2024-08-21T14:17:44-07:00 2023-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2023-01-01 261429306 DR JOSEPH P DANGELO FOUNDATION INC DRJO 3057701141 20 NW 181 STREET MIAMI FL 33169 MARGARET HEICHBERGER President 2024-08-16 true true JUSTIN R GOLDBERG P01367045 5613380028 2023 2024-08-08 14:25:15Z X 4812635 X X 27903 27903 86234 86234 4500 4500 -58687 2552794 4656088 2687082 2671431 2805719 115922 57961 57961 26000 13000 13000 1150 575 575 13088 6732 6356 12072 6092 55659 55659 99168 88918 10250 323059 173278 143801 0 0 323059 173278 143801 2348372 2632441 108267 6616 6616 84221 268339 268339 2293157 2322303 220347 565176 703061 50027 182620 1446713 1512316 1635422 46275 2280904 4626276 4812635 3000 3000 0 X 2277904 4626276 2277904 4626276 2280904 4626276 2277904 2348372 4626276 4626276 250 ENBRIDGE INC COM P 2023-07-06 2023-08-17 8709 9052 -343 -343 800 FORD MTR CO DEL COM P 2023-07-06 2023-12-19 9618 11952 -2334 -2334 290 ISHARES RUSSELL MID-CAP P 2023-01-11 2023-08-17 31665 31903 -238 -238 125 ISHARES S&P SMALLCAP600 P 2023-02-09 2023-08-17 11862 12924 -1062 -1062 270 TYSON FOODS INC P 2023-07-06 2023-09-19 14581 14135 446 446 2854.95 BLACKROCK MID CAP GROWTH P 2001-01-01 2023-01-10 88817 78317 10500 10500 297.551 FEDERATED HERMES KAUFMANN P 2018-07-25 2023-02-09 13000 11649 1351 1351 40 HOME DEPOT INC P 2017-09-25 2023-05-18 11706 6483 5223 5223 CASH IN LIEU - KENVUE INC COM P 2018-02-02 2023-08-24 6 5 1 1 130 TYSON FOODS INC P 2021-06-28 2023-09-19 7021 9680 -2659 -2659 50K TYSON FOODS INC NOTE 3.9% P 1818-01-01 2023-09-28 50000 50000 190 VANGUARD SHT-TERM INFLATION P 2021-11-24 2023-03-31 9077 9923 -846 -846 CASH IN LIEU - VERALTO CORP COM P 2017-10-24 2023-10-04 26 11 15 15 PPTY - 20 NW 181 ST - RENTAL USE P 2013-03-01 2023-04-28 2200000 125354 919921 1405433 1405433 PPTY - 20 NW 181 ST - CHARITABLE USE P 2013-01-01 2023-04-28 2200000 215653 1144058 1271595 1271595 2687082 -3531 36591 36591 36591 500 2000 2500 X 2089 36180 0 false false false false false false false false true FL true false false false false true N/A INGRID GILLETE-PALMER 3057704344 20 NW 181 ST MIAMI FL 33169 false false false false false false false false false false false false false false false false false false false false false false MARGARET HEICHBERGER 400 POINCIANA DR HALLANDALE FL 33009 President 10.00 16688 WILLIAM HEICHBERGER 75 KNOBHILL ROAD ORCHARD PARK NY 14127 Director 0.00 0 INGRID GILLETE-PALMER 271 NW 182 TERRACE MIAMI FL 33169 Secretary 5.00 12849 EDWARD HAWKINS 1030 NW 3RD ST MIAMI FL 33128 Treasurer 5.00 46385 JAMES HURD 235 LAWRENCE WOODS ORCHARD PARK NY 14127 Director 5.00 20000 CRAIG HEICHBERGER 1424 SWAMP FOX LANE CHARLESTOWN SC 29412 Director 0.00 0 LYNN MARIE COUFIELD 254 WOOD CREEK WAY ACWORTH GA 30101 Director 5.00 20000 NONE NONE 2490200 1079984 0 3570184 0 3570184 53553 3516631 175832 175832 36591 36591 139241 139241 139241 143801 143801 139241 3524 29852 32187 110338 175901 143801 0 139241 4560 180461 0 3524 176937 29852 32187 110338 4560 X 14 27903 14 86234 531120 -58687 18 2552794 -58687 2666931 