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ARTHUR AND AMELIA FINKLE PRIVATE CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ARTHUR AND AMELIA FINKLE PRIVATE CHARITABLE FOUNDATION (EIN 86-6580647)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-02-23
IRS object ID
202620549349100757
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-23T13:38:43-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320221799PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACHS DIAZ & DIAZ PLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12850 S DOUGLAS ROAD SUITE 302AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN866580647EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR AND AMELIA FINKLEBusinessNameLine1Txt
Business Name Line2PRIVATE CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone3054422003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12100 PONCE DE LEON BLVD 901AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR A FINKLEPersonNm
Person TitleFOUNDERPersonTitleTxt
Phone3054422003PhoneNum
Signature2026-02-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL DIAZPreparerPersonNm
PTINP00800908PTIN
Phone3054469700PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,212,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,581DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,952NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,952CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$855OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$855OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$104,388TotalRevAndExpnssAmt
Total Net Invst Incm$104,388TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$197InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,007TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,071ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,071ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,071TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,064ExcessRevenueOverExpensesAmt
Net Investment Income$104,388NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,886CashBOYAmt
Cash EOY$2,855CashEOYAmt
Cash EOYFMV$2,855CashEOYFMVAmt
Sav And Temp Cash Invst BOY$72SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$633SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$633SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,069,712CorporateStockBOYAmt
Corporate Stock EOY$1,118,274CorporateStockEOYAmt
Corporate Stock EOYFMV$1,209,509CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$149OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,075,670TotalAssetsBOYAmt
Total Assets EOY$1,121,911TotalAssetsEOYAmt
Total Assets EOYFMV$1,212,997TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,823OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,823TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,063,847RetainedEarningBOYAmt
Retained Earning EOY$1,121,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,063,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,121,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,075,670TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,121,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,063,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,064ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,121,911SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,121,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$150,017GrossSalesPriceAmt
Cost Or Other Basis$55,065CostOrOtherBasisAmt
Gain Or Loss$94,952GainOrLossAmt
Gains Minus Excess Or Losses$94,952GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$94,952CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,451InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,451SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,451TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$351TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARTHUR A FINKLEIndividualWithBooksNm
Phone3054422003PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12100 PONCE DE LEON BLVD SUITE 901AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12024UndistributedIncomePY1Yr
Undistributed Income PY22022UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR A FINKLE
2100 PONCE DE LEON BLVD SUITE 901CORAL GABLESFL33134CO-TRUSTEE, SETTLOR AND FOUNDER1.00$0$0$0
AMELIA FINKLE
2100 PONCE DE LEON BLVD SUITE 901CORAL GABLESFL33134CO-TRUSTEE, SETTLOR AND FOUNDER1.00$0$0$0
DANIEL FINKLE
2100 PONCE DE LEON BLVD SUITE 901CORAL GABLESFL33134CO-TRUSTEE1.00$0$0$0
LAURA L RIVERA
2100 PONCE DE LEON BLVD SUITE 901CORAL GABLESFL33134CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,120,945AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,078AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,126,023TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,126,023AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,890CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,109,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,451TaxBasedOnInvestmentIncomeAmt
Total Tax$1,451TotalTaxAmt
