STUART A MILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STUART A MILLER FAMILY FOUNDATION INC (EIN 37-1452682)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-09-29
IRS object ID
202122729349100447
Schema version
2019v5.2
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)
Return2021-09-29T17:53:50-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371452682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUART A MILLER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUABusinessNameControlTxt
Phone3052296422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 NW 107TH AVENUE NO 400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33172ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART A MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3052296422PhoneNum
Signature2021-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN M DEMAR CPAPreparerPersonNm
PTINP00080750PTIN
Phone3058585600PhoneNum
Preparation2021-09-29PreparationDt
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$9,377,916FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$175,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$50,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,445DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$225,445TotalRevAndExpnssAmt
Total Net Invst Incm$50,445TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$225,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$225,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$384ExcessRevenueOverExpensesAmt
Net Investment Income$50,445NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,793CashBOYAmt
Cash EOY$14,177CashEOYAmt
Cash EOYFMV$14,177CashEOYFMVAmt
Corporate Stock BOY$6,057,561CorporateStockBOYAmt
Corporate Stock EOY$6,057,561CorporateStockEOYAmt
Corporate Stock EOYFMV$9,363,739CorporateStockEOYFMVAmt
Total Assets BOY$6,071,354TotalAssetsBOYAmt
Total Assets EOY$6,071,738TotalAssetsEOYAmt
Total Assets EOYFMV$9,377,916TotalAssetsEOYFMVAmt
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$6,071,354RetainedEarningBOYAmt
Retained Earning EOY$6,071,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,071,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,071,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,071,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,071,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,071,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$384ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,071,738SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,071,738TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$322,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,185,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044810DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,319,003AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,044,926NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.145828DistributionYr2Rt
Adjusted Qlfy Distri Yr3$397,664AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,917,242NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040098DistributionYr3Rt
Adjusted Qlfy Distri Yr4$387,511AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,536,641NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045394DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,156,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.005051DistributionYr5Rt
Total Distribution0.281181TotalDistributionRt
Average Distribution0.056236AverageDistributionRt
Net Vl Noncharitable Assets$8,255,517NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$464,257AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$504NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$464,761AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$225,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,009InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,009SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,009TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,260EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,260TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$251OverpaymentAmt
Applied To ES Tax$251AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksREBECCA MUELLERIndividualWithBooksNm
Phone3052296554PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 N W 107TH AVENUEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33172ZIPCd
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
STUART A MILLER
700 NW 107TH AVENUE SUITE 400MIAMIFL33172PRESIDENT0.20$0$0$0
BRIAN L BILZIN
1450 BRICKELL AVENUE SUITE 2300MIAMIFL33131DIRECTOR0.20$0$0$0
MARSHALL AMES
700 NW 107TH AVENUE SUITE 400MIAMIFL33172DIRECTOR0.20$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$8,364,737AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,381,236TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,381,236AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,255,517NetVlNoncharitableAssetsAmt
Minimum Investment Return$412,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$412,776MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,009TaxBasedOnInvestmentIncomeAmt
Total Tax$1,009TotalTaxAmt
Distributable Before Adj$411,767DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$411,767DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$411,767DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$225,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$225,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$411,767DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$354,186ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$354,186TotalExcessDistributionCyovAmt
Qualifying Distributions$225,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$186,767ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$186,767ExcessDistributionCyovAppCYAmt
Total Corpus$167,419TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$167,419ExcessDistriCyovToNextYrAmt
Excess From Year2$167,419ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTUART A MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION AGAINST HUNGER
ONE WHITEHALL STREET SECOND FLOORNEW YORKNY10004N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
CEDARS SINAI MEDICAL CENTER - BOARD OF GOVERNORS
8700 BEVERLY BOULEVARD STE 2416LOS ANGELESCA90048N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
CHADWICK SCHOOL
226800 S ACADEMY DRIVEPALOS VERDESCA90274N/APUBLIC CHARITYGENERAL OPERATIONS$15,000
CONGREGATION TIKVAT JACOB
500 SOUTH SEPULVEDA SUITE 205MANHATTAN BEACHCA90266N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129N/APUBLIC CHARITYGENERAL OPERATIONS$100,000
FIRST BREAK ACID
18400 AVALON BLVDCARSONCA90746N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
MIZEL MUSEUM
400 S KEARNEY STREETDENVERCO80224N/APUBLIC CHARITYGENERAL OPERATIONS$25,000
MONTESSORI EDUCATION FOUNDATION OF THE SOUTH BAY
315 S PECK AVEMANHATTAN BEACHCA90266N/APUBLIC CHARITYGENERAL OPERATIONS$5,000
PEDIATRIC ASSOCIATES FOUNDATION
900 S PINE ISLAND ROAD SUITE 8PLANTATIONFL33324N/APUBLIC CHARITYGENERAL OPERATIONS$5,000
UNIVERSITY OF MIAMI
1311 MILLER DRIVECORAL GABLESFL33146N/APUBLIC CHARITYWOMEN'S ATHLETICS$25,000
UNIVERSITY OF MIAMI
1311 MILLER DRIVECORAL GABLESFL33146N/APUBLIC CHARITYMILLER SCHOOL OF MEDICINE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,000TotalGrantOrContriPdDurYrAmt
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$50,445ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,445ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,445TotalIncomeProducingActyAmt

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 PersonSTUART A MILLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1700 NW 107TH AVENUE SUITE 400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33172ZIPCd
FieldValueIRS element (for citing)
Total Contributions$175,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
24,720 SHS LENNAR CORP. - CLASS A$1,271,383$1,523,246
125,000 SHS LENNAR CORP. - CLASS A$4,667,401$7,702,500
2,994 SHS LENNAR CORP. - CLASS B$118,777$137,993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH INVESTMENT FEES$0$0$0
STATE ANNUAL FEE$61$0$0

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