BETA

COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COBB FAMILY FOUNDATION INC (EIN 59-2477459)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-09
IRS object ID
201802219349100505
Schema version
2016v3.1
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)
Return2018-08-09T10:59:19-04:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260547877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19300 S DADELAND BLVD STE 600AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331562721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592477459EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14-4200AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E COBB JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3054411700PhoneNum
Signature2018-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L HOFMANNPreparerPersonNm
PTINP00009637PTIN
Phone3056703370PhoneNum
Preparation2018-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,792,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$562,717ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,557InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,557InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$619,340DividendsRevAndExpnssAmt
Dividends Net Invst Incm$619,340DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,252,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,431,416GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,025,877CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,437,250TotalRevAndExpnssAmt
Total Net Invst Incm$2,647,774TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$44,300OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$11,175OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$33,125OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$5,058PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,311PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,747PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,712AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,238AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16,766TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,006TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,960TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,246OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$286OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$960OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,490TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,217,514ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,217,514ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,304,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,490TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,274,544TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,132,416ExcessRevenueOverExpensesAmt
Net Investment Income$2,627,284NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,057CashBOYAmt
Cash EOY$17,284CashEOYAmt
Cash EOYFMV$17,284CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,584,246SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$467,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$467,862SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,994,098USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,019,779USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,322,589USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,665,391CorporateStockBOYAmt
Corporate Stock EOY$10,832,850CorporateStockEOYAmt
Corporate Stock EOYFMV$23,846,955CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,155,497CorporateBondsBOYAmt
Corporate Bonds EOY$1,560,845CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,548,126CorporateBondsEOYFMVAmt
Other Investments EOY$661,815OtherInvestmentsEOYAmt
Other Investments EOYFMV$589,573OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,415,289TotalAssetsBOYAmt
Total Assets EOY$15,560,435TotalAssetsEOYAmt
Total Assets EOYFMV$28,792,389TotalAssetsEOYFMVAmt
Accounts Payable EOY$12,730AccountsPayableEOYAmt
Total Liabilities EOY$12,730TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$14,415,289RetainedEarningBOYAmt
Retained Earning EOY$15,547,705RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,415,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,547,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,415,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,560,435TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,415,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,132,416ExcessRevenueOverExpensesAmt
Subtotal$15,547,705SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,547,705TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COTY INCD2012-10-232016-10-10$12$9$3$3
COSAN LTDP2009-08-202016-12-21$7,354$7,965-$611-$611
ERA GROUPP2013-01-312016-12-21$7,793$10,560-$2,767-$2,767
SEACOR HOLDINGP2012-01-242016-12-21$36,137$36,562-$425-$425
SEARS CANADAP2014-11-172016-12-21$3,131$17,841-$14,710-$14,710
VALEANTP2016-04-292016-12-21$28,997$64,974-$35,977-$35,977
WASHINTON MUTUALP2012-03-232016-12-21$79$77,665-$77,586-$77,586
ADAMS DIVERSIFIEDP2009-09-012017-02-07$13,270$9,476$3,794$3,794
BANK UNITEDP2011-02-152017-03-10$197,491$59,092$138,399$138,399
INTRAWESTP2014-02-042017-08-01$237,500$119,036$118,464$118,464
WALT DISNEYD2012-12-212017-08-01$1,899,652$2,359$1,897,293$1,897,293
FieldValueIRS element (for citing)
Capital Gain Net Income$2,025,877CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,294,445AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$25,975,105NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049834DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,157,235AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,391,628NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043849DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,015,631AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,887,179NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042518DistributionYr3Rt
Adjusted Qlfy Distri Yr4$872,176AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,463,185NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042622DistributionYr4Rt
Adjusted Qlfy Distri Yr5$805,685AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$17,616,638NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045734DistributionYr5Rt
Total Distribution0.224557TotalDistributionRt
Average Distribution0.044911AverageDistributionRt
Net Vl Noncharitable Assets$27,779,014NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,247,583AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,273NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,273,856AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,274,544QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,273InvestmentIncomeExciseTaxAmt
Subtotal$26,273SubtotalAmt
Tax Based On Investment Income$26,273TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,604EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,604TotalPaymentsAndCreditsAmt
Tax Due$14,669TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14-4200AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,327,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$874,337AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,202,045TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$28,202,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$423,031CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,779,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,388,951MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,388,951MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,273TaxBasedOnInvestmentIncomeAmt
Total Tax$26,273TotalTaxAmt
Distributable Before Adj$1,362,678DistributableBeforeAdjAmt
Distributable Before Ded$1,362,678DistributableBeforeDedAmt
Distributable As Adjusted$1,362,678DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,274,544ExpensesAndContributionsAmt
Qualifying Distributions$1,274,544QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,273PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,248,271AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,362,678DistributableAsAdjustedAmt
Undistributed Income PY$1,252,774UndistributedIncomePYAmt
Qualifying Distributions$1,274,544QualifyingDistributionsAmt
Applied To Year1$1,252,774AppliedToYear1Amt
Applied To Current Year$21,770AppliedToCurrentYearAmt
Undistributed Income CY$1,340,908UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCOBB FAMILY FOUNDATION ADMINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14-4200AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331144200ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3054411700RecipientPhoneNum
Form And Info And MaterialsREQUESTS FOR CONTRIBUTIONS SHOULD INCLUDE A BRIEF HISTORY OF THE ORGANIZATION, A CURRENT LIST OF MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR EXECUTIVES, THE CURRENT ANNUAL BUDGET, THE ENTITY'S PERCENT MANAGEMENT/ADMINISTRATION COSTS TO DOLLARS DISTRIBUTED, THE PROPOSED USE OF REQUESTED FUNDS AND THE AMOUNT OF THE REQUEST. FURTHER, THE FOUNDATION WILL REQUIRE A COPY OF THE ORGANIZATION'S TAX EXEMPTION CERTIFICATE. ALL REQUESTS SHOULD BE MAILED TO: THE COBB FAMILY FOUNDATION ATTENTION: COBB FAMILY FOUNDATION ADMINISTRATOR PO BOX 14-4200 CORAL GABLES, FLORIDA 33114-4200 (305) 471-1700 FAX (305) 445-5674FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 11RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

