EDGEMER FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EDGEMER FOUNDATION INC (EIN 65-0976539)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201513149349100311
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-10T09:20:40-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650976539EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDGEMER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDGEBusinessNameControlTxt
Phone9545237771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EAST LAS OLAS BLVD NO 2200AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUTHORIZED OFFICERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9545237771PhoneNum
Signature2015-10-23SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,654,432FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$149,665InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$148,759InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$207,532DividendsRevAndExpnssAmt
Dividends Net Invst Incm$207,532DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,806,465NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$5,806,465CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$112,174OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$112,174OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,775,836TotalRevAndExpnssAmt
Total Net Invst Incm$6,274,930TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$104,620InterestRevAndExpnssAmt
Interest Net Invst Incm$104,620InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8,725TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,091TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$149,192OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$149,066OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$262,537TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$258,777TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,852,224ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,852,224ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,114,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$258,777TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,852,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,661,075ExcessRevenueOverExpensesAmt
Net Investment Income$6,016,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$412,476SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$241,464SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$241,464SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,039,492CorporateStockBOYAmt
Corporate Stock EOY$13,455,645CorporateStockEOYAmt
Corporate Stock EOYFMV$13,412,968CorporateStockEOYFMVAmt
Total Assets BOY$8,451,968TotalAssetsBOYAmt
Total Assets EOY$13,697,109TotalAssetsEOYAmt
Total Assets EOYFMV$13,654,432TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,451,968UnrestrictedBOYAmt
Unrestricted EOY$13,697,109UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,451,968TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,697,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,451,968TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,697,109TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,451,968TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,661,075ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,113,043SubtotalAmt
Other Decreases$415,934OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,697,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LOEPP$188,842$188,842
LOEPP$110,790$110,790
LOLVP$247$247
LOLVP$23,043$23,043
LOHP$16,014$16,014
LOHP$22,847$22,847
LOFIP$11,929$11,929
LOFIP-$19,623-$19,623
NTP$5,452,376$5,452,376
FieldValueIRS element (for citing)
Capital Gain Net Income$5,806,465CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,076,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,710,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.163323DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,196,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,487,614NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.114039DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,966,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,647,323NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.184694DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,440,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,358,656NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.158868DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,558,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,649,833NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.265082DistributionYr5Rt
Total Distribution0.886006TotalDistributionRt
Average Distribution0.177201AverageDistributionRt
Net Vl Noncharitable Assets$13,607,971NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,411,346AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60,162NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,471,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,852,224QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$60,162InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$60,162SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$60,162TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,107EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$63,000AppliedToEsTaxAmt
Total Payments And Credits$73,107TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$12,945OverpaymentAmt
Applied To ES Tax$12,945AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWLD ENTERPRISES INCIndividualWithBooksNm
Phone9545237771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E LAS OLAS BLVD 2200AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA H ROTH
401 EAST LAS OLAS BLVD 2200FT LAUDERDALEFL33301DIRECTOR0.00$0$0$0
DAVID M ROTH
401 EAST LAS OLAS BLVD 2200FT LAUDERDALEFL33301DIRECTOR0.00$0$0$0
DAVID W HORVITZ
401 EAST LAS OLAS BLVD 2200FT LAUDERDALEFL33301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,481,596AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,333,603AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,815,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,815,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$207,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,607,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$680,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$680,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$60,162TaxBasedOnInvestmentIncomeAmt
Income Tax$1,087IncomeTaxAmt
Total Tax$61,249TotalTaxAmt
Distributable Before Adj$619,150DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$619,150DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$619,150DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,852,224ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,852,224QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$60,162PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,792,062AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$619,150DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,081,778ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,684,775ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,443,558ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$685,756ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,449,779ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,345,646TotalExcessDistributionCyovAmt
Qualifying Distributions$2,852,224QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$619,150AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,233,074RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,578,720TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,081,778ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,496,942ExcessDistriCyovToNextYrAmt
Excess From Year4$1,684,775ExcessFromYear4Amt
Excess From Year3$1,443,558ExcessFromYear3Amt
Excess From Year2$685,756ExcessFromYear2Amt
Excess From Year1$1,449,779ExcessFromYear1Amt
Excess From Current Year$2,233,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR CHILDREN'S ADVOCACY
39 ELIZABETH STREET ROOM 213HARTFORDCT06105GENERAL CONTRIBUTION$10,000
BOWDOIN COLLEGE
3725 COLLEGE STBRUNSWICKME04011GENERAL CONTRIBUTION$50,000
BUSHNELL CENTER ANNUAL FUND
166 CAPITOL AVENUEHARTFORDCT06106GENERAL CONTRIBUTION$20,000
CONNECTICUT CHILDRENS MEDICAL CENTER
282 WASHINGTON STREETHARTFORDCT06106GENERAL CONTRIBUTION$128,000
GREATER HARTFORD ARTS COUNCIL
100 PEARL STREET 2ND FLOORHARTFORDCT06103GENERAL CONTRIBUTION$10,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277GENERAL CONTRIBUTION$250,000
HARTFORD HOSPITAL
80 SEYMOUR STREETHARTFORDCT06102GENERAL CONTRIBUTION$500,000
HARTFORD SYMPHONY ORCHESTRA
100 PEARL STREET 2ND FLOORHARTFORDCT06103GENERAL CONTRIBUTION$575,000
JEWISH FEDERATION
40 WOODLAND STREETHARTFORDCT06105GENERAL CONTRIBUTION$50,000
PROGRESSIVE POLICY INSTITUTE
1200 NEW HAMPSHIRE AVE NW 575WASHINGTONDC20036GENERAL CONTRIBUTION$5,000
LAFAYETTE COLLEGE
730 HIGH STREETEASTONPA18042GENERAL CONTRIBUTION$1,050,000
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER RDWINDSORCT06095GENERAL CONTRIBUTION$5,000
PLANNED PARENTHOOD OF CT
1030 NEW BRITAIN AVENUEWEST HARTFORDCT06110GENERAL CONTRIBUTION$175,000
LESS AMOUNT REPORTED ON FORM 990-T
401 E LAS OLAS BLVD SUITE 2200FORT LAUDERDALEFL33301GENERAL CONTRIBUTION-$776
SOCIETY OF DANIEL WADSWORTH MEMBERSHIP
600 MAIN STREETHARTFORDCT06103GENERAL CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,852,224TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149,665ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$207,532ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,806,465ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,275,836ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,275,836TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDL TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1401 E LAS OLAS BLVD SUITE 2200AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 PF PART VII-A LINE 12FormAndLineReferenceDesc
Medium ExplanationEDGEMER FOUNDATION MADE DISTRIBUTION TO FIDELITY CHARITABLE GIFT FUND AS A QUALIFIYING DISTRIBUTION. THIS IS A CHARITABLE CONTRIBUTION SINCE THE FIDELITY CHARITABLE GIFT FUND IS AN ORGANIZATION THAT MEETS THE REQUIREMENTS OF SECTION 170(C)(2)(B)MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$13,455,645EOYBookValueAmt
EOYFMV$13,412,968EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCEDesc
Amt$415,934Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NT - FEES AND EXPENSES$2,042$2,042$0
ANNUAL REPORT FEE$61$0$0
MANAGEMENT FEES$145,341$145,341$0
MISC OTHER EXPENSES$1,748$1,683$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LOEP$20,231$20,231$20,231
LOFI$19,520$19,520$19,520
LOLV$104,291$104,291$104,291
LOH-$31,868-$31,868-$31,868

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$3,634$0$0
FOREIGN TAXES$5,091$5,091$0

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