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THE MIAMI FOUNDATION, INC.

Company Details

Entity Name: THE MIAMI FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Not For Profit Corporation
Status: Active
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 65-0350357
Address: 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838
Mail Address: 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838
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

Agent

Name Role Address
Fishman Lipsey, Rebecca Agent 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

BOARD CHAIR

Name Role Address
Anderson, Sheldon BOARD CHAIR 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

VICE CHAIR

Name Role Address
Adams, III, Nelson L., Dr. VICE CHAIR 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

TREASURER

Name Role Address
Beavers, Ben TREASURER 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

SECRETARY

Name Role Address
Monson, Rebekah SECRETARY 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

PRESIDENT

Name Role Address
Fishman Lipsey, Rebecca PRESIDENT 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

Chief Executive Officer

Name Role Address
Fishman Lipsey, Rebecca Chief Executive Officer 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

VICE PRESIDENT FOR FINANCE

Name Role Address
Douthwright, Toby VICE PRESIDENT FOR FINANCE 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

Chief Financial Officer

Name Role Address
Douthwright, Toby Chief Financial Officer 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-01-21 Fishman Lipsey, Rebecca No data
REINSTATEMENT 2016-09-27 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 No data No data
CHANGE OF PRINCIPAL ADDRESS 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 No data
CHANGE OF MAILING ADDRESS 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 No data
REGISTERED AGENT ADDRESS CHANGED 2015-04-23 40 NORTHWEST 3RD STREET, SUITE 305, MIAMI, FL 33128-1838 No data
NAME CHANGE AMENDMENT 2010-10-13 THE MIAMI FOUNDATION, INC. No data

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

Related by officers

Fishman Lipsey, Rebecca

THE COLLEGE ASSISTANCE PROGRAM (CAP) OF MIAMI-DADE COUNTY, INC.

Douthwright, Toby

THE COLLEGE ASSISTANCE PROGRAM (CAP) OF MIAMI-DADE COUNTY, INC.

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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