EDGEMER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDGEMER FOUNDATION INC (EIN 65-0976539)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201403079349100610
- Schema version
- 2013v3.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T11:55:58-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650976539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGEMER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 9545237771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD NO 2200 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W HORVITZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9545237771 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,496,590 | 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 | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,515 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,515 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $331,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,089 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,144 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,009,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $307 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $307 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,676 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,076,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,076,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,139,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,076,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $870,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,476 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,408,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,039,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,084,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,494,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,451,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,496,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,494,979 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,451,968 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,494,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,451,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,494,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,451,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,494,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $870,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,249 | OtherIncreasesAmt |
| Subtotal | $8,451,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,451,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| LOEP | P | $46,157 | $46,157 | |
| LOEP | P | $79,829 | $79,829 | |
| NT | P | $10,903 | $10,903 | |
| LOFI | P | -$35,638 | -$35,638 | |
| LOFI | P | -$8,605 | -$8,605 | |
| NT | P | $28,770 | $28,770 | |
| CAPITAL GAINS DIVIDENDS | P | $4,673 | $4,673 | $4,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,089 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,196,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,487,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,966,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,647,323 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.184694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,440,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,358,656 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.158868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,558,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,649,833 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.265082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,855,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,827,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.356071 | DistributionYr5Rt |
| Total Distribution | 1.078754 | TotalDistributionRt |
| Average Distribution | 0.215751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,710,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,742,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,747,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,076,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,935 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,935 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,607 | OverpaymentAmt |
| Applied To ES Tax | $6,607 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WLD ENTERPRISES INC | IndividualWithBooksNm |
| Phone | 9545237771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E LAS OLAS BLVD 2200 | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA H ROTH | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID M ROTH | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID W HORVITZ | ||||||||
| 401 EAST LAS OLAS BLVD 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $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 | $12,736,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,904,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,904,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,710,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,328 | TotalTaxAmt |
| Distributable Before Adj | $626,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $626,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $626,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,076,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,076,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,076,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $626,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,323,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,081,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,684,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,443,558 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $685,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,219,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,076,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $626,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,449,779 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,668,889 | 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 | $3,323,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,345,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,081,778 | ExcessFromYear4Amt |
| Excess From Year3 | $1,684,775 | ExcessFromYear3Amt |
| Excess From Year2 | $1,443,558 | ExcessFromYear2Amt |
| Excess From Year1 | $685,756 | ExcessFromYear1Amt |
| Excess From Current Year | $1,449,779 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BOWDOIN COLLEGE | |||||
| 3725 COLLEGE ST | BRUNSWICK | ME | 04011 | GENERAL CONTRIBUTION | $50,000 |
| ACLU FOUNDATION | |||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | GENERAL CONTRIBUTION | $10,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | GENERAL CONTRIBUTION | $225,000 |
| HARTFORD SYMPHONY ORCHESTRA | |||||
| 100 PEARL STREET 2ND FLOOR | HARTFORD | CT | 06103 | GENERAL CONTRIBUTION | $250,000 |
| JEWISH FEDERATION | |||||
| 40 WOODLAND STREET | HARTFORD | CT | 06105 | GENERAL CONTRIBUTION | $50,000 |
| LAFAYETTE COLLEGE | |||||
| 730 HIGH STREET | EASTON | PA | 18042 | GENERAL CONTRIBUTION | $1,050,000 |
| PINE ISLAND CAMP | |||||
| PINE ISLAND ROAD | BELGRADE | ME | 04917 | GENERAL CONTRIBUTION | $6,000 |
| PLANNED PARENTHOOD OF CT | |||||
| 1030 NEW BRITAIN AVENUE | WEST HARTFORD | CT | 06110 | GENERAL CONTRIBUTION | $175,000 |
| RENBROOK SCHOOL | |||||
| 2865 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | GENERAL CONTRIBUTION | $150,000 |
| UNIVERSITY OF CT FOUNDATION | |||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | GENERAL CONTRIBUTION | $5,000 |
| BUSHNELL CENTER ANNUAL FUND | |||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | GENERAL CONTRIBUTION | $15,000 |
| CONNECTICUT CHILDRENS MEDICAL CENTER | |||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | GENERAL CONTRIBUTