9,035 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK AND CREDIT CARD FEES | $654 | $0 | $0 | $0 |
| ADVISORY FEES | $39,505 | $0 | $0 | $0 |