THE TONKINSON FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE TONKINSON FOUNDATION INC (EIN 81-4818437)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-09
- IRS object ID
- 202611299349100921
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-09T14:12:04-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651100765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catherine H Lorie CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Manati Avenue | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814818437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonkinson Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TONK | BusinessNameControlTxt |
| Phone | 3053431240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2398 S Dixie Highway | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margarita Tonkinson | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catherine H Lori | PreparerPersonNm |
| PTIN | P00422113 | PTIN |
| Phone | 3056662858 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,429,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $599,791 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $430,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,576 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $684,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,924 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,154 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,323 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $256,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,845 | CashBOYAmt |
| Cash EOY | $21,276 | CashEOYAmt |
| Cash EOYFMV | $21,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $422,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $688,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $688,205 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,098,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,318,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,720,338 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $126,126 | CorporateBondsBOYAmt |
| Other Assets BOY | $296 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,771,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,027,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,429,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,771,499 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,027,796 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,771,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,771,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,027,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,771,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $256,297 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,027,796 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 143.046 AMG GW&K Municipal Enhanced | P | 2025-01-01 | 2025-07-28 | $1,184 | $1,271 | -$87 | -$87 |
| 9.111 Clamos Market Neutral Income | P | 2025-01-01 | 2025-09-15 | $142 | $129 | $13 | $13 |
| 48.429 Doubleline Flexible Income | P | 2025-01-01 | 2025-09-12 | $426 | $415 | $11 | $11 |
| 382.536 Doubleline Long Drtntotal Return Bond | P | 2025-01-01 | 2025-09-12 | $2,444 | $2,461 | -$17 | -$17 |
| 1062.598 GQG Partners US Quality Sel Eq | P | 2025-01-01 | 2025-07-28 | $22,685 | $20,192 | $2,493 | $2,493 |
| 71.614 JPMorgan Core Bond Class I | P | 2025-01-01 | 2025-09-12 | $751 | $776 | -$25 | -$25 |
| 32.773 JPMorgan Managed Income Fund | P | 2025-01-01 | 2025-09-12 | $328 | $328 | ||
| 36.953 Payden GNMA Fund Investor Class | P | 2025-01-01 | 2025-09-15 | $289 | $282 | $7 | $7 |
| 26.653 Touchstone MidCap Fund | P | 2025-01-01 | 2025-09-12 | $1,509 | $1,326 | $183 | $183 |
| 34.676 Victory Market Neutral Income Fund I | P | 2025-01-01 | 2025-09-12 | $300 | $315 | -$15 | -$15 |
| 3,631.115 AMG-GW&K Municipal Enhanced | P | 2024-07-09 | 2025-07-28 | $30,052 | $32,271 | -$2,219 | -$2,219 |
| 460.535 Calamos Market Neutral Income | P | 2024-01-01 | 2025-09-15 | $7,184 | $6,501 | $683 | $683 |
| 846.989 Doubleline Flexible Income | P | 2023-01-01 | 2025-09-12 | $7,454 | $7,254 | $200 | $200 |
| 7,939.63 Doubleline Long Drtntotal Return Bond | P | 2023-01-01 | 2025-09-12 | $50,734 | $51,088 | -$354 | -$354 |
| 8,8713.655 GQG Partners US Quality Sel Eq | P | 2023-01-01 | 2025-07-28 | $186,024 | $165,585 | $20,439 | $20,439 |
| 1,760.618 JPMorgan Core Bond Class I | P | 2023-01-01 | 2025-09-12 | $18,455 | $19,088 | -$633 | -$633 |
| 726.972 JPMorgan Managed Income Fund | P | 2023-01-01 | 2025-09-12 | $7,285 | $7,272 | $13 | $13 |
| 956.902 Payden GNMA Fund Investor Class | P | 2023-01-01 | 2025-09-15 | $7,472 | $7,311 | $161 | $161 |
| 1,109.167 Touchstone MidCap Fund | P | 2023-01-01 | 2025-09-12 | $62,799 | $55,172 | $7,627 | $7,627 |
| 801.759 Victory Market Neutral Income Fund I | P | 2023-01-01 | 2025-09-12 | $6,938 | $7,279 | -$341 | -$341 |
| Capital Gain Dividends | P | 2023-01-01 | 2025-12-31 | $16,437 | $16,437 | $16,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,121 | SubtotalAmt |
