THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202231299349101698
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)
Return2022-05-09T10:27:30-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650665228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE IRVING & MARJORIE F COWAN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone9544577007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE 718AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING COWANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9544588998PhoneNum
Signature2022-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIRVINGPersonFirstNm
Person LastCOWANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B VIDALPreparerPersonNm
PTINP01235954PTIN
Phone7866936300PhoneNum

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$4,093,091FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$55,006DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,006DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$507,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,214,050GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$507,442CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$562,471TotalRevAndExpnssAmt
Total Net Invst Incm$562,459TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,825AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,580OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,580OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,062TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,062TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$907OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$907OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,374TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$147,778ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,778ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$236,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$326,319ExcessRevenueOverExpensesAmt
Net Investment Income$474,085NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$215,246CashBOYAmt
Cash EOY$201,435CashEOYAmt
Cash EOYFMV$201,435CashEOYFMVAmt
Corporate Stock BOY$2,349,276CorporateStockBOYAmt
Corporate Stock EOY$2,689,137CorporateStockEOYAmt
Corporate Stock EOYFMV$3,891,656CorporateStockEOYFMVAmt
Total Assets BOY$2,564,522TotalAssetsBOYAmt
Total Assets EOY$2,890,572TotalAssetsEOYAmt
Total Assets EOYFMV$4,093,091TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,564,522RetainedEarningBOYAmt
Retained Earning EOY$2,890,572RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,564,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,890,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,564,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,890,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,564,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$326,319ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,890,841SubtotalAmt
Other Decreases$269OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,890,572TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP2021-12-31$137,309$114,437$22,872$22,872
MERRILL LYNCHP2021-12-31$1,051,944$584,662$467,282$467,282
MERRILL LYNCHP2021-12-31$24,622$7,497$17,125$17,125
CAPITAL GAINS DIVIDENDSP$163$163$163
FieldValueIRS element (for citing)
Capital Gain Net Income$507,442CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,590InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,590SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,590TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$950EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$950TotalPaymentsAndCreditsAmt
Es Penalty$60EsPenaltyAmt
Tax Due$5,700TaxDueAmt

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 BooksC MORSEIndividualWithBooksNm
Phone9544577007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE 718AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330192909ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVING COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019SECRETARY/TREASURER/MANAGE0.00$0$0$0
JONATHAN COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$0$0$0
CYNTHIA COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$0$0$0
DEBRA COWAN FISHMAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,786,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,889,366TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,889,366AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,340CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,831,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,551MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,551MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,590TaxBasedOnInvestmentIncomeAmt
Total Tax$6,590TotalTaxAmt
Distributable Before Adj$184,961DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,961DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,961DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,778ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$147,778QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,961DistributableAsAdjustedAmt
Undistributed Income PY$147,678UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$147,778QualifyingDistributionsAmt
Applied To Year1$147,678AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$184,861UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVENTURA TURNBERRY JEWISH CENTER
22400 NE 30TH AVEMIAMIFL33180N/A501(C)(3)RELIGIOUS$25,375
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STREETMIAMIFL33136N/A501(C)(3)SCIENTIFIC$3,000
BROOKLYN LAW SCHOOL
250 JORALEMON STBROOKLYNNY112013700N/A501(C)(3)EDUCATIONAL$1,000
BROWARD OUTREACH CENTER
PO BOX 220490HOLLYWOODFL33022N/A501(C)(3)SOCIAL WELFARE$100
GRAYSON-JOCKEY CLUB RESEARCH FDN
821 CORPORTATE DRLEXINGTONKY40503N/A501(C)(3)SCIENTIFIC$1,000
HOLOCAUST DOCUMENTATION & EDUCATION
2031 HARRISON STREETHOLLYWOODFL33021N/A501(C)(3)EDUCATIONAL$1,000
JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
1005 JOE DIMAGGIO DRIVEHOLLYWOODFL33021N/A501(C)(3)SCIENTIFIC$20,000
KENTUCKY EQUINE ADOPTION CENTER
1713 CATNIP HILL RDNICHOLASVILLEKY40356N/A501(C)(3)SOCIAL WELFARE$2,103
MAKE A WISH SOUTHERN FLORIDA
4491 SOUTH STATE ROAD 7 STE 201DAVIEFL33314N/A501(C)(3)ARTS$5,000
MAYO FOUNDATION DEPARTMENT OF DEVELOPMENT
200 FIRST ST SWROCHESTERMN55905N/A501(C)(3)SCIENTIFIC$5,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD STE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC$30,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/A501(C)(3)SCIENTIFIC$11,000
TEMPLE EMANU-EL
1701 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)RELIGIOUS$1,200
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE STE 1645NEW YORKNY10170N/A501(C)(3)SOCIAL/WELFARE$10,000
US HOLOCAUST MEMORIAL
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/A501(C)(3)EDUCATIONAL$5,000
UNIVERSITY OF MIAMI SCHOOL OF LAW
1500 NW 12TH AVE STE 1020EMIAMIFL33136N/A501(C)(3)EDUCATIONAL$1,000
UNIVERSITY OF MIAMI SCHOOL OF MEDICINE JACKSON MEDICAL TOWERS
1500 NW 12TH AVE STE 1020EMIAMIFL33136N/A501(C)(3)SCIENTIFIC$20,000
VANDERBILT EYE INSTITUTE
2311 PIERCE AVENASHVILLETN37232N/A501(C)(3)SOCIAL WELFARE$1,000
WOMEN OF TOMORROW
22 E FLAGLER 6TH FLOORMIAMIFL33134N/A501(C)(3)SOCIAL WELFARE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,778TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,006ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$507,454ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$562,471ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$562,471TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,825Amt
Net Investment Income$3,825NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionIRVING COWAN AS A FOUNDATION MANAGER IS MAKING THE ELECTION UNDER REGULATION 53.4942(A)-3(D)(2) TO APPLY THE EXCESS QUALIFYING DISTRIBUTIONS TO THE 2014 TAX YEAR UNDISTRIBUTED INCOMEElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetLITIGATION CLAIMSAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$12GrossSalesPriceAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$12TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,689,137EOYBookValueAmt
EOYFMV$3,891,656EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXES PAIDDesc
Amt$269Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE ANNUAL REPORT$70$70$0
BANK FEES$60$60$0
DEPOSITORY FEES$777$777$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCHCategoryTxt
Amt$81,580Amt
Net Investment Income$81,580NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,062Amt
Net Investment Income$2,062NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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