COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COBB FAMILY FOUNDATION INC (EIN 59-2477459)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-04
- IRS object ID
- 202342169349100214
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-04T15:31:19-04:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260547877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592477459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COBB | BusinessNameControlTxt |
| Phone | 3054411700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD STE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E COBB JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3054411700 | PhoneNum |
| Signature | 2023-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLED | PersonFirstNm |
| Person Last | COBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L HOFMANN | PreparerPersonNm |
| PTIN | P00009637 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2023-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,801,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $504,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,789 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $765,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $765,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$162,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,080,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $673,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,221,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,552,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $138,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $39,862 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,688 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,784 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,914 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,337 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $30,781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,781 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,516 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,338,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,338,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,621,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,502,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,463,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,342 | CashBOYAmt |
| Cash EOY | $361,451 | CashEOYAmt |
| Cash EOYFMV | $361,451 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,106,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $784,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $784,496 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $944,380 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,626,380 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,567,281 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,753,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,206,229 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,567,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,087,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,614,897 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,520,269 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $548 | OtherAssetsBOYAmt |
| Total Assets BOY | $16,001,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,593,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,801,325 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,154 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,292 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $45,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,292 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,956,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,556,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,956,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,556,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,001,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,593,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,956,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400,008 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,556,161 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,556,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ROYAL DUTCH SHELL | P | 2021-12-13 | $128,751 | $150,990 | -$22,239 | -$22,239 | |
| WARNER BROS - SPINOFF AT&T | P | 2022-04-13 | $14 | $11 | $3 | $3 | 2022-04-13 |
| GAP INC. | P | 2021-12-13 | $32,620 | $46,942 | -$14,322 | -$14,322 | 2017-06-16 |
| FAIRFAX FINL HI | P | 2021-12-31 | $111,748 | $204,485 | -$92,737 | -$92,737 | 2021-08-24 |
| BOSTON PROPERTIES REIT | P | 2022-06-10 | $194,518 | $234,460 | -$39,942 | -$39,942 | 2021-08-02 |
| BNY MELLON INTL ETF | P | 2022-06-10 | $84,954 | $100,791 | -$15,837 | -$15,837 | 2021-06-17 |
| MORGAN STANLEY 2.625% MATURED | P | 2021-11-17 | $75,000 | $74,115 | $885 | $885 | 2018-02-09 |
| THE BOEING CO 2.35% MATURED 10/30/21 | P | 2021-10-30 | $100,000 | $96,841 | $3,159 | $3,159 | 2020-03-29 |
| MACY'S RETAIL 2.875% DUE 2/15/23 CAL | P | 2022-04-01 | $151,400 | $149,870 | $1,530 | $1,530 | 2019-08-27 |
| MACY'S RETAIL 3.625% DUE 6/24 CALLED | P | 2022-04-01 | $204,117 | $205,139 | -$1,022 | -$1,022 | 2020-01-14 |
| MACY'S RETAIL 3.625 DUE 6/24 CALLED | P | 2022-04-01 | $102,058 | $103,639 | -$1,581 | -$1,581 | 2021-06-07 |
| ROYAL CARRIBEAN 5.25% DUE 1/15/22 CA | P | 2022-09-26 | $50,122 | $38,902 | $11,220 | $11,220 | 2020-03-27 |
| WALT DISNEY | D | 2021-12-13 | $150,948 | $139 | $150,809 | $150,809 | |
| WALT DISNEY | D | 2022-02-28 | $294,922 | $278 | $294,644 | $294,644 | |
| WALT DISNEY | D | 2022-06-10 | $399,545 | $555 | $398,990 | $398,990 | 2018-12-21 |
| IVECO GROUP NV - SPINOFF CNH | P | 2022-01-03 | $7 | $3 | $4 | $4 | 2022-01-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $673,564 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$150,090 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,336 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,336 | SubtotalAmt |
| Tax Based On Investment Income | $20,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,664 | OverpaymentAmt |
