JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC (EIN 06-1669075)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-19
- IRS object ID
- 201302009349100100
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-19T05:41:31-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591818353 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061669075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & SHERRIE GARFIELD CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 3058562444 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHAEL KATZ 2699 S BAYSHORE | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL KATZ | Name |
| Title | DIRECTOR | Title |
| Phone | 3058562444 | Phone |
| Date Signed | 2013-07-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A STONE CPA | Name |
| PTIN | P00082700 | PTIN |
| Phone | 3058585600 | Phone |
| Date Prepared | 2013-07-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6446843 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1069941 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 61 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 61 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 108593 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 108593 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -28372 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 939880 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1150223 | TotalRevenueAndExpenses |
| Total Net Investment Income | 108654 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 170000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 16426 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4579 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2695 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 195 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12067 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2686 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 685 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43596 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7852 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 250048 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10733 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 459500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 459500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 709548 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10733 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 459500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 440675 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 97921 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 579402 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 792314 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 792314 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 534971 | AccountsReceivable |
| Accounts Receivable EOY | 534971 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 534971 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 5142924 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4842153 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5109889 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2228 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2228 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 4275 | OtherAssetsBOY |
| Other Assets EOY | 9669 | OtherAssetsEOY |
| Other Assets EOYFMV | 9669 | OtherAssetsEOYFMV |
| Total Assets BOY | 5726601 | TotalAssetsBOY |
| Total Assets EOY | 6179107 | TotalAssetsEOY |
| Total Assets EOYFMV | 6446843 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 178 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 15062 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15062 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5726423 | RetainedEarningsBOY |
| Retained Earnings EOY | 6164045 | RetainedEarningsEOY |
| Total Net Assets BOY | 5726423 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6164045 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5726601 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6179107 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5726423 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 440675 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6167098 | Subtotal |
| Other Decreases | 3053 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6164045 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 565898 | 610722 | -44824 | -44824 |
| PUBLICLY TRADED SECURITIES | P | 346082 | 357504 | -11422 | -11422 |
| ISHARES S&P COMMODITY INDEXED TRUST-SCHEDULE K-1 | P | -45 | -45 | ||
| CLASS ACTION PROCEEDS | P | 19 | 19 | ||
| CAPITAL GAINS DIVIDENDS | P | 27900 | 27900 | 27900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -28372 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 469029 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5095881 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092041 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 426500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4267117 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099950 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 413900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3468760 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.119322 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 390655 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3598881 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.108549 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 347340 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3369608 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.103080 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.522942 | TotalDistributionRatio |
| Average Distribution Ratio | 0.104588 | AverageDistributionRatio |
| Net Noncharitable Assets | 5477707 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 572902 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 979 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 573881 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 459500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1958 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1958 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1958 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2120 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2500 | TaxPaidWithExtension |
| Total Credits And Payments | 4620 | TotalCreditsAndPayments |
| Overpayment | 2662 | Overpayment |
| Amount Credited To Next Year | 2662 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER E LIEBER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3058585600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 TREASURE TROVE LAND | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 145000 | 16426 | 0 |
| MICHAEL D KATZ | ||||||||
| 2699 SOUTH BAYSHORE DRIVE 7TH FLOOR | MIAMI | FL | 33133 | DIRECTOR | 5.00 | 25000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5127668 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 433456 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5561124 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5561124 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 83417 | CashDeemedCharitable |
| Net Noncharitable Assets | 5477707 | NetNoncharitableAssets |
| Minimum Investment Return | 273885 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 273885 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1958 | TaxBasedOnInvestmentIncome |
| Total Tax | 1958 | TotalTax |
| Distributable Amount Before Adj | 271927 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 271927 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 271927 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 459500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 459500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 459500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 271927 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 186888 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 212763 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 241776 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 214526 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 216317 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1072270 | TotalExcessDistriCarryover |
| Qualifying Distributions | 459500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 271927 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 187573 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1259843 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 186888 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1072955 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 212763 | ExcessFromYear4 |
| Excess From Year3 | 241776 | ExcessFromYear3 |
| Excess From Year2 | 214526 | ExcessFromYear2 |
| Excess From Year1 | 216317 | ExcessFromYear1 |
| Excess From Current Year | 187573 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| ALFALIT INTERNATIONAL | ||||||||||
| 3026 NW 79TH AVENUE | MIAMI | FL | 33122 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |||
| AMIGOS FOR KIDS | ||||||||||
| 801 SW THIRD AVENUE SUITE 300 | MIAMI | FL | 33130 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $6,000 | |||
| ASSOCIACAO MINISTERIO ENSINANDO DE SIAO BRASIL-BELLO HORIZONTE | ||||||||||
| N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | RUA FUNCHAL 195 | BELO HORIZONTEMG | BR | ||||
| 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 | |||
| CHEVRA | ||||||||||
| PO BOX 596 | WEST SIMSBURY | CT | 06902 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $22,000 | |||
| 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 | |||
| COMMUNITY PARTNERSHIP FOR THE HOMELESS | ||||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |||
| DIABETES RESEARCH INSTITUTE | ||||||||||
| 200 SOUTH PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |||
| EDUCATE TOMORROW CORP | ||||||||||
| 1717 N BAYSHORE DRIVE 203 | MIAMI | FL | 33132 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |||
| GREATER MIAMI JEWISH FEDERATION | ||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |||
| HIS HOUSE CHILDREN'S HOME | ||||||||||
| 20000 NW 47TH AVENUE | OPALOCKA | FL | 33055 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |||
| 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 BIBLE INSTITUTE (MJBI) | ||||||||||
| PO BOX 535185 | GRAND PRAIRIE | TX | 75053 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 | |||
| MESSIANIC JEWISH THEOLOGICAL INSTITUTE (MJTI) | ||||||||||
| PO BOX 1521 | ANN ARBOR | MI | 48106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $22,000 | |||
| MESSIANIC MISSIONS AND YOUTH MINISTRIES | ||||||||||
| 303 POST OFFICE ROAD SUITE B-2 | WALDORF | MD | 20602 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $40,000 | |||
| 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 | |||
| REACH FOR THE STARS FOUNDATION | ||||||||||
| 16876 NW 19TH AVENUE | NORTH MIAMI BEACH | FL | 33162 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |||
| RIVERSIDE HOUSE | ||||||||||
| PO BOX 2325 | MIAMI | FL | 33101 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |||
| SHAKE A LEG MIAMI INC | ||||||||||
| 2620 S BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $17,000 | |||
| SMILE TRAIN INC | ||||||||||
| 245 5TH STREET | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 | |||
| STOP HUNGER INC | ||||||||||
| 12050 NE 14TH AVENUE | NORTH MIAMI BEACH | FL | 33161 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |||
| 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 | MOBILE CLINIC | $10,000 | |||
| UNIVERSITY OF MIAMI - HILLEL | ||||||||||
| 1100 STANFORD AVENUE | CORAL GABLES S | FL | 33146 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $35,000 | |||
| VOICES FOR CHILDREN FOUNDATION | ||||||||||
| 1500 NW 12TH AVENUE SUITE 1117 | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 | |||
| WOMAN'S CANCER ASSOCIATION OF UNIVERSITY OF MIAMI - BARTON-RAVLIN CHAPTER | ||||||||||
| 10561 SW 140TH STREET | MIAMI | FL | 33176 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 459500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $61 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $108,593 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$28,372 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $80,282 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 80282 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SHERRIE S GARFIELD CLAT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 SOUTH BAYSHORE DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1069941 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| KAUFMAN ROSSIN & CO. - ACCOUNTING FEES | $2,500 | 0 | 0 |
| BNY MELLON - TAX PREPARATION FEE | $195 | 195 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK AND MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 4842153 | EOYBookValue |
| EOYFMV | 5109889 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ, BARRON, SQUITERO & FAUST | Category |
| Amount | $4,579 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PREPAID PAYROLL TAXES | 3053 | 0 | 0 |
| INTEREST/DIVIDENDS RECEIVABLE | 1222 | 1238 | 1238 |
| PROCEEDS RECEIVABLE | 0 | 8431 | 8431 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLE ADJUSTMENT | Description |
| Amount | $3,053 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 5805 | 0 | 0 |
| TELEPHONE | 2899 | 0 | 0 |
| AUTO EXPENSES | 6732 | 0 | 0 |
| DUES AND SUBSCRIPTIONS | 1456 | 0 | 0 |
| ENTERTAINMENT | 902 | 0 | 0 |
| SECRETARIAL SERVICES | 17950 | 0 | 0 |
| INVESTMENT FEES | 7522 | 7522 | 0 |
| ADR FEES | 21 | 21 | 0 |
| ISHARES S&P COMMODITY INDEXED TRUST - SCHEDULE K-1 | 309 | 309 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| EXCISE TAXES PAYABLE | 178 | 0 |
| SECURITIES SOLD IN 2012 - DELIVERED IN 2013 | 0 | 12909 |
| PAYROLL LIABILITIES | 0 | 2153 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $7,261 | 0 | 0 |
| FOREIGN TAXES WITHHELD | $2,686 | 2686 | 0 |
| FEDERAL TAXES | $2,120 | 0 | 0 |