Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FBZ Archivos Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)535 Vittorio Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Coral Gables, FL33146
A Employer identification number

20-0803130
B Telephone number (see instructions)

(305) 444-8800
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,343,548J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,775 5,775  
4 Dividends and interest from securities... 55,836 55,836  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,292
b Gross sales price for all assets on line 6a 794,777
7 Capital gain net income (from Part IV, line 2)... 112,292
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 173,903 173,903  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,500 7,500   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,851 31,851   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,772 2,772   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,387 2,441   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,510 44,564   0
25 Contributions, gifts, grants paid....... 92,000 92,000
26 Total expenses and disbursements. Add lines 24 and 25 137,510 44,564   92,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,393
b Net investment income (if negative, enter -0-) 129,339
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 49,846 78,488 78,488
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,781,307 Click to see attachment
List of Attached Documents:
// Content
1,789,058 		2,265,060
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,831,153 1,867,546 2,343,548
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 386,373 386,373
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,444,780 1,481,173
29 Total net assets or fund balances (see instructions)..... 1,831,153 1,867,546
30 Total liabilities and net assets/fund balances (see instructions). 1,831,153 1,867,546
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,831,153
2
Enter amount from Part I, line 27a .....................
2
36,393
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,867,546
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,867,546
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a TREASURY WINE ESTATES LTD   2023-06-04 2024-01-23
b UNITED PARCEL SERVICE -CL B   2023-06-04 2024-06-02
c RTX CORPORATION   2023-11-09 2024-12-04
d CONOCOPHILLIPS   2024-12-04 2024-04-16
e AT&T INC GLBL NT 1.7000% 03/25   2024-12-04 2024-04-17
ABBVIE INC SR GLBL NT 26 2.9500   2024-12-04 2024-04-17
AMAZON COM INC SR GLBL NT 3.1   2024-12-04 2024-04-17
BIONTECH SE SPONSORED ADS   2024-12-04 2024-04-17
COMCAST CORP NEW SR NT 4.80   2023-05-17 2024-04-17
JP MORGAN CHASE BANK NA SR   2024-12-04 2024-04-17
MCDONALDS CORP MED TERM NT   2024-12-04 2024-04-17
MORGAN STANLEY FR 3.622   2024-12-04 2024-04-17
SHELL INTERNATIONAL FIN BV 2.7   2024-12-04 2024-04-17
U S TREAS NTS 3.1250% 11/15/2   2024-01-18 2024-04-17
United States Treas Nts 2.2500% 1   2024-12-04 2024-04-17
United States Treas Nts 2.2500% 1   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
UNITED STATES TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2024-12-04 2024-04-17
U S TREAS NTS   2023-05-24 2024-04-17
U S TREAS NTS   2023-05-30 2024-04-17
U S TREAS NTS   2024-07-02 2024-04-17
U S TREAS NTS   2024-03-13 2024-04-17
AMERICAN EXPRESS CO   2023-04-25 2024-04-23
JOHNSON CTLS INTL PLC SHS   2023-08-15 2024-04-25
