H ANGELA WHITMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
H ANGELA WHITMAN FOUNDATION INC (EIN 46-0747528)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202211339349103011
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T13:30:40-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460747528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H ANGELA WHITMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHANGBusinessNameControlTxt
Phone3057283823PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S BISCAYNE BOULEVARD 3400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331314325ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH ANGELA WHITMANPersonNm
Person TitleTREASURER, DIRECTORPersonTitleTxt
Phone3057283823PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHPersonFirstNm
Person LastANGELA WHITMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK SCOTT JD LLMPreparerPersonNm
PTINP01359724PTIN
Phone3058585600PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,043,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,310DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,310DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$221,861GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,014CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$657,324TotalRevAndExpnssAmt
Total Net Invst Incm$57,324TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$301LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,563AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,281AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,597OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,597OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$446TaxesRevAndExpnssAmt
Taxes Net Invst Incm$170TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,957TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$475,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$475,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$515,507TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,048TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$475,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$141,817ExcessRevenueOverExpensesAmt
Net Investment Income$46,276NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,411CashBOYAmt
Cash EOY$8,249CashEOYAmt
Cash EOYFMV$8,249CashEOYFMVAmt
Sav And Temp Cash Invst EOY$30,529SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,529SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$363,659CorporateStockBOYAmt
Corporate Stock EOY$436,123CorporateStockEOYAmt
Corporate Stock EOYFMV$525,114CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,974CorporateBondsBOYAmt
Corporate Bonds EOY$57,745CorporateBondsEOYAmt
Corporate Bonds EOYFMV$57,134CorporateBondsEOYFMVAmt
Other Investments BOY$381,441OtherInvestmentsBOYAmt
Other Investments EOY$422,638OtherInvestmentsEOYAmt
Other Investments EOYFMV$422,638OtherInvestmentsEOYFMVAmt
Total Assets BOY$813,485TotalAssetsBOYAmt
Total Assets EOY$955,284TotalAssetsEOYAmt
Total Assets EOYFMV$1,043,664TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$524,640CapitalStockBOYAmt
Capital Stock EOY$524,640CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$288,845RetainedEarningBOYAmt
Retained Earning EOY$430,644RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$813,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$955,284TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$813,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$955,284TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$813,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$141,817ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$955,302SubtotalAmt
Other Decreases$18OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$955,284TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$200,850$178,847$22,003$22,003
CAPITAL GAINS DIVIDENDSP$21,011$21,011$21,011
FieldValueIRS element (for citing)
Capital Gain Net Income$43,014CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$643InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$643SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$643TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$649TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOMPOUND FAMILY OFFICES LLCIndividualWithBooksNm
Phone7863014209PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12033 MAIN STREET SUITE 202AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAYMOND KUHN
4502 N FEDERAL HIGHWAY APT 225CLIGHTHOUSE POINTFL33064PRESIDENT1.00$25,000$0$0
H ANGELA WHITMAN
10225 COLLINS AVENUEBAR HARBOURFL33154TREASURER1.00$0$0$0
ROBERT KUHN
315 DURAND DRIVELOS ANGELESCA90068DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$816,293AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$936,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$936,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,045CashDeemedCharitableAmt
