PEACOCK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEACOCK FOUNDATION INC (EIN 59-0999759)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-11
- IRS object ID
- 202600429349100715
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-11T16:07:14-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590999759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACOCK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAC | BusinessNameControlTxt |
| Phone | 3053731386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD 450 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD A KRESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053731386 | PhoneNum |
| Signature | 2026-02-11 | 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 | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,561,561 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,162,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,156,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,973,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,017,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,973,876 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $455,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $430,853 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,591,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,561,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,063 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,509 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $195,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,333 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,428 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,296 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $77,924 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $22,329 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22,329 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,856 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,625 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $85,043 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,252 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $80,791 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,221 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,221 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $260 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $260 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $948,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $369,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $526,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,891,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,891,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,839,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $369,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,417,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,752,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,191,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233,542 | CashBOYAmt |
| Cash EOY | $283,970 | CashEOYAmt |
| Cash EOYFMV | $283,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $554,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,854 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,100 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,406 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,406 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,999,008 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,941,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,941,935 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $4,856,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,219,170 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,219,170 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,695,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,589,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,589,876 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $50,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,685 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,811 | LandBOYAmt |
| Land EOY | $16,186 | LandEOYAmt |
| Land EOYFMV | $16,186 | LandEOYFMVAmt |
| Other Assets BOY | $281,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $230,164 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $230,164 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,645,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,561,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,561,561 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,904 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,069 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $373,992 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $300,932 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $405,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $333,001 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,239,210 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,228,560 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,239,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,228,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,645,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,561,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,239,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,752,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $239,964 | OtherIncreasesAmt |
| Subtotal | $53,231,467 | SubtotalAmt |
| Other Decreases | $2,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,228,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $11,626,761 | $9,216,358 | $2,410,403 | $2,410,403 | |
| CONWAY RIEF ONSHORE ACCESS FUND, LLC | $77,428 | $77,428 | P | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | $94,891 | $94,891 | P | ||
| CAPITAL GAINS DIVIDENDS | $391,154 | $391,154 | $391,154 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,973,876 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,038 | 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 | $80,038 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,773 | OverpaymentAmt |
| Applied To ES Tax | $21,773 | 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 | WWW.PEACOCKFOUNDATIONINC.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053731386 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD SUITE 450 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD A KRESS | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | PRESIDENT AND CHAIR | 2.00 | $0 | $0 | $0 |
| MELANIE INK BROEKER | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHARLES P SACHER PA | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL CHAVIES | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIGUEL SOSA | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOELLE M ALLEN | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 450 | CORAL GABLES | FL | 33146 | EXECUTIVE DIRECTOR | 40.00 | $230,063 | $45,279 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYDNEY DETWEILER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD SUITE 450 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,333 | CompensationAmt |