BRISTOL MYERS SQUIBB CO   2024-01-01 2024-05-21
U S TREAS NTS   2024-01-01 2024-05-23
ROCKWELL INTL CORP NEW   2024-01-01 2024-05-29
WILLIAMS COS INC. DEL   2024-02-14 2024-01-07
LLOYDS TSB GROUP PLC SPND AD   2024-09-05 2024-05-07
NEXANS UNSPONSORD ADR   2023-11-17 2024-05-07
MARVELL TECHNOLOGY GROUP L   2023-01-12 2024-08-07
TEXAS INSTRS INC   2024-01-01 2024-08-07
U S TREAS NTS .6250% 07/31/26   2024-01-01 2024-09-07
JULIUS BAER GROUP LTD   2023-11-17 2024-07-08
RTX CORPORATION   2024-01-01 2024-07-08
PANASONIC HLDGS CORP UNSPONSORED ADR   2024-01-01 2024-09-08
WELLS FARGO & CO FR 2.4060% 10/30/25   2024-01-01 2024-08-20
CONOCOPHILLIPS   2024-05-17 2024-08-26
U S TREAS NTS 3.5000% 09/15/25   2024-01-01 2024-08-27
LAUDER ESTEE COS INC CL A   2023-11-14 2024-08-28
CONOCOPHILLIPS   2024-01-01 2024-08-29
LAUDER ESTEE COS INC CL A   2023-11-14 2024-08-29
SHELL INTERNATIONAL FIN BV 2.7500% 04/06/30   2024-01-01 2024-10-09
United States Treas Nts 2.2500% 11/15   2024-01-01 2024-08-10
SEMPRA ENERGY   2024-03-22 2024-01-11
SMITH & NEPHEW P L C SPD ADR NEW   2024-01-01 2024-07-11
SMITH & NEPHEW P L C SPD ADR NEW   2024-01-23 2024-11-19
SMITH & NEPHEW P L C SPD ADR NEW   2024-01-01 2024-11-25
U S TREAS NTS 4.2500% 01/31/26   2024-01-01 2024-05-12
Ishares Tr   2024-03-27 2024-10-12
BIOGEN, INC   2005-03-22 2024-02-15
AMAZON COM INC   2005-04-27 2024-03-27
BROADCOM INC COM   2006-07-14 2024-03-27
VISA INC-CLASS A SHARES   2010-05-26 2024-03-27
COMCAST CORP NEW CL A   2006-01-09 2024-04-09
DOLBY LABORATORIES INC   2008-10-29 2024-04-09
DOLBY LABORATORIES INC   2008-10-29 2024-04-10
BIOGEN, INC   2005-03-22 2024-04-25
COMCAST CORP NEW CL A   2006-01-09 2024-04-25
Ionis Pharmaceuticals Inc   2010-10-26 2024-04-25
JOHNSON CTLS INTL PLC SHS   2004-05-14 2024-04-25
Ionis Pharmaceuticals Inc   2010-10-26 2024-05-21
UNITEDHEALTH GROUP INC   2004-05-24 2024-05-21
UNITEDHEALTH GROUP INC   2004-05-24 2024-05-23
VERTEX PHARMACEUTICALS INC   2008-11-12 2024-05-23
COMCAST CORP NEW CL A   2006-01-09 2024-07-09
BIOGEN, INC   2005-03-22 2024-07-23
WOLFSPEED INC COM   2004-06-08 2024-07-23
BIOGEN, INC   2005-03-22 2024-09-03
UNITEDHEALTH GROUP INC   2004-05-24 2024-09-03
UNITEDHEALTH GROUP INC   2004-05-24 2024-09-05
UNITEDHEALTH GROUP INC   2004-05-24 2024-09-06
UNITEDHEALTH GROUP INC   2004-05-24 2024-09-25
BIOGEN, INC   2005-03-22 2024-10-01
UNITEDHEALTH GROUP INC   2004-05-24 2024-10-01
BIOGEN, INC   2005-03-22 2024-11-08
COMCAST CORP NEW CL A   2005-03-22 2024-11-08
AUTODESK INC   2004-05-19 2024-11-26
COMCAST CORP NEW CL A   2009-10-05 2024-11-26
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS   2010-08-18 2024-11-26
ADR AIRBUS SE   2022-06-16 2024-01-02
AMAZON COM INC   2022-06-16 2024-01-02
J. P . MORGAN CHASE & CO F/K/A   2022-06-16 2024-01-02
UBER TECHNOLOGIES INC COM   2022-06-16 2024-01-02
SPLUNK INC COM USD0.001   2022-06-16 2024-01-03
SPLUNK INC COM USD0.001   2017-06-15 2024-01-05
SPLUNK INC COM USD0.001   2017-06-15 2024-01-09
SPLUNK INC COM USD0.001   2017-06-15 2024-01-16
Vodafone Group Plc New   2019-07-09 2024-01-17
U S TREAS NTS 1.7500%   2019-07-09 2024-01-18
United States Treas Nts 2.3750%   2019-07-09 2024-01-18
COMPASS GROUP PLC SPONSORED ADR   2019-07-09 2024-01-23
JARDINE CYCLE & CARRIAGE LTD   2022-04-21 2024-01-23
TREASURY WINE ESTATES LTD   2022-04-21 2024-01-23
UBER TECHNOLOGIES INC COM   2020-07-17 2024-01-30
INPEX CORP ADR   2021-05-11 2024-01-31
