MICHAEL AND PHYLLIS WARREN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND PHYLLIS WARREN FAMILY FOUNDATION INC (EIN 82-4023568)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349100918
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:06:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PLACE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32607 | 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 | 824023568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND PHYLLIS WARREN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3523773030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 NW 16TH AVE 1 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WARREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3523773030 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN VANDUZER | PreparerPersonNm |
| PTIN | P01453696 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $732,991 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,276 | 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 | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $962 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,171 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,171 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,098 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $608,811 | CorporateStockBOYAmt |
| Corporate Stock EOY | $725,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $725,893 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $645,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $732,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $645,653 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $732,991 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $645,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $732,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $645,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $732,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $645,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,502 | OtherIncreasesAmt |
| Subtotal | $732,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $732,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $169,818 | $126,295 | $43,523 | $43,523 | |
| CAPITAL GAINS DIVIDENDS | $1,014 | $1,014 | $1,014 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $804 | 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 |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $816 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523773030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 NW 16TH AVE 1 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL E WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHYLLIS P WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | VICE PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW S WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEREMY B WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | TREASURER, TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW H WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STACEY M WARREN | ||||||||
| 502 NW 16TH AVENUE SUITE 1 | GAINESVILLE | FL | 32601 | SECRETARY, TRUSTEE | 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 | $648,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $670,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $670,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $660,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $804 | TotalTaxAmt |
| Distributable Before Adj | $32,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,466 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,028 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $541,827 | 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 | $51,466 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $490,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,159 | ExcessFromYear4Amt |
| Excess From Year3 | $116,028 | ExcessFromYear3Amt |
| Excess From Year2 | $63,326 | ExcessFromYear2Amt |
| Excess From Year1 | $73,940 | ExcessFromYear1Amt |
| Excess From Current Year | $69,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL E WARREN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF CENTRAL FLORIDA | |||||||
| 2170 W STATE RD 434 SUITE 300 | LONGWOOD | FL | 32779 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| AMERICAN CANCER SOCIETY | |||||||
| 3830 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | 200 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET-18TH FLOOR | NEW YORK | NY | 10275 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST STE 1100 | NEW YORK | NY | 10018 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 6TH STREET | NEW YORK | NY | 10126 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DRIVE STE 1150 | CHICAGO | IL | 60601 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| AMERICANS UNITED | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 | |
| CADE MUSEUM | |||||||
| 811 S MAIN ST | GAINESVILLE | FL | 32601 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 | |
| CHABAD LUBAVITCH CENTER OF GAINESVILLE | |||||||
| 2021 NW 5TH AVENUE | GAINESVILLE | FL | 32603 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $10,000 | |
| CONGREGATION B'NAI ISRAEL | |||||||
| 3830 NW 16TH BLVD | GAINESVILLE | FL | 32605 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,948 | |
| CONGREGATION SCHAARI ZEDEK | |||||||
| 3303 W SWANN AVE | TAMPA | FL | 33069 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $6,940 | |
| DANCE ALIVE | |||||||
| 3201 HULL ROAD | GAINESVILLE | FL | 32611 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 | |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| F'DATION FOR WEST HARTFORD PUBLIC SCHOOLS | |||||||
| 50 S MAIN ST | WEST HARTFORD | CT | 06107 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,500 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| FLORIDA HOLOCAUST MUSEUM | |||||||
| 55 FIFTH STREET SOUTH | ST PETERSBURG | FL | 33701 | PC | SUPPORT CHARITBALE MISSION OF ORGANIZATION | $1,500 | |
| GAINESVILLE SYMPHONY ORCHESTRA | |||||||
| PO BOX 357011 | GAINESVILLE | FL | 32635 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,500 | |
| GUARDIAN NEWS | |||||||
| 900 17TH ST NW STE 250 | WASHINGTON | DC | 20006 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 | |
| HILLEL AT THE UNIV OF FLORIDA | |||||||
| 2020 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,800 | |
| JEWISH COUNCIL OF N CENTRAL FLA | |||||||
| 3835 NW 8TH AVE | GAINESVILLE | FL | 32605 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,751 | |
| JEWISH WAR VETERANS USA | |||||||
| 1811 R STREET NW | WASHINGTON | DC | 20009 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| LISTENING MATTERS | |||||||
| 3102 S EMERSON STREET | TAMPA | FL | 33629 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 | |
| MIT | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $14,832 | |
| NATIONAL DIABETES FUND | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| NAT'L FOUNDATION CANCER RESEARCH | |||||||
| 5515 SECURITY LN 1105 | ROCKVILLE | MD | 20852 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| PACE CENTER FOR GIRLS | |||||||
| 6745 PHILIPS INDUSTRIAL BLVD | JACKSONVILLE | FL | 32256 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| PLANNED PARENTHOOD | |||||||
| PO BOX 96009 | WASHINGTON | DC | 20077 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,500 | |
| SEDGWICK DRAMA CLUB | |||||||
| 128 SEDGWICK ROAD | WEST HARTFORD | CT | 06107 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $100 | |
| SHAKESPEARE CENTER FOR ACTOR TRAINING | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 | |
| SIMON WEISENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| SUSTAINABLE CAMBODIA | |||||||
| 101 SE 2ND PL STE 201-B | GAINESVILLE | FL | 32601 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 | |
| UNITED SYNAGOGUE OF CONSERV JUDAISM | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| UNIV OF FL PERFORMING ARTS | |||||||
| 3201 HULL ROAD PO BOX 112750 | GAINESVILLE | FL | 326112750 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $35,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | GOV | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| VETERANS OF FOREIGN WARS OF US | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | PC | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 | |
| WUFT FMTV (UNIV OF FLORIDA) | |||||||
| 1200 WEIMER HALL PO BOX 118405 | GAINESVILLE | FL | 32611 | GOV | SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,171 | 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 | $644 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,656 | 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 | MICHAEL WARREN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7115 NW 28TH AVENUE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $962 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | PURCHASED | $31,971 | $38,591 | COST | $0 | -$6,620 |
| SALES OF PUBLICLY TRADED SECURITIES | PURCHASED | $3,951 | $3,951 | COST | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO BROKERAGE | StockNm |
| EOY Book Value | $725,893 | EOYBookValueAmt |
| EOYFMV | $725,893 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $113,502 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,120 | Amt |
| Net Investment Income | $3,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $345 | $345 | $0 |
| EXCISE TAXES | $259 | $0 | $0 |