| Employee Benefits | $22,487 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLANTA CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 EAST PACES FERRY ROAD SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $102,478 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $50,807,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $775,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,583,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,583,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $773,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,809,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,540,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,540,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,265 | TotalTaxAmt |
| Distributable Before Adj | $2,482,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,507,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,507,215 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,417,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,417,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,507,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,059,663 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,417,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,059,663 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,149,303 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOELLE M ALLEN PEACOCK FOUNDATION I | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD SUITE 450 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3053731386 | RecipientPhoneNum |
| Form And Info And Materials | VISIT THE FOUNDATION'S WEBSITE: HTTPS://PEACOCKFOUNDATIONINC.ORG/APPLICATION-PROCEDURE/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | VISIT THE FOUNDATION'S WEBSITE: HTTPS://PEACOCKFOUNDATIONINC.ORG/APPLICATION-PROCEDURE/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI INC | ||||||||
| 220 MIRACLE MILE SUITE 201 | CORAL GABLES | FL | 33134 | N/A | PC | ACHIEVE SUMMER | $50,000 | |
| ACTORS' PLAYHOUSE PRODUCTIONS INC | ||||||||
| 280 MIRACLE MILE | CORAL GABLES | FL | 33134 | N/A | PC | IT'S ALL ABOUT THE KIDS AT THE MIRACLE THEATRE SEASON 38 | $25,000 | |
| BARRY UNIVERSITY | ||||||||
| 11300 NE SECOND AVENUE | MIAMI SHORES | FL | 33161 | N/A | PC | COLLEGE OF HEALTH & WELLNESS MASTER OF SOCIAL WORK GRADUATE STUDENT SCHOLARSHIPS | $50,000 | |
| BE STRONG INTERNATIONAL INC | ||||||||
| 9730 E HIBISCUS STREET SUITE B | MIAMI | FL | 33157 | N/A | PC | BE STRONG AFTER SCHOOL CLUB AND ON THE BLOCK | $25,000 | |
| BRANCHES INC | ||||||||
| 11500 NW 12TH AVENUE | MIAMI | FL | 33168 | N/A | PC | GROW, CLIMB AND CLIMB HIGHER PROGRAMS | $75,000 | |
| BRIDGE TO HOPE WOC INC | ||||||||
| 10844 SW 188TH STREET | CUTLER BAY | FL | 33157 | N/A | PC | FRESH FARMACY PANTRY | $25,000 | |
| CAPTAINS FOR CLEAN WATER | ||||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33901 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CASA FAMILIA INC | ||||||||
| 1550 DOUGLAS ROAD SUITE 280 | CORAL GABLES | FL | 33134 | N/A | PC | VILLAGE OF CASA FAMILIA AND EMPOWERABILITY | $10,000 | |
| CASA FAMILIA INC | ||||||||
| 1550 DOUGLAS ROAD SUITE 280 | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CENTRO MATER CHILD CARE SERVICES INC | ||||||||
