H ANGELA WHITMAN FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
H ANGELA WHITMAN FOUNDATION INC (EIN 46-0747528)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202101349349102330
Schema version
2020v4.1
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)
Return2021-05-14T15:04:32-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 NO 3400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331314325ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH ANGELA WHITMANPersonNm
Person TitleTREASURER, DIRECTORPersonTitleTxt
Phone3057283823PhoneNum
Signature2021-05-11SignatureDt
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
Preparation2021-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$892,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$745,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,648DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,648DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$503,735GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,472CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$770,120TotalRevAndExpnssAmt
Total Net Invst Incm$25,120TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,370AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,185AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,060OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,060OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$245TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,646OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$551,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$551,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$586,621TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$551,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$183,499ExcessRevenueOverExpensesAmt
Net Investment Income$19,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,595CashBOYAmt
Cash EOY$13,411CashEOYAmt
Cash EOYFMV$13,411CashEOYFMVAmt
Sav And Temp Cash Invst BOY$195,875SavAndTempCashInvstBOYAmt
Corporate Stock BOY$299,666CorporateStockBOYAmt
Corporate Stock EOY$363,659CorporateStockEOYAmt
Corporate Stock EOYFMV$439,472CorporateStockEOYFMVAmt
Corporate Bonds BOY$60,287CorporateBondsBOYAmt
Corporate Bonds EOY$54,974CorporateBondsEOYAmt
Corporate Bonds EOYFMV$57,691CorporateBondsEOYFMVAmt
Other Investments BOY$62,139OtherInvestmentsBOYAmt
Other Investments EOY$381,441OtherInvestmentsEOYAmt
Other Investments EOYFMV$381,441OtherInvestmentsEOYFMVAmt
Other Assets BOY$424OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$629,986TotalAssetsBOYAmt
Total Assets EOY$813,485TotalAssetsEOYAmt
Total Assets EOYFMV$892,015TotalAssetsEOYFMVAmt
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$105,346RetainedEarningBOYAmt
Retained Earning EOY$288,845RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$629,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$813,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$629,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$813,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$629,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$183,499ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$813,485SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$813,485TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$251,206$239,758$11,448$11,448
PUBLICLY TRADED SECURITIESP$245,505$245,505$0$0
CAPITAL GAINS DIVIDENDSP$7,024$7,024$7,024
FieldValueIRS element (for citing)
Capital Gain Net Income$18,472CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$276InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$276SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$276TaxBasedOnInvestmentIncomeAmt
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$0EsPenaltyAmt
Tax Due$276TaxDueAmt