| Tax Based On Investment Income | $1,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $997 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $997 | TotalPaymentsAndCreditsAmt |
| Tax Due | $124 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.tonkinsonfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Margarita Tonkinson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053431240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2398 S Dixie Highway | AddressLine1Txt |
| City | Coconut Grove | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Tonkinson | ||||||
| 5900 SW 135 Street | Miami | FL | 331563112 | President | 1.00 | $0 |
| Margarita Tonkinson | ||||||
| 5900 SW 135 Street | Miami | FL | 33156 | Secretary | 5.00 | $0 |
| Steven Tonkinson | ||||||
| 2466 Trapp Avenue | Miami | FL | 33133 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,522,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $586,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,109,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,109,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,077,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,121 | TotalTaxAmt |
| Distributable Before Adj | $102,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,698 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $424,698 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,754 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $237,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $298,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $283,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $296,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $325,636 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,441,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,698 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,763,743 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $237,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,526,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $298,609 | ExcessFromYear4Amt |
| Excess From Year3 | $283,471 | ExcessFromYear3Amt |
| Excess From Year2 | $296,807 | ExcessFromYear2Amt |
| Excess From Year1 | $325,636 | ExcessFromYear1Amt |
| Excess From Current Year | $321,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard Tonkinson | ContributingManagerNm |
| Contributing Manager | Margarita Tonkinson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Playhouse Productions Inc | |||||||
| 280 Miracle Mile | Coral Gables | FL | 33134 | None | PC | Arts & Culture | $3,500 |
| Branches Inc | |||||||
| 11500 NW 12 Avenue | Miami | FL | 33156 | None | PC | Helping families break cycle of poverty | $13,500 |
| Chapman Partnership Inc | |||||||
| 1550 N Miami Avenue | Miami | FL | 33156 | None | PC | Meeting individual needs of the homeless | $3,000 |
| Clearwater Free Clinic Inc | |||||||
| 1218 Court Street | Clearwater | FL | 33756 | None | PC | Health-general & rehabilitative | $5,000 |
| Community Affairs Fund | |||||||
| IBEW Local Union 627 7652 S US 1 | Port St Lucie | FL | 34952 | None | PC | Community Development | $1,000 |
| Deering Estate Foundation | |||||||
| 16701 SW 72 Avenue | Miami | FL | 33157 | None | PC | Arts, Culture & Environment | $7,800 |
| Diabetes Research Foundation | |||||||
| 200 South Park Road Ste 100 | Hollywood | FL | 33021 | None | PC | Health & Well-being | $50,000 |
| Coral Gables Community Foundation | |||||||
| 1825 Ponce de Leon Blvd PMB 447 | Coral Gables | FL | 33134 | None | PC | Community Development | $28,500 |
| Egyptian Theater Park City | |||||||
| 328 Main Street | Park City | UT | 84060 | None | PC | Arts & Culture | $5,000 |
| Fairchild Tropical Botanical Gardens | |||||||
| 10901 Old Cutler Road | Coral Gables | FL | 33156 | None | PC | Nature Conservation | $2,000 |
| Florida International University Fnd | |||||||
| 11200 SW 8th Street MARC Building | Miami | FL | 33199 | None | PC | Education | $74,750 |
| Food for the Poor Inc | |||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | None | PC | Meeting Individual Needs | $1,000 |
| Friends of the Underline | |||||||
| 80 SW 8th Street | Miami | FL | 33130 | None | PC | Community Development | $100,000 |
| Foundation for New Education Initia | |||||||
| 1450 NE 2nd Avenue 931 | Miami | FL | 33132 | None | PC | Education | $5,000 |
| Guitars Over Guns Organization | |||||||
| 169 East Flagler Street Suite 1134 | Miami | FL | 33131 | None | PC | Create safe space for disadvantaged | $1,000 |
| Informed Famiilies | |||||||
| 2490 Coral Way Suite 301 | Miami | FL | 33145 | None | PC | Education | $1,500 |
| Knights of the Columbus #6344 | |||||||
| PO Box 417 | Marco Island | FL | 33146 | None | PC | Community Development | $500 |
| Merrick Festival Caroling Competition | |||||||
| PO Box 143506 | Coral Gables | FL | 33114 | None | PC | Community Development | $500 |