| 8298 NW 103RD STREET | HIALEAH GARDENS | FL | 330162202 | N/A | PC | CENTRO MATER FUN & LEARNING SUMMER PROGRAM | $30,000 | |
| CHAPMAN PARTNERSHIP INC | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | MEAL SERVICE PROGRAM | $25,000 | |
| CHILDREN'S BEREAVEMENT CENTER INC | ||||||||
| 6619 SOUTH DIXIE HIGHWAY 302 | MIAMI | FL | 33143 | N/A | PC | SUPPORTING MDCS HIGHEST-NEED COMMUNITIES, WITH AN EMPHASIS ON HOMESTEAD, FLORIDA CITY, AND OVERTOWN | $35,000 | |
| CITY YEAR INC | ||||||||
| 2121 PONCE DE LEON BOULEVARD SUITE | CORAL GABLES | FL | 33134 | N/A | PC | WHOLE SCHOOL WHOLE CHILD | $50,000 | 350 |
| COUNCIL ON FOUNDATIONS | ||||||||
| 1255 23RD ST NW STE 200 | WASHINGTON | DC | 20037 | N/A | PC | 2025 SUPPORT CONTRIBUTION | $6,500 | |
| CRISTO REY MIAMI HIGH SCHOOL INC | ||||||||
| 125 NE 119TH STREET | NORTH MIAMI | FL | 33161 | N/A | PC | COLLEGE COUNSELING PROGRAM | $30,000 | |
| DREAM IN GREEN INC | ||||||||
| 66 W FLAGLER STREET 9TH FLOOR | MIAMI | FL | 33130 | N/A | PC | INCREASING ENVIRONMENTAL STEWARDSHIP THROUGH STEAM | $15,000 | |
| ELLIE'S ARMY FOUNDATION | ||||||||
| 1051 NE 93RD STREET | MIAMI SHORES | FL | 33138 | N/A | PC | SUPPORT FAMILIES WITH CHILDREN WHO HAVE CYSTIC FIBROSIS | $4,000 | |
| FAIRCHILD TROPICAL BOTANIC GARDEN | ||||||||
| 10901 OLD CUTLER ROAD | MIAMI | FL | 331564296 | N/A | PC | A CITY IN A GARDEN LIVING LABS FIELD TRIP PROGRAM | $50,000 | |
| FEEDING SOUTH FLORIDA INC | ||||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | SPECIAL FOOD GRANT - MIAMI DADE COUNTY | $50,000 | |
| FLIPANY | ||||||||
| 2860W STATE ROAD 84 SUITE 103 | DANIA BEACH | FL | 33312 | N/A | PC | THE HEALTHY MEALS OUT OF SCHOOL PROGRAM | $65,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | ||||||||
| 11200 SW 8TH STREET UNIVERSITY PARK | MIAMI | FL | 33199 | N/A | PC | UNDERGRADUATE NURSING SCHOLARSHIPS | $60,000 | MARC 540 |
| FLORIDA PHILANTHROPIC NETWORK | ||||||||
| 5421 BEAUMONT CENTER DRIVE SUITE | TAMPA | FL | 33634 | N/A | PC | GENERAL SUPPORT | $4,600 | 655 |
| FOOD RESCUE US INC | ||||||||
| PO BOX 1316 | NORWALK | CT | 068561316 | N/A | PC | EXPANDING HEALTHY FOOD ACCESS AND REDUCING FOOD WASTE IN MIAMI-DADE | $20,000 | |
| FOSTER CARE REVIEW INC | ||||||||
| 155 NW 3RD STREET SUITE 4338 | MIAMI | FL | 33128 | N/A | PC | CREATING & PROTECTING PERMANENCY FOR CHILDREN IMPACTED BY FOSTER CARE | $50,000 | |
| GABLESTAGE INC | ||||||||
| 1200 ANASTASIA AVENUE SUITE 230 | CORAL GABLES | FL | 33134 | N/A | PC | STAGES FOR STUDENTS: YOUTH AND TEEN THEATRE EDUCATION PROGRAMS | $25,000 | |
| GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC | ||||||||
| 11347 SW 160TH STREET | MIAMI | FL | 331572799 | N/A | PC | COMMUNITY TROOPS, COLLEGE ACCESS, STEM, HIGH AWARDS PROGRAM SUPPORT | $30,000 | |
| HEALTH INFORMATION PROJECT INC | ||||||||
| 4601 PONCE DE LEON BOULEVARD SUITE | CORAL GABLES | FL | 33146 | N/A | PC | PEER LEADERSHIP DEVELOPMENT PROGRAM IN MIAMI'S HIGH SCHOOLS | $25,000 | 300 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | ||||||||
| 12000 BISCAYNE BOULEVARD SUITE 303 | MIAMI | FL | 33181 | N/A | PC | SPECIAL FOOD GRANT - MIAMI DADE COUNTY | $50,000 | |
| KEY CLUBHOUSE OF SOUTH FLORIDA INC | ||||||||
| 8301 NW 27TH AVENUE SUITE 102 | MIAMI | FL | 33147 | N/A | PC | STRATEGIC SUSTAINABLE GROWTH | $35,000 | |
| KRISTI HOUSE INC | ||||||||
| ORLOWITZ-LEE ADVOCACY CENTER 1265 | MIAMI | FL | 33136 | N/A | PC | EXPANDING SERVICES IN SOUTHERNMOST MIAMI-DADE | $100,000 | NW 12TH AVENUE |
