THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-28
IRS object ID
201521489349100302
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)
Return2015-05-28T09:13:01-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650665228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE IRVING & MARJORIE F COWAN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone9544577007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE NO 718AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING COWANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9544588998PhoneNum
Signature2015-05-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN G DANNER CPAPreparerPersonNm
PTINP00021233PTIN
Phone7866936300PhoneNum
Preparation2015-05-26PreparationDt
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$2,938,201FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,261InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,979InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,863DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,863DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$178,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,003,075GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$178,843CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$229,042TotalRevAndExpnssAmt
Total Net Invst Incm$228,685TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,057OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,057OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,803TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,803TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,177OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,177OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,587TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,587TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$135,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,280ExcessRevenueOverExpensesAmt
Net Investment Income$175,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,744CashBOYAmt
Cash EOY$141,382CashEOYAmt
Cash EOYFMV$141,382CashEOYFMVAmt
US Government Obligations BOY$373,950USGovernmentObligationsBOYAmt
US Government Obligations EOY$404,436USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$404,904USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,519,635CorporateStockBOYAmt
Corporate Stock EOY$1,437,492CorporateStockEOYAmt
Corporate Stock EOYFMV$2,042,921CorporateStockEOYFMVAmt
Corporate Bonds BOY$38,155CorporateBondsBOYAmt
Corporate Bonds EOY$43,044CorporateBondsEOYAmt
Corporate Bonds EOYFMV$43,034CorporateBondsEOYFMVAmt
Other Investments BOY$279,899OtherInvestmentsBOYAmt
Other Investments EOY$313,706OtherInvestmentsEOYAmt
Other Investments EOYFMV$305,760OtherInvestmentsEOYFMVAmt
Other Assets BOY$200OtherAssetsBOYAmt
Other Assets EOY$200OtherAssetsEOYAmt
Other Assets EOYFMV$200OtherAssetsEOYFMVAmt
Total Assets BOY$2,304,583TotalAssetsBOYAmt
Total Assets EOY$2,340,260TotalAssetsEOYAmt
Total Assets EOYFMV$2,938,201TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,304,583RetainedEarningBOYAmt
Retained Earning EOY$2,340,260RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,304,583TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,340,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,304,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,340,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,304,583TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,280ExcessRevenueOverExpensesAmt
Other Increases$861OtherIncreasesAmt
Subtotal$2,345,724SubtotalAmt
Other Decreases$5,464OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,340,260TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP$144,771$142,716$2,055$2,055
MERRILL LYNCHP$63,758$63,674$84$84
MERRILL LYNCHP$252,380$205,798$46,582$46,582
MERRILL LYNCHP$541,991$411,969$130,022$130,022
CAPITAL GAINS DIVIDENDSP$100$100$100
FieldValueIRS element (for citing)
Capital Gain Net Income$178,843CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$126,910AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,783,236NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045598DistributionYr1Rt
Adjusted Qlfy Distri Yr2$123,202AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,558,515NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048154DistributionYr2Rt
Adjusted Qlfy Distri Yr3$111,660AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,568,321NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043476DistributionYr3Rt
Adjusted Qlfy Distri Yr4$109,060AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,444,862NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044608DistributionYr4Rt
Adjusted Qlfy Distri Yr5$121,288AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,156,774NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056236DistributionYr5Rt
Total Distribution0.238072TotalDistributionRt
Average Distribution0.047614AverageDistributionRt
Net Vl Noncharitable Assets$2,953,441NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$140,625AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,751NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$142,376AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$135,175QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,502InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,502SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,502TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,520TotalPaymentsAndCreditsAmt
Overpayment$18OverpaymentAmt
Applied To ES Tax$18AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 Fund0DonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksC MORSEIndividualWithBooksNm
Phone9544577007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE 718AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330192909ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVING COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019SECRETARY/TREASURER/MANAGE0.00$0$0$0
