2025-04-04T18:08:12-04:00 2023-12-31 650940479 MERMELSTEIN HIDALGO LLP 3211 PONCE DE LEON BLVD STE M-2 CORAL GABLES FL 331347274 990PF 2023-01-01 262471929 THE JOSE MILTON FOUNDATION JOSE 3054606300 3211 PONCE DE LEON BLVD STE 301 CORAL GABLES FL 33134 ANA MILTON PRES & CEO 3054606300 2025-04-04 true true MICHAEL S MERMELSTEIN CPA P00503034 3054442142 2025-04-04 2023 2025-03-06 01:10:19Z X 6727753 X X 54048 54048 54048 118850 118850 118850 225779 2674874 64 398677 172962 172898 6 6 4711 4711 43204 43204 47921 47921 0 2459554 2459554 2507475 47921 2459554 -2108798 125041 172898 58484 28406 28408 576527 217057 217057 2549 1843 1843 1191207 1116277 1087209 3766204 2491936 4243643 932516 832215 778840 659718 390724 370753 7187205 5078458 6727753 0 X 7187205 5078458 7187205 5078458 7187205 5078458 7187205 -2108798 51 5078458 5078458 64 1738 1738 1738 3577 3577 1839 1839 false false false false false false false true true FL true false false false false true N/A ANA MILTON 3054606300 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 false false false false false false false false false false false false false false false false false false false false JOSEPH MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 TRUSTEE 000.00 0 0 0 CECIL MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 TRUSTEE 000.00 0 0 0 FRANK MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 TRUSTEE 000.00 0 0 0 ANA MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 PRES & CEO 000.00 0 0 0 ALEC MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 ERIC MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 DIANA MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 NICOLAS MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 JUSTIN MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 DANIELLA MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 JESSICA MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 JOSEPH MILTON JR 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 DIRECTOR 000.00 0 0 0 NONE NONE N/A 7118770 451597 0 7570367 7570367 113556 7456811 372841 372841 1738 1738 371103 371103 371103 2459554 2459554 371103 164492 495586 160828 177415 652289 1650610 2459554 371103 2088451 3739061 0 164492 3574569 495586 160828 177415 652289 2088451 X ANA MILTON 3211 PONCE DE LEON BLVD 301 CORAL GABLES FL 33134 3054606300 AVMILTON@BELLSOUTH.NET 5000 ROLE MODELS 1450 NE 2 AVE SUITE 227 MIAMI FL 33132 UNRELATED 501(C)(3) UNRESTRICTED 20000 AMERICAN RED CROSS 335 SW 27 AVE MIAMI FL 33145 UNRELATED 501(C)(3) UNRESTRICTED 42200 ASSOC OF FUNDRAISING PROFESSIONALS 4200 WILSON BLVD 480 ARLINGTON VA 22203 UNRELATED 501(C)(3) UNRESTRICTED 5000 BAPTIST HEALTH SOUTH FL FOUNDATION 6855 RED ROAD CORAL GABLES FL 33143 UNRELATED 501(C)(3) UNRESTRICTED 1300000 BELEN JESUIT PREPARATORY SCHOOL 500 SW 127TH AVE MIAMI FL 33184 UNRELATED 501(C)(3) UNRESTRICTED 275000 BIG BROTHERS BIG SISTERS OF MIAMI 550 NW 42ND AVE MIAMI FL 33126 UNRELATED 501(C)(3) UNRESTRICTED 2500 BRANCHES INC 11500 NW 12TH AVE MIAMI FL 33168 UNRELATED 501(C)(3) UNRESTRICTED 30000 FAIRCHILD TROPICAL BOTANIC GARDEN 10901 OLD CUTLER ROAD MIAMI FL 33156 UNRELATED 501(C)(3) UNRESTRICTED 1000 GIRL SCOUTS OF TROPICAL FL 11347 SW 160TH ST MIAMI FL 33157 UNRELATED 501(C)(3) UNRESTRICTED 2500 JACKSON HEALTH FOUNDATION 1501 NW NORTH RIVER DR MIAMI FL 33125 UNRELATED 501(C)(3) UNRESTRICTED 511400 MOUNT SINAI MEDICAL CENTER FOUND 4300 ALTON ROAD MIAMI BEACH FL 33140 UNRELATED 501(C)(3) UNRESTRICTED 47500 RONALD MCDONALD HOUSE OF CHARITIES 110 N CARPENTER ST CHICAGO IL 60607 UNRELATED 501(C)(3) UNRESTRICTED 6954 SHAKE-A-LEG MIAMI 2620 S BAYSHORE DR COCONUT GROVE FL 33133 UNRELATED 501(C)(3) UNRESTRICTED 10000 THE FOUNDTN FOR NEW EDUC INITIATIVE 1450 NE 2ND AVE STE 931 MIAMI FL 33132 UNRELATED 501(C)(3) UNRESTRICTED 45000 UNITED WAY OF MIAMI-DADE COUNTY 3250 SW 3 AVE MIAMI FL 33129 UNRELATED 501(C)(3) UNRESTRICTED 35500 UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 UNRELATED 501(C)(3) UNRESTRICTED 125000 2459554 14 54048 14 118850 14 64 225715 172962 225715 398677 false false false false false false false false false false WELLS FARGO 1800 ST-COVERED PURCHASE 571449 581650 -10201 US TREASURY NOTE 1.750% 2019-05 PURCHASE 2023-05 75000 73796 1204 WELLS FARGO 1800 LT-COVERED PURCHASE 2028361 1793649 234712 CORPORATE OBLIGATIONS-WF AGG451918 832215 778840 DOMESTIC & INT'L EQ-WF AGG451918 2491936 4243643 1116277 1087209 DOMESTIC MUTUAL FUNDS - WF AGG451918 AT COST INT'L OBLIGATIONS AT COST PREFERRED SECURITIES AT COST REAL ESTATE FUNDS- WF AGG451918 AT COST 390724 370753 REAL ESTATE INV TR-WF AGG451918 AT COST EXPENSES ADR FEES-WF 45191800 442 442 MANAGEMENT FEES-WF 45191800 42762 42762 INVESTMENT BASIS ADJUSTMENT 51 PROFESSIONAL FEES 6 6 FOREIGN INCOME TAXES 4493 4493 FEDERAL INCOME TAXES 218 218