WISEHEART FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WISEHEART FOUNDATION INC (EIN 59-0992871)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349101318
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:37:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650688598 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 SW 57TH CT STE 420 | AddressLine1Txt |
| City | SOUTH MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331435324 | 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 | 590992871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISEHEART FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISE | BusinessNameControlTxt |
| Phone | 3052851222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 SW 3RD AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R WISEHEART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3052851222 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M TURNER | PreparerPersonNm |
| PTIN | P00698896 | PTIN |
| Phone | 3053770707 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $7,989,626 | 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 |
| Interest On Sav Rev And Expnss | $46,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,668 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $407,902 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $407,902 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $407,902 | NetRentalIncomeOrLossAmt |
| Total Rev And Expnss | $672,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $672,712 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,937 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,507 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,468 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,018 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $334,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,865,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,047,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,688,065 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,533,835 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,695,596 | OtherAssetsEOYAmt |
| Total Assets BOY | $6,733,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,044,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,989,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,695,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,695,555 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,037,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,349,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,733,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,044,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,733,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,044,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,733,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,169 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,044,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,044,616 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,740 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,740 | SubtotalAmt |
| Tax Based On Investment Income | $8,740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,840 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | 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 | WILLIAM R WISEHEART | IndividualWithBooksNm |
| Phone | 3052851222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 SW 3RD AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH W JOYCE | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | SECRETARY TR | 1.00 | $0 | $0 | $0 |
| CAROLYN MILNE | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHELE R WISEHEART | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| WILLIAM R WISEHEART | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH EM MILNE | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | BOARD OF DIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH J MAGNUSSON | ||||||||
| 2840 SW 3RD AVENUE | MIAMI | FL | 33129 | BOARD OF DIR | 1.00 | $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 | $7,111,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,429,196 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,429,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,317,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,740 | TotalTaxAmt |
| Distributable Before Adj | $357,148 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $357,148 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $357,148 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,630 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $317,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $309,092 | UndistributedIncomePYAmt |