Net Vl Noncharitable Assets$922,266NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,113MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,113MinimumInvestmentReturnAmt
Tax Based On Investment Income$643TaxBasedOnInvestmentIncomeAmt
Total Tax$643TotalTaxAmt
Distributable Before Adj$45,470DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,470DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,470DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$475,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$475,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,470DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$218,180ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$359,236ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$498,232ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$458,801ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$519,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,053,924TotalExcessDistributionCyovAmt
Qualifying Distributions$475,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$430,080RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,484,004TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$218,180ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,265,824ExcessDistriCyovToNextYrAmt
Excess From Year4$359,236ExcessFromYear4Amt
Excess From Year3$498,232ExcessFromYear3Amt
Excess From Year2$458,801ExcessFromYear2Amt
Excess From Year1$519,475ExcessFromYear1Amt
Excess From Current Year$430,080ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTIVITIES RECREATION & CARE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIE
6456 WHITSETT AVENUENORTH HOLLYWOODCA91606N/APCGENERAL CHARITABLE$102,000
DAV CHARITABLE SERVICE TRUST
171 SW 2ND ST AM LEGION 172POMPANO BEACHFL33060N/APCGENERAL OPERATIONS$1,000
FAIRCHILD TROPICAL BOTANIC GARDEN
10901 OLD CUTLER ROADCORAL GABLESFL33156N/APCGENERAL CHARITABLLE$115,000
FIGHTING CHOLERA INTERNATIONAL
1085 KANE CONCOURSEBAY HARBOR ISLANDSFL33154N/APCGENERAL OPERATIONS$5,000
LOTUS HOUSE ENDOWMENT FUND INC
217 NW 15TH STREETMIAMIFL33136N/APCGENERAL CHARITABLE$114,000
MARIAN CENTER
15701 NW 37TH AVENUEOPA LOCKAFL33054N/APCGENERAL OPERATIONS$500
MIAMI JEWISH HEALTH FOUNDATION
5200 NE 2ND AVENUEMIAMI BEACHFL33137N/APCGENERAL OPERATIONS$14,000
MIAMI JEWISH HOME
5200 NE 2ND AVENUEMIAMI BEACHFL33137N/APCGENERAL OPERATIONS$5,000
MIAMI LIGHTHOUSE FOR THE BLIND
601 SW 8TH STREETMIAMIFL33130N/APCGENERAL CHARITABLE$15,000
OPHTHAMOLOGY RESEARCH FOUNDATION
PO BOX 015869MIAMIFL33101N/APCGENERAL CHARITABLE$100,000
PALM BEACH ZOO
1301 SUMMIT BOULEVARDWEST PALM BEACHFL33405N/APCGENERAL OPERATIONS$3,800
ST JOSEPH'S SCHOOL
1301 N MAIN STREETCHAMBERLAINSD57325N/APCGENERAL OPERATIONS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$475,550TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,310ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,014ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,324ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,324TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonH ANGELA WHITMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110225 COLLINS AVENUEAddressLine1Txt
CityBAL HARBOURCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33154ZIPCd
FieldValueIRS element (for citing)
Total Contributions$600,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,563Amt
Net Investment Income$3,281NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondHARBOR CORE BOND INSITUTIONBondNm
EOY Book Value$57,745EOYBookValueAmt
EOYFMV$57,134EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 ETF$5,114$4,789
ISHARES GOLD ETF$11,324$11,905
SCHWAB US TIPS ETF$6,124$6,289
WSDMTR CHINA XST - OWN ETF$6,455$3,987
ABBEY CAPITAL FUTURES STRATEGY FUND$21,640$21,287
ARISTOTLE VALUE EQUITY$51,356$60,231
ARTISAN INTERNATIONAL VALUE ADVISOR$30,757$38,207
BAILLIE GIFFORD INTERNATIONAL GROWTH$24,440$18,314
BAILLIE GIFFORD MULTI AS$29,721$29,050
EDGEWOOD GROWTH FUND$39,476$75,735
GOLDMAN SACHS GQG PTNRS$14,502$19,698
GQG PARTNERS EMERGING MARKETS EQUITY$12,730$17,698
GRANDEUR PEAK INTERNATIONAL OPPS INSTL$17,676$18,253
JOHCM INTERNATIONAL SELECT I$18,268$23,612
KOPERNIK GLOBAL ALL - CAP$16,345$15,483
LYRICAL U.S. VALUE EQUITY FUND$37,418$57,625
NEUBERGER BERMAN REAL ESTATE I$10,841$16,255
RIVERPARK LONG/SHORT OPPPORTUNITY INSTL$20,015$25,360
WALTHAUSEN SMALL CAP VAL$34,632$34,495
WILLIAM BLAIR SMALL-MID CAP GR I$27,289$26,841

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB US TRSY MONEY INVCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$422,638BookValueAmt
EOYFMV$422,638EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$301LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER CHANGES IN NET ASSETSDesc
Amt$18Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE AND ADMIN EXPENSESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$7,597Amt
Net Investment Income$7,597NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$170$170$0
2020 EXCISE TAXES$276$0$0

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