BETA

COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COBB FAMILY FOUNDATION INC (EIN 59-2477459)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-03-30
IRS object ID
202110899349100201
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-30T05:54:27-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260547877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSDT & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19300 S DADELAND BLVD STE 600AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331562721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592477459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COBB FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOBBBusinessNameControlTxt
Phone3054411700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 PONCE DE LEON BLVD STE 470AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E COBB JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3054411700PhoneNum
Signature2021-03-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L HOFMANNPreparerPersonNm
PTINP00009637PTIN
Phone3056703370PhoneNum
Preparation2021-03-30PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,705,699FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$32,761ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$167,146InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$167,146InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$496,511DividendsRevAndExpnssAmt
Dividends Net Invst Incm$496,511DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$354,240NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,848,474GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,000,541CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$33,495OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,017,163TotalRevAndExpnssAmt
Total Net Invst Incm$1,664,198TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$115,775OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$33,175OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$82,600OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$18,920PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,109PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,811PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25,208TaxesRevAndExpnssAmt
Taxes Net Invst Incm$306TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$31,358PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$31,358PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,650OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,900OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$242,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,990TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$145,019TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,344,502ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,344,502ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,587,413TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,990TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,489,521TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$570,250ExcessRevenueOverExpensesAmt
Net Investment Income$1,591,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$99,410CashBOYAmt
Cash EOY$101,251CashEOYAmt
Cash EOYFMV$101,251CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,137,742SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,934,906SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,934,906SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,517,896USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,349,861USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,508,702USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,559,301CorporateStockBOYAmt
Corporate Stock EOY$9,277,923CorporateStockEOYAmt
Corporate Stock EOYFMV$22,843,628CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,088,632CorporateBondsBOYAmt
Corporate Bonds EOY$2,342,703CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,317,003CorporateBondsEOYFMVAmt
Other Investments BOY$163,141OtherInvestmentsBOYAmt
Other Assets BOY$3,990OtherAssetsBOYAmt
Other Assets EOY$209OtherAssetsEOYAmt
Other Assets EOYFMV$209OtherAssetsEOYFMVAmt
Total Assets BOY$16,570,112TotalAssetsBOYAmt
Total Assets EOY$16,006,853TotalAssetsEOYAmt
Total Assets EOYFMV$29,705,699TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,130AccountsPayableBOYAmt
Accounts Payable EOY$14,121AccountsPayableEOYAmt
Total Liabilities BOY$7,130TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,121TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$16,562,982RetainedEarningBOYAmt
Retained Earning EOY$15,992,732RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,562,982TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,992,732TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,570,112TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,006,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,562,982TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$570,250ExcessRevenueOverExpensesAmt
