SIAVOSH BOZORGI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SIAVOSH BOZORGI FAMILY FOUNDATION (EIN 31-6458739)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349104307
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T16:13:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274256127 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLER ROBBINS EPELBAUM MISIUNAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 MAIN HIGHWAY SECOND FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | 316458739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIAVOSH BOZORGI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | TRUST DTD 11/27/92 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIAV | BusinessNameControlTxt |
| Phone | 3053615878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 GRAND BAY DR TOWER II | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIAVOSH BOZORGI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053615878 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN F MISIUNAS CPA | PreparerPersonNm |
| PTIN | P00968561 | PTIN |
| Phone | 3058585800 | 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 | $2,271,499 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $521,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $566,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,863 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,508 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $655,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,995 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $51,957 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $55,962 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,761 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $690,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,306,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,466,835 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $626,657 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $645,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $664,908 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $44 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,461,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,090,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,271,499 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,417,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,073,098 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,417,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,073,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,461,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,090,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,417,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $655,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,073,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,073,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| UBS #6386 | 2025-12-31 | $24,210 | $23,866 | $344 | $344 | |
| UBS #6386 | 2025-12-31 | $31,971 | $31,904 | $67 | $67 | |
| UBS #6399 | 2025-12-31 | $37,169 | $35,119 | $2,050 | $2,050 | |
| UBS #6399 | 2025-12-31 | $473,247 | $294,525 | $178,722 | $178,722 | |
| CAPITAL GAINS DIVIDENDS | $90 | $90 | $90 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $3,085 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | SIAVOSH BOZORGI | IndividualWithBooksNm |
| Phone | 3053615878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 GRAND BAY DR TOWER II | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIAVOSH BOZORGI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1648 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,677,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,750,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,750,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,724,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,038 | TotalTaxAmt |
| Distributable Before Adj | $83,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,451 | ExcessFromYear4Amt |
| Excess From Year2 | $7,692 | ExcessFromYear2Amt |
| Excess From Year1 | $46,399 | ExcessFromYear1Amt |
| Excess From Current Year | $359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | SUPPORT HEALTHCARE | $5,000 |
| FRIENDS OF WLRN | |||||||
| PO BOX 19731 | MIAMI | FL | 33101 | N/A | PC | SUPPORT THE MISSION | $2,000 |
| KEY BISCAYNE FOUNDATION | |||||||
| 240 CRANDON BLVD 108 | KEY BISCAYNE | FL | 33149 | N/A | PC | SUPPORT EDUCATION | $4,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | N/A | PC | SUPPORT HEALTHCARE | $5,000 |
| SUSAN G KOMEN | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | N/A | PC | SUPPORT THE MISSION | $258 |
| THE CARING PLACE | |||||||
| 3533 NW 50TH STREET | MIAMI | FL | 33142 | N/A | PC | SUPPORT THE MISSION | $2,200 |
| UC IRVINE FOUNDATION | |||||||
| 111 THEORY SUITE 200 | IRVINE | CA | 92617 | N/A | PC | SUPPORT EDUCATION | $50,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | SUPPORT EDUCATION | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHIGTON | DC | 200906538 | N/A | PC | SUPPORT THE MISSION | $2,089 |
| UM BASCOM PALMER EYE INSTITUTE | |||||||
| PO BOX 016880 D-880 | MIMI | FL | 331016880 | N/A | PC | SUPPORT HEALTHCARE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,547 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,195 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,911 | 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 |