Woodside Energy Group Ltd   2022-09-12 2024-01-31
UNITED PARCEL SERVICE -CL B   2015-01-26 2024-02-06
PEPSICO INC SR GLBL NT 2.2500%   2020-05-21 2024-02-07
U S TREAS NTS 2.1250%   2020-05-21 2024-02-07
JARDINE CYCLE & CARRIAGE LTD ADR   2021-10-14 2024-02-14
UNITED PARCEL SERVICE -CL B   2021-10-14 2024-02-14
Woodside Energy Group Ltd   2022-09-12 2024-02-14
COLGATE PALMOLIVE CO   2020-01-07 2024-02-16
INPEX CORP ADR   2021-05-11 2024-02-20
SYSCO CORP   2021-05-11 2024-02-26
APPLIED MATERIALS INC   2021-05-11 2024-02-27
GUARDANT HEALTH INC COM   2021-05-11 2024-02-27
BAYER A G 00   2021-05-11 2024-03-05
MATCH GROUP INC NEW COM   2020-05-21 2024-03-12
INTEL CORP SR GLBL NT 3.4000%   2020-05-21 2024-03-13
AMAZON COM INC   2020-05-21 2024-03-22
EATON VANCE MUT FDS TR FLT RT CL I   2021-09-17 2024-03-26
FIRST TR EXCHANGE TRADED FD II   2022-02-22 2024-03-26
ISHARES S&P GLOBAL HEALTHCARE SECTOR INDEX FD   2022-02-22 2024-03-26
Ishares China Etf   2022-02-22 2024-03-26
TCW FDS INC EMRG MKTS CL I   2022-02-22 2024-03-26
BROADCOM INC COM   2013-08-28 2024-03-27
CROWDSTRIKE HLDGS INC CL A   2013-08-28 2024-03-27
Meta Platforms, Inc   2013-06-06 2024-03-27
GRAINGER W W INC   2017-06-12 2024-03-27
INTUITIVE SURGICAL INC NEW   2021-12-10 2024-03-27
MICROSOFT CORP   2022-08-24 2024-03-27
NETFLIX COM INC   2022-08-24 2024-03-27
NVIDIA CORP 00   2019-01-30 2024-03-27
UBER TECHNOLOGIES INC COM   2019-01-30 2024-03-27
EATON CORP PLC   2019-01-30 2024-03-27
BANCO BILBAO VIZCAYA ARGENTARIA   2020-12-28 2024-04-05
ZOETIS INC   2013-08-28 2024-04-11
ZOETIS INC   2014-02-11 2024-04-12
BIONTECH SE SPONSORED ADS   2023-01-17 2024-04-17
STANDARD CHARTERED PLC UNSPONSRED ADS   2023-01-17 2024-04-17
AMERICAN EXPRESS CO   2023-01-17 2024-04-23
NIKE INC CL B   2020-12-28 2024-05-06
NIKE INC CL B   2020-12-28 2024-05-07
BANCO BILBAO VIZCAYA ARGENTARIA   2020-12-28 2024-05-09
HYPERA SA SPONSORED ADR   2023-04-19 2024-05-16
ALCON INC ORD SHS   2023-04-19 2024-05-20
BRISTOL MYERS SQUIBB CO   2023-04-19 2024-05-21
ALCON INC ORD SHS   2023-04-19 2024-05-21
ABBVIE INC   2023-04-19 2024-05-23
VERTEX PHARMACEUTICALS INC   2023-04-19 2024-05-23
Anglo Amern Plc   2022-10-03 2024-05-29
ROCKWELL INTL CORP NEW   2022-05-18 2024-05-29
UNITED PARCEL SERVICE -CL B   2011-03-16 2024-06-05
UNITED PARCEL SERVICE -CL B   2011-03-16 2024-06-17
ALCON INC ORD SHS   2011-03-16 2024-06-26
ALCON INC ORD SHS   2020-04-24 2024-06-27
Bayerische Motoren Werke A G   2020-01-29 2024-06-28
ALCON INC ORD SHS   2020-04-24 2024-06-28
Ubs Group Ag   2020-01-29 2024-06-28
GOLDMAN SACHS GROUP INC   2020-01-29 2024-07-01
WILLIAMS COS INC. DEL   2022-09-20 2024-07-01
ALCON INC ORD SHS   2020-04-24 2024-07-01
TRAVELSKY TECHNOLOGY LTD ADR   2020-04-24 2024-07-02
ASTRAZENECA PLC -SPONS ADR   2023-04-06 2024-07-05
BERKELEY GROUP HLDGS PLC UNSPONSORD ADR   2020-06-09 2024-07-05
HITACHI LTD ADR 10 00   2013-07-02 2024-07-05
HOLCIM LTD NEW SPONSORED ADS   2020-07-23 2024-07-05
INDUSTRIA DE DISENO TEXTIL I   2020-12-29 2024-07-05
SAP AG-SPONSORED ADR   2021-06-24 2024-07-05
SCHNEIDER ELECTRIC SE   2021-06-24 2024-07-05
MARVELL TECHNOLOGY GROUP LTD COM   2022-06-13 2024-07-08
DIAGEO PLC-SPONSORED ADR (NEW)   2022-06-13 2024-07-09
U S TREAS NTS .6250%   2022-06-13 2024-07-09
UNION PAC CORP   2021-09-22 2024-07-18
HITACHI LTD ADR 10 00   2021-09-22 2024-07-19
Japan Airls Ltd   2021-09-22 2024-07-19
ABBVIE INC   2020-05-11 2024-07-23
