COBB FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COBB FOUNDATION INC (EIN 65-0593216)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349100508
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T07:27:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592831281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334015948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650593216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COBB | BusinessNameControlTxt |
| Phone | 5613917071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA COBB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613917071 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM K CALER JR | PreparerPersonNm |
| PTIN | P00039693 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,854,894 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $384,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $384,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $772,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,348,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $772,758 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,157,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,157,590 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $144,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,655 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $406,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $331,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,271,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $331,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $917,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $826,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $164,063 | CashBOYAmt |
| Cash EOY | $481,349 | CashEOYAmt |
| Cash EOYFMV | $481,349 | CashEOYFMVAmt |
| Other Investments BOY | $14,108,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,675,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,372,045 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,272,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,158,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,854,894 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $165 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,272,880 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,158,661 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,272,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,158,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,272,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,158,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,272,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,158,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,158,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KEY BANK #5220 | P | $307,617 | $308,205 | -$588 | -$588 |
| KEY BANK #5220 | P | $226,111 | $224,202 | $1,909 | $1,909 |
| KEY BANK #5221 | P | $422,423 | $438,118 | -$15,695 | -$15,695 |
| KEY BANK #5221 | P | $461,961 | $379,607 | $82,354 | $82,354 |
| KEY BANK #5222 | P | $614,114 | $689,636 | -$75,522 | -$75,522 |
| KEY BANK #5222 | P | $1,051,036 | $645,497 | $405,539 | $405,539 |
| KEY BANK #5223 | P | $1,372,416 | $1,001,371 | $371,045 | $371,045 |
| KEY BANK #5224 | P | $262,051 | $302,488 | -$40,437 | -$40,437 |
| BESSEMER TRUST #7W16 | P | $665,255 | $753,223 | -$87,968 | -$87,968 |
| BESSEMER TRUST #7W16 | P | $2,930,201 | $2,828,136 | $102,065 | $102,065 |
| BESSEMER TRUST #7W27 | P | $5,020 | $5,137 | -$117 | -$117 |
| EXPIRED OPTION | P | $3,137 | $3,137 | $3,137 | |
| CAPITAL GAINS DIVIDENDS | P | $27,036 | $27,036 | $27,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $772,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $899,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,438,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $847,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,344,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $866,608 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,245,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053345 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $831,733 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,026,557 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $843,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,595,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050801 | DistributionYr5Rt |
| Total Distribution | 0.250672 | TotalDistributionRt |
| Average Distribution | 0.050134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,893,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $897,068 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $905,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $917,155 | 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 | $8,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,699 | OverpaymentAmt |
| Applied To ES Tax | $8,699 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RHODA COBB | IndividualWithBooksNm |
| Phone | 5613917071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RHODA COBB | ||||||||
| 336 E COCONUT PALM RD | BOCA RATON | FL | 33432 | DIR/PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| BRADLEY COBB | ||||||||
| 537 BUDDS LANDING RD | WARWICK | MD | 21912 | DIRECTOR | 10.00 | $45,000 | $0 | $0 |
| RHODA JUCKETT | ||||||||
| 1301 QUEENS RD W | CHARLOTTE | NC | 28207 | DIRECTOR | 10.00 | $45,000 | $0 | $0 |
| JENNIFER LITTLE | ||||||||
| 891 MCMEEKIN PL | LEXINGTON | KY | 40502 | DIRECTOR | 10.00 | $45,000 | $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 | $17,406,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $759,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,165,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,165,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,893,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $894,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $894,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,261 | TotalTaxAmt |
