COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COBB FAMILY FOUNDATION INC (EIN 59-2477459)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-06-24
- IRS object ID
- 201901759349100165
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-24T13:39:33-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260547877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592477459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COBB | BusinessNameControlTxt |
| Phone | 3054411700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD STE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E COBB JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3054411700 | PhoneNum |
| Signature | 2019-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L HOFMANN | PreparerPersonNm |
| PTIN | P00009637 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2019-06-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.87.42.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-24 | IPDt |
| IP Tm | 13:39:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 09FCBAD1F1B18BF6E7BD1781D52BB2E15C0503C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09FCBAD1F1B18BF6E7BD1781D52BB2E15C0503C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,800,406 | 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 | $258,927 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $166,207 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $552,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $976,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,111,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,574,775 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $409 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $409 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,954,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,291,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,950 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,227 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,490 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,737 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,856 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,619 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,888 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,810 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,308,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,308,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,471,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,385,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $482,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,246,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,284 | CashBOYAmt |
| Cash EOY | $126,886 | CashEOYAmt |
| Cash EOYFMV | $126,886 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $467,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $712,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $712,961 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,019,779 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,646,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,828,102 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,832,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,459,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,218,684 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,560,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,556,400 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,496,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $661,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $520,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,959 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $6,171 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,171 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,560,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,029,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,800,406 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,730 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $12,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,547,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,029,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,547,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,029,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,560,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,029,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,547,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $482,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,029,992 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,029,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGRD-500 INDEX FUND | P | 2017-10-19 | $135,989 | $114,778 | $21,211 | $21,211 | |