DIAGEO PLC-SPONSORED ADR (NEW)   2020-05-11 2024-07-23
COLGATE PALMOLIVE CO   2020-01-07 2024-07-29
ATLASSIAN CORPORATION CL A   2020-01-29 2024-08-05
BNP PARIBAS - ADR   2020-01-29 2024-08-05
Bayerische Motoren Werke A G   2020-01-29 2024-08-05
COLGATE PALMOLIVE CO   2020-01-07 2024-08-05
METSO OYJ   2020-01-07 2024-08-05
APTIV PLC SHS   2020-11-11 2024-08-05
ATLASSIAN CORPORATION CL A   2020-11-11 2024-08-06
INPEX CORP ADR   2020-11-11 2024-08-06
JULIUS BAER GROUP LTD   2019-01-31 2024-08-07
RTX CORPORATION   2019-01-31 2024-08-07
STRYKER CORP   2019-01-31 2024-08-07
MARSH & MCLENNAN   2019-01-31 2024-08-08
STRYKER CORP   2019-01-31 2024-08-08
AIA GROUP LTD   2023-03-13 2024-08-09
MARSH & MCLENNAN   2023-03-13 2024-08-12
GOLDMAN SACHS GROUP INC   2019-05-13 2024-08-15
APPLIED MATERIALS INC   2019-05-13 2024-08-16
WELLS FARGO & CO FR 2.4060%   2021-03-10 2024-08-20
U S TREAS NTS 3.5000%   2023-05-12 2024-08-27
CONOCOPHILLIPS   2023-05-12 2024-08-29
LAUDER ESTEE COS INC CL A   2022-12-01 2024-08-29
ABBVIE INC   2020-05-11 2024-09-03
MELCO RESORTS & ENTERTAINMENT   2020-05-11 2024-09-06
LAUDER ESTEE COS INC CL A   2020-05-11 2024-09-10
SHELL INTERNATIONAL FIN BV 2.7500%   2020-05-11 2024-09-10
LAUDER ESTEE COS INC CL A   2020-05-11 2024-09-11
INTERCONTINENTALEXCHANGE INC   2022-05-13 2024-09-19
BERKELEY GROUP HLDGS PLC UNSPONSORED ADR   2020-06-09 2024-09-23
SAP AG-SPONSORED ADR   2021-06-24 2024-09-30
Etsy Inc   2015-10-20 2024-10-01
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS   2015-10-20 2024-10-01
WATERS CORP   2023-07-19 2024-10-04
CHARLES RIV LABORATORIES INC   2021-11-03 2024-10-08
United States Treas Nts 2.2500%   2021-11-03 2024-10-08
BANCO BILBAO VIZCAYA ARGENTARIA   2020-12-28 2024-10-10
INTERCONTINENTALEXCHANGE INC   2022-05-13 2024-10-23
WILLIAMS COS INC. DEL   2022-09-20 2024-10-23
AMERICAN EXPRESS CO   2019-10-15 2024-10-24
GOLDMAN SACHS GROUP INC   2019-10-15 2024-11-01
INTERCONTINENTALEXCHANGE INC   2019-10-15 2024-11-01
WATERS CORP   2023-07-19 2024-11-01
WILLIAMS COS INC. DEL   2022-09-20 2024-11-01
CONSTELLATION BRANDS INC   2022-02-11 2024-11-08
WATERS CORP   2023-07-19 2024-11-15
ADOBE SYS INC   2016-02-08 2024-11-18
INDUSTRIA DE DISENO TEXTIL I   2023-04-10 2024-11-19
MARVELL TECHNOLOGY GROUP LTD COM   2023-04-10 2024-11-21
AUTODESK INC   2023-04-10 2024-11-26
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS   2015-10-20 2024-11-26
ADOBE SYS INC   2016-02-08 2024-12-03
MARVELL TECHNOLOGY GROUP LTD COM   2019-10-03 2024-12-04
INDUSTRIA DE DISENO TEXTIL I   2020-04-20 2024-12-09
INDUSTRIA DE DISENO TEXTIL I   2020-04-20 2024-12-11
SAP AG-SPONSORED ADR   2020-04-20 2024-12-12
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 699   896 -197
b 2,179   2,210 -31
c 3,199   2,499 700
d 3,887   3,354 533
e 1,865   1,865 0
1,895   1,895 0
1,890   1,890 0
257   324 -67
1,998   1,998 0
1,745   1,745 0
951   951 0
903   903 0
885   885 0
3,840   3,840 0
950   950 0
2,885   2,885 0
863   866 -3
1,729   1,729 0
904   904 0
904   904 0
2,386   2,386 0
873   875 -2
873   875 -2
2,753   2,753 0
890   890 0
929   929 0
827   827 0
2,888   2,888 0
2,937   2,937 0
921   926 -5
927   928 -1
1,978   1,978 0
995   995 0
2,993   2,993 0
1,972   1,972 0
1,418   947 471
322   295 27
3,783   4,783 -1,000
4,953   4,962 -9
2,298   2,324 -26
1,525   1,173 352
430   395 35
295   193 102
1,762   1,254 508
2,803   2,359 444
1,826   1,818 8
303   351 -48
6,081   3,808 2,273
