Civic Intelligence

Daniel J Goldman Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0813745

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
1123 71st StreetMiami Beach, FL 33141-3674

(305) 866-7334

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,463,200

Up $258,512 (+21%) from 2018

Net Assets

Up

$1,463,200

Up $258,512 (+21%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin64th percentile

Revenue

Down

$71,591

Down $12,960 (-15%) from 2018

Expenses

Up

$63,994

Up $4,505 (+7.6%) from 2018

Net Income

Down

$7,597

Down $17,465 (-70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $929,310Liabilities 2011: $12011Assets 2012: $946,639Liabilities 2012: $0Net Assets 2012: $946,6392012Assets 2013: $1,179,198Liabilities 2013: $1Net Assets 2013: $1,179,1982013Assets 2014: $1,252,931Liabilities 2014: $1Net Assets 2014: $1,252,9312014Assets 2015: $1,127,013Liabilities 2015: $1Net Assets 2015: $1,127,0132015Assets 2016: $1,181,112Liabilities 2016: $0Net Assets 2016: $1,181,1122016Assets 2017: $1,329,432Liabilities 2017: $0Net Assets 2017: $1,329,4322017Assets 2018: $1,204,688Liabilities 2018: $0Net Assets 2018: $1,204,6882018Assets 2019: $1,463,200Liabilities 2019: $1Net Assets 2019: $1,463,2002019Assets 2020: $1,636,641Liabilities 2020: $22,856Net Assets 2020: $1,613,7852020Assets 2021: $2,073,959Liabilities 2021: $56,770Net Assets 2021: $2,017,1892021Assets 2022: $1,773,416Liabilities 2022: $85,889Net Assets 2022: $1,687,5272022Assets 2023: $1,960,986Liabilities 2023: $0Net Assets 2023: $1,960,9862023Assets 2024: $2,222,240Liabilities 2024: $0Net Assets 2024: $2,222,2402024

Highlighted filing

2019

Assets$1,463,200
Liabilities$1
Net Assets$1,463,200
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $19,971Expenses 2011: $46,366Net Income 2011: -$26,3952011Expenses 2012: $53,0052012Revenue 2013: $26,654Expenses 2013: $48,887Net Income 2013: -$22,2332013Revenue 2014: $60,844Expenses 2014: $61,185Net Income 2014: -$3412014Revenue 2015: $36,769Expenses 2015: $57,550Net Income 2015: -$20,7812015Revenue 2016: $54,538Expenses 2016: $64,861Net Income 2016: -$10,3232016Revenue 2017: $65,727Expenses 2017: $66,253Net Income 2017: -$5262017Revenue 2018: $84,551Expenses 2018: $59,489Net Income 2018: $25,0622018Revenue 2019: $71,591Expenses 2019: $63,994Net Income 2019: $7,5972019Revenue 2020: $101,037Expenses 2020: $71,530Net Income 2020: $29,5072020Revenue 2021: $104,040Expenses 2021: $70,796Net Income 2021: $33,2442021Revenue 2022: $126,154Expenses 2022: $101,457Net Income 2022: $24,6972022Revenue 2023: $188,101Expenses 2023: $85,748Net Income 2023: $102,3532023Revenue 2024: $116,966Expenses 2024: $119,624Net Income 2024: -$2,6582024

Highlighted filing

2019

Revenue$71,591
Expenses$63,994
Net Income$7,597
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN LEWINPres/Direct-$0--
Filing and Contact Details

Filer

Filer Name
Daniel J Goldman Foundation Inc
EIN
65-0813745
Phone
3058667334
Address
1123 71ST STREET, MIAMI BEACH, FL 33141-3674

Signing Officer

Name
Jonathan Lewin
Title
Pres/direct
Phone
3058667334
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kwal & Oliva Pa Cpas
Address
169 E FLAGLER STREET STE 800, MIAMI, FL 33131-1296
Preparer
Richard M Kwal CPA
Phone
3055774333
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-11788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1210663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc011 SHRS CHEVRON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19 SHRS DIAGEO ADR SPONSORED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc260 SHRS THE DUN & BRADSTREET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320 SHRS GRAINGER W W INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc428 SHRS HELIX ENERGY SOLUTIONS GRP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc519 SHRS JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc636 SHRS MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc747 SHRS NORTON LIFELOCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80.286 OBSIDIAN ENERGY LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96 SHRS PEMBINA PIPELINE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1093 SHRS SOUTHWEST AIRLINES CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110.555 WEATHERFORD INTL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1254 SHRS AON PLC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt050725
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07597
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0250915
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01463200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01204688
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01463200
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065304
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065304
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065304
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066711
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01407
IRS990PF/DistributableAmountGrp/TotalTaxAmt01407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02261
IRS990PF/FMVAssetsEOYAmt01463200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01199608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01461957
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01461957
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01340
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01340
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0830
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0830
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01204688
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01463200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05080
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01204688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01463200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01463200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01204688
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01463200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01204688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01463200
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01354536
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01302788
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020318
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0830
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt066711
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01334218
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01354536
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JONATHAN LEWIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0110 SOUTH SHORE DRIVE 5F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033141
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt064444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt065148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt056120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt063580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt061868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt058026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01334218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01299639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01234463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01142748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01206044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01228121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241507
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060694
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060694
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060694
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONATHAN LEWIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0110 S SHORE DRIVE 5F
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033141
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,463,200
Liabilities
$1
Net assets
$1,463,200
Revenue
$71,591
Expenses
$63,994
Net income
$7,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.09$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.09$1.69$0.13$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.02$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.61$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.02$0.05$0.03