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$591,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$651,799TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$651,799AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,777CashDeemedCharitableAmt
Net Vl Noncharitable Assets$642,022NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$276TaxBasedOnInvestmentIncomeAmt
Total Tax$276TotalTaxAmt
Distributable Before Adj$31,825DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,825DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,825DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$551,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$551,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$551,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,825DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$188,513ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$218,180ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$359,236ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$498,232ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$458,801ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,722,962TotalExcessDistributionCyovAmt
Qualifying Distributions$551,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,825AppliedToCurrentYearAmt
Remaining Distri From Corpus$519,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,242,437TotalCorpusAmt
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$188,513ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,053,924ExcessDistriCyovToNextYrAmt
Excess From Year4$218,180ExcessFromYear4Amt
Excess From Year3$359,236ExcessFromYear3Amt
Excess From Year2$498,232ExcessFromYear2Amt
Excess From Year1$458,801ExcessFromYear1Amt
Excess From Current Year$519,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTIVITIES RECREATION & CARE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIE
6456 WHITSETT AVENUENORTH HOLLYWOODCA91606N/APUBLIC CHARITYGENERAL CHARITABLE$15,000
BASCOM PALMER EYE INSTITUTEUNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE
900 NW 17TH STREETMIAMIFL33136N/APUBLIC CHARITYGENERAL CHARITABLE$5,000
DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH
1680 MERIDIAN AVENUE SUITE 501MIMI BEACHFL33139N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
DUMOND CONSERVANCY FOR PRIMATES AND TROPICAL FOREST INC
14805 SW 216 STREETMIAMIFL33170N/APUBLIC CHARITYGENERAL CHARITABLE$10,000
FAIRCHILD TROPICAL BOTANIC GARDEN
10901 OLD CUTLER ROADCORAL GABLESFL33156N/APUBLIC CHARITYGENERAL CHARITABLLE$115,000
LOTUS HOUSE ENDOWMENT FUND INC
217 NW 15TH STREETMIAMIFL33136N/APUBLIC CHARITYGENERAL CHARITABLE$150,500
MIAMI BEACH BOTANICAL GARDEN
2000 CONVENTION CENTER DRIVEMIAMI BEACHFL33139N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
MIAMI JEWISH HEALTH FOUNDATION
5200 NE 2ND AVENUEMIAMI BEACHFL33137N/APUBLIC CHARITYGENERAL OPERATIONS$11,000
MIAMI LIGHTHOUSE FOR THE BLIND
601 SW 8TH STREETMIAMIFL33130N/APUBLIC CHARITYGENERAL CHARITABLE$125,000
MOUNT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD ASCHER BUILDINGMIAMI BEACHFL33140N/APUBLIC CHARITYGENERAL OPERATIONS$1,000SUITE 100
OPHTHAMOLOGY RESEARCH FOUNDATION
PO BOX 015869MIAMIFL33101N/APUBLIC CHARITYGENERAL CHARITABLE$100,000
PALM BEACH ZOO
1301 SUMMIT BOULEVARDWEST PALM BEACHFL33405N/APUBLIC CHARITYGENERAL OPERATIONS$1,800
RARE FRUIT COUNCIL INTERNATIONALINC
PO BOX 660506MIAMI SPRINGSFL33266N/APUBLIC CHARITYGENERAL CHARITABLE$3,500
WOODY FOUNDATION INC
12500 VIRTUDES STREETCORAL GABLESFL33156N/APUBLIC CHARITYGENERAL CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$551,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,648ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,472ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,120ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,120TotalIncomeProducingActyAmt

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$745,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,370Amt
Net Investment Income$3,185NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD TOTAL BOND MARKBondNm
EOY Book Value$54,974EOYBookValueAmt
EOYFMV$57,691EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 ETF$28,977$37,539
ISHARES GOLD ETF$9,852$10,878
SCHWAB US TIPS ETF$6,124$6,208
ABBEY CAPITAL FUTURES STRATEGY FUND$20,884$20,593
ARTISAN INTERNATIONAL VALUE ADVISOR$27,309$32,694
BAILLIE GIFFORD INTERNATIONAL GROWTH$21,896$20,233
EDGEWOOD GROWTH FUND$35,348$61,260
FPA CRESCENT FUND$22,422$27,088
GOLDMAN SACHS GQG PTNRS$22,414$27,881
GQG PARTNERS EMERGING MARKETS EQUITY$12,059$18,129
GRANDEUR PEAK INTERNATIONAL OPPS INSTL$15,537$15,367
JOHCM INTERNATIONAL SELECT I$23,236$31,170
LYRICAL U.S. VALUE EQUITY FUND$37,345$44,289
NEUBERGER BERMAN REAL ESTATE I$10,211$11,450
RIVERPARK LONG/SHORT OPPPORTUNITY INSTL$20,015$24,839
WALTHAUSEN SMALL CAP VAL$25,015$25,128
WILLIAM BLAIR SMALL-MID CAP GR I$25,015$24,726

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$381,441BookValueAmt
EOYFMV$381,441EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$424BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE AND ADMIN EXPENSESDesc
Revenue And Expenses Per Books$1,646RevenueAndExpensesPerBooksAmt
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$2,060Amt
Net Investment Income$2,060NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$25$16$0
2019 EXCISE TAXES$220$0$0

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