EDGEMER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDGEMER FOUNDATION INC (EIN 65-0976539)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349100114
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:09:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650976539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGEMER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 9545237771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD NO 2200 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUTHORIZED OFFICER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9545237771 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.196.97.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:01:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ADECE99E1D1D805B6E7CF412DC5F1E11890E1159 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F4A01011B3E495822EDE7F7CA48C70D3EBCBD39D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,357,989 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $945,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $942,922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,537 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $334,829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $247,590 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,991,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,413,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $897,452 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $897,452 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,221 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,064,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,058,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,665,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,665,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,730,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,058,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,665,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $261,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,130 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,337,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,208,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,323,859 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,367,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,242,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,357,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,367,219 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,242,541 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,367,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,242,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,367,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,242,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,367,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $261,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,628,951 | SubtotalAmt |
| Other Decreases | $386,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,242,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| LOEP | P | $47,715 | $47,715 |
| LOEP | P | $183,774 | $183,774 |
| LOFI | P | $32,980 | $32,980 |
| LOFI | P | -$11,426 | -$11,426 |
| SOMA | P | -$373,750 | -$373,750 |
| SOMA | P | $3,956 | $3,956 |
| SOPEP | P | $36,851 | $36,851 |
| SOPEP | P | $27,619 | $27,619 |
| LOEP | P | $5,543 | $5,543 |
| LOEP | P | $9,179 | $9,179 |
| SOMA | P | $17,022 | $17,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,537 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,039,412 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,830,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.204944 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,941,484 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,859,758 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.212232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,500,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,404,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,106,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,847,396 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.224336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,792,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,607,971 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205178 | DistributionYr5Rt |
| Total Distribution | 1.033245 | TotalDistributionRt |
| Average Distribution | 0.206649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,731,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,044,190 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,549 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,047,739 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,665,459 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,795 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,795 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,696 | OverpaymentAmt |
| Applied To ES Tax | $7,696 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WLD ENTERPRISES INC | IndividualWithBooksNm |
| Phone | 9545237771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E LAS OLAS BLVD 2200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA H ROTH | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID M ROTH | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID W HORVITZ | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,609,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,955,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,955,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,731,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $23,918 | IncomeTaxAmt |
| Total Tax | $31,017 | TotalTaxAmt |
| Distributable Before Adj | $705,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $705,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $705,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,665,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,665,459 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,665,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,233,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,431,999 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,834,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,285,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,316,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,101,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,665,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $705,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,959,915 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,061,611 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,233,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,828,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,431,999 | ExcessFromYear4Amt |
| Excess From Year3 | $1,834,876 | ExcessFromYear3Amt |
| Excess From Year2 | $2,285,193 | ExcessFromYear2Amt |
| Excess From Year1 | $2,316,554 | ExcessFromYear1Amt |
| Excess From Current Year | $1,959,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOWDOIN COLLEGE | ||||||
| 3725 COLLEGE ST | BRUNSWICK | ME | 04011 | PC | GENERAL CONTRIBUTION | $325,000 |
| BUSHNELL CENTER ANNUAL FUND | ||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | PC | GENERAL CONTRIBUTION | $125,000 |
| CHARTER OAK BOXING ACADEMY | ||||||
| 81 POPE PARK HWY | HARTFORD | CT | 06106 | PC | GENERAL CONTRIBUTION | $10,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PC | GENERAL CONTRIBUTION | $500,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | ||||||
| 10 COLUMBUS BOULEVARD | HARTFORD | CT | 06106 | PC | GENERAL CONTRIBUTION | $500,000 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | PC | GENERAL CONTRIBUTION | $250,000 |
| HARTFORD SYMPHONY ORCHESTRA | ||||||
| 100 PEARL STREET 2ND FLOOR | HARTFORD | CT | 06103 | PC | GENERAL CONTRIBUTION | $200,000 |
| JEWISH FEDERATION OF GREATER HARTFORD | ||||||
| 40 WOODLAND STREET | HARTFORD | CT | 06105 | PC | GENERAL CONTRIBUTION | $100,000 |
| LAFAYETTE COLLEGE | ||||||
| 730 HIGH STREET | EASTON | PA | 18042 | PC | GENERAL CONTRIBUTION | $300,000 |
| LEAGUE OF AMERICAN ORCHESTRAS | ||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | GENERAL CONTRIBUTION | $50,000 |
| LESS AMOUNT REPORTED ON FORM 990-T | ||||||
| 401 E LAS OLAS BLVD STE 2200 | FORT LAUDERDALE | FL | 33301 | GENERAL CONTRIBUTION | -$12,655 | |
| ROB THE DRUMMER EDUCATIONAL PROGRAMS INC | ||||||
| 115 MONTCLAIR DRIVE | WEST HARTFORD | CT | 06107 | PC | GENERAL CONTRIBUTION | $15,000 |
| THE UCONN FOUNDATION INC | ||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | PC | GENERAL CONTRIBUTION | $50,000 |
| WADSWORTH ATHENEUM MUSEUM OF ART | ||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | PC | GENERAL CONTRIBUTION | $100,000 |
| GRACE ACADEMY | ||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | PC | GENERAL CONTRIBUTION | $10,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL CONTRIBUTION | $118,114 |
| HEBREW SENIOR CARE | ||||||
| 1 ABRAHMS BLVD | WEST HARTFORD | CT | 06117 | PC | GENERAL CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,665,459 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $945,853 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,569 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,245 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $87,239 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,744 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $127,552 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,364,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,491,959 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E LAS OLAS BLVD SUITE 2200 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $12,208,411 | EOYBookValueAmt |
| EOYFMV | $15,323,859 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $386,410 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NT - FEES AND EXPENSES | $25 | $25 | $0 |
| ANNUAL REPORT FEE | $61 | $61 | $0 |
| PASSTHROUGH EXPENSES | $156,073 | $155,135 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LOEP | $5,695 | $5,695 | $5,695 |
| LOFI | $3,919 | $3,919 | $3,919 |
| SOMA | $230,518 | $230,518 | $230,518 |
| SOPEP | $7,458 | $7,458 | $7,458 |
| SOMA | $93,520 | $0 | $93,520 |
| SOPEP | -$5,846 | $0 | -$5,846 |
| LOEP | -$435 | $0 | -$435 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $5,000 | $0 | $0 |
| FOREIGN TAXES | $6,157 | $6,157 | $0 |
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