| Miami Music Project Inc | |||||||
| 2125 Biscayne Blvd 340 | Miami | FL | 33137 | None | PC | Arts & Culture | $2,000 |
| Miami Rescue Mission | |||||||
| 2159 NW 1 Court | Miami | FL | 33127 | None | PC | Meeting Individual Needs | $1,000 |
| Orchestra Miami | |||||||
| PO Box 7598 | Miami | FL | 33255 | None | PC | Arts & Culture | $2,000 |
| American Assoc-Order of St Lazarus | |||||||
| 4700 NW 76 Street | Oklahoma City | OK | 73132 | None | PC | Meeting Individual Needs | $345 |
| Park City Museum | |||||||
| 528 Main Street | Park City | UT | 84060 | None | PC | Arts & Culture | $103 |
| Rising Star Outreach | |||||||
| 3521 No University Avenue Ste 250 | Provo | UT | 84604 | PC | Meeting Individual Needs | $720 | |
| Rotary Foundation of Coral Gables FL | |||||||
| PO Box 141446 | Coral Gables | FL | 33114 | None | PC | Community Development | $3,050 |
| South Florida PBS | |||||||
| PO Box 610002 | Miami | FL | 33261 | None | PC | Community Development | $1,500 |
| South Florida SPCA | |||||||
| PO Box 924088 | Homestead | FL | 33092 | None | PC | Environment Conservation | $5,000 |
| The Two Hundred Club of Greater Miami | |||||||
| PO Box 34-8579 | Miami | FL | 33134 | None | PC | Community Development | $2,000 |
| Tropical Audobon Society | |||||||
| 5530 Sunset Drive | Miami | FL | 33143 | None | PC | Nature Conservation | $1,000 |
| University of Miami | |||||||
| PO Box 248106 | Coral Gables | FL | 33124 | None | PC | Education | $32,000 |
| The Way Forward Foundation | |||||||
| 12500 Virtudes Street | Coral Gables | FL | 33156 | None | PC | Meeting Individual Needs of people with spinal cord injuries | $15,000 |
| Yellowstone Forever | |||||||
| 222 East Main Street Suite 301 | Bozeman | MT | 59715 | None | PC | Environment Conservation | $250 |
| Zoo Miami Foundation | |||||||
| One Zoo Blvd 12400 SW 152 St | Miami | FL | 33177 | None | PC | Environment Conservation | $15,800 |
| American Red Cross South Fla Region | |||||||
| 335 SW 27 Avenue | Miami | FL | 33135 | None | PC | Health & Well-being | $3,000 |
| ArteMiami Inc | |||||||
| 9140 SW 69 Avenue | Miami | FL | 33156 | None | PC | Arts, culture & humanities | $500 |
| Tropic Bound | |||||||
| 290 NW 73 Street | Miami | FL | 33150 | None | PC | Education cultural preservation | $2,000 |
| National Geographic Society | |||||||
| 11450 17th Street NW | Washington | DC | 20036 | None | PC | Education, Conservation & Culture | $20,000 |
| Lemon City Collective Inc | |||||||
| 516 NE 64 Street | Miami | FL | 33138 | None | PC | Health & Education | $1,000 |
| Live Like Jake Foundation Inc | |||||||
| 10311 Ironwood Road | Palm Beach | FL | 33410 | None | PC | Education | $1,000 |
| ALS Therapy Development Institute | |||||||
| 480 Arsenal Street Suite 201 | Watertown | MA | 02472 | None | PC | Medical Research | $1,000 |
| Books & Books Literary Foundation | |||||||
| 265 Aragon Avenue | Coral Gables | FL | 33134 | None | PC | Nuturing Readers and Writers | $1,000 |
| Friends of FIU Embrace | |||||||
| 11200 SW 8th Street | Miami | FL | 33199 | None | PC | Community Inclusiveness | $515 |
| Homestead Championship Rodeo | |||||||
| 1034 NE 8th Street | Homestead | FL | 33031 | None | PC | Promotion of the sport of Rodeo to benefit Greater Homestead | $1,800 |
| The Villagers | |||||||
| PO Box 141843 | Coral Gables | FL | 33114 | None | PC | Historic Preservation | $5,000 |
| Voices for Children Foundation Inc | |||||||
| 601 NW 1st Court | Miami | FL | 33136 | None | PC | Support of the Miami-Dade County Foster Care System | $500 |
| Christ the King Lutheran Church | |||||||
| 11295 SW 57 Avenue | Pinecrest | FL | 33156 | None | PC | Community support | $1,000 |
| The Order of St Lazarus | |||||||
| 831 East Second Street | Pass Christian | MS | 39751 | None | PC | Community Development | $690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,323 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,576 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,483 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Richard Margarita Tonkinson | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 SW 135 Street | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $599,897 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amazon | $179,195 | $230,820 |
| Apple Inc. | $25,594 | $42,841 |
| Berkshire Hathaway Inc. | $196,659 | $251,325 |
| Tesla Inc. | $64,158 | $134,916 |
| Goldman Sachs GQG Partners | $94,668 | $112,408 |
| JPMorgan Undiscovered MNG Behavior | $44,704 | $44,708 |
| Victory NASDAQ-100 Index Fund | $119,847 | $177,278 |
| FMI Common Stock Fund | $62,473 | $63,442 |
| Fidelity 500 Index Fund | $78,718 | $96,580 |
| Alphabet Inc. | $215,148 | $311,950 |
| GMO International Equity Fund | $237,151 | $254,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $30 | $30 |
| Foreign Taxes | $617 | $617 |
| Internet | $197 | $197 |
| Licenses | $61 | $61 |
| Office expenses | $249 | $249 |