2,096   3,202 -1,106
2,968   2,944 24
1,476   1,563 -87
4,929   4,894 35
1,380   1,830 -450
2,263   2,360 -97
549   732 -183
2,774   2,652 122
6,775   6,726 49
4,110   3,486 624
1,035   1,237 -202
1,010   1,131 -121
888   984 -96
9,980   9,925 55
71,844   69,013 2,831
445   71 374
1,965   17 1,948
1,295   63 1,232
1,945   130 1,815
1,403   314 1,089
1,081   387 694
653   233 420
811   141 670
569   134 435
838   180 658
838   293 545
1,397   333 1,064
3,660   221 3,439
1,034   63 971
450   27 423
487   117 370
675   106 569
1,306   1,389 -83
408   71 337
1,794   95 1,699
1,190   63 1,127
1,194   63 1,131
1,728   95 1,633
955   177 778
1,170   63 1,107
1,209   247 962
1,841   375 1,466
1,272   65 1,207
2,171   371 1,800
1,427   156 1,271
2,315   1,476 839
2,825   2,119 706
3,586   1,632 1,954
4,623   2,681 1,942
609   230 379
913   343 570
914   343 571
916   343 573
1,668   3,850 -2,182
1,970   1,990 -20
2,926   2,926 0
1,769   1,254 515
736   700 36
2,104   2,007 97
3,086   1,493 1,593
735   400 335
1,954   2,171 -217
872   605 267
2,917   3,048 -131
4,819   4,829 -10
3,581   3,139 442
8,480   5,882 2,598
2,232   2,592 -360
2,932   2,366 566
971   556 415
3,160   2,751 409
2,227   504 1,723
1,177   4,550 -3,373
2,182   4,367 -2,185
1,373   5,303 -3,930
1,961   2,053 -92
1,789   933 856
69,889   73,371 -3,482
38,730   31,672 7,058
85,257   80,468 4,789
16,580   25,119 -8,539
12,311   15,194 -2,883
2,628   115 2,513
2,582   1,843 739
2,947   137 2,810
2,023   359 1,664
1,201   1,032 169
3,357   2,209 1,148
2,463   2,080 383
12,603   475 12,128
1,468   815 653
3,110   1,558 1,552
2,643   1,106 1,537
2,279   410 1,869
1,650   320 1,330
857   1,441 -584
4,371   3,954 417
6,855   2,976 3,879
2,416   4,139 -1,723
2,155   2,845 -690
2,204   1,067 1,137
2,751   3,615 -864
1,150   1,003 147
4,889   8,023 -3,134
708   480 228
1,112   795 317
2,702   1,259 1,443
1,046   1,061 -15
6,128   4,708 1,420
1,503   787 716
1,356   715 641
715   438 277
627   369 258
1,291   1,002 289
624   369 255
1,152   491 661
2,319   1,522 797
678   497 181
707   421 286
1,147   2,427 -1,280
309   291 18
329   312 17
231   67 164
429   232 197
543   358 185
410   283 127
395   143 252
734   491 243
1,267   1,836 -569
3,649   3,856 -207
1,705   1,386 319
4,340   1,263 3,077
2,464   3,142 -678
866   421 445
1,157   1,528 -371
3,613   2,434 1,179
863   1,243 -380
2,416   2,080 336
1,071   904 167
6,813   4,597 2,216
2,857   1,806 1,051
1,849   2,074 -225
991   1,349 -358
1,019   541 478
2,096   2,160 -64
2,295   1,429 866
1,285   985 300
2,629   2,079 550
1,954   1,273 681
482   770 -288
3,262   2,357 905
3,013   1,595 1,418
2,264   427 1,837
2,981   3,036 -55
5,881   5,876 5
7,015   6,223 792
366   930 -564
1,388   590 798
2,985   6,753 -3,768
594   1,556 -962
2,795   3,095 -300
837   2,106 -1,269
1,906   1,183 723
6   6 0
2,968   1,841 1,127
1,366   4,882 -3,516
1,935   691 1,244
1,068   833 235
1,313   2,716 -1,403
5,848   5,932 -84
1,604   794 810
2,644   1,578 1,066
3,774   2,226 1,548
2,964   825 2,139
2,618   1,034 1,584
6,785   4,169 2,616
381   278 103
7,091   4,204 2,887
1,173   1,195 -22
8,973   6,945 2,028
1,999   300 1,699
1,784   1,035 749
3,828   1,535 2,293
954   593 361
306   115 191
3,593   525 3,068
9,071   1,856 7,215
2,010   937 1,073
2,437   1,220 1,217
1,773   991 782
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -197
b       -31
c       700
d       533
e       0
      0
