JAYNE AND LEONARD ABESS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAYNE AND LEONARD ABESS FOUNDATION INC (EIN 20-0052304)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103218
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:51:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591262947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON PRESTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 NW 19TH STREET STE 200 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | 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 | 200052304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAYNE AND LEONARD ABESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC C/O THINKLAB VENTURES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYN | BusinessNameControlTxt |
| Phone | 3058683600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 32ND ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD L ABESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3058683600 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOROTHY EISENBERG | PreparerPersonNm |
| PTIN | P01437948 | PTIN |
| Phone | 5613929059 | 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 | $20,975,412 | 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 | $1,000,949 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $300,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $829,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,890,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $829,593 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,978 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,133,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,132,716 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $73,481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,696 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,701 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $818,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $818,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $904,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $832,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,229,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,061,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,032,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,032,368 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,292,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,737,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,943,044 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,565,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,769,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,975,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,866,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,866,785 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,698,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,902,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,565,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,769,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,565,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,769,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,565,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,229,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,794,463 | SubtotalAmt |
| Other Decreases | $24,748 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,769,715 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CASEYS GENERAL STORES INC | P | 2025-08-08 | 2025-11-03 | $252,742 | $259,669 | -$6,927 | -$6,927 |
| HEWLETT PACKARD ENTERPRISE | P | 2025-03-14 | $92,802 | $128,411 | -$35,609 | -$35,609 | |
| ISHARES TR CHINA LG-CAP | P | 2024-10-10 | 2025-04-08 | $162,778 | $180,125 | -$17,347 | -$17,347 |
| XPLR INFRASTRUCTURE LP | P | 2024-03-05 | 2025-01-08 | $36,530 | $52,510 | -$15,980 | -$15,980 |
| ALPHABET INC | P | 2019-11-18 | 2025-05-09 | $31,209 | $13,212 | $17,997 | $17,997 |
| ALPHABET INC | P | 2019-01-18 | 2025-05-09 | $3,091 | $1,320 | $1,771 | $1,771 |
| BWX TECHNOLOGIES | P | 2023-01-27 | 2025-08-12 | $212,067 | $73,479 | $138,588 | $138,588 |
| BERKSHIRE HATHAWAY | P | 2021-09-10 | 2025-03-14 | $154,316 | $83,590 | $70,726 | $70,726 |
| CARRIER GLOBAL CORP | P | 2020-06-05 | 2025-08-08 | $880,828 | $315,835 | $564,993 | $564,993 |
| CASEYS GENERAL STORES INC | P | 2024-03-05 | 2025-11-03 | $252,742 | $153,494 | $99,248 | $99,248 |
| CLEVELAND CLIFFS INC | P | 2023-01-27 | 2025-04-08 | $78,826 | $195,517 | -$116,691 | -$116,691 |
| CONSTRUCTION PARTNERS INC | P | 2022-12-19 | 2025-01-08 | $325,582 | $94,670 | $230,912 | $230,912 |
| DANAHER CORP | P | 2020-03-25 | 2025-02-10 | $219,719 | $120,613 | $99,106 | $99,106 |
| DARLING INGREDIENTS INC | P | 2025-03-14 | $196,576 | $429,718 | -$233,142 | -$233,142 | |
| FEDEX CORP | P | 2025-01-08 | $274,488 | $249,220 | $25,268 | $25,268 | |
| JP MORGAN CHASE | P | 2025-08-21 | $58,417 | $25,497 | $32,920 | $32,920 | |
| XPLR INFRASTRUCTURE LP | P | 2023-08-31 | 2025-01-08 | $73,060 | $182,513 | -$109,453 | -$109,453 |
| ORACLE CORP | P | 2023-12-14 | 2025-08-21 | $117,070 | $50,180 | $66,890 | $66,890 |
| PENN ENTERTAINMENT | P | 2024-09-24 | 2025-11-07 | $144,321 | $190,073 | -$45,752 | -$45,752 |
| PROGRESSIVE CORP | P | 2022-05-25 | 2025-03-14 | $141,501 | $57,904 | $83,597 | $83,597 |
| WASTE CONNECTIONS INC | P | 2020-03-25 | 2025-03-14 | $55,304 | $22,646 | $32,658 | $32,658 |
| ZOETIS INC | P | 2025-11-04 | $126,926 | $181,106 | -$54,180 | -$54,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $829,593 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,050 | 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 | $16,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,299 | OverpaymentAmt |
| Applied To ES Tax | $1,299 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERSON PRESTON KLEIN LIPS EISENBERG | IndividualWithBooksNm |
| Phone | 3058683600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4770 BISCAYNE BLVD SUITE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD L ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAYNE HARRIS ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | VICE CHAIR/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ASHLEY ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW U ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETT U ABESS | ||||||||
| 100 SE 32ND ROAD | MIAMI | FL | 33129 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $18,545,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,335,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,335,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,045,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,751 | TotalTaxAmt |
| Distributable Before Adj | $937,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $937,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $937,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $832,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $832,932 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $937,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $813,274 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $832,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $813,274 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $917,871 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | COMMUNITY BENEFIT | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | PC | COMMUNITY BENEFIT | $25,000 |
| GOODWILL INDUSTRIES OF SOUTH FLORIDA | ||||||
| 2101 NW 22ND AVE | MIAMI | FL | 33142 | PC | COMMUNITY BENEFIT | $25,000 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | PC | COMMUNITY BENEFIT | $255,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 3550 LANDER ROAD STE 225 | PEPPER PIKE | OH | 44124 | PC | COMMUNITY BENEFIT | $1,000 |
| JUNIOR LEAGUE OF MIAMI INC | ||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | PC | COMMUNITY BENEFIT | $175 |
| MIAMI COUNTRY DAY SCHOOL | ||||||
| 601 NORTHEAST 107TH STREET | MIAMI | FL | 33161 | PC | COMMUNITY BENEFIT | $100,000 |
| MONTGOMERY BOTANICAL CENTER | ||||||
| 11901 OLD CUTLER RD | MIAMI | FL | 33156 | PC | COMMUNITY BENEFIT | $10,000 |
| MOUNT SINAI HOSPITAL | ||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | PC | COMMUNITY BENEFIT | $28,000 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 200TH ST SOUTHERN BLVD | BRONX | NY | 10458 | PC | COMMUNITY BENEFIT | $200,000 |
| THE RICHARD LAPIDUS ENDOWED SCHOLARSHIP | ||||||
| 1311 MILLER DRIVE | CORAL GABLES | FL | 33146 | PC | COMMUNITY BENEFIT | $1,000 |
| UNITED WAY OF MIAMI-DADE | ||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | PC | COMMUNITY BENEFIT | $72,500 |
| CATHOLIC CHARITIES LEGAL SERVICES | ||||||
| 28 WEST FLAGLER STREET | MIAMI | FL | 33130 | PC | COMMUNITY BENEFIT | $50,000 |
| FAIRCHILD TROPICAL GARDEN | ||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | PC | COMMUNITY BENEFIT | $20,000 |
| HISTORY MIAMI MUSEUM | ||||||
| 101 WEST FLAGLER STREET | MIAMI | FL | 33130 | PC | COMMUNITY BENEFIT | $10,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | ||||||
| 4425 LAWAI ROAD | KOLOA | HI | 96756 | PC | COMMUNITY BENEFIT | $5,000 |
| THE FREDERICK GUNN SCHOOL | ||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | PC | COMMUNITY BENEFIT | $500 |
| VIZCAYA MUSEUM AND GARDENS | ||||||
| 3251 SOUTH MIAMI AVE | MIAMI | FL | 33129 | PC | COMMUNITY BENEFIT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $818,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,145 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 43 | ExclusionCd |
| Exclusion | $2,978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $829,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,132,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,132,716 | 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 | LEONARD ABESS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 32ND ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,949 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $11,737,347 | EOYBookValueAmt |
| EOYFMV | $19,943,044 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $24,748 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSE, PERMITS, & FEES | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,978 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,978 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $66,381 | $53,105 | $0 | $13,276 |
| ACCOUNTING FEES | $7,100 | $5,680 | $0 | $1,420 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $655 | $655 | $0 | $0 |
| TAXES | $12,046 | $12,046 | $0 | $0 |