| Qualifying Distributions | $317,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $309,092 | AppliedToYear1Amt |
| Applied To Current Year | $8,538 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $348,610 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WISEHEART FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 SW 3RD AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3052851222 | RecipientPhoneNum |
| Form And Info And Materials | THE WISEHEART FOUNDATION DOES NOT USE GRANT APPLICATION FORMS. A PROPOSAL SHOULD BE SUBMITTED IN WRITING ON THE LETTERHEAD OF THE ORGANIZATION REQUESTING THE GRANT AND SIGNED BY ITS CHIEF EXECUTIVE OFFICER ON BEHALF OF ITS GOVERNING BODY. THE FOLLOWING INFORMATION SHOULD BE INCLUDED: THE NEED WHICH WOULD BE MET BY THE GRANT REQUESTED, THE MANNER IN WHICH THE NEED WOULD BE MET BY THE PROJECT OR PROGRAM PROPOSED, THE REASONS WHICH WOULD INDICATE THAT THE ORGANIZATION REQUESTING THE GRANT IS THE LOGICAL ONE TO CARRY OUT THE PROJECT, THE QUALIFICATIONS OF THE STAFF LEADERSHIP OF THE ORGANIZATION, A PROPOSED BUDGET FOR THE PROJECT, PROPOSED METHODS FOR EVALUATING THE PROJECT, AN INDICATION AS TO HOW THE PROGRAM WILL BE SUPPORTED AFTER THE REQUESTED GRANT EXPIRES, AND BACKGROUND INFORMATION OF THE ORGANIZATION AND ITS DIRECTORS AND OFFICERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY NOVEMBER 30 FOR CONSIDERATION IN THE CURRENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WISEHEART FOUNDATION IS WILLING TO PROVIDE FINANCIAL ASSISTANCE TO OTHER ORGANIZATIONS SHARING THE SAME OR SIMILAR CHARITABLE OBJECTIVES, PROVIDED THAT SUCH ORGANIZATIONS ARE ESTABLISHED FOR NON-PROFIT PURPOSES AND HAVE BEEN FORMALLY RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND FURTHER PROVIDED THAT SUCH ORGANIZATIONS ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF "SECTION 509(A) (2)." THE WISEHEART FOUNDATION DOES NOT MAKE GRANTS DIRECTLY TO INDIVIDUALS. STRONG PREFERENCE IS GIVEN TO ORGANIZATIONS WHICH CARRY OUT THEIR RELIGIOUS OR CHARITABLE ACTIVITIES WITHIN MIAMI-DADE COUNTY, FLORIDA AND GRANTS ARE MADE TO OTHER ORGANIZATIONS ONLY IN UNUSUAL CIRCUMSTANCES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE NETWORK | ||||||||
| 22790 SW 112TH AVENUE | MIAMI | FL | 33170 | NONE | PC | CHARITABLE | $5,000 | |
| ANN STORCK CENTER INC | ||||||||
| 1790 SW 43RD WAY | FORT LAUDERDALE | FL | 33317 | NONE | PC | CHARITABLE | $3,000 | |
| BASCOM PALMER EYE INSTITUTE | ||||||||
| 900 NW 17TH STREET 6 | MIAMI | FL | 33126 | NONE | PC | CHARITABLE | $1,000 | |
| BERGEN FAMILY CENTER | ||||||||
| 44 ARMORY DRIVE | HACKENSACK | NJ | 07601 | NONE | PC | CHARITABLE | $9,000 | |
| BERGEN VOLUNTEER CENTER | ||||||||
| 64 PASSAIC STREET | HACKENSACK | NJ | 07601 | NONE | PC | CHARITABLE | $6,000 | |
| BUDDY SYSTEM MIA INC | ||||||||
| 701 MERIDIAN AVENUE 3 | MIAMI BEACH | FL | 33139 | NONE | PC | CHARITABLE | $2,000 | |
| CARE ELEMENTARY SCHOOL INC | ||||||||
| 2025 NW 1ST AVENUE | MIAMI | FL | 33127 | NONE | PC | CHARITABLE | $20,000 | |
| CASA FAMILIA | ||||||||
| 1550 DOUGLAS ROAD 280 | CORAL GABLES | FL | 33134 | NONE | PC | CHARITABLE | $11,000 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | NONE | PC | CHARITABLE | $1,000 | |
| CHILDRENS'S HOME SOCIETY OF FLORIDA | ||||||||
| 800 NW 15TH STREET | MIAMI | FL | 33136 | NONE | PC | CHARITABLE | $2,000 | |
| CHRISTCHURCH MIAMI | ||||||||
| 8485 SW 112TH STREET | MIAMI | FL | 33156 | NONE | PC | CHARITABLE | $5,000 | |
| COCONUT GROVE CARES | ||||||||
| 3870 WASHINGTON AVENUE | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $3,000 | |
| COCONUT GROVE CRISIS FOOD PANTRY IN | ||||||||
| 3481 HIBISCUS STREET | MIAMI | FL | 33133 | NONE | PC | CHARITABLE | $5,800 | |
| CORNELL UNIVERSITY | ||||||||
| 616 THURSTON AVENUE | ITHACA | NY | 14853 | NONE | PC | CHARITABLE | $20,000 | |
| DANA HALL SCHOOL | ||||||||
| 45 DANA ROAD | WELLESLEY | MA | 02482 | NONE | PC | CHARITABLE | $2,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | CHARITABLE | $3,000 | |
| DWIGHT ENGLEWOOD SCHOOL | ||||||||
| 315 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $2,500 | |
| ENGLEWOOD HEALTH FOUNDATION | ||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $20,000 | |
| ENGLEWOOD HISTORICAL SOCIETY | ||||||||
| PO BOX 8136 | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $1,500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 150 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $22,500 | |
| FIRST PRESBYTERIAN PRE-SCHOOL | ||||||||
| 150 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $3,000 | & KINDERGARTEN |