| LADIES EMPOWERMENT AND ACTION PROGRAM | ||||||||
| 5815 SW 68TH STREET | MIAMI | FL | 33135 | N/A | PC | THE PRISON TO COMMUNITY PROGRAM | $20,000 | |
| LIVE LIKE BELLA INC | ||||||||
| 2199 PONCE DE LEON BLVD SUITE 303 | CORAL GABLES | FL | 33134 | N/A | PC | GLIMMERS OF HOPE: PROVIDING FAMILIES WITH ASSISTANCE THROUGH THEIR PEDIATRIC CANCER JOURNEYS | $30,000 | |
| MARIAN CENTER SCHOOL AND SERVICES INC | ||||||||
| 15701 NW 37TH AVENUE | MIAMI GARDENS | FL | 33054 | N/A | PC | TO EDUCATE AND EMPOWER PERSONS WITH DEVELOPMENTAL DISABILITIES | $2,500 | |
| MARIAN CENTER SCHOOL AND SERVICES INC | ||||||||
| 15701 NW 37TH AVENUE | MIAMI GARDENS | FL | 33054 | N/A | PC | 2025 SCHOOL AND ADULT DAY TRAINING PROGRAM | $25,000 | |
| MIAMI CHILDREN'S MUSEUM INC | ||||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | N/A | PC | EDUCATIONAL EXPLORATION FIELD TRIPS, OUTREACHES AND PROGRAM STAFF SALARY SUPPORT | $25,000 | |
| MIAMI DADE COLLEGE FOUNDATION INC | ||||||||
| 300 NE SECOND AVENUE 1423-1 | MIAMI | FL | 33132 | N/A | PC | GENERATION GENIUS AUTHORS/CHILDRENS ALLEY 2025 | $20,000 | |
| MIAMI DIAPER BANK INC | ||||||||
| 4770 BISCAYNE BLVD SUITE 980 | MIAMI | FL | 33137 | N/A | PC | STRENGTHENING AND SUSTAINING DIAPER DISTRIBUTION SERVICES IN MIAMI-DADE | $35,000 | |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | ||||||||
| 601 SW EIGHTH AVENUE | MIAMI | FL | 33130 | N/A | PC | LOW VISION SOLUTIONS FOR SENIORS | $60,000 | |
| MIAMI MUSIC PROJECT INC | ||||||||
| 101 NW 8TH STREET SUITE 200 | MIAMI | FL | 33136 | N/A | PC | STRENGTHENING AND EXPANDING OPPORTUNITY THROUGH CHILDRENS ORCHESTRAS TO SOUTH DADE | $25,000 | |
| NAMI MIAMI-DADE COUNTY INC | ||||||||
| 3150 SW 38TH AVENUE SUITE 500 | MIAMI | FL | 33146 | N/A | PC | STRONGER SPACES: GENERAL OPERATING SUPPORT | $30,000 | |
| OPEN DOOR HEALTH CENTER INC | ||||||||
| PO BOX 901642 | HOMESTEAD | FL | 33030 | N/A | PC | HEALTHCARE ACCESS PROGRAM | $25,000 | |
| OVERTOWN YOUTH CENTER INC | ||||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PEDIATRIC ALTERNATIVE TREATMENT CARE HOUSING AND EVALUATION SERVICES INC | ||||||||
| 335 S KROME AVE SUITE 106 | FLORIDA CITY | FL | 330344906 | N/A | PC | FUNDING OUR CRITICAL CLINICAL CHARGE NURSE | $25,000 | |
| PELICAN HARBOR SEABIRD STATION | ||||||||
| 1279 NE 79TH STREET CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | CARE OF INJURED NATIVE BIRDS, MAMMALS AND REPTILES | $3,500 | |
| PHILANTHROPYMIAMI INC | ||||||||
| C/O CHASE MARKETING GROUP 1450 | CORAL GABLES | FL | 33146 | N/A | PC | STRENGTHENING NONPROFIT LEADERSHIP AND GOVERNANCE IN SOUTH FLORIDA | $15,000 | MADRUGA AVENUE SUITE 201 |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | N/A | PC | LITTLE SCHOOLHOUSE | $5,000 | |
| REFUGEE ASSISTANCE ALLIANCE INC | ||||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | OPERATIONAL FUNDS: COMMUNITY AND EDUCATIONAL SUPPORT FOR VULNERABLE REFUGEES IN MIAMI | $30,000 | |
| SENIOR LIFT CENTER INC | ||||||||
| 12480 SW 127 AVENUE | MIAMI | FL | 33186 | N/A | PC | LIFE IS FUN TOGETHER | $25,000 | |
| SERAPHIC FIRE INC | ||||||||
| 2153 CORAL WAY SUITE 401 | MIAMI | FL | 33145 | N/A | PC | YOUTH INITIATIVE FY26 | $15,000 | |
| SERAPHIC FIRE INC | ||||||||
| 2153 CORAL WAY SUITE 401 | MIAMI | FL | 33145 | N/A | PC | YOUTH INITIATIVE FY25 | $15,000 | |
| ST JOHN BOSCO CLINIC INC | ||||||||