Distributable Before Adj$54,006DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,006DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,006DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,071ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,071QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,006DistributableAsAdjustedAmt
Undistributed Income PY$45,596UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Total For Prior Years$1,468TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,071QualifyingDistributionsAmt
Applied To Year1$44,071AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$1,468PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$1,468Taxable1Amt
Taxable2$1,525Taxable2Amt
Undistributed Income CY$54,006UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR A FINKLEContributingManagerNm
Contributing ManagerAMELIA FINKLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTOR'S PLAYHOUSE AT THE MIRACLE THEATRE
280 MIRACLE MILECORAL GABLESFL33134PCEDUCATIONAL ARTS OUTREACH PROGRAMS WITH INNER CITY YOUTH$1,000
AMERICANS UNITED SEPARATION OF CHURCH & STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005PCA NON-PARTISAN, NOT-FOR-PROFIT EDUCATIONAL AND ADVOCACY ORGANIZATION PROTECTING FREEDOM AND FAIRNESS$530
ASPCA
424 E 92ND STREETNEW YORKNY10128PCANIMAL WELFARE$1,000
CHILD FOUNDATION
9485 SW 72 STREET SUITE A230MIAMIFL33173PCTO HELP CHILDREN WITH BIRTH DEFECTS$7,000
DAVE AND MARY ALPER JCC
11155 SW 112 AVENUEMIAMIFL33176PCANNUAL CAMPAIGN TO PROVIDE QUALITY PROGRAMS TO THE JEWISH COMMUNITY$1,100
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023PCTO END HUNGER IN SOUTH FLORIDA$1,050
FREEDOM FROM RELIGION FOUNDATION
PO BOX 750MADISONWI53701PCTO PROMOTE CONSTITUTIONAL PRINCIPLE OF SEPARATION OF CHURCH AND STATE AND NONTHEISM$522
FSU FOUNDATION
282 CHAMPIONS WAYTALLAHASSEEFL32306POFFOR SCHOLARSHIPS$4,000
GABLE STAGE INC
1200 ANASTASIA AVENUECORAL GABLESFL33134PCTO PROVIDE SOUTH FLORIDA AUDIENCES WITH THEATRICAL WORKS OF ARTISTIC EXCELLENCE THAT CONFRONT TODAY'S ISSUES AND IDEAS$1,079
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137PCTO PROVIDE FINANCIAL RESOURCES FOR THOSE IN NEED$2,500
HORSE PROTECTION ASSOCIATION OF FLORIDA
20690 NW 130TH AVENUEMICANOPYFL32667PCTO PROVIDE RESCUE, REHABILITATION, EDUCATION AND ADOPTION SERVICES FOR HORSES$1,906
HUMANE SOCIETY OF GREATER MIAMI
16101 WEST DIXIE HIGHWAYNORTH MIAMI BEACHFL33160PCANIMAL WELFARE$3,081
NATIONAL ANTI-VIVISECTION SOCIETY
444 N WELLS STREET SUITE 406CHICAGOIL60654PCTO PROMOTE COMPASSION, RESPECT AND JUSTICE FOR ANIMALS THROUGH EDUCATION AND ADVOCACY$1,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090PCTO PROTECT AND EXPAND ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE AND EDUCATION$103
RANSOM EVERGLADES SCHOOL
3575 MAIN HIGHWAYCOCONUT GROVEFL33133POFFOR EDUCATION$5,000
SOUTH MIAMI CHILDREN'S CLINIC
6701 SW 58TH PLACEMIAMIFL33143PCTO PROVIDE THE COMMUNITY AND CHILDREN WITH MEDICAL NEEDS$2,240
UNIVERSITY OF MIAMI
1300 CAMPO SANO AVENUEMIAMIFL33146POFFOR ADVANCED STUDY$1,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PCTO CONSERVE NATURE AND REDUCE THE MOST PRESSING THREATS TO THE DIVERSITY OF LIFE ON EARTH$1,030
FRIENDS OF THE EVERGLADES
11767 SOUTH DIXIE HIGHWAY SUITE 232MIAMIFL33156PCTO PROTECT, PRESERVE AND RESTORE THE EVERGLADES$516
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904NEW YORKNY10019PCTO PREVENT, TREAT OR CURE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS$1,000
MIAMI DADE COLLEGE FOUNDATION
300 NE 2ND AVENUE SUITE 1423-1MIAMIFL33132POFTO CHANGE LIVES, FAMILIES, COMMUNITIES AND THE WORLD THROUGH OPPORTUNITY OF EDUCATION$500
PREVENTIVE ONCOLOGY INTERNATIONAL
10601 VAN AKEN BLVDSHAKER HEIGHTSOH44122PCTO DEVELOP NEW SCREENING TECHNOLOGIES THAT WILL PREVENT CERVICAL CANCER AND OTHER CANCERS$1,000
DEFENDERS OF WILDLIFE
1130 17TH STREET NWWASHINGTONDC20036PCTO THE PROECTION OF ALL NATIVE ANIMALS AND PLANTS IN THEIR NATURAL COMMUNITIES$1,386
UNIVERSITY OF FLORIDA FOUNDATION
3300 SW WILLISTON ROADGAINESVILLEFL32608POFTO PROVIDE SCHOLARSHIPS$1,000
CORAL GABLES ART CINEMA
260 ARAGON AVENUECORAL GABLESFL33134PCTO PROVIDE CHILDREN AND FAMILIES EASIER ACCESS TO THE ARTS$528
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,071TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,581ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$855ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,952ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$104,388ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,388TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN GROWTH FUND OF AMERICA CLASS A$427,104$443,345
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS A$299,625$358,130
AMERICAN NEW PERSPECTIVE FUND CLASS A$391,545$408,034

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCREDIT CARD RECEIVABLEDesc
EOY Book Value$149EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$39$0$0
INVESTMENT EXPENSE$10$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAMEX CASH REWARDSDesc
Revenue And Expenses Per Books$855RevenueAndExpensesPerBooksAmt
Net Investment Income$855NetInvestmentIncomeAmt
Adjusted Net Income$855AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$11,823BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON INVESTMENT INCOME$440$0$0
TAXES PAID$1,567$0$0