THREE OPINIONS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THREE OPINIONS FOUNDATION INC (EIN 83-2618863)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202523009349101117
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T16:44:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH CLEMATIS STREET SUITE 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 832618863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THREE OPINIONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THRE | BusinessNameControlTxt |
| Phone | 5618056550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N CLEMATIS STREET 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA EPSTEIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5618056550 | PhoneNum |
| Signature | 2025-09-02 | 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 | ALLISON D DAVIS | PreparerPersonNm |
| PTIN | P00641426 | PTIN |
| Phone | 5618056550 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,615,699 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $105,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105,752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $374,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,012,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,037 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,120 | 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 | $785 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $785 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,010 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $530,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,810 | CashBOYAmt |
| Cash EOY | $167,967 | CashEOYAmt |
| Cash EOYFMV | $167,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,353,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,073,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,091,428 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,686,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,354,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,972,003 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $913,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,314,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,384,301 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,978,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,916,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,615,699 | 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 | $9,978,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,916,718 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,978,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,916,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,978,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,916,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,978,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,916,718 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,916,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM SHORT DURATION BD FD #9002 | 2024-12-31 | $1,190,463 | $1,179,299 | $11,212 | $11,212 |
| JPM #9002 | 2024-12-31 | $401,389 | $366,151 | $35,238 | $35,238 |
| JPM #4008 | 2024-12-31 | $398,801 | $386,247 | $15,422 | $15,422 |
| JPM #4008 | 2024-12-31 | $21,588 | $14,423 | $7,165 | $7,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,626 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,126 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,749 | OverpaymentAmt |
| Applied To ES Tax | $7,749 | 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 |
| Individual With Books | THREE OPINIONS FOUNDATION INC | IndividualWithBooksNm |
| Phone | 5618056550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N CLEMATIS STREET STE 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID EPSTEIN | ||||||||
| 6029 OLD OCEAN BLVD | OCEAN RIDGE | FL | 334355219 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MELISSA EPSTEIN | ||||||||
| 6029 OLD OCEAN BLVD | OCEAN RIDGE | FL | 334355219 | DIRECTOR | 2.00 | $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 | $8,672,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,821,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,494,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,494,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,336,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $516,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $516,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,377 | TotalTaxAmt |
| Distributable Before Adj | $509,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $509,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $509,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $579,734 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $509,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $106,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $579,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $509,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,278 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187,439 | 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 | $187,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $106,348 | ExcessFromYear2Amt |
| Excess From Year1 | $10,813 | ExcessFromYear1Amt |
| Excess From Current Year | $70,278 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID EPSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PELICAN HARBOR SEABIRD STATION | |||||||
| 1279 79TH STREET CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | CARING FOR INJURED BROWN PELICANS | $130,901 |
| TEMPLE EMANU-EL OF PALM BEACH | |||||||
| 190 N COUNTY RD | PALM BEACH | FL | 33480 | N/A | PC | GENERAL PURPOSE ANNUAL FUND | $9,358 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL PURPOSE | $200,000 |
| PERELMAN PERFORMING ARTS CENTER | |||||||
| 251 FULTON STREET | NEW YORK | NY | 10007 | N/A | PC | GENERAL OPERATIONS | $50 |
| DOLPHINS CHALLENGE CANCER | |||||||
| 347 DON SHULA SR | MIAMI | FL | 33056 | N/A | PC | GENERAL OPERATIONS | $100 |
| SICKLE FORWARD | |||||||
| 11 E LANNEAU DR | GREENVILLE | SC | 29605 | N/A | PC | GENERAL OPERATIONS | $1,030 |
| LIFE SCIENCE CARES | |||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | N/A | PC | GENERAL OPERATIONS | $500 |
| SAN ANTONIO HUMANE SOCIETY | |||||||
| 4804 FREDERICKSBURG RD | SAN ANTONIO | TX | 78229 | N/A | PC | GENERAL OPERATIONS | $1,050 |
| AMERICAN FRIENDS OF UNIT 669 | |||||||
| 35 CROSSBROOK RD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATIONS | $6,695 |
| JOURNEY TO LEAD | |||||||
| 821 CHESAPEAKE AVE UNIT 5859 | ANNAPOLIS | MD | 21403 | N/A | PC | GENERAL OPERATIONS | $100,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 85296 | N/A | PC | HEMATOLOGY RESEARCH | $75,000 |
| LAUREN'S INSTITUDE FOR EDUCATION | |||||||
| 1305 S GILBERT ROAD | GILBERT | AZ | 85296 | N/A | PC | GENERAL PURPOSE | $1,000 |
| TEMPLE EMANU-EL OF PALM BEACH | |||||||
| 190 N COUNTY RD | PALM BEACH | FL | 33480 | N/A | PC | TECHNOLOGY IMPROVEMENTS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,684 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,752 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $549,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,120 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX-ADM 922908-71-0 | $421,785 | $635,033 |
| UWM HOLDINGS CORP 91823B-10-9 | $35,537 | $58,700 |
| SEER INC 81578P-10-6 | $94,433 | $69,300 |
| TD BANK DD CBEN SPX | $500,000 | $496,750 |
| ISHARES CORE S&P SMALL CAP | $998,706 | $926,945 |
| FIDELITY 500 INDEX FUND | $616,566 | $758,779 |
| FINANCIAL SELECT SECTOR SPDR | $152,177 | $187,037 |
| SIX CIRCLE MGD EQ US | $2,100,542 | $2,402,410 |
| ISHES CORE S&P MIDCAP | $98,372 | $107,048 |
| FIDELITY INTL INDX | $77,417 | $78,400 |
| JPMORAGN BETABUILDERS CANADA | $121,520 | $132,003 |
| SIX CIRCLE MGD EQ INTL | $788,533 | $774,185 |
| JPMORAGN BETABUILDERS EUROPE | $54,825 | $53,092 |
| JPMORAGN BETABUILDERS JAPAN | $216,403 | $214,126 |
| JPMORAGN BETABUILDERS DEVELO | $77,502 | $78,195 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,314,063 | BookValueAmt |
| EOYFMV | $1,384,301 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $785 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $785 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $10,238 | BOYBookValueAmt |
| EOY Book Value | $7,346 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES & MISC | $9,561 | $0 | $0 |
| AMERICAN EXPRESS FEES | $471 | $0 | $0 |
| MEALS | $1,990 | $0 | $0 |
| FUEL/TRANSPORTATION | $3,265 | $0 | $3,265 |
| FILING FEES | $854 | $0 | $0 |
| JP MORGAN SERVICE FEE | $15,010 | $15,010 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $3,406 | Amt |
| Net Investment Income | $3,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |