2024-05-14T19:28:16-07:00 2023-12-31 651100765 Catherine H Lorie CPA PA 1001 Manati Avenue Coral Gables FL 33146 990PF 2023-01-01 814818437 Tonkinson Foundation Inc TONK 3053431240 2398 S Dixie Highway Miami FL 33133 Margarita Tonkinson Executive Director 2024-05-14 true Margarita Tonkinson 999009999 true Catherine H Lori P00422113 3056662858 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1541872 X 600000 32434 32434 32434 -53179 527737 579255 32434 32434 2500 2125 2125 375 1190 1190 1190 265 265 265 3955 3580 3580 375 353315 353315 357270 3580 3580 353690 221985 28854 28854 168443 111506 111506 205452 416906 416906 694169 755880 768426 245208 251963 243250 1245 1784 1784 1314517 1538039 1541872 0 X 1314517 1538039 1314517 1538039 1314517 1538039 1314517 221985 1537 1538039 1538039 Various-See attached Schedule P 2023-01-01 2023-12-31 329414 335129 -5715 -5715 Various-See attached Schedule P 2020-01-01 2023-12-31 193330 245787 -52457 -52457 LTCG Dividends Reinvested P 2020-01-01 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1500 Branches Inc 11500 NW 12 Avenue Miami FL 33156 None PC Helping families break cycle of poverty 13500 Chapman Partnership Inc 1550 N Miami Avenue Miami FL 33156 None PC Meeting individual needs of the homeless 2000 Chopin Foundation of the US 1440 79th Street Causeway 117 Miami FL 33141 None PC Arts & Culture 350 Clearwater Free Clinic Inc 1218 Court Street Clearwater FL 33756 None PC Health-general & rehabilitative 10000 Community Affairs Fund IBEW Local Union 6277652 S US 1 Port St Lucie FL 34952 None PC Community Development 1000 Deering Estate Foundation 16701 SW 72 Avenue Miami FL 33157 None PC Arts, Culture & Environment 7120 Diabetes Research Foundation 200 South Park Road Ste 100 Hollywood FL 33021 None PC Health & Well-being 50000 Community Foundation of Coral Gables 1825 Ponce de Leon Blvd PMB 447 Coral Gables FL 33134 None PC Community Development 14500 Egyptian Theater Park City 328 Main Street Park City UT 84060 None PC Arts & Culture 5000 Fairchild Tropical Botanical Gardens 10901 Old Cutler Road Coral Gables FL 33156 None PC Nature Conservation 2000 Florida International University Fnd 11200 SW 8th Street MARC Building Miami FL 33199 None PC Education 74750 Food for the Poor Inc 6401 Lyons Road Coconut Creek FL 33073 None PC Meeting Individual Needs 1000 Friends of the Underline 80 SW 8th Street Miami FL 33130 None PC Community Development 50000 Foundation for New Education Initia 1450 NE 2nd Avenue 931 Miami FL 33132 None PC Education 10000 Guitars Over Guns Organization 169 East Flagler Street Suite 1134 Miami FL 33131 None PC Create safe space for disadvantaged 1000 Informed Famiilies 2490 Coral Way Suite 301 Miami FL 33145 None PC Educaiton 1500 Knights of the Columbus #6344 PO Box 417 Marco Island FL 33146 None PC Community Development 500 Love Fund Inc 10680 NW 25 Street Doral FL 33172 None PC Community Development 5000 Merrick Festival Caroling Competition PO Box 143506 Coral Gables FL 33114 None PC Community Development 500 Miami Chamber Music Society 255 Alhambra Circle PH Coral Gables FL 33134 None PC Arts & Culture 2500 Miami Foundation 40 NW Third Street Suite 305 Miami FL 33128 None PC Community Development 2500 Miami Lighthouse for the Blind 601 SW 8 Avenue Miami FL 33130 None PC Education for the Blind & Visual Impaired 1000 Miami Music Project Inc 2125 Biscayne Blvd 340 Miami FL 33137 None PC Arts & Culture 1000 Miami Rescue Mission 2159 NW 1 Court Miami FL 33127 None PC Meeting Individual Needs 1000 Orchestra Miami PO Box 7598 Miami FL 33255 None PC Arts & Culture 2000 American Assoc-Order of St Lazarus 4700 NW 76 Street Oklahoma City OK 73132 None PC Meeting Individual Needs 2395 Park City Museum 528 Main Street Park City UT 84060 None PC Arts & Culture 150 Rising Star Outreach 3521 No University Avenue Ste 250 Provo UT 84604 PC Meeting Individual Needs 720 Rotary Club 6900 Foundation Inc 200 E Broward Blvd Suite 1800 Fort Lauderdale FL 33301 None PC Community Development 2500 Rotary Foundation of Coral Gables FL PO Box 141446 Coral Gables FL 33114 None PC Community Development 3200 Shelter Box USA Inc 101 Innovation Place Santa Barbara CA 93108 None PC Meeting Individual Needs 25130 South Florida PBS PO Box 610002 Miami FL 33261 None PC Community Development 1500 South Florida SPCA PO Box 924088 Homestead FL 33092 None PC Environment Conservation 9500 The Two Hundred Club of Greater Miami PO Box 34-8579 Miami FL 33134 None PC Community Development 3000 Tropical Audobon Society 5530 Sunset Drive Miami FL 33143 None PC Nature Conservation 1000 University of Miami PO Box 248106 Coral Gables FL 33124 None PC Education 10650 The Woody Foundation Inc 12500 Virtudes Street Coral Gables FL 33156 None PC Meeting Individual Needs of people with spinal cord injuries 15000 Yellowstone Forever 222 East Main Street Suite 301 Bozeman MT 59715 None PC Environment Conservation 250 Zoo Miami Foundation One Zoo Blvd 12400 SW 152 St Miami FL 33177 None PC Environment Conservation 15800 American Red Cross South Fla Region 335 SW 27 Avenue Miami FL 33135 None PC Health & Well-being 800 ArteMiami Inc 9140 SW 69 Avenue Miami FL 33156 None PC Arts, culture & humanities 500 353315 14 32434 -53179 32434 -53179 -20745 false false false false false false false false false false X X 1 Richard Margarita Tonkinson 5900 SW 135 Street Miami FL 33156 600000 X Doubleline Flexible Income 26835 26657 Doubleline Total Return Bond Fund 63346 54108 Payden GNMA Fund Investor Class 44929 45332 Doubleline Long DRTN Total Retirm 59363 62716 JPMorgan Core Bond Class 57490 54437 Amazon 35721 30388 Apple Inc. 15270 19472 Berkshire Hathaway Inc. 28637 35666 Tesla Inc. 20681 14909 Calamos Market Neutral Inc. 9745 9819 Doubleline Shiller Enhanced Cap 171875 142411 Goldman Sachs GQG Partners 55155 64658 GQG Partners US Quality 87471 103267 JPMorgan Undiscovered MNG Behavior 49546 50899 Lazard Global Listed Infrastructure 49174 49963 Victory NASDAQ-100 Index Fund 100794 108222 AMG Yachtman Global Class I 41328 42210 FMI Common Stock Fund 40464 43602 Touchstone Mid Cap 39617 42910 Victory Market Neutral Income 10402 10030 Accrued Income 1245 1784 1784 Bank Fees 30 30 30 Internet 174 174 174 Licenses 61 61 61 Wash Sales 1537 Professional Fees 2500 2125 2125 375 Excise Tax 2022 500 500 500 Excise Tax 2023 357 357 357 Foreign Taxes 333 333 333