2608244 false false false false false false false false false false JSG CPA - ACCOUNTING FEES 1150 575 0 575 BUILDING - 50% RENTAL USE 2013-03-01 701682 187476 SL 0.0256 5248 5248 A/C 2017-10-31 3425 2865 200DB 0.0873 112 112 BUILDING - 50% CHARITABLE 2013-01-01 701683 187476 SL 0.0256 5248 ROOF - 50% RENTAL USE 2018-02-20 54592 6827 SL 0.0256 408 408 ROOF - 50% CHARITABLE USE 2018-02-20 54592 6827 SL 0.0256 408 SHUTTERS - 50% RENTAL USE 2019-10-21 14496 1194 SL 0.0256 109 109 SHUTTERS - 50% CHARITABLE 2019-10-21 14495 1194 SL 0.0256 109 AIR CONDITIONER - 50% CHARITABLE 2022-01-21 11600 285 SL 0.0256 87 AIR CONDITIONER - 50% RENTAL USE 2022-01-21 11600 285 SL 0.0256 87 87 ELECTRICAL - 50% CHARITABLE 2022-04-04 7420 135 SL 0.0256 55 ELECTRICAL - 50% RENTAL 2022-04-04 7421 135 SL 0.0256 55 55 ROOF - 50% CHARITABLE 2022-12-19 9750 10 SL 0.0256 73 ROOF - 50% RENTAL 2022-12-19 9750 10 SL 0.0256 73 73 AMERICAN ELECTRIC POWER COMPANY 5456 10965 ALPHABET INC 4853 14093 AMGEN INC 8758 14401 APPLE INC 2928 14440 CISCO SYS INC 7666 11367 DANAHER CORP 3203 9254 EXXON MOBIL CORP 8267 12997 HOME DEPOT INC JOHNSON & JOHNSON 51707 50941 MICROSOFT CORP 3487 16922 PEPSICO INC 7715 11889 CROWN CASTLE INTL CORP 33247 34557 EATON CORP PLC COM 6021 18062 RAYTHEON CO COM ADOBE SYSTEMS INCORPORATED COM 10847 17898 VISA INC 9579 13018 WASTE MANAGEMENT INC 7990 12537 AMAZON 11961 15194 JP MORGAN CHASE & CO 37796 51030 COSTCO WHOLESALE CORP COM 6650 13202 MERCK &CO. INC COM 10334 14718 NUVEEN QUALITY MUNCP INCOME FD COM 25944 18835 TYSON FOODS INC CITIGROUP INC BOEING CO 8363 13033 GILEAD SCIENCES INC 10276 12151 TAIWAN SEMICONDUCTOR MANUFACTURING 30273 36400 ADVANCED MICRO DEVICES INC 30919 44223 BERKSHIRE HATHAWAY INC COM 26647 26750 CATERPILLAR INC COM 8401 10348 DEERE & CO 30791 29990 KENVUE INC COM 40599 40907 NEXTERA ENERGY INC COM 25887 22778 NIKE INC CLASS B COM 18286 19000 OCCIDENTAL PETE CORP COM 34834 34333 RTX CORPORATION COM 35076 35759 VERALTO CORP COM 415 1069 2293157 2322303 BLACKROCK MID CAP GROWTH EQUITY INSTL AT COST FEDERATED KAUFMANN SMALL CAP FD A AT COST 36851 42097 GOLDMAN SACHS GQG PARTNERS INTL AT COST 119880 148547 BLACKROCK HIGH YIELD BOND INSTITUTIONAL AT COST 25943 23140 VANGUARD SHT-TERM INFLATION-PROTECTED AT COST APOLLO DIVERSIFIED CREDIT FUND CL I AT COST 163530 165632 JPMORGAN DIVERS MID CAP GROWTH CL I AT COST 60000 68324 BLACKROCK CREDIT STRATEGIES FUND I AT COST 70030 70000 VANGUARD MID-CAP INDEX FUND AT COST 75748 81424 VANGUARD SMALL-CAP INDEX FUND AT COST 43512 47999 ISHARES TR IBONDS 27 ETF AT COST 200164 203884 ISHARES TR IBDS DEC28 ETF AT COST 200328 204985 ISHARES TR IBONDS DEC 29 AT COST 200727 206477 U S BK NATL ASSN CD AT COST 250000 249807 GILLIAM & GILLIAM - LEGAL FEES 26000 13000 0 13000 DIVIDEND RECEIVABLE 4856 LOAN RECEIVABLE 41419 BANK SERVICE & CHECK CHARGES 120 60 60 MILLER GESKO - INVESTMENT ADVISORY FEES 23071 23071 OFFICE EXPENSE 1437 1437 Rental Expenses 57095 57095 STATE FILING FEE 61 61 WORKERS COMP INSURANCE 17384 8692 8692 FOREIGN TAXES PAID 376 376 PAYROLL TAXES 12712 6356 6356