JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC (EIN 06-1669075)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-11
- IRS object ID
- 201542549349100514
- Schema version
- 2014v5.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-11T13:54:59-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | DRIVE | AddressLine2Txt |
| 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 | 2015-09-01 | 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 | 2015-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,647,156 | 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 | $180,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,271,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,370,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,718 | 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 | $11,991 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,178 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,669 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $705,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $665,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,098 | CashBOYAmt |
| Cash EOY | $11,603 | CashEOYAmt |
| Cash EOYFMV | $11,603 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,152,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,152,290 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $534,971 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $6,172,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,562,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,474,345 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,228 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,366 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,918 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,918 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,061,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,734,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,647,156 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,128 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,288 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,288 | 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 | $7,058,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,723,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,058,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,723,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,061,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,734,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,058,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $665,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,724,480 | SubtotalAmt |
| Other Decreases | $945 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,723,535 | 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 | $2,145,896 | $2,151,067 | -$5,171 | -$5,171 |
| CLASS ACTION PROCEEDS | P | $100 | $100 | $100 | |
| CAPITAL GAINS DIVIDENDS | P | $125,880 | $125,880 | $125,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,809 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $468,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,027,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $459,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,477,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $469,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,095,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $426,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,267,117 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,468,760 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119322 | DistributionYr5Rt |
| Total Distribution | 0.461830 | TotalDistributionRt |
| Average Distribution | 0.092366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,790,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $719,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $721,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $437,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,830 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,830 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,440 | OverpaymentAmt |
| Applied To ES Tax | $3,440 | 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 | $11,991 | $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 | $7,395,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $513,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,909,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,909,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,790,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,390 | TotalTaxAmt |
| Distributable Before Adj | $385,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $385,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $385,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $437,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $437,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $214,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $216,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,573 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $987,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $437,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,039,622 | 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 | $241,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $797,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $214,526 | ExcessFromYear4Amt |
| Excess From Year3 | $216,317 | ExcessFromYear3Amt |
| Excess From Year2 | $187,573 | ExcessFromYear2Amt |
| Excess From Year1 | $127,316 | ExcessFromYear1Amt |
| Excess From Current Year | $52,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 | ||||
| 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 | $18,000 | |||||
| CHILDREN'S BEREAVEMENT CENTER | ||||||||||||
| 7600 S RED ROAD 307 | SOUTH MIAMI | FL | 33143 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |||||
| 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 | $10,000 | |||||
| HOLOCAUST DOCUMENTATION AND EDUCATION CENTER | ||||||||||||
| 2031 HARRISON STREET | HOLLYWOOD | FL | 30020 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |||||
| KRISTI HOUSE INC | ||||||||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |||||
| MESSIANIC JEWISH THEOLOGICAL INSTITUTE (MJTI) | ||||||||||||
| PO BOX 1521 | ANN ARBOR | MI | 48106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $45,000 | |||||
| MIAMI PROJECT TO CURE PARALYSIS | ||||||||||||
| PO BOX 016960 R-48 | MIAMI | FL | 33101 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 | |||||
| NEAT STUFF INC | ||||||||||||
| 2624 NW 21ST TERRACE | MIAMI | FL | 33142 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |||||
| ODESSA | ||||||||||||
| PO BOX 297815 | FT LAUDERDALE | FL | 33329 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $30,000 | |||||
| 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 | $35,500 | |||||
| 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 | $250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,250 | 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 | $180,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,995 | 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 Person | SHERRIE S GARFIELD CLAT | ContributorPersonNm |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KAUFMAN ROSSIN & CO. - ACCOUNTING FEES | $2,500 | $2,500 | $0 |
| LEGAL FEES | $8,365 | $8,365 | $0 |
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 | $6,562,012 | EOYBookValueAmt |
| EOYFMV | $7,474,345 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIVIDENDS RECEIVABLE | $2,366 | $728 | $728 |
| PROCEEDS RECEIVABLE | $0 | $8,190 | $8,190 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $945 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $100 | $0 | $0 |
| OFFICE SUPPLIES | $150 | $0 | $0 |
| TELEPHONE | $2,650 | $0 | $0 |
| AUTO EXPENSES | $7,270 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $1,011 | $0 | $0 |
| ENTERTAINMENT | $3,188 | $0 | $0 |
| GIFTS | $350 | $0 | $0 |
| SECRETARIAL SERVICES | $17,700 | $0 | $0 |
| INVESTMENT FEES | $13,536 | $13,536 | $0 |
| INVESTMENT FEES | $133 | $133 | $0 |
| MISCELLANEOUS EXPENSES | $995 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $2,128 | $112 |
| SALES REPORTED IN 2014 - DELIVERED IN 2015 | $0 | $11,176 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,356 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,178 | $3,178 | $0 |
| FEDERAL TAXES | $15,605 | $0 | $0 |