GADDIS FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GADDIS FAMILY FOUNDATION INC (EIN 01-0555919)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349102857
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T14:45:35-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200453834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTEIN ZUGMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 W YAMATO RD STE 130 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334314456 | 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 | 010555919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GADDIS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GADD | BusinessNameControlTxt |
| Phone | 9543519000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 950 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333020950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN T GADDIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9543519000 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M BORISMAN | PreparerPersonNm |
| PTIN | P00153496 | PTIN |
| Phone | 9543519000 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| 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 | $4,852,884 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $142,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,220 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $254,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,230 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $754 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,006 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,071 | CashEOYAmt |
| Cash EOYFMV | $5,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $333,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,246 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,300 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,346,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,312,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,505,701 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,466 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,466 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,683,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,659,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,852,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,683,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,659,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,683,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,659,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,683,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,659,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,683,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,659,198 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,659,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $88,248 | $99,405 | -$11,157 | -$11,157 |
| NORTHERN TRUST | P | $475,711 | $353,362 | $122,349 | $122,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,002 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,002 | SubtotalAmt |
| Tax Based On Investment Income | $3,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $398 | OverpaymentAmt |
| Applied To ES Tax | $398 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN GADDIS | IndividualWithBooksNm |
| Phone | 9545658900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 950 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33302 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN T GADDIS | ||||||||
| PO BOX 950 | FT LAUDERALE | FL | 33302 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MICHAEL R GADDIS | ||||||||
| PO BOX 950 | FT LAUDERDALE | FL | 33302 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PERRY STAMOS | ||||||||
| PO BOX 950 | FORT LAUDERDALE | FL | 33302 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,587,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,414 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,947,509 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,947,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,873,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,002 | TotalTaxAmt |
| Distributable Before Adj | $240,663 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,663 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $236,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,508 | UndistributedIncomePYAmt |
| Qualifying Distributions | $236,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,508 | AppliedToYear1Amt |
| Applied To Current Year | $2,292 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $238,371 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN GADDIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 950 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545658900 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVENUE | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL SUPPORT | $20,000 |
| UNCF | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UNITED WAY OF BROWARD | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL SUPPORT | $50,000 |
| BOYS & GIRLS CLUB OF BROWARD CNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FLORIDA INITIATIVE FOR SUICIDE PREV | |||||||
| 13798 NW 4TH STREET | SUNRISE | FL | 33325 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HENDERSON BEHAVIORAL HEALTH | |||||||
| 4740 N STATE RD 7BLDG C | LAUDERDALE LAKES | FL | 33319 | N/A | PC | GENERAL SUPPORT | $15,000 |
| BRAIN & BEHAVIOR RESEARCH FOUND | |||||||
| 747 3RD AVE 33RD FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $2,000 |
| GLENVILLE-CASHIERS RESCUE SQUAD | |||||||
| 79 N NORTON ROAD | GLENVILLE | NC | 28736 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JACK & JILL'S CHILDREN CENTER | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MAKE A WISH - SOUTHERN FL | |||||||
| 4491 S STATE RD 7 | FORT LAUDERDALE | FL | 33314 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | N/A | PC | GENERAL SUPPORT | $2,500 |
| BREAST CANCER RESEARCH | |||||||
| 28 W 44 ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HAYWOOD COUNTY RESCUE SQUAD | |||||||
| 205 BRANNER AVE | WAYNESVILLE | NC | 28786 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3201 W COMMERCIAL BLVD | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL SUPPORT | $2,500 |
| KIDS IN DISTRESS | |||||||
| 819 NE 26TH STREET | WILTON MANORS | FL | 33305 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NOVA SOUTHEASTERN UNIV | |||||||
| 3301 COLLEGE AVE | FORT LAUDERDALE | FL | 33324 | N/A | PC | GENERAL SUPPORT | $15,000 |
| THE ALS FOUNDATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PACE CENTER FOR GIRLS | |||||||
| 2225 N ANDREWS AVE | FORT LAUDERDALE | FL | 33311 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CASHIERS-HIGHLANDS HUMANE SOCIETY | |||||||
| 200 GABLE DR | SAPPHIRE | NC | 28774 | N/A | PC | GENERAL SUPPORT | $2,000 |
| NAMI BROWARD COUNTY | |||||||
| 4161 NW 5TH ST 203 | PLANTATION | FL | 33317 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 33102 | PC | GENERAL SUPPORT | $100 | |
| SOUTH FL PBS | |||||||
| 3401 S CONGRESS AV | BOYNTON BEACH | FL | 33426 | PC | GENERAL SUPPORT | $10,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AV FL 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 5 HARVARD CIRCLE | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | GENERAL SUPPORT | $5,000 | |
| FLORIDA SHERIFFS YOUTH | |||||||
| 2486 CECIL WEBB PLACE | LIVE OAK | FL | 32060 | PC | GENERAL SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $5,000 | |
| ANGEL PAWS | |||||||
| 7900 OAK LANE STE 400 | MIAMI LAKES | FL | 33016 | PC | GENERAL SUPPORT | $15,000 | |
| COMPASSIONATE CARE ALS | |||||||
| 17 CHASE ROAD | FALMOUTH | MA | 02540 | PC | GENERAL SUPPORT | $2,000 | |
| ST ANTHONY CATHOLIC CHURCH | |||||||
| 901 NE 2ND STREET | FORT LAUDERDALE | FL | 33301 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN INSTITUTE FOR CANCER | |||||||
| 1560 WILSON BLVD STE 1000 | ARLINGTON | VA | 22209 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR STE 1150 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $200 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST STE 600 | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $5,000 | |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET 4TH FL | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $100 | |
| BLOOD CANCER UNITED | |||||||
| 1201 15TH ST NW STE 410 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $100 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $100 | |
| HUMANE SOCIETY OF BROWARD | |||||||
| 20702 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | PC | GENERAL SUPPORT | $500 | |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINAI BEACH | VA | 23453 | PC | GENERAL SUPPORT | $100 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $1,000 | |
| SPECIAL OLYMPICS FL | |||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | PC | GENERAL SUPPORT | $100 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,945 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $254,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,230 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEINSTEIN ZUGMAN | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,312,015 | EOYBookValueAmt |
| EOYFMV | $4,505,701 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $2,490 | BOYBookValueAmt |
| EOY Book Value | $2,466 | EOYBookValueAmt |
| EOYFMV | $2,466 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CUSTODY FEES | $34,758 | $34,758 |
| MISC EXPENSES | $248 | $248 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REPORT FEE | $61 | $61 |
| FEDERAL INCOME TAX | $3,382 | |
| FOREIGN INCOME TAXES | $693 | $693 |