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

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT 13AddressLine1Txt
CitySEE STATEMENTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusVARIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$1,217,514Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,217,514TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL331241210CHARITABLE$96,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA943055015CHARITABLE$32,000
PLYMOUTH CHURCH
3400 DEVON ROADCOCONUT GROVEFL33133CHARITABLE$40,000
THE AFRICAN SOCIETY
1100 17TH STREET NWWASHINGTONDC20036CHARITABLE$4,000SUITE 501
BAPTIST HEALTH FOUNDATION
6855 RED ROADCORAL GABLESFL33143CHARITABLE$50,000
BIG BROTHERS BIG SISTERS OF GREATER
550 NW 42ND AVENUEMIAMIFL33126CHARITABLE$16,000
CENTER STRATEGIC & INT'L STUDIES
1616 RHODE ISLAND AVENUEWASHINGTONDC20036CHARITABLE$50,000N
CAMILLUS HOUSE
336 NORTHWEST 5TH STREETMIAMIFL33128CHARITABLE$2,000
CHAPMAN PARTNERSHIP
1550 NORTH MIAMI AVENUEMIAMIFL33136CHARITABLE$30,000
EISENHOWER FELLOWSHIP
250 S 16TH STREETPHILADELPHIAPA19102CHARITABLE$180,000
FOUNDATION FOR NEW EDUCATION INITIA
1450 NE 2ND AVENUEMIAMIFL33132CHARITABLE$4,000
HABITAT FOR HUMANITY OF GREATER MIA
3800 NW 22ND AVENUEMIAMIFL33142CHARITABLE$1,000
INSTITUTE OF WORLD POLITICS
1521 16TH NWWASHINGTONDC20036CHARITABLE$2,000
GEORGE W BUSH FOUNDATION
PO BOX 600610DALLASTX75206CHARITABLE$75,000
PEREZ ART MUSEUM MIAMI
101 W FLAGER STREETMIAMIFL33130CHARITABLE$12,500
THE SALVATION ARMY
PO BOX 330607MIAMIFL332330607CHARITABLE$4,000
CAT CAY MEDICAL CLINIC FOUNDAITON
1050 LEE WAGENER BLDFT LAUDERDALEFL33315CHARITABLE$9,000STE 106
BRUNSWICK SCHOOL
100 MAHER AVENUEGREEWICHCT06830CHARITABLE$45,000
ZOO MIAMI
12400 SW 152 STREETMIAMIFL331771499CHARITABLE$30,000
RONALD REAGAN PRESIDENTIAL FOUNDAT
40 PRESIDENTIAL DRIVESIMI VALLEYCA93065CHARITABLE$30,000
BARBARA BUSH FOUNDATION FOR FAMILY
516 NORTH ADAMAS STREETTALLAHASSEEFL32301CHARITABLE$10,000
TELLURIDE FOUNDATION
620 MOUNTAIN VILLAGE RDTELLURIDECO81435CHARITABLE$2,000STE 2B
SOUTHERN METHODIST UNIVERSITY
6425 BOAZ LANEDALLASTX75205CHARITABLE$85,000
ST THOMAS UNIVERSITY
16401 NW 37TH AVENUEMIAMI GARDENSFL33054CHARITABLE$8,000
THE JUVENILE DIABETES RESEARCH
3411 NW 9TH AVENUEFT LAUDERDALEFL33309CHARITABLE$1,000SUITE 701
TULANE UNIVERSITY
3429 PRYTANIA STREETNEW ORLEANSLA70115CHARITABLE$15,000SUITE 200
UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401CHARITABLE$10,000
RANSOM EVERGLADES
3575 MAIN HWYCOCONUT GROVEFL33133CHARITABLE$50,000
BREAKTHROUGH MIAMI
3250 SW 3RD AVEMIAMIFL33129CHARITABLE$10,0006TH FLOOR
MIAMI LIGHTHOUSE FOR THE BLIND
601 SW 8 AVEMIAMIFL33130CHARITABLE$6,000