JONATHAN COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$0$0$0
CYNTHIA COWAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$0$0$0
DEBRA COWAN FISHMAN
3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL33019DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,886,941AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,998,417TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,998,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,976CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,953,441NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,672MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,502TaxBasedOnInvestmentIncomeAmt
Total Tax$3,502TotalTaxAmt
Distributable Before Adj$144,170DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$144,170DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$144,170DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$135,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$135,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$135,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$144,170DistributableAsAdjustedAmt
Undistributed Income PY$135,004UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$135,175QualifyingDistributionsAmt
Applied To Year1$135,004AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$171AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$143,999UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STREETMIAMIFL33136N/A501(C)(3)SCIENTIFIC$2,500
BONE AND JOINT RESEARCH FOUNDATION
1140 BUSINESS CENTER DRIVE SUITEHOUSTONTX77043N/A501(C)(3)SCIENTIFIC$15,000101
ELTON JOHN AIDS FOUNDATION
584 BROADWAY SUITE 906NEW YORKNY10012N/A501(C)(3)SOCIAL/WELFARE$5,000
GRAYSON-JOCKEY CLUB RESEARCH FDN
821 CORPORTATE DRLEXINGTONKY40503N/A501(C)(3)SCIENTIFIC$1,000
HOLOCAUST DOCUMENTATION & EDUCATION
2031 HARRISON STREETHOLLYWOODFL33021N/A501(C)(3)EDUCATIONAL$5,000
JEWISH ADOPTION & FOSTER CARE
4200 N UNIVERSITY DRIVESUNRISEFL33351N/A501(C)(3)SOCIAL WELFARE$2,000
JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
1005 JOE DIMAGGIO DRIVEHOLLYWOODFL33021N/A501(C)(3)SCIENTIFIC$1,000
LITTLE KIDS ROCK
116 GREENWOOD AVEMONTCLAIRNJ07042N/A501(C)(3)EDUCATIONAL$5,000
MAYO FOUNDATION DEPARTMENT OF DEVELOPMENT
200 FIRST ST SWROCHESTERMN55905N/A501(C)(3)SCIENTIFIC$2,500
MEMORIAL FOUNDATION
3711 GARFIELD STHOLLYWOODFL33021N/A501(C)(3)SOCIAL WELFARE$5,000
MEMORIAL SLOAN KETTERING
PO BOX 27106NEW YORKNY10087N/A501(C)(3)SOCIAL WELFARE$1,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD STE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC$25,000
MT SINAI MEDICAL CENTER
4300 ALTON ROAD STE 100MIAMI BEACHFL33140N/A501(C)(3)NURSING EDUCATION$2,500
TEMPLE BETH EL
1351 SOUTH 14TH AVEHOLLYWOODFL33020N/A501(C)(3)RELIGIOUS$2,900
TEMPLE EMANU-EL
1701 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)RELIGIOUS$21,105
TEMPLE OF AARON
616 MISSISSIPPI RIVER BLVDST PAULMN55116N/A501(C)(3)RELIGIOUS$50
TEMPLE SOLEL
5100 SHERIDAN STREETHOLLYWOODFL33021N/A501(C)(3)SCIENTIFIC$1,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE STE 1645NEW YORKNY10170N/A501(C)(3)SOCIAL/WELFARE$10,000
THROUGHBRED RETIREMENT FDTN
178 ELM STREETSARATOGA SPRINGSNY12866N/A501(C)(3)SOCIAL WELFARE$600
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 211PHILLADELPHIAPA19104N/A501(C)(3)EDUCATIONAL$1,000
TULANE UNIVERSITY DEVELOPMENT OFFICE
3439 PRYTANIA STSUITE 200NEW ORLEANSLA70115N/A501(C)(3)EDUCATIONAL$1,000
USHOLOCAUST MEMORIAL
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/A501(C)(3)EDUCATIONAL$5,000
UNIVERSITY OF MIAMI SCHOOL OF MEDICINE JACKSON MEDICAL TOWERS
1500 NW 12TH AVE STE 1020EMIAMIFL33136N/A501(C)(3)SCIENTIFIC$15,000
WOLFSONIAN-FIU
1001 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)EDUCATIONAL$2,520
WOMEN OF TOMORROW
22 E FLAGLER 6TH FLOORMIAMIFL33134N/A501(C)(3)SOCIAL WELFARE$2,000
WPBT2
PO BOX 610002MIAMI BEACHFL33261N/A501(C)(3)EDUCATIONAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,175TotalGrantOrContriPdDurYrAmt
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$2,261ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,863ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$178,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$229,042ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$229,042TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCBIZ MHM LLCCategoryTxt
Amt$2,550Amt
Net Investment Income$2,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetLITIGATION-OTHER INCAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$75GrossSalesPriceAmt
Sales Expense$0SalesExpenseAmt
Total Net$75TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$43,044EOYBookValueAmt
EOYFMV$43,034EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,437,492EOYBookValueAmt
EOYFMV$2,042,921EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$404,436USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$404,904USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$313,706BookValueAmt
EOYFMV$305,760EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$200BOYBookValueAmt
EOY Book Value$200EOYBookValueAmt
EOYFMV$200EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXESDesc
Amt$5,464Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE ANNUAL REPORT$70$70$0
BANK FEES$60$60$0
CERTIFICATION FEE$415$415$0
OTHER EXPENSES$632$632$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONTAXABLE DIVIDEND DISTRIBUTIONSDesc
Amt$861Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCHCategoryTxt
Amt$48,057Amt
Net Investment Income$48,057NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,803Amt
Net Investment Income$1,803NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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