Civic Intelligence

The Aaron I Fleischman and Lin Lougheed

EIN 30-0265819 • Miami, FL

3310 Mary Street 501Miami, FL 33133
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

3.9%

Faster revenue growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,040,872

Up $39,980 (+4.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,040,872

Up $39,980 (+4.0%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$57,804

Up $2,153 (+3.9%) from 2024

Expenses

Down

$17,824

Down $60,326 (-77%) from 2024

Net Income

Up

$39,980

Up $62,479 (+278%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,271,529Liabilities 2011: $0Net Assets 2011: $3,271,5292011Assets 2012: $2,888,607Liabilities 2012: $0Net Assets 2012: $2,888,6072012Assets 2013: $2,790,104Liabilities 2013: $0Net Assets 2013: $2,790,1042013Assets 2014: $2,746,953Liabilities 2014: $0Net Assets 2014: $2,746,9532014Assets 2016: $2,562,115Liabilities 2016: $0Net Assets 2016: $2,562,1152016Assets 2017: $2,482,071Liabilities 2017: $0Net Assets 2017: $2,482,0712017Assets 2018: $1,829,106Liabilities 2018: $0Net Assets 2018: $1,829,1062018Assets 2019: $1,414,124Liabilities 2019: $0Net Assets 2019: $1,414,1242019Assets 2020: $1,211,299Liabilities 2020: $0Net Assets 2020: $1,211,2992020Assets 2021: $1,225,979Liabilities 2021: $0Net Assets 2021: $1,225,9792021Assets 2022: $1,050,139Liabilities 2022: $0Net Assets 2022: $1,050,1392022Assets 2023: $1,023,391Liabilities 2023: $0Net Assets 2023: $1,023,3912023Assets 2024: $1,000,892Liabilities 2024: $0Net Assets 2024: $1,000,8922024Assets 2025: $1,040,872Liabilities 2025: $0Net Assets 2025: $1,040,8722025

Highlighted filing

2025

Assets$1,040,872
Liabilities$0
Net Assets$1,040,872
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $380,5002011Expenses 2012: $517,9092012Expenses 2013: $162,2792013Revenue 2014: $125,694Expenses 2014: $168,845Net Income 2014: -$43,1512014Revenue 2016: $47,709Expenses 2016: $65,183Net Income 2016: -$17,4742016Revenue 2017: $19,716Expenses 2017: $99,760Net Income 2017: -$80,0442017Revenue 2018: -$33,730Expenses 2018: $619,235Net Income 2018: -$652,9652018Revenue 2019: -$127,489Expenses 2019: $287,493Net Income 2019: -$414,9822019Revenue 2020: $41,741Expenses 2020: $244,566Net Income 2020: -$202,8252020Revenue 2021: $16,714Expenses 2021: $2,034Net Income 2021: $14,6802021Revenue 2022: $86,550Expenses 2022: $262,390Net Income 2022: -$175,8402022Revenue 2023: $136,569Expenses 2023: $163,317Net Income 2023: -$26,7482023Revenue 2024: $55,651Expenses 2024: $78,150Net Income 2024: -$22,4992024Revenue 2025: $57,804Expenses 2025: $17,824Net Income 2025: $39,9802025

Highlighted filing

2025

Revenue$57,804
Expenses$17,824
Net Income$39,980
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,040,872
Liabilities
$0
Net assets
$1,040,872
Revenue
$57,804
Expenses
$17,824
Net income
$39,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.02$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.26$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.02$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.29$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.03$0.62$0.65
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.13$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.52
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON I FLEISCHMANDirector-$0--
LINFORD L LOUGHEEDDirector-$0--
ROBERT A STONEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Aaron I Fleischman and Lin Lougheed
EIN
30-0265819
Phone
3058585600
Address
3310 MARY STREET 501, MIAMI, FL 33133

Signing Officer

Name
Aaron Fleischman
Title
Director
Phone
3058585600
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
Robert a Stone CPA
Phone
3058585600
Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03760
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0168096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1139826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3124412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4151012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5113025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6220217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0171740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2102300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3310420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4133880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5131880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6210788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,000 SHS ALPHABET INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1700 SHS DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,000 SHS EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32,000 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42,000 SHS LAUDER ESTEE COMPANIES INCORPORATED CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53,000 SHS VERIZON COMMUNICATIONS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,250 SHS ZOETIS INCORPORATED CLASS A
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044250
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013554
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt057804
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057804
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01880
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03760
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013554
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044250
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039980
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01317533
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013554
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt055924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt057804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt057804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01880
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01303979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01317533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013554
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt039980
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01040872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01000892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01040872
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059509
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059509
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059509
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt060286
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0777
IRS990PF/DistributableAmountGrp/TotalTaxAmt0777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt01197198
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0427746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01037612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01193938
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01000892
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01040872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0573146
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03260
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01000892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01040872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01197198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01000892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01040872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01000892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01040872
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01224079
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0382074
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0842005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018361
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt060286
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01205718
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01224079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AARON I FLEISCHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINFORD L LOUGHEED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT A STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05646 NORTH BAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 402545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23310 MARY STREET SUITE 501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAUFMAN ROSSIN CO PA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03010 MARY STREET SUITE 501
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033133
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03058585600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0AARON I FLEISCHMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOLOMON R GUGGENHEIM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01071 5TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt049509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt092259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0185516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0171083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt049509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0121574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0291667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt092259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0185516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0413241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0462750
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
TaxesSchedule/TaxesDetail/Amt0794
TaxesSchedule/TaxesDetail/Amt13200
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON FLEISCHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03058585600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AARON I FLEISCHMAN AND LIN LOUGHEED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0300265819
ReturnHeader/Filer/PhoneNum03058585600
ReturnHeader/Filer/USAddress/AddressLine1Txt03310 MARY STREET 501
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 MARY STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A STONE CPA
ReturnHeader/ReturnTs02025-10-10T12:14:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.