| EMC CORP | P | 2018-06-01 | $150,000 | $149,222 | $778 | $778 | 2016-05-06 |
| VIACOM CLA | P | 2017-10-12 | $7,794 | $5,250 | $2,544 | $2,544 | 1994-04-22 |
| VANGRD-TOTAL STOCK MRKT | P | 2017-10-19 | $131,918 | $111,318 | $20,600 | $20,600 | |
| GENERAL MILLS | P | 2017-10-12 | $102,300 | $116,052 | -$13,752 | -$13,752 | 2017-06-16 |
| VIACOM CLB | P | 2017-10-12 | $46,260 | $41,389 | $4,871 | $4,871 | 1994-01-22 |
| WALT DISNEY | D | 2017-10-12 | $1,291,451 | $1,665 | $1,289,786 | $1,289,786 | |
| HALLIBURTON CO | P | 2018-08-01 | $100,000 | $101,899 | -$1,899 | -$1,899 | 2016-05-06 |
| WELLS FARGO | P | 2018-04-23 | $100,000 | $100,998 | -$998 | -$998 | 2016-05-06 |
| ALEXANDER BALDWIN | P | 2018-01-24 | $6 | $6 | |||
| INTERNATIONAL PAPER | P | 2017-10-19 | $60,332 | $48,279 | $12,053 | $12,053 | 2009-01-03 |
| WESTERN UNION | P | 2018-08-22 | $100,000 | $104,314 | -$4,314 | -$4,314 | 2014-03-19 |
| ALLEGAN INC | P | 2018-03-31 | $100,000 | $99,294 | $706 | $706 | 2004-08-18 |
| LANDS END | P | 2017-10-31 | $16,182 | $42,270 | -$26,088 | -$26,088 | 2014-04-07 |
| AMERICAN EXPRESS | P | 2017-10-31 | $95,064 | $25,546 | $69,518 | $69,518 | 2001-10-10 |
| MARATHON OIL | P | 2017-10-31 | $7,137 | $9,442 | -$2,305 | -$2,305 | 2018-05-29 |
| AMERIPRISE FINANCIAL | P | 2017-10-31 | $31,443 | $3,639 | $27,804 | $27,804 | 2001-10-04 |
| NCR | P | 2017-10-31 | $5,907 | $1,469 | $4,438 | $4,438 | 1993-12-10 |
| BECTON DICKINSON | P | 2017-10-31 | $13,788 | $9,391 | $4,397 | $4,397 | 2018-03-17 |
| PROCTER & GAMBLE | P | 2017-10-16 | $78,120 | $57,791 | $20,329 | $20,329 | 2012-10-23 |
| BLACKHAWK NETWORK | P | 2017-10-31 | $5,567 | $3,902 | $1,665 | $1,665 | 2014-04-14 |
| RAYTHEON CO | P | 2017-10-31 | $34,493 | $5,454 | $29,039 | $29,039 | 1998-01-01 |
| CARDINAL HEALTH | P | 2017-10-31 | $105,620 | $12,952 | $92,668 | $92,668 | 1993-12-10 |
| SAFEWAY CASA LEY | P | 2018-02-26 | $886 | $1,015 | -$129 | -$129 | 2015-02-02 |
| CBS CORP CLA | P | 2017-10-31 | $13,646 | $3,450 | $10,196 | $10,196 | 1994-04-24 |
| SAFEWAY PDC CVR | P | 2018-04-23 | $3 | $49 | -$46 | -$46 | 2015-02-02 |
| CBS CORP CLB | P | 2017-10-31 | $105,617 | $27,170 | $78,447 | $78,447 | 1994-04-24 |
| SEARS HOLDING | P | 2017-10-31 | $16,849 | $114,552 | -$97,703 | -$97,703 | 2013-01-18 |
| CONE MIDSTREAM | P | 2017-10-31 | $32,126 | $43,428 | -$11,302 | -$11,302 | 2017-04-20 |
| TANGER FACTORY OUTLET | P | 2017-10-31 | $45,276 | $62,765 | -$17,489 | -$17,489 | 2017-03-17 |
| CONSOL TOMAKA | P | 2017-10-16 | $117,658 | $57,209 | $60,449 | $60,449 | 2012-01-11 |
| VERIZON | P | 2017-10-31 | $25,132 | $25,308 | -$176 | -$176 | 2014-02-21 |
| COTY | P | 2017-10-16 | $9,783 | $10,190 | -$407 | -$407 | 2016-10-16 |
| VERIZON | P | 2017-10-31 | $25,192 | $25,308 | -$116 | -$116 | 2014-02-21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,574,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$40,858 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,248,271 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,779,014 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,294,445 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,975,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,157,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,391,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043849 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,015,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,887,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $872,176 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,463,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042622 | DistributionYr5Rt |
| Total Distribution | 0.223759 | TotalDistributionRt |
| Average Distribution | 0.044752 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,897,215 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,337,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,469 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,360,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,385,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $22,469 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,469 | SubtotalAmt |
| Tax Based On Investment Income | $22,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $217 | EsPenaltyAmt |
| Overpayment | $4,014 | OverpaymentAmt |
| Applied To ES Tax | $4,014 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054411700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD STE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E COBB JR | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | PRESIDENT | 1.00 | $2,500 | $0 | $0 |
| SUE M COBB | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | VICE PRESIDE | 1.00 | $2,500 | $0 | $0 |
| CHRISTIAN M COBB | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | VICE PRESIDE | 1.00 | $2,500 | $0 | $0 |
