BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349101551
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:07:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD SIXTH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270878154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara A Stiefel Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY M MUTNIK CPA | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 3053799164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Berkowitz Pollack Brant LLP | AddressLine1Txt |
| Address Line2 | 200 S Biscayne Blvd Sixth Floor | AddressLine2Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erik Schmollinger | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 7865227881 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BPB | PreparerPersonNm |
| PTIN | P00047373 | PTIN |
| Phone | 7865227881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,869,984 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,682,330 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,922,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $575,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,822,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $596,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,160 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,160 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $59,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,388 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $88,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $953,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,868,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $587,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,985 | CashBOYAmt |
| Cash EOY | $256,894 | CashEOYAmt |
| Cash EOYFMV | $256,894 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $300,080 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $300,080 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $864,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,230,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,313,010 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $924,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,787,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,869,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $924,827 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,787,467 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $924,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,787,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $924,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,787,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $924,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,868,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,793,296 | SubtotalAmt |
| Other Decreases | $5,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,787,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEI SEE ATTACHMENT A | P | $484,571 | $470,666 | $14,568 | $13,905 |
| SEI SEE ATTACHMENT B | $2,437,876 | $1,877,155 | $560,721 | $560,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $575,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $364,861 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $988,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.368948 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $682,763 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,202,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.567699 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $759,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,863,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.407402 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $520,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.243022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 4.587071 | TotalDistributionRt |
| Average Distribution | 0.917414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,796,263 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,647,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,870 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,653,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $887,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,740 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,740 | SubtotalAmt |
| Tax Based On Investment Income | $11,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $11,769 | TaxDueAmt |
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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| 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 | JEFFREY M MUTNIK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053797000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD 6TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | RW | ForeignCountryCd |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara A Stiefel | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | President/Treasurer/Director | 2.5 | $0 | $0 | $0 |
| Christine E Stiefel | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | Vice President/Director | 1.25 | $0 | $0 | $0 |
| Erik Schmollinger | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | Secretary/Director | 1.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,560,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,823,617 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,823,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,796,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,740 | TotalTaxAmt |
| Distributable Before Adj | $78,073 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,073 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $887,660 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $887,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $512,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $671,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $623,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $316,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,124,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $887,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $78,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $809,587 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,934,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,934,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $512,927 | ExcessFromYear4Amt |
| Excess From Year3 | $671,751 | ExcessFromYear3Amt |
| Excess From Year2 | $623,457 | ExcessFromYear2Amt |
| Excess From Year1 | $316,716 | ExcessFromYear1Amt |
| Excess From Current Year | $809,587 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA A STIEFEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FairDistricts NOW | ||||||||||||
| PO Box 331395 | Miami | FL | 332331395 | No Relationship | PC | Education of the public about the redistricting process and ensuring that politicians draw districts to the advantage of all the people not just themselves. (Fairdistrictsnow.org) | $200,000 | |||||
| The Nature Conservancy | ||||||||||||
| 222 S Westmonte Drive Suite 300 | Altamonte Springs | FL | 32714 | No relationship | PC | To Support the work of the nature conservancy at Florida and Around the World, including Tuungane and along the Kenyan Coast, which is to help preserve precious lands and waters. | $300,000 | |||||
| SolidAfrica | ||||||||||||
| No Relationship | NC | Grant will be 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)) | $12,000 | PO Box 1053 | Kigali | RW | ||||||
| The Secondary Modern School of Kayonza | ||||||||||||
| No Relationship | NC | Used towards the construction of a girl's dormitory at a public school in kayonza, rwanda. (Expenditure responsibility undertaken - see attached statement pursuant to irc 53.4945-5(D)(2)). | $20,000 | District of Kayonza | RW | Eastern Province | ||||||
| Kilimanjaro Christian Medical Centre | ||||||||||||
| No Relationship | NC | USED 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-(D)(2). | $168,700 | PO Box 3010 Moshi | TZ | East Africa | ||||||
| INTERNATIONAL FOUNDATION FOR DERMATOLOGY | ||||||||||||
| No Relationship | NC | USED 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-(D)(2). | $164,800 | WILLIAM HOUSE 4 FITZROY SQUARE | LONDON | UK | W1T 5HQ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,842 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BARBARA A STIEFEL | |||||||
| 1 | 200 S Biscayne Blvd Sixth Floor | Miami | FL | 33131 | $676,900 | Yes (X) | |
| Barbara Stiefel | |||||||
| 2 | 200 S Biscayne Blvd Sixth Floor | Miami | FL | 33131 | $2,005,430 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | JP Morgan Alerian MLP Index Fund | NoncashPropertyDesc |
| Fair Market Value | $2,005,430 | FairMarketValueAmt |
| Received | 2014-07-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEI | StockNm |
| EOY Book Value | $2,230,493 | EOYBookValueAmt |
| EOYFMV | $2,313,010 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY TRANSLATION | Desc |
| Amt | $5,829 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $767 | $767 |
| INVESTMENT MANAGEMENT FEES | $3,621 | $3,621 |
| OTHER EXPENSES | $55,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX FEE ON INTEREST | $335 | $335 |
| FEDERAL TAXES | $1,320 |
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