BETA

BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-30
IRS object ID
201813039349100501
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-30T07:52:15-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERKOWITZ POLLACK BRANT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 S BISCAYNE BLVD 7th FLAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270878154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Barbara A Stiefel Foundation IncBusinessNameLine1Txt
Business Name Line2c/o Berkowitz Pollack BrantBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ADAM COHEN CPAInCareOfNm
Business Name ControlBARBBusinessNameControlTxt
Phone3053799164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 S Biscayne Blvd 7th FloorAddressLine1Txt
CityMiamiCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIK SCHMOLLINGERPersonNm
Person TitleSecretaryPersonTitleTxt
Phone3053799164PhoneNum
Signature2018-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam Cohen CPAPreparerPersonNm
PTINP00541985PTIN
Phone3053797000PhoneNum
Preparation2018-09-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.95.90IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id65716920183035000000FederalOriginalSubmissionId
Federal Original Submission Id2018-10-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBBEBB06235E7AAF3CC51A86F9526B834EE3BDA08AtSubmissionCreationDeviceId
At Submission Filing Device Id2F776D3D1D193EE51E1764B22592B6F366B0BB73AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,057,887FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,743InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,743InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,724DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$69,462NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$866,528GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$69,462CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,929TotalRevAndExpnssAmt
Total Net Invst Incm$78,421TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,000AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,994OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,994OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,994TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$882,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$882,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$904,994TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,994TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$892,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$826,065ExcessRevenueOverExpensesAmt
Net Investment Income$65,427NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,139CashBOYAmt
Cash EOY$55,881CashEOYAmt
Cash EOYFMV$55,880CashEOYFMVAmt
Rcvbl From Officers BOY$1,081,580RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$999,580RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$999,580RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$765,234CorporateStockBOYAmt
Corporate Stock EOY$2,427CorporateStockEOYAmt
Corporate Stock EOYFMV$2,427CorporateStockEOYFMVAmt
Total Assets BOY$1,873,953TotalAssetsBOYAmt
Total Assets EOY$1,057,888TotalAssetsEOYAmt
Total Assets EOYFMV$1,057,887TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,873,953UnrestrictedBOYAmt
Unrestricted EOY$1,057,888UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,873,953TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,057,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,873,953TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,057,888TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,873,953TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$826,065ExcessRevenueOverExpensesAmt
Other Increases$10,000OtherIncreasesAmt
Subtotal$1,057,888SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,057,888TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEI SEE ATTACHMENT AP$173,556$161,708$12,252$11,848
SEI SEE ATTACHMENT B$692,972$635,762$57,210$57,210
FieldValueIRS element (for citing)
Capital Gain Net Income$69,462CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$899,291AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,337,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.672186DistributionYr1Rt
Adjusted Qlfy Distri Yr2$132,506AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,271,810NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058326DistributionYr2Rt
Adjusted Qlfy Distri Yr3$887,660AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,796,263NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.49417DistributionYr3Rt
Adjusted Qlfy Distri Yr4$364,861AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$988,923NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.368948DistributionYr4Rt
Adjusted Qlfy Distri Yr5$682,763AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,202,685NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.567699DistributionYr5Rt
Total Distribution2.161329TotalDistributionRt
Average Distribution0.432266AverageDistributionRt
Net Vl Noncharitable Assets$381,755NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$165,020AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$654NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$165,674AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$892,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$654InvestmentIncomeExciseTaxAmt
Subtotal$654SubtotalAmt
Tax Based On Investment Income$654TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$668TaxDueAmt

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 FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ADAM COHEN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3053797000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BPB 200 S BISCAYNE BLVD 7THAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryRWForeignCountryCd

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Barbara A Stiefel
c/o Berkowitz Pollack Brant LLP200 S Biscayne Blvd 7th FloorMiamiFL33131President/Treasurer/Director2.5$0$0$0
Christine E Stiefel
c/o Berkowitz Pollack Brant LLP200 S Biscayne Blvd 7th FloorMiamiFL33131Vice President/Director1.25$0$0$0
Erik Schmollinger
c/o Berkowitz Pollack Brant LLP200 S Biscayne Blvd 7th FloorMiamiFL33131Secretary/Director1.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$246,351AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,218AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$387,569TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$387,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$381,755NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,088MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,088MinimumInvestmentReturnAmt
Tax Based On Investment Income$654TaxBasedOnInvestmentIncomeAmt
Total Tax$654TotalTaxAmt
Distributable Before Adj$18,434DistributableBeforeAdjAmt
Distributable Before Ded$18,434DistributableBeforeDedAmt
Distributable As Adjusted$18,434DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$892,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$892,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$654PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$891,346AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,434DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$623,457ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$316,716ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$809,587ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,035ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$833,356ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,604,151TotalExcessDistributionCyovAmt
Qualifying Distributions$892,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$18,434AppliedToCurrentYearAmt
Remaining Distri From Corpus$873,566RemainingDistriFromCorpusAmt
Total Corpus$3,477,717TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$623,457ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,854,260ExcessDistriCyovToNextYrAmt
Excess From Year4$316,716ExcessFromYear4Amt
Excess From Year3$809,587ExcessFromYear3Amt
Excess From Year2$21,035ExcessFromYear2Amt
Excess From Year1$833,356ExcessFromYear1Amt
Excess From Current Year$873,566ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA A STIEFELContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
INTERNATIONAL FOUNDATION FOR DERMATOLOGY
WILLIAM HOUSE 4 FITZROY SQUARELONDONUKW1T 5HQNo RelationshipNCUSED TOWARDS THE CONSTRUCTION OF A DERMATOLOGY WARD AND BURN UNIT AT THE KILIMANJARO CHRISTIAN MEDICAL CENTER IN MOSHI, TANZANIA. {TAX EXEMPT UNDER LAWS OF UNITED KINGDOM}- See Attached Statement Pursuant to IRC 53.4945-5(D)(2).$45,000
Solid' Africa
PO Box 1053KigaliRWNo RelationshipNCGRANT WILL USED TO PROVIDE FUNDS FOR THE INSTALLATION OF A WATER FILTRATION SYSTEM AND TO HELP EDUCATE AND CREATE BEHAVIORAL CHANGES AMONG PATIENTS, CARE GIVERS AND HOSPITAL PERSONNEL IN RELATION TO CLEAN WATER IN RWANDA, AFRICA. EXPENDITURE RESPONSIBILITY UNDERTAKEN - SEE ATTACHED STATEMENT PURSUANT TO IRC 53.4945-5(D)(2)$100,000Africa
The Nature Conservancy
No RelationshipPCTo conserve the lands and waters on which all life depends.$100,0004245 North Fairfax DriveSuite 100ArlingtonVA222031606
TechnoServe
No RelationshipPCTo develop business solutions to poverty by linking people to information, capital and markets.$252,5001120 19th Street NW8th FloorWashingtonDC20036
Proteus Fund
No RelationshipPCTo advance justice through human rights, democracy and peace.$50,00015 Research Drive Suite BAmherstMA01002
ACLU
No relationsipPCTo defend those whose rights have been violated and to shape public policy through a strategic combination of communications, public education, and lobbying programs.$100,0004500 Biscayne BlvdSuite 340MiamiFL331373227
Equal Justice Initiative
No RelationshipPClitigates on behalf of death row prisoners, juveniles, people wrongly convicted or charged with violent crimes, poor people denied effective legal representation, and others whose trials are marked by racial bias or prosecutorial misconduct.$1,000122 Commerce StMontgomeryAL36104
American Indian College Fund
No RelationshipPCWorks to help all Native people meet their full potential by providing them with access to higher education.$5008333 Greenwood BlvdDenverCO80221
Miami Symphony Orchestra
No RelationshipPCCultural Organization providing music concerts and education outreach services to the Miami-Dade community as part of its education mission.$150,00010689 N Kendall DR ST 307MiamiFL33176
Florida Alliance for Civic Engagement
PCImproving communication, strategic planning and sharing of tools amount 501(c)(3) organizations working to further civic participation; to ensure every eligible American votes.$19,0001713 Mahon DrTallahasseeFL32308
New Venture Fund
No RelationshipPCDedicated to supporting innovative and effective public interest projects.$50,0001201 Conneticute Ave NWSuite 300WashingtonDC20036
Elizabeth Burgos Collazo
No RelationshipITo provide roofs to residents of Puerto Rico after Hurricane Maria.$10,000Puerto Rico Roof ProjectVillalbaPR00766
Evangelical Lutheran Church Tanzania
PO Box 3033TZNo RelationshipNCTo further the exempt purpose of the vocational training centre.See Attached Statement Pursuant to IRC 53.4945-5(d)(2).$4,000Arusha
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$882,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,743ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,724ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$69,462ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$78,929ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,929TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$20,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEI$0$0
RAYMOND JAMES$2,427$2,427

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$306$306
INVESTMENT MANAGEMENT FEES$2,629$2,629
OTHER FEES$59$59

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescVOIDED GRANT CHECK 249 FROM 2017Desc
Amt$10,000Amt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonBARBARA A STIEFELBorrowerPersonNm
Loan Original$300,000LoanOriginalAmt
Balance Due$999,580BalanceDueAmt
Note2014-10NoteDt
Repayment TermsON DEMANDRepaymentTermsTxt
Loan PurposeDEPOSIT IN TRANSITLoanPurposeTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt

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