Subtotal$15,992,732SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,992,732TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OLIN CORPP2008-09-102019-11-22$16,866$22,704-$5,838-$5,838
FIRST NATL BANK LON GLEN .25%P2020-05-052020-08-24$250,000$250,000
SIMON PROPERTY GROUPP2017-03-092019-11-25$445,120$510,956-$65,836-$65,836
US TREASURY 2.75%P2018-10-182020-09-30$900,000$898,099$1,901$1,901
WALT DISNEY (CALL OPTIONS)P2019-06-212020-01-17$32,392$32,392$32,392
US TREASURY 2.75%P2018-10-252020-09-30$400,000$399,328$672$672
ROYAL DUTCH PLCP2004-08-042020-06-24$53,827$89,613-$35,786-$35,786
WALT DISNEYP1984-01-012020-08-14$781,695$902$780,793$780,793
VANGUARD 500 INDEXP2009-06-302020-06-25$287,485$127,599$159,886$159,886
PLAINS ALL AMERICAN PIPELINE LPP2017-06-122020-08-11$12,568$23,425-$10,857-$10,857
PLAINS GP HOLDINGS LPP2017-06-122020-08-11$13,077$33,251-$20,174-$20,174
PHILLIPS 66 PARTNERS LPP2017-04-202020-08-11$58,429$63,195-$4,766-$4,766
TANGER OUTLETP2020-01-292020-09-03$11,440$30,200-$18,760-$18,760
US T-NOTE 1.5% MATURED 10/31/19P2018-10-182019-10-31$500,000$494,923$5,077$5,077
TEVA PHARM USAP2014-08-192020-03-18$100,000$98,517$1,483$1,483
T-BILL 6/25/% DUE 11/15/23P1997-11-262020-03-13$1,182,328$1,003,517$178,811$178,811
US T-NOTE 1.5%P2018-04-042020-04-15$600,000$591,636$8,364$8,364
VIACOM 4.5% BOND CALLEDP2020-03-272020-05-18$103,247$99,512$3,735$3,735
BANK OF AMERICA 5% 8/5/20P2014-03-192020-08-17$100,000$110,556-$10,556-$10,556
FieldValueIRS element (for citing)
Capital Gain Net Income$1,000,541CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$17,367NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,418,907AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$29,852,885NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047530DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,363,016AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,897,215NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045590DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,248,271AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$27,779,014NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044936DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,294,445AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,975,105NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049834DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,157,235AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$26,391,628NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043849DistributionYr5Rt
Total Distribution0.231739TotalDistributionRt
Average Distribution0.046348AverageDistributionRt
Net Vl Noncharitable Assets$29,919,868NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,386,726AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,912NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,402,638AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,489,521QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,912InvestmentIncomeExciseTaxAmt
Subtotal$15,912SubtotalAmt
Tax Based On Investment Income$15,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$24,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Overpayment$8,061OverpaymentAmt
Applied To ES Tax$8,061AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COBB PARTNERS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3054411700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14000 PONCE DE LEON BLVD STE 470AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES E COBB JR
PO BOX 14-4200CORAL GABLESFL33114PRESIDENT1.00$2,500$0$0
SUE M COBB
PO BOX 14-4200CORAL GABLESFL33114VICE PRESIDE1.00$2,500$0$0
CHRISTIAN M COBB
PO BOX 14-4200CORAL GABLESFL33114VICE PRESIDE1.00$2,500$0$0
TOBIN T COBB
PO BOX 14-4200CORAL GABLESFL33114VICE PRESIDE1.00$2,500$0$0
KOLLEEN O COBB
PO BOX 14-4200CORAL GABLESFL33114DIRECTOR1.00$2,500$0$0
LUISA S COBB
PO BOX 14-4200CORAL GABLESFL33114DIRECTOR1.00$2,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,239,274AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,136,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,375,501TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$30,375,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$455,633CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,919,868NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,495,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,495,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,912TaxBasedOnInvestmentIncomeAmt
Total Tax$15,912TotalTaxAmt
Distributable Before Adj$1,480,081DistributableBeforeAdjAmt
Distributable Before Ded$1,480,081DistributableBeforeDedAmt