| TOBIN T COBB | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | VICE PRESIDE | 1.00 | $2,500 | $0 | $0 |
| KOLLEEN O COBB | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| LUISA S COBB | ||||||||
| 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,536,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $815,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,352,503 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $30,352,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $455,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,897,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,494,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,494,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,469 | TotalTaxAmt |
| Distributable Before Adj | $1,472,392 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,472,392 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,472,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,385,485 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,385,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,469 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,363,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,472,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,340,908 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,385,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,340,908 | AppliedToYear1Amt |
| Applied To Current Year | $44,577 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,427,815 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES E COBB JR | ContributingManagerNm |
| Contributing Manager | TOBIN T COBB | ContributingManagerNm |
| Contributing Manager | CHRISTIAN M COBB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | COBB FAMILY FOUNDATION ADMIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD SUITE 470 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3054411700 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS 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 4000 PONCE DE LEON BLVD., SUITE 470 CORAL GABLES, FLORIDA 33146 (305) 471-1700 FAX (305) 445-5674 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 13 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 13 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,308,549 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,308,549 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BAPTIST HEALTH FOUNDATION | ||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | CHARITABLE | $40,000 | |
| BARBARA BUSH FOUNDATION FOR FAMILY | ||||||
| 516 NORTH ADAMAS STREET | TALLAHASSEE | FL | 32301 | CHARITABLE | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER | ||||||
| 550 NW 42ND AVENUE | MIAMI | FL | 33126 | CHARITABLE | $12,000 | |
| BREAKTHROUGH MIAMI | ||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | CHARITABLE | $10,000 | 6TH FLOOR |
| BRUNSWICK SCHOOL | ||||||
| 100 MAHER AVENUE | GREEWICH | CT | 06830 | CHARITABLE | $30,000 | |
| CAMILLUS HOUSE | ||||||
| 336 NORTHWEST 5TH STREET | MIAMI | FL | 33128 | CHARITABLE | $1,000 | |
| CAT CAY MEDICAL CLINIC FOUNDAITON | ||||||
| 1050 LEE WAGENER BLD | FT LAUDERDALE | FL | 33315 | CHARITABLE | $9,000 | STE 106 |
| CENTER STRATEGIC & INT'L STUDIES | ||||||
| 1616 RHODE ISLAND AVENUE | WASHINGTON | DC | 20036 | CHARITABLE | $25,000 | N |
| CHAPMAN PARTNERSHIP | ||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | CHARITABLE | $25,000 | |
| COUNCIL OF AMERICAN AMBASSADORS | ||||||
| 888 7TH STREET NW | WASHINGTON DC | DC | 200063307 | CHARITABLE | $480,000 | SUITE 901 |
| DADE HERITAGE TRUST | ||||||
| 190 SW 12TH TERRACE | MIAMI | FL | 33133 | CHARITABLE | $2,000 | |
| DEPARTMENT OF STATE AWARD | ||||||
| 2201 C ST | WASHINGTON | DC | 20520 | CHARITABLE | $58,500 | ROOM 7424 |
| EISENHOWER FELLOWSHIP | ||||||
| 250 S 16TH STREET | PHILADELPHIA | PA | 19102 | CHARITABLE | $120,000 | |
| FOUNDATION FOR NEW EDUCATION INITIA | ||||||
| 1450 NE 2ND AVENUE | MIAMI | FL | 33132 | CHARITABLE | $3,000 | |
| GEORGE W BUSH FOUNDATION | ||||||
| PO BOX 600610 | DALLAS | TX | 75206 | CHARITABLE | $60,000 | |
| INSTITUTE OF WORLD POLITICS | ||||||
| 1521 16TH NW | WASHINGTON | DC | 20036 | CHARITABLE | $1,000 | |
| MIAMI LIGHTHOUSE FOR THE BLIND | ||||||
| 601 SW 8 AVE | MIAMI | FL | 33130 | CHARITABLE | $4,000 | |
| PEREZ ART MUSEUM MIAMI | ||||||
| 101 W FLAGER STREET | MIAMI | FL | 33130 | CHARITABLE | $10,000 | |
| PLYMOUTH CHURCH | ||||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | CHARITABLE | $20,000 | |
| RANSOM EVERGLADES | ||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | CHARITABLE | $50,000 | |
| RONALD REAGAN PRESIDENTIAL FOUNDAT | ||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | CHARITABLE | $30,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | CHARITABLE | $85,000 | |
| ST THOMAS UNIVERSITY | ||||||
| 16401 NW 37TH AVENUE | MIAMI GARDENS | FL | 33054 | CHARITABLE | $8,000 | |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 943055015 | CHARITABLE | $16,000 | |
| TELLURIDE FOUNDATION | ||||||
| 620 MOUNTAIN VILLAGE RD | TELLURIDE | CO | 81435 | CHARITABLE | $2,000 | STE 2B |
| THE AFRICAN SOCIETY | ||||||
| 1100 17TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $3,000 | SUITE 501 |
| THE JUVENILE DIABETES RESEARCH | ||||||
| 3411 NW 9TH AVENUE | FT LAUDERDALE | FL | 33309 | CHARITABLE | $1,000 | SUITE 701 |
| THE SALVATION ARMY | ||||||
| PO BOX 330607 | MIAMI | FL | 332330607 | CHARITABLE | $3,000 | |
| TULANE UNIVERSITY | ||||||
| 3429 PRYTANIA STREET | NEW ORLEANS | LA | 70115 | CHARITABLE | $15,000 | SUITE 200 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248073 | CORAL GABLES | FL | 331241210 | CHARITABLE | $132,000 | |
| UNIVERSITY OF VERMONT FOUNDATION | ||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | CHARITABLE | $10,000 | |
| WATERSIDE SCHOOL | ||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | CHARITABLE | $66,667 | |
| ZOO MIAMI | ||||||
| 12400 SW 152 STREET | MIAMI | FL | 331771499 | CHARITABLE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,372,167 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,207 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $976,440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS-THROUGH INCOME PTP | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,695,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,695,189 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES E COBB JR | |||||||
| 1 | 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | $217,260 | Yes (X) | |
| TOBIN T COBB | |||||||
| 2 | 4000 PONCE DE LEON BLVD SUITE 470 | CORAL GABLES | FL | 33146 | $41,667 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 SHARES- DISNEY CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $217,260 | FairMarketValueAmt |
| Received | 2017-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,475 | Amt |
| Net Investment Income | $4,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,619 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN, INC 1.35 03/15/18 | ||
| EMC CORP 1.875% 06/01/18 | ||
| HALLIBURTON CO 2% 08/01/18 | ||
| INTERNATIONAL PAPER 7.95% 06/15/18 | ||
| WELLS FARGO & CO VAR. RATE 04/23/18 | ||
| WESTERN UNION CO 3.65% 08/22/18 | ||
| SEARS HOLDING CORP 8% 12/15/19 | $29,000 | $6,670 |
| ABBOTT LABORATORIES - 2% 3/15/20 | $50,292 | $49,380 |
| CVS HEALTH CORP - 2.125% DUE 6/1/21 | $72,993 | $72,285 |
| MORGAN STANLEY - 2.625% DUE 11/17/21 | $74,115 | $72,919 |
| TEVA PHARM USA 2.25 03/18/20 | $98,517 | $97,246 |
| FORD MOTOR CREDIT 2.25% 08/20/19 | $99,275 | $98,130 |
| FREEPORT - MCMORAN 3.1% 03/15/20 | $101,716 | $98,875 |
| GENERAL MOTORS FINL 2.4% 5/9/19 | $100,883 | $99,738 |
| THE WESTERN UNION - VAR 5/22/19 | $100,937 | $100,209 |
| BUCKEYE PARTNERS 5.5% 08/15/09 | $112,428 | $102,131 |
| BANK OF AMERICA 5% 08/05/20 | $110,556 | $102,838 |
| FORD MOTOR CREDIT 1.897% 08/12/19 | $200,341 | $197,836 |
| AMERICAN HONDA FINANCE 2.25% 8/15/19 | $203,433 | $199,074 |
| EXXON MOBIL CORP. 1.819% 3/15/19 | $201,914 | $199,312 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS - SEE STATEMENT 5A | $6,691,875 | $17,167,668 |
| SCHWAB MUTUAL FUNDS | $1,337,252 | $1,580,372 |
| VANGUARD MUTUAL FUNDS | $2,430,648 | $6,470,644 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,646,899 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,828,102 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BUCKEY PARTNERS LP | FMV | $297,368 | $178,550 |
| PLANS ALL AMERICAN PIPELINE LP | FMV | $35,879 | $37,515 |
| PLANS GP HOLDING LP | FMV | $36,851 | $36,795 |
| CONE MIDSTREAM PARTNERS | FMV | ||
| ENTERPRISE PRODUCTS LP | FMV | $52,014 | $53,709 |
| PHILLIPS 66 PARTNERS LP | FMV | $98,788 | $104,368 |
| SEARS HOLDINGS CORP WARRANTS | FMV | $22 | |
| TANGER FACTORY OUTLET REIT | FMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| EOY Book Value | $6,171 | EOYBookValueAmt |
| EOYFMV | $6,171 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $475 | $475 | |
| OFFICE EXPENSE | $6,457 | $6,457 | |
| DUES AND SUBSCRIPTIONS | $932 | $932 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS-THROUGH INCOME PTP | Desc |
| Revenue And Expenses Per Books | $409 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Amt | $2,888 | Amt |
| Disbursements Charitable Prps | $2,888 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,625 | $1,815 | $3,810 |
| LICENSES | $114 | $114 | |
| FOREIGN TAX PAID | $5,206 | $5,206 | |
| FEDERAL INCOME TAX | $41,656 | ||
| K-1 PASS-THROUGH FX TAX | $75 | $75 |
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