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THE MIAMI FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: THE MIAMI FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 23 Jul 1992 (33 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 27 Sep 2016 (8 years ago)
Document Number: N50007
FEI/EIN Number 650350357

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 33128-1838, US
Mail Address: 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 33128-1838, US
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2023 650350357 2024-04-18 THE MIAMI FOUNDATION, INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1990-05-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET,, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2024-04-18
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC. 2023 650350357 2024-06-24 THE MIAMI FOUNDATION, INC 59
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET,, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2024-06-24
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2022 650350357 2023-08-29 THE MIAMI FOUNDATION, INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1990-05-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET,, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2023-08-29
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC. 2022 650350357 2023-07-20 THE MIAMI FOUNDATION, INC 47
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET,, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2021 650350357 2022-10-10 THE MIAMI FOUNDATION, INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1990-05-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET,, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2022-10-10
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC. 2021 650350357 2022-07-29 THE MIAMI FOUNDATION, INC 42
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2022-07-29
Name of individual signing TOBY DOUTHWRIGHT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC. 2020 650350357 2021-09-01 THE MIAMI FOUNDATION, INC 37
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2021-09-01
Name of individual signing JULIE VIVES
Valid signature Filed with authorized/valid electronic signature
THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2020 650350357 2021-10-12 THE MIAMI FOUNDATION, INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1990-05-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing JULIE VIVES
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC. 2019 650350357 2020-09-29 THE MIAMI FOUNDATION, INC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2020-09-29
Name of individual signing GLORIA ORTEGA REX
Valid signature Filed with authorized/valid electronic signature
THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2019 650350357 2020-10-02 THE MIAMI FOUNDATION, INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1990-05-01
Business code 813000
Sponsor’s telephone number 3053712711
Plan sponsor’s address 40 NW 3RD STREET, SUITE 305, MIAMI, FL, 33128

Signature of

Role Plan administrator
Date 2020-10-02
Name of individual signing GLORIA ORTEGA REX
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Anderson Sheldon BOAR 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Adams, III Nelson LDr. Vice President 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Beavers Ben Treasurer 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Monson Rebekah Secretary 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Fishman Lipsey Rebecca President 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Douthwright Toby Vice President 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838
Fishman Lipsey Rebecca Agent 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL, 331281838

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-01-21 Fishman Lipsey, Rebecca -
REINSTATEMENT 2016-09-27 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 - -
CHANGE OF PRINCIPAL ADDRESS 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 -
CHANGE OF MAILING ADDRESS 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 -
REGISTERED AGENT ADDRESS CHANGED 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 -
NAME CHANGE AMENDMENT 2010-10-13 THE MIAMI FOUNDATION, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-03-12
ANNUAL REPORT 2022-04-19
AMENDED ANNUAL REPORT 2021-06-15
AMENDED ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-10
ANNUAL REPORT 2018-01-04
ANNUAL REPORT 2017-01-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
65-0350357 Corporation Unconditional Exemption 40 NW 3RD ST STE 305, MIAMI, FL, 33128-1839 1992-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 524999533
Income Amount 370777980
Form 990 Revenue Amount 133524071
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name MIAMI FOUNDATION INC
EIN 65-0350357
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2024447110 2020-04-10 0455 PPP 40 NW 3rd Street Suite #305 0.0, Miami, FL, 33128-1838
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 431204
Loan Approval Amount (current) 431204
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Miami, MIAMI-DADE, FL, 33128-1838
Project Congressional District FL-27
Number of Employees 27
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 436462.77
Forgiveness Paid Date 2021-07-06

Date of last update: 02 Mar 2025

Sources: Florida Department of State