Distributable As Adjusted$1,480,081DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,489,521ExpensesAndContributionsAmt
Qualifying Distributions$1,489,521QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,912PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,473,609AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,480,081DistributableAsAdjustedAmt
Undistributed Income PY$1,454,616UndistributedIncomePYAmt
Qualifying Distributions$1,489,521QualifyingDistributionsAmt
Applied To Year1$1,454,616AppliedToYear1Amt
Applied To Current Year$34,905AppliedToCurrentYearAmt
Undistributed Income CY$1,445,176UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES E COBB JRContributingManagerNm
Contributing ManagerTOBIN T COBBContributingManagerNm
Contributing ManagerCHRISTIAN M COBBContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCOBB FAMILY FOUNDATION ADMINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14000 PONCE DE LEON BLVD STE 470AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3054411700RecipientPhoneNum
Form And Info And MaterialsREQUESTS 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) 445-5674FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 12RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT 12BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT 12AddressLine1Txt
CitySEE STATEMENTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusVARIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$1,344,502Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,344,502TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT 13BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT 13AddressLine1Txt
CitySEE STATEMENTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusVARIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$1,590,646Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,590,646TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,146ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$496,511ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$354,240ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLOSSES FROM PASSTHROUGHSDesc
Exclusion14ExclusionCd
Exclusion-$33,495ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$984,402ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$984,402TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHRISTIAN M COBB
1PO BOX 14-4200CORAL GABLESFL331144200$5,000Yes (X)
TOBIN T COBB
2PO BOX 14-4200CORAL GABLESFL331144200$27,761Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA 5% 08/05/20
CVS HEALTH CORP - 2.125% DUE 6/1/21$72,993$75,728
MORGAN STANLEY - 2.625% DUE 11/17/21$74,115$76,877
SEARS HOLDING CORP 8% 12/15/19$29,000$399
TEVA PHARM USA 2.25 03/18/20
GENERAL ELECTRIC - 2.7% DUE 10/9/22$150,503$155,501
MACY'S RETAIL - 2.875% DUE 2/15/23$149,870$121,313
STARWOOD HOTEL - 3.125% DUE 2/15/23$100,998$101,812
GENERAL ELECTRIC 3.303% DUE 4/15/23$101,311$99,405
EBAY INC 2.75% DUE 1/30/23$100,396$104,875
GOLDMAN SACHS 2.35% DUE 11/15/21$100,373$100,248
BROADCOM CORP 2.2% DUE 8/15/20$49,735$50,192
CAMPBELL SOUP CO 3.3% DUE 3/15/21$99,855$101,136
MORGAN STANLEY 3.129% DUE 4/21/21$98,727$100,697
DEUTSCHE BANK 3.375% DUE 5/12/21$48,847$50,580
HASBRO INC 3.15% DUE 5/15/21$49,304$50,544
GENERAL MOTORS FINL 3.2% DUE 7/6/21$95,314$101,513
HYATT HOTELS CORP 5.375% DUE 8/15/21$49,878$51,264
THE BOEING CO 2.35% DUE 10/30/21$96,841$101,307
ROYAL CARIBBEAN CRUISES 5.25% DUE$38,902$44,675
CIGNA CORP 2.721% DUE 7/15/23$46,257$50,517
THE MOSAIC CO DUE 11/19/24$97,929$108,535
MACY'S RETAIL 3.625% DUE 6/1/24$205,139$145,940
HASBRO INC 3% DUE 11/19/24$101,932$106,138
HOST HOTELS 4.5% DUE 2/1/26$48,375$52,944
VIACOMCBS INC 3.45% DUE 10/4/26$48,888$53,216
DARDEN RESTAURANT 3.85% DUE 5/1/27$93,779$105,888
HYATT HOTELS CORP 4.375% DUE 9/15/28$96,993$103,183
MARRIOTT INTL 3.75% DUE 10/1/25$96,449$102,576

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS - SEE STATEMENT 5A$4,046,066$12,766,850
SCHWAB MUTUAL FUNDS$2,591,023$2,976,201
VANGUARD MUTUAL FUNDS$2,640,834$7,100,577

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,349,861USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,508,702USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCd
PLANS ALL AMERICAN PIPELINE LPFMV
PLANS GP HOLDING LPFMV
PHILLIPS 66 PARTNERS LPFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER ASSETS$1,568
PURCHASED INTEREST$2,422$209$209

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$753$753
OFFICE EXPENSE$16,334$16,334
DUES AND SUBSCRIPTIONS$1,225$475$750
EXPRESS MAIL AND POSTAGE$190$190
TRAVEL$8,148$8,148

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLOSSES FROM PASSTHROUGHSDesc
Revenue And Expenses Per Books-$33,495RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSES$82$82
FOREIGN TAX PAID$224$224
FEDERAL INCOME TAX$24,902

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