      0
      -67
      0
      0
      0
      0
      0
      0
      0
      0
      -3
      0
      0
      0
      0
      -2
      -2
      0
      0
      0
      0
      0
      0
      -5
      -1
      0
      0
      0
      0
      471
      27
      -1,000
      -9
      -26
      352
      35
      102
      508
      444
      8
      -48
      2,273
      -1,106
      24
      -87
      35
      -450
      -97
      -183
      122
      49
      624
      -202
      -121
      -96
      55
      2,831
      374
      1,948
      1,232
      1,815
      1,089
      694
      420
      670
      435
      658
      545
      1,064
      3,439
      971
      423
      370
      569
      -83
      337
      1,699
      1,127
      1,131
      1,633
      778
      1,107
      962
      1,466
      1,207
      1,800
      1,271
      839
      706
      1,954
      1,942
      379
      570
      571
      573
      -2,182
      -20
      0
      515
      36
      97
      1,593
      335
      -217
      267
      -131
      -10
      442
      2,598
      -360
      566
      415
      409
      1,723
      -3,373
      -2,185
      -3,930
      -92
      856
      -3,482
      7,058
      4,789
      -8,539
      -2,883
      2,513
      739
      2,810
      1,664
      169
      1,148
      383
      12,128
      653
      1,552
      1,537
      1,869
      1,330
      -584
      417
      3,879
      -1,723
      -690
      1,137
      -864
      147
      -3,134
      228
      317
      1,443
      -15
      1,420
      716
      641
      277
      258
      289
      255
      661
      797
      181
      286
      -1,280
      18
      17
      164
      197
      185
      127
      252
      243
      -569
      -207
      319
      3,077
      -678
      445
      -371
      1,179
      -380
      336
      167
      2,216
      1,051
      -225
      -358
      478
      -64
      866
      300
      550
      681
      -288
      905
      1,418
      1,837
      -55
      5
      792
      -564
      798
      -3,768
      -962
      -300
      -1,269
      723
      0
      1,127
      -3,516
      1,244
      235
      -1,403
      -84
      810
      1,066
      1,548
      2,139
      1,584
      2,616
      103
      2,887
      -22
      2,028
      1,699
      749
      2,293
      361
      191
      3,068
      7,215
      1,073
      1,217
      782
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 112,292
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,798
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,798
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,798
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 51
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,849
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCO H&Co Telephone no.right arrow (305) 444-8800

Located atright arrow350 E Las Olas Blvd 1250Fort LauderdaleFL ZIP+4right arrow33301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Roberto Batista Director
0.00 		0 0 0
225 East 46 Street 11J
NewYork,NY10017
Elisa A Batista Director
0.00 		0 0 0
1680 Ne 36 Avenue
Homestead,FL33033
Marta Maria Malouf Director
0.00 		0 0 0
8 Cloister Circle
West Palm Beach,FL33401
Maria T Batista President/Se
0.00 		0 0 0
6008 Leonardo Street
Coral Gables,FL33146
Mirta Perez Benitoa Director
0.00 		0 0 0
10650 Sw 136 Street
Miami,FL33176