DEPARTMENT OF STATE AWARD
2201 C STWASHINGTONDC20520CHARITABLE$48,500ROOM 7424
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$958,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,557ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$619,340ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,252,636ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,874,533ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,874,533TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
CHARLES E COBB JR
1PO BOX 14-4200CORAL GABLESFL331144200$526,050Yes (X)
CHRISTIAN M COBB
2PO BOX 14-4200CORAL GABLESFL331144200$5,000Yes (X)
TOBIN T COBB
3PO BOX 14-4200CORAL GABLESFL331144200$31,667Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 SHARES- DISNEY CORPORATIONNoncashPropertyDesc
Fair Market Value$526,050FairMarketValueAmt
Received2016-12-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,950Amt
Net Investment Income$3,712NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,238DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN HONDA FINANCE 2.25% 8/15/19$203,433$201,588
ALLERGAN, INC 1.35 03/15/18$99,294$99,706
BANK OF AMERICA 5% 08/05/20$110,556$107,144
BUCKEYE PARTNERS 5.5% 08/15/09$112,428$105,067
EMC CORP 1.875% 06/01/18$149,222$149,405
FORD MOTOR CREDIT 2.25% 08/20/19$99,275$98,219
FREEPORT - MCMORAN 3.1% 03/15/20$101,717$99,875
HALLIBURTON CO 2% 08/01/18$101,899$100,197
INTERNATIONAL PAPER 7.95% 06/15/18$48,279$60,388
SEARS HOLDING CORP 8% 12/15/19$29,000$24,723
TEVA PHARM USA 2.25 03/18/20$98,516$98,679
WELLS FARGO & CO VAR. RATE 04/23/18$100,998$100,320
WESTERN UNION CO 3.65% 08/22/18$104,314$101,695
EXXON MOBIL CORP. 1.819% 3/15/19$201,914$201,120

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS - SEE STATEMENT 5A$7,125,206$16,540,566
SCHWAB MUTUAL FUNDS$1,087,301$1,314,819
VANGUARD MUTUAL FUNDS$2,620,343$5,991,570

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,019,779USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,322,589USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUCKEY PARTNERS LPFMV$319,488$285,000
PLANS ALL AMERICAN PIPELINE LPFMV$37,738$31,785
PLANS GP HOLDING LPFMV$38,651$32,805
CONE MIDSTREAM PARTNERSFMV$43,737$31,680
ENTERPRISE PRODUCTS LPFMV$55,418$52,140
PHILLIPS 66 PARTNERS LPFMV$104,019$105,120
SEARS HOLDINGS CORP WARRANTSFMV$2,203
TANGER FACTORY OUTLET REITFMV$62,764$48,840

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$249$249
OFFICE EXPENSE$37$37
DUES AND SUBSCRIPTIONS$960$960

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$3,532$572$2,960
LICENSES$114$114
FOREIGN TAX PAID$3,320$3,320
FEDERAL INCOME TAX$9,800

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