| Distributable Before Adj | $886,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $886,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $886,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $917,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $917,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $908,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $886,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $43,076 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,384 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $99,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $917,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $886,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,746 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,206 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,076 | ExcessFromYear4Amt |
| Excess From Year3 | $56,384 | ExcessFromYear3Amt |
| Excess From Current Year | $30,746 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RHODA COBB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM RD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333427916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618329292 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE IN WRITING. A GRANT APPLICATION IS AVAILABLE FOR THIS PURPOSE. TELEPHONE INQUIRIES ARE NOT ACCEPTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | N/A | PUBLIC | GENERAL | $20,000 |
| AUTISM FOUNDATION OF THE CAROLINAS | |||||||
| PO BOX BOX 12671 | CHARLOTTE | NC | 28220 | N/A | PUBLIC | GENERAL | $5,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | N/A | PUBLIC | GENERAL | $100,000 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 PROVIDENCE RD | CHARLOTTE | NC | 28277 | N/A | PUBLIC | GENERAL | $30,000 |
| CHRYSALIS HOUSE INC | |||||||
| 1589 HILL RISE DR | LEXINGTON | KY | 40504 | N/A | PUBLIC | GENERAL | $20,000 |
| COLLEGE OF PHYSICIANS AND SURGEONS | |||||||
| 19 S 22ND STREET | PHILADELPHIA | PA | 19103 | N/A | PUBLIC | GENERAL | $5,000 |
| CUMBERLAND COLLEGE | |||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | N/A | PUBLIC | GENERAL | $20,000 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PUBLIC | GENERAL | $10,000 |
| GEORGE SNOW SCHOLARSHIP FUND | |||||||
| 1860 N DIXIE HIGHWAY | BOCA RATON | FL | 33432 | N/A | PUBLIC | GENERAL | $50,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 600 W CAMINO REAL | BOCA RATON | FL | 334865598 | N/A | PUBLIC | GENERAL | $20,000 |
| JEFFERSON MEDICAL COLLEGE | |||||||
| 1020 LOCUST STREET M-41 | PHILADELPHIA | PA | 191076799 | N/A | PUBLIC | GENERAL | $5,000 |
| JUNIOR LEAGUE OF BOCA RATON | |||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | N/A | PUBLIC | GENERAL | $5,000 |
| MARSHALL UNIVERSITY | |||||||
| 1 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | N/A | PUBLIC | GENERAL | $25,000 |
| MISSION HEALTHCARE FOUNDATION | |||||||
| 980 HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | N/A | PUBLIC | GENERAL | $50,000 |
| MYERS PARK PRESBYTERIAN CHURCH | |||||||
| 2501 OXFORD PL | CHARLOTTE | NC | 28207 | N/A | PUBLIC | GENERAL | $10,000 |
| NOVANT HEALTH FOUNDATION | |||||||
| 2085 FRONTIS PLAZA BOULEVARD | WINSTONSALEM | NC | 27103 | N/A | PUBLIC | GENERAL | $5,000 |
| RIGHT MOVES FOR YOUTH | |||||||
| 2211 W MOREHEAD STREET | CHARLOTTE | NC | 28208 | N/A | PUBLIC | GENERAL | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES TAMPA BAY | |||||||
| 28 COLUMBIA DR | TAMPA BAY | FL | 336063543 | N/A | PUBLIC | GENERAL | $5,000 |
| RUTGERS UNIVERSITY | |||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PUBLIC | GENERAL | $25,000 |
| SAINT ANNE'S EPISCOPAL SCHOOL | |||||||
| 211 SILVER LAKE RD | MIDDLETOWN | DE | 19709 | N/A | PUBLIC | GENERAL | $40,000 |
| SALEM COLLEGE | |||||||
| PO BOX 10548 | WINSTONSALEM | NC | 271080548 | N/A | PUBLIC | GENERAL | $50,000 |
| SAYRE SCHOOL | |||||||
| 194 N LIMESTONE ST | LEXINGTON | KY | 40507 | N/A | PUBLIC | GENERAL | $50,000 |
| ST ANDREWS SCHOOL | |||||||
| 300 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | N/A | PUBLIC | GENERAL | $40,000 |
| THE NEST | |||||||
| 530 N LIMESTONE ST | LEXINGTON | KY | 40507 | N/A | PUBLIC | GENERAL | $10,000 |
| UNIVERSAL AID FOR CHILDREN | |||||||
| 1350 E SUNRISE BLVD SUITE 126 | FORT LAUDERDALE | FL | 334042817 | N/A | PUBLIC | GENERAL | $10,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 REYNOLDS STATION | WINSTONSALEM | NC | 171097227 | N/A | PUBLIC | GENERAL | $240,000 |
| YMCA SOUTH PALM BEACH COUNTY | |||||||
| 6631 PALMETTO CIRCLE SOUTH | BOCA RATON | FL | 33433 | N/A | PUBLIC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $772,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,157,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,157,590 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,275 | Amt |
| Net Investment Income | $14,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,655 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BESSEMER TRUST #7W27 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,675,977 | BookValueAmt |
| EOYFMV | $16,372,045 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,500 | LegalFeesAmt |
| Net Investment Income | $22,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
| EOYFMV | $1,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PORTFOLIO DEDUCTIONS | $1,943 | $1,943 | $0 |
| PENALTY | $85 | $0 | $0 |
| INVESTMENT FEES | $110,260 | $110,260 | $0 |
| THEFT LOSS | $4,775 | $4,775 | $0 |
| INVESTMENT EXPENSES | $165 | $165 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $165 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANT | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $28,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,692 | $5,692 | $0 |
| EXCISE TAXES | $23,114 | $0 | $0 |
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