Raoul Garcia Cantero Vice Pres./T
0.00 		0 0 0
5200 Alhambra Circle
Coral Gables,FL33146
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 University of Miami Library, Cuban Heritage Collection. For the upkeep of the FBZ Archivos Collection. 46,000
2 Daytona Museum of Arts and Science. For the benefit of the Cuban Museum Foundation. 46,000
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,784,875
b
Average of monthly cash balances.......................
1b
91,514
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,876,389
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,876,389
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,848,243
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,412
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
92,412
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,798
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,798
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
90,614
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
90,614
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
90,614
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
92,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
92,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 90,614
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 91,908
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 92,000
a Applied to 2023, but not more than line 2a 91,908
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 92
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		90,522
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Daytona Museum Of Arts

352 S Nova Road
Daytona Beach,FL32114 		  501(c)(3) Contribution 46,000

University Of Miami

PO BOX 248214
Coral Gables,FL33124 		  501(c)(3) Contribution 46,000
Total .................................right arrow 3a 92,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        5,775
4 Dividends and interest from securities ....         55,836
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        112,292
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 173,903
13Total. Add line 12, columns (b), (d), and (e)..................
13
173,903
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 Investment income. Foundation funds invested through brokerage account
4 Investment income. Foundation funds invested through brokerage account
8 Investment income. Foundation funds invested through brokerage account
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
FBZ Archivos Foundation Inc
EIN:
20-0803130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 7,500 7,500   0

TY 2024 InvestmentsCorpStockSchedule
Name:
FBZ Archivos Foundation Inc
EIN:
20-0803130
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Securities 1,789,058 2,265,060

TY 2024 OtherExpensesSchedule
Name:
FBZ Archivos Foundation Inc
EIN:
20-0803130
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bond Premium 195 195   0
Bond Premium on Treasury Obligations 34 34   0
Licenses and Permits 61 61   0
PY Taxes - Non Deductible 946 0   0
Other Taxes 978 978   0
Unreconciled Difference 1,173 1,173   0


TY 2024 OtherProfessionalFeesSchedule
Name:
FBZ Archivos Foundation Inc
EIN:
20-0803130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 31,851 31,851   0


TY 2024 TaxesSchedule
Name:
FBZ Archivos Foundation Inc
EIN:
20-0803130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes on Dividends 2,772 2,772   0