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 | SIAVOSH BOZORGI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 GRAND BAY DR TOWER II | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $521,950 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (22 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 94.000 SHARES OF ABBOTT LABS FM | $11,792 | 2025-12-19 |
| 1 | 49.000 SHARES OF AMER EXPRESS CO | $18,449 | 2025-12-19 |
| 1 | 140.000 SHARES OF ANALOG DEVICES INC | $38,422 | 2025-12-19 |
| 1 | 36.000 SHARES OF AUTOMATIC DATA PROCESSNG INC | $9,286 | 2025-12-19 |
| 1 | 29.000 SHARES OF EATON CORP PLC | $9,216 | 2025-12-19 |
| 1 | 25.000 SHARES OF CHUBB LTD | $7,765 | 2025-12-19 |
| 1 | 58.000 SHARES OF EXXON MOBIL CORP | $6,768 | 2025-12-19 |
| 1 | 261.000 SHARES OF BROADCOM INC | $88,834 | 2025-12-19 |
| 1 | 147.000 SHARES OF JPMORGAN CHASE & CO | $46,630 | 2025-12-19 |
| 1 | 70.000 SHARES OF ABBVIE INC | $15,877 | 2025-12-19 |
| 1 | 46.000 SHARES OF LINDE PLC | $19,386 | 2025-12-19 |
| 1 | 150.000 SHARES OF MICROSOFT CORP | $72,888 | 2025-12-19 |
| 1 | 62.000 SHARES OF MCDONALDS CORP | $19,582 | 2025-12-19 |
| 1 | 148.000 SHARES OF MORGAN STANLEY | $26,193 | 2025-12-19 |
| 1 | 18.000 SHARES OF BLACKROCK INC | $19,083 | 2025-12-19 |
| 1 | 185.000 SHARES OF NEXTERA ENERGY INC | $14,715 | 2025-12-19 |
| 1 | 70.000 SHARES OF ORACLE CORP | $13,438 | 2025-12-19 |
| 1 | 17.000 SHARES OF REPUBLIC SERVICES INC | $3,623 | 2025-12-19 |
| 1 | 137.000 SHARES OF TJX COS INC | $21,180 | 2025-12-19 |
| 1 | 135.000 SHARES OF TAIWAN SEMICONDUCTOR | $39,008 | 2025-12-19 |
| 1 | 31.000 SHARES OF TRANE TECHNOLOGIES PLC | $12,085 | 2025-12-19 |
| 1 | 33.0000 SHARES OF UNION PACIFIC CORP | $7,730 | 2025-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,863 | Amt |
| Net Investment Income | $2,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BP CAPITAL MARKETS PLC | $11,692 | $11,922 |
| HOWMET AEROSPACE INC NTS | $5,232 | $5,823 |
| NETFLIX INC B/E | $8,287 | $8,566 |
| MORGAN STANLEY B/E | $1,703 | $1,877 |
| BK OF AMER CORP B/E | $12,676 | $14,320 |
| CITIGROUP INC NTS B/E | $1,639 | $1,794 |
| PLAINS ALL AMER PIPELINE | $2,038 | $2,066 |
| PFIZER INVT ENTER NTS | $11,803 | $12,150 |
| CITIGROUP INC NTS B/E | $10,410 | $10,903 |
| WESTERN DIGITAL CORP NTS | $2,001 | $2,002 |
| HCA INC NTS B/E | $8,053 | $8,006 |
| BANK OF NOVA SCO NTS B/E | $12,993 | $13,834 |
| GENL MOTORS FINL CO INC | $10,043 | $10,022 |
| SOUTHWEST AIRLINES CO | $12,252 | $12,152 |
| CHENIERE CORP CHRISTI HD | $8,160 | $8,078 |
| PACIFIC GAS & ELEC NTS | $8,996 | $9,696 |
| JPMORGAN CHASE & CO | $4,007 | $3,980 |
| CENTENE CORP NTS B/E | $9,135 | $9,365 |
| BROADCOM INC NTS B/E | $9,622 | $10,030 |
| HCA INC NTS B/E | $1,846 | $1,995 |
| 12AIR LEASE CORP | $12,867 | $13,134 |
| VERIZON COMM INC NTS | $12,991 | $12,804 |
| CHARTER COMM OPT LLC/CAP | $9,019 | $9,007 |
| ONEOK INC NEW NTS B/E | $1,931 | $2,004 |
| JOHN DEERE CAPITAL CORP NTS B/E | $12,052 | $12,327 |
| ACCENTURE CPTL INC NTS | $34,785 | $36,082 |
| AT&T INC | $34,369 | $35,306 |
| BK OF AMER CORP B/E | $3,539 | $3,808 |
| CANADIAN IMPERIAL BANK | $34,230 | $34,648 |
| EVERSOURCE ENERGY B/E | $33,019 | $33,898 |
| GLOBAL PAYMENTS INC B/E | $16,541 | $17,177 |
| GOLDMAN SACHS GROUP INC | $3,468 | $3,691 |
| MARSH & MCLENNAN COS INC | $33,945 | $34,407 |
| MCKESSON CORP NTS B/E | $35,198 | $36,220 |
| NATIONAL RURAL UTIL CORP | $34,348 | $35,188 |
| PHILLIPS 66 CO NTS B/E | $34,199 | $35,376 |
| SOUTHERN CALIF EDISON CO | $34,283 | $34,776 |
| T-MOBILE USA INC B/E | $34,724 | $36,372 |
| TOYOTA MOTOR CREDIT CORP NTS | $3,971 | $4,057 |
| AMERICAN EXPRESS CO B/E | $24,142 | $24,773 |
| AON CORP B/E | $9,241 | $9,449 |
| BLOCK INC NTS B/E | $19,512 | $20,677 |
| HCA INC NTS B/E | $5,893 | $6,185 |
| SERVICE CORP INTL B/E | $14,843 | $14,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $41,171 | $44,979 |
| ABBVIE INC COM | $33,117 | $41,814 |
| AMER EXPRESS CO | $38,662 | $48,833 |
| ANALOG DEVICES INC | $42,239 | $41,494 |
| AUTOMATIC DATA PROCESSING INC | $22,983 | $24,437 |
| BLACKROCK INC | $43,099 | $50,306 |
| BROADCOM INC | $101,118 | $108,675 |
| CHUBB LTD CHF | $20,215 | $23,409 |
| CISCO SYSTEMS INC | $40,466 | $40,980 |
| COCA COLA CO COM | $34,202 | $36,353 |
| EATON CORP PLC | $49,041 | $45,865 |
| EXXON MOBIL CORP | $20,348 | $22,022 |
| HOME DEPOT INC | $49,207 | $48,862 |
| JOHNSON & JOHNSON COM | $48,673 | $54,428 |
| JPMORGAN CHASE & CO | $59,613 | $71,855 |
| LINDE PLC EUR | $46,398 | $49,888 |
| MARSH & MCLENNAN COS INC | $22,990 | $20,778 |
| MCDONALDS CORP | $43,046 | $44,011 |
| MICROSOFT CORP | $126,429 | $155,726 |
| MORGAN STANLEY | $37,023 | $45,448 |
| NEXTERA ENERGY INC COM | $35,013 | $37,892 |
| ORACLE CORP | $39,483 | $50,872 |
| PROLOGIS INC COM | $48,451 | $50,426 |
| REPUBLIC SERVIES INC | $10,083 | $12,292 |
| RTX CORP | $51,991 | $61,256 |
| TAIWAN SEMICONDUCTOR MFG CO | $54,692 | $76,884 |
| TEXAS INSTRUMENTS | $37,988 | $34,004 |
| TJX COS INC NEW | $41,644 | $48,694 |
| TRANE TECHNOLOGIES PLC | $28,928 | $35,028 |
| UNION PACIFIC CORP | $38,630 | $39,324 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,962 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,761 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $44 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FEES | Desc |
| Revenue And Expenses Per Books | $8,508 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM SB | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,069 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |