THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-26
IRS object ID
202023009349100312
Schema version
2019v5.1
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)
Return2020-10-26T11:29:36-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 NO 718AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING COWANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9544588998PhoneNum
Signature2020-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B VIDALPreparerPersonNm
PTINP00021233PTIN
Phone7866936300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.219.105.197IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-26IPDt
IP Tm11:06:12IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF6FAC976A4B7A84AED897589FD9B28A643A7EBC3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,227,928FMVAssetsEOYAmt
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$499InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$499InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,641DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,641DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$205,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,055,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$205,170CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$258,328TotalRevAndExpnssAmt
Total Net Invst Incm$258,310TotalNetInvstIncmAmt
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$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,055OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64,055OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,094TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,094TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,426OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,025TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$222,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,025TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,293ExcessRevenueOverExpensesAmt
Net Investment Income$186,285NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$94,101CashBOYAmt
Cash EOY$106,296CashEOYAmt
Cash EOYFMV$106,296CashEOYFMVAmt
Corporate Stock BOY$2,317,943CorporateStockBOYAmt
Corporate Stock EOY$2,337,056CorporateStockEOYAmt
Corporate Stock EOYFMV$3,121,632CorporateStockEOYFMVAmt
Other Assets BOY$570OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,412,614TotalAssetsBOYAmt
Total Assets EOY$2,443,352TotalAssetsEOYAmt
Total Assets EOYFMV$3,227,928TotalAssetsEOYFMVAmt
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$2,412,614RetainedEarningBOYAmt
Retained Earning EOY$2,443,352RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,412,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,443,352TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,412,614TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,443,352TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,412,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,293ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,448,907SubtotalAmt
Other Decreases$5,555OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,443,352TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP2019-12-31$135,363$146,019-$10,656-$10,656
MERRILL LYNCHP2019-12-31$1,718$1,718$0$0
MERRILL LYNCHP2019-12-31$826,766$667,458$159,308$159,308
MERRILL LYNCHP2019-12-31$91,071$35,364$55,707$55,707
MERRILL LYNCHP2019-12-31$2$2$2
CAPITAL GAINS DIVIDENDSP$809$809$809
FieldValueIRS element (for citing)
Capital Gain Net Income$205,170CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$143,510AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,096,835NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046341DistributionYr1Rt
Adjusted Qlfy Distri Yr2$137,412AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,937,144NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046784DistributionYr2Rt
Adjusted Qlfy Distri Yr3$143,902AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,765,221NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052040DistributionYr3Rt
Adjusted Qlfy Distri Yr4$141,516AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,900,863NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048784DistributionYr4Rt
Adjusted Qlfy Distri Yr5$135,175AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,953,441NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045769DistributionYr5Rt
Total Distribution0.239718TotalDistributionRt
Average Distribution0.047944AverageDistributionRt
Net Vl Noncharitable Assets$3,031,592NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$145,347AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,863NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$147,210AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$150,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,863InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,863SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,617OverpaymentAmt
Applied To ES Tax$2,617AppliedToESTaxAmt
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 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$2,958,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$119,756AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,077,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,077,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,166CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,031,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,863TaxBasedOnInvestmentIncomeAmt
Total Tax$1,863TotalTaxAmt
Distributable Before Adj$149,717DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$149,717DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$149,717DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$150,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,863PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$148,147AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,717DistributableAsAdjustedAmt
Undistributed Income PY$149,713UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$150,010QualifyingDistributionsAmt
Applied To Year1$149,713AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$297AppliedToCurrentYearAmt
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$149,420UndistributedIncomeCYAmt
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 (20 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$50,000
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STREETMIAMIFL33136N/A501(C)(3)SCIENTIFIC$2,500
HOLOCAUST DOCUMENTATION & EDUCATION
2031 HARRISON STREETHOLLYWOODFL33021N/A501(C)(3)EDUCATIONAL$1,000
JEWISH ADOPTION & FOSTER CARE OPTIONS
4200 N UNIVERSITY DRIVESUNRISEFL33351N/A501(C)(3)SOCIAL WELFARE$2,000
JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
1005 JOE DIMAGGIO DRIVEHOLLYWOODFL33021N/A501(C)(3)SCIENTIFIC$10,000
KENTUCKY EQUINE ADOPTION CENTER
1713 CATNIP HILL RDNICHOLASVILLEKY40356N/A501(C)(3)SOCIAL WELFARE$1,000
MAKE A WISH SOUTHERN FLORIDA
4491 SOUTH STATE ROAD 7 STE 201DAVIEFL33314N/A501(C)(3)ARTS$1,000
MAYO FOUNDATION DEPARTMENT OF DEVELOPMENT
200 FIRST ST SWROCHESTERMN55905N/A501(C)(3)SCIENTIFIC$5,000
MIAMI JEWISH HEALTH SYSTEM
5200 N2 2ND AVEMIAMIFL33137N/A501(C)(3)SOCIAL WELFARE$1,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD STE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC$25,000
PINECREST SCHOOL
1501 NE 62ND STREETFORT LAUDERDALEFL33334N/A501(C)(3)EDUCATIONAL$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/A501(C)(3)SCIENTIFIC$5,000
TEMPLE EMANU-EL
1701 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)RELIGIOUS$5,960
TEMPLE OF AARON
616 MISSISSIPPI RIVER BLVDST PAULMN55116N/A501(C)(3)RELIGIOUS$50
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE STE 1645NEW YORKNY10170N/A501(C)(3)SOCIAL/WELFARE$15,000
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$15,000
VANDERBILT EYE INSTITUTE
2311 PIERCE AVENASHVILLETN37232N/A501(C)(3)SOCIAL WELFARE$500
WOMEN OF TOMORROW
22 E FLAGLER 6TH FLOORMIAMIFL33134N/A501(C)(3)SOCIAL WELFARE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,010TotalGrantOrContriPdDurYrAmt
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$499ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,641ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$205,188ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$258,328ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$258,328TotalIncomeProducingActyAmt

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$4,450Amt
Net Investment Income$4,450NetInvestmentIncomeAmt
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$18GrossSalesPriceAmt
Sales Expense$0SalesExpenseAmt
Total Net$18TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,337,056EOYBookValueAmt
EOYFMV$3,121,632EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$570BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXES PAIDDesc
Amt$5,555Amt

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$30$30$0
DEPOSITORY FEES$1,326$1,326$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCHCategoryTxt
Amt$64,055Amt
Net Investment Income$64,055NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,094Amt
Net Investment Income$2,094NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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