| 730 NW 34TH ST | MIAMI | FL | 331273344 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SUNDARI FOUNDATION INC | ||||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | N/A | PC | THE CHILDREN'S VILLAGE - OVERTOWN | $45,000 | |
| THE EDUCATION FUND | ||||||||
| 6713 MAIN STREET SUITE 240 | MIAMI LAKES | FL | 33014 | N/A | PC | OCEAN BANK CENTER FOR EDUCATIONAL MATERIALS (THE CENTER) | $60,000 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | ADVANCING EVERGLADES RESTORATION THROUGH SCIENCE, COMMUNITY ENGAGEMENT AND EDUCATION | $50,000 | |
| THE MIAMI CENTER FOR RACIAL JUSTICE INC | ||||||||
| 8541 SW 181 STREET | PALMETTO BAY | FL | 33157 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW THIRD STREET SUITE 305 | MIAMI | FL | 33128 | N/A | PC | ZERO DROWNINGS MIAMI-DADE | $50,000 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW THIRD STREET SUITE 305 | MIAMI | FL | 33128 | N/A | PC | ZERO DROWNINGS MIAMI-DADE | $50,000 | |
| UMSCHOOL OF MEDICINE | ||||||||
| PO BOX 016700 R-700 | MIAMI | FL | 33101 | N/A | PC | COMMUNITY PEDIATRIC MOBILE PROGRAM | $35,000 | |
| UPLIFT LITERACY INC | ||||||||
| 13611 S DIXIE HWY 397 | MIAMI | FL | 331767258 | N/A | PC | READ, GROW, AND THRIVE - READINGPALS PROGRAM | $15,000 | |
| WOW CENTER INC | ||||||||
| 11450 SW 79TH STREET | MIAMI | FL | 33173 | N/A | PC | WELLNESS PROGRAM FOR AGING ADULTS WITH DEVELOPMENTAL DISABILITIES | $35,000 | |
| YOUNG MUSICIANS UNITE INC | ||||||||
| 1260 NW 29TH STREET 103 | MIAMI | FL | 33142 | N/A | PC | SOUTH RIDGE FEEDER PATTERN MUSIC EXPANSION | $25,000 | |
| YWCA SOUTH FLORIDA INC | ||||||||
| 351 NW 5TH STREET | MIAMI | FL | 33128 | N/A | PC | SUPPORTING EARLY CHILDHOOD EDUCATION IN SOUTH FLORIDA | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,891,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIAMI FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 NW THIRD STREET SUITE 305 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ZERO DROWNINGS MIAMI-DADE | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,162,116 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $430,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,973,876 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,591,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,591,845 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING - ACCOUNTING & CONSULTING | $29,100 | $0 | $29,100 |
| AUDIT AND TAX PREP EXPENSES | $27,510 | $0 | $27,612 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (55 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC SR NOTE CPN 4.950% DUE 03/15/31 | $77,913 | $77,913 |
| ALTRIA GRP INC 4.800% DUE 02/14/29 | $101,698 | $101,698 |
| ALLSTATE CORP CPN 5.250% DUE 03/30/33 | $52,163 | $52,163 |
| ALLSTATE CORP SR NOTE CPN 0.750% DUE 12/15/25 | $99,859 | $99,859 |
| AMERICAN ELEC PWR CO INC CPN 6.950% DUE 12/15/54 | $108,004 | $108,004 |
| AMERICAN ELEC PWR CO INC CPN 7.050% DUE 12/15/54 | $104,955 | $104,955 |
| AMGEN INC CPN 5.150% DUE 03/02/28 | $51,178 | $51,178 |
| ATHENE HLDG LTD CPN 4.125% DUE 01/12/28 | $74,786 | $74,786 |
| AUTOZONE INC CPN 4.000% DUE 04/15/30 | $99,204 | $99,204 |
| BROADCOM INC CPN 4.300% DUE 11/15/32 | $79,575 | $79,575 |
| BROOKFIELD FIN I UK PLC CPN 2.340% DUE 01/30/32 | $113,996 | $113,996 |
| CHEVRON CORP UNSECD NOTE CPN 2.236% DUE 05/11/30 | $92,925 | $92,925 |
| CIGNA CORP NEW UNSECD NOTE CPN 3.400% DUE 03/01/27 | $74,442 | $74,442 |
| CIGNA CORP SR NOTE CPN 2.375% DUE 03/15/31 | $67,970 | $67,970 |
| COMCAST CORP NEW CPN 4.200% DUE 08/15/34 | $47,976 | $47,976 |
| COMCAST CORP NEW CPN 4.250% DUE 01/15/33 | $98,018 | $98,018 |
| CROWDSTRIKE HLDGS INC CPN 3.000% DUE 02/15/29 | $239,465 | $239,465 |
| DOLLAR TREE INC CPN 4.000% DUE 05/15/25 | $125,775 | $125,775 |
| DUKE ENERGY CORP NOTE CPN 6.450% DUE 09/01/54 | $105,019 | $105,019 |
| ENTERGY CORP SUB DEBENTURE FXD/VAR CPN 7.125% DUE 12/01/54 | $105,171 | $105,171 |
| ENBRIDGE INC CPN 7.200% DUE 06/27/54 | $123,259 | $123,259 |
| FREEPORT MCMORAN INC CPN 5.000% DUE 09/01/27 | $250,040 | $250,040 |
| GILEAD SCIENCES INC SR NOTE CPN 3.650% DUE 03/01/26 | $49,938 | $49,938 |
| HALLIBURTON CO SR NOTE CPN 2.920& DUE 03/01/30 | $71,165 | $71,165 |
| HALLIBURTON CO SR NOTE CPN 2.920& DUE 03/01/30 | $74,912 | $74,912 |
| INTL BUS MACHS CORP CPN 1.950% DUE 05/15/30 | $91,202 | $91,202 |
| INTL BUS MACHS CORP CPN 3.500% DUE 05/15/29 | $98,285 | $98,285 |
| JEFFERIES GRP LLC CAP CPN 5.000% DUE 08/31/39 | $89,009 | $89,009 |
| KROGER CO CPN 4.500% DUE 01/15/29 | $76,074 | $76,074 |
| MARSH & MCLENNAN COS INC CPN 3.750% DUE 03/14/26 | $74,919 | $74,919 |
| MORGAN STANLEY FIN LLC UNSECD GLBL GTD MEDIUM CPN 5.500% DUE 01/20/33 | $100,138 | $100,138 |
| MONDELEZ INTL INC CPN 3.000% DUE 03/17/32 | $73,610 | $73,610 |
| NEXTERA ENERGY CAP HLDGS SUB DEBENTURE SER Q CPN 6.700% DUE 09/01/54 | $155,879 | $155,879 |
| NORFOLK STHN CORP SR NOTE CPN 2.300% DUE 05/15/31 | $68,085 | $68,085 |
| NUCOR CORP UNSECD NOTE CPN 2.700% DUE 06/01/30 | $94,057 | $94,057 |
| PHILIP MORRIS INTL INC CPN 5.375% DUE 02/15/33 | $52,409 | $52,409 |
| PHILLIPS 66 CO CPN 3.750% DUE 03/01/28 | $74,472 | $74,472 |
| PHILLIPS 66 CO CPN 4.650% DUE 11/15/34 | $73,869 | $73,869 |
| PRUDENTIAL FINL INC JR SUB NOTE CPN 6.000% DUE 09/01/52 | $103,635 | $103,635 |
| REALTY INCOME CORP CPN 4.700% DUE 12/15/28 | $76,400 | $76,400 |
| REALTY INCOME CORP NOTE CPN 3.950% DUE 08/15/27 | $74,954 | $74,954 |
| REALTY INCOME CORP NOTE CPN 4.125% DUE 10/15/26 | $50,023 | $50,023 |
| REALTY INCOME CORP NOTE CPN 3.250% DUE 01/15/31 | $95,124 | $95,124 |
| SEMPRA JR SUB NOTE CPN 6.875% DUE 10/01/54 | $102,508 | $102,508 |
| SHERWIN WILLIAMS CO SR NOTE CPN 3.950% DUE 01/15/26 | $99,949 | $99,949 |
| SOUTHERN CO SER B JR CPN 4.000% DUE 01/15/51 | $99,700 | $99,700 |
| STANLEY BLACK & DECKER INC UNSECD NOTE CPN 3.000% DUE 05/15/32 | $90,474 | $90,474 |
| STANLEY BLACK & DECKER INC UNSECD NOTE CPN 3.400% DUE 03/01/26 | $99,747 | $99,747 |
| TOLL BROS FIN CORP SR NOTE CPN 4.875% DUE 03/15/27 | $100,647 | $100,647 |
| UNITED TECHS CORP CPN 4.125% DUE 11/16/28 | $75,245 | $75,245 |
| UNITED TECHS CORP NOTE CPN 3.125% DUE 05/04/27 | $172,898 | $172,898 |
| VERISIGN INC CPN 4.750% DUE 07/15/27 | $99,998 | $99,998 |
| VERIZON COMMNS INC CPN 4.700% DUE 06/15/47 | $87,776 | $87,776 |
| VERIZON COMMNS INC CPN 4.850% DUE 05/15/48 | $88,899 | $88,899 |
| VERIZON COMMNS INC CPN 4.900% DUE 05/15/47 | $89,779 | $89,779 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $925,042 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $925,042 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,016,893 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,016,893 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSPRING SHORT TERM HIGH YIELD BOND FD CL I N/L (STYIX) 89,577.661 SHARES | FMV | $707,663 | $707,663 |
| AT&T INC DEP SHS REPSTG 1/1000TH INT PERPTL PFD SER A 5% | FMV | $199,700 | $199,700 |
| ATHENE HOLDING LTD 1/1000TH NON CUML PREF SHS SER A PERPTL FXD/VAR | FMV | $98,920 | $98,920 |
| BANK AMERICA CORP DEP SHS REP 1/25 NONCUML PFD SER DD FXD/VAR PERPETUAL | FMV | $150,350 | $150,350 |
| BANK OF AMERICA CORP DEP SH REP 1/25TH PFD SER TT 6.125% FXD/VAR PERPTL | FMV | $100,953 | $100,953 |
| BANK NY MELLON CORP DEP SHS REP 1/100TH NONCUML | FMV | $154,884 | $154,884 |
| CONWAY RIEF ONSHORE ACCESS FUND, LLC | FMV | $4,377,451 | $4,377,451 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | FMV | $4,416,287 | $4,416,287 |
| GOLUB CAPITAL PRIVATE CREDIT CL I | FMV | $2,127,814 | $2,127,814 |
| DELAWARE EMERGING MARKETS INSTL CL N/L (DEMIX) 44,442.766 SHARES | FMV | $1,530,609 | $1,530,609 |
| DODGE & COX INTERNATIONAL STOCK FUND CL I N/L (DODFX) 220,734.040 SHARES | FMV | $3,692,880 | $3,692,880 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND (EISMX) 156,466.668 SHARES | FMV | $6,139,752 | $6,139,752 |
| HARDING LOEVNER INTERNATIONAL EQUITY (HLMIX) 116,259.023 SHARES | FMV | $3,549,388 | $3,549,388 |
| ISHARES TR CORE S&P500 ETF (IVV) 16,409.000 SHARES | FMV | $11,271,014 | $11,271,014 |
| ISHARES TR CORE S&P MCP ETF (IJH) 31,382.000 SHARES | FMV | $2,081,882 | $2,081,882 |
| JPMORGAN CHASE & CO DEP SHS REP 1/10 NONCUML PFD SER NN FXD/CAR PERPTL | FMV | $105,476 | $105,476 |
| JPMORGAN CHASE & CO DEP SHS REP 1/10 NONCUML PFD SER OO FXD/CAR PERPTL | FMV | $129,103 | $129,103 |
| KEYCORP NEW DEP SHS REPSTG 1/40TH PERPTL NON CUML PFD SER F 5.65% | FMV | $75,950 | $75,950 |
| PIMCO SHORT TERM FUND INSTL CL N/L (PTSHX) 125,391.759 SHARES | FMV | $1,213,792 | $1,213,792 |
| VOYA MULTI MANAGER INTL SMALL CAP FUND CL I N/L 23,091.913(NAPIX) | FMV | $1,819,181 | $1,819,181 |
| PNC FINL SVCS GRP INC DEP SHS REPSTG 1/1000TH SER V PFD PERPTL FXD/VAR | FMV | $101,485 | $101,485 |
| PUBLIC STORAGE DEP SHS 1/1000 CUML PFD BEN INT SER R PERPTUAL | FMV | $141,838 | $141,838 |
| STATE STREET CORP DEP SHS REP 1/100TH NONCUML PFD J FXD/VAR PERPTL | FMV | $104,159 | $104,159 |
| STATE STREET CORP DEP SHS REPSTG 1/100TH SER U NON CUML FXD/VAR PERPTL | FMV | $103,785 | $103,785 |
| WEBSTER FINL CORP DEP SHS REPSTG 1/40TH SER G NON CUML PFD PERPTL 6.5% | FMV | $95,680 | $95,680 |
| XCEL ENERGY INC JR SUB NOT | FMV | $99,880 | $99,880 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED DIVIDENDS AND INTEREST RECEIVABLE | $77,473 | $82,166 | $82,166 |
| PREPAID FEDERAL EXCISE TAXES | $3,038 | $22,472 | $22,472 |
| RIGHT OF USE ASSET-OPERATING LEASE | $201,020 | $125,526 | $125,526 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $2,907 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD MEETINGS | $1,711 | $856 | $727 |
| DUES | $1,850 | $0 | $1,850 |
| INSURANCE | $3,384 | $0 | $3,384 |
| OFFICE EXPENSES | $7,274 | $161 | $7,306 |
| BANK FEES | $25 | $25 | $0 |
| EQUIPMENT RENTAL, REPAIRS AND MAINTENANCE | $4,849 | $0 | $15,060 |
| OTHER PARTNERSHIP EXPENSES | $138,670 | $138,670 | $0 |
| WEBSITE DESIGN | $8,103 | $0 | $8,103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $430,853 | $430,853 | $430,853 |
| GRANT REFUND | $25,000 | $25,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $239,964 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $166,816 | $169,723 |
| LEASE PAYABLE | $207,176 | $131,209 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT PORTFOLIO MANAGEMENT FEES | $155,002 | $155,002 | $0 |
| RECRUITING SERVICES | $3,250 | $0 | $3,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $57,566 | $0 | $0 |
| FOREIGN TAX | $3,856 | $3,856 | $0 |