| Applied To ES Tax | $3,664 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054411700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD STE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES E COBB JR | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | PRESIDENT | 000.00 | $2,500 | $0 | $0 |
| SUE M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | VICE PRESIDE | 000.00 | $2,500 | $0 | $0 |
| CHRISTIAN M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | VICE PRESIDE | 000.00 | $2,500 | $0 | $0 |
| TOBIN T COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | VICE PRESIDE | 000.00 | $2,500 | $0 | $0 |
| KOLLEEN O COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | DIRECTOR | 000.00 | $2,500 | $0 | $0 |
| LUISA S COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | DIRECTOR | 000.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,387,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,866,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,254,439 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $35,254,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $528,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,725,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,736,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,736,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,336 | TotalTaxAmt |
| Distributable Before Adj | $1,715,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,715,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,715,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,502,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,502,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,715,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,468,536 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,502,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,468,536 | AppliedToYear1Amt |
| Applied To Current Year | $34,004 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,681,941 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | COBB FAMILY FOUNDATION ADMIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD STE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3054411700 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR CONTRIBUTIONS SHOULD INCLUDE A BRIEF HISTORY OF THE ORGANIZATION, A CURRENT LIST OF MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR EXECUTIVES, THE CURRENT ANNUAL BUDGET, THE ENTITY'S PERCENT MANAGEMENT/ADMINISTRATION COSTS TO DOLLARS DISTRIBUTED, THE PROPOSED USE OF REQUESTED FUNDS AND THE AMOUNT OF THE REQUEST. FURTHER, THE FOUNDATION WILL REQUIRE A COPY OF THE ORGANIZATION'S TAX EXEMPTION CERTIFICATE. ALL REQUESTS SHOULD BE MAILED TO: THE COBB FAMILY FOUNDATION ATTENTION: COBB FAMILY FOUNDATION ADMINISTRATOR PO BOX 14-4200 CORAL GABLES, FLORIDA 33114-4200 (305) 471-1700 FAX (305) 445-5674 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 9 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 10 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 10 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,338,132 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,338,132 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 11 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 11 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $899,760 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $899,760 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,789 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$162,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $716,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES E COBB JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14-4200 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331144200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $504,697 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DISNEY CORPORATION - 2000 SHARES | $290,420 | 2021-12-02 |
| 1 | DISNEY CORPORATION - 1400 SHARES | $214,277 | 2021-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THE BOEING CO 2.35% DUE 10/30/21 | ||
| GENERAL ELECTRIC - 2.7% DUE 10/9/22 | $150,503 | $149,857 |
| ROYAL CARIBBEAN CRUISES 5.25% DUE | ||
| MACY'S RETAIL - 2.875% DUE 2/15/23 | ||
| STARWOOD HOTEL - 3.125% DUE 2/15/23 | $100,998 | $99,468 |
| GENERAL ELECTRIC 1.275% DUE 4/15/23 | $101,311 | $99,979 |
| EBAY INC 2.75% DUE 1/30/23 | $100,396 | $99,530 |
| CIGNA CORP 2.721% DUE 7/15/23 | $46,257 | $50,101 |
| THE MOSAIC CO DUE 11/15/23 | $97,929 | $99,545 |
| MACY'S RETAIL 3.625% DUE 6/1/24 | ||
| MACY'S RETAIL 3.625 DUE 6/1/24 | ||
| HASBRO INC 3% DUE 11/19/24 | $101,933 | $96,017 |
| HOST HOTELS 4.5% DUE 2/1/26 | $48,376 | $47,825 |
| VIACOMCBS INC 3.45% DUE 10/4/26 | $48,888 | $46,353 |
| DARDEN RESTAURANT 3.85% DUE 5/1/27 | $93,780 | $93,863 |
| HYATT HOTELS CORP 4.375% DUE 9/15/28 | $96,994 | $90,936 |
| PACIFIC GAS 3.15% DUE 1/1/26 | $104,610 | $89,860 |
| HOSPITALITY PR 4.5% DUE 3/15/25 | $49,907 | $41,848 |
| HOSPITALITY PR 4.35% DUE 10/1/24 | $50,114 | $44,208 |
| GENERAL MOTORS 1.05% BOND DUE 3/8/24 | $96,727 | $93,973 |
| AMERICAN ELECT PWR 2.03% DUE 3/15/24 | $98,847 | $95,722 |
| SEARS HOLDING CORP 8% 12/15/19 | $29,000 | $145 |
| MORGAN STANLEY - 2.625% DUE 11/17/21 | ||
| MARRIOTT INTL 3.75% DUE 10/1/25 | $96,449 | $95,197 |
| PETROLEOS MEXICA 4.5% DUE 1/23/26 | $101,878 | $85,842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS - SEE STATEMENT 5A | $3,856,812 | $14,948,323 |
| SCHWAB MUTUAL FUNDS | $4,434,949 | $4,212,673 |
| VANGUARD MUTUAL FUNDS | $2,640,834 | $7,183,507 |
| MORGAN STANLEY MUTUAL FUNDS | $273,634 | $223,325 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,626,380 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,567,281 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASED INTEREST | Desc |
| BOY Book Value | $548 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $324 | $324 | |
| OFFICE EXPENSE | $4,121 | $4,121 | |
| DUES AND SUBSCRIPTIONS | $1,050 | $525 | $525 |
| EXPRESS MAIL AND POSTAGE | $21 | $21 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LICENSES | $137 | $137 |
| FOREIGN TAX PAID | $31,200 | $31,200 |
| FEDERAL INCOME TAX | $29,213 |
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