| FLAT ROCK BROOK NATURE CENTER | ||||||||
| 443 VAN NOSTRAND AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $11,000 | |
| GOOD HOPE EQUESTRIAN TRAINING CTR | ||||||||
| 22155 SW 147TH AVENUE | MIAMI | FL | 33170 | NONE | PC | CHARITABLE | $20,000 | |
| GLORY HOUSE OF MIAMI INC | ||||||||
| 3606 SW 60TH COURT | MIAMI | FL | 33155 | NONE | PC | CHARITABLE | $3,000 | |
| GRANADA PRESBYTERIAN CHURCH | ||||||||
| 950 UNIVERSITY DRIVE | CORAL GABLES | FL | 33134 | NONE | PC | CHARITABLE | $20,000 | |
| KEY LIFE NETWORK INC | ||||||||
| PO BOX 945000 | MAITLAND | FL | 327945000 | NONE | PC | CHARITABLE | $20,000 | |
| MIAMI LIGHTHOUSE FOR THE BLIND | ||||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | NONE | PC | CHARITABLE | $12,000 | |
| MIAMI RESCUE MISSION | ||||||||
| 2159 NW 1 COURT | MIAMI | FL | 33127 | NONE | PC | CHARITABLE | $4,000 | |
| MIAMI YOUTH FOR CHRIST | ||||||||
| PO BOX 561101 | MIAMI | FL | 332561101 | NONE | PC | CHARITABLE | $1,500 | |
| MIDDLESEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 017429122 | NONE | PC | CHARITABLE | $5,000 | |
| MISSION TO NORTH AMERICA | ||||||||
| PO BOX 890233 | CHARLOTTE | NC | 282890233 | NONE | PC | CHARITABLE | $1,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | CHARITABLE | $3,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $25,000 | |
| RANSOM EVERGLADES SCHOOL | ||||||||
| 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $2,000 | |
| ST ALBAN'S CHILD ENRICHMENT CENTER | ||||||||
| 3465 BROOKER STREET | MIAMI | FL | 33133 | NONE | PC | CHARITABLE | $3,000 | |
| ST HUGH CATHOLIC CHURCH & SCHOOL | ||||||||
| 3460 ROYAL ROAD | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSP | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381059959 | NONE | PC | CHARITABLE | $1,000 | |
| ST THOMAS EPISCOPAL SCHOOL | ||||||||
| 5692 N KENDALL DRIVE | MIAMI | FL | 33156 | NONE | PC | CHARITABLE | $1,000 | |
| SUNDARI FOUNDATION INC | ||||||||
| 217 NW 15TH STREET | OVERTOWN MIAMI | FL | 33136 | NONE | PC | CHARITABLE | $3,000 | D/B/A LOTUS HOUSE WOMEN'S SHELTER |
| THE CHAPLAINCY COMMITTEE | ||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $1,000 | ENGLEWOOD HEALTH |
| THE COMMUNITY CHEST OF ENGLEWOOD | ||||||||
| 122 S VAN BRUNT ST 2 FL | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $4,000 | |
| THE ELIZABETH MORROW SCHOOL | ||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | CHARITABLE | $7,500 | |
| THE KAMPONG OF NTBG | ||||||||
| 4013 SO DOUGLAS ROAD | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $1,000 | |
| THE MIAMI DADE COUNTY LAW LIBRARY | ||||||||
| 20 NW 1ST AVENUE | MIAMI | FL | 33128 | NONE | PC | CHARITABLE | $1,000 | |
| THE THELMA GIBSON HEALTH INITIATIVE | ||||||||
| 3634 GRAND AVENUE | COCONUT GROVE | FL | 33133 | NONE | PC | CHARITABLE | $4,000 | |
| UNIVERSITY OF MIAMI CARD | ||||||||
| 5665 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | NONE | PC | CHARITABLE | $2,000 | |
| UNIVERSITY OF MIAMI SCHOOL OF LAW L | ||||||||
| 1311 MILLER DR ROOM G28 | CORAL GABLES | FL | 331468087 | NONE | PC | CHARITABLE | $4,000 | |
| YALE ALUMNI FUND | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | PC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,668 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $407,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $264,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $407,902 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $672,712 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B | LineNumberTxt |
| Relationship Statement | THE PARTNERSHIP INTEREST IN COMMUNITY DEVELOPERS, LTD IS CONSIDERED A QUALIFIED ASSET USED DIRECTLY BY, OR AS FUNCTIONALLY RELATED TO, THE CHARITABLE ACTIVITY OF THE FOUNDATION. THE FOUNDATION CHARTER STATES THAT ONE OF ITS ACTIVITIES IS TO PROVIDE HOUSING FACILITIES TO THE POOR AND DISTRESSED AT REASONABLE RATES. (ALSO SEE FORM 990-PF, PART II, LINE 15 - OTHER ASSETS) | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,875 | Amt |
| Net Investment Income | $1,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,937 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $5,047,459 | EOYBookValueAmt |
| EOYFMV | $7,688,065 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,375 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY DEVELOPERS, LTD. | Desc |
| BOY Book Value | $1,533,835 | BOYBookValueAmt |
| EOY Book Value | $1,695,596 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE AND MISCELLANEOUS | $4,486 | $2,468 | $2,018 |
| INVESTMENT ADVISORY FEES | $30,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $9,507 | Amt |
| Net Investment Income | $9,507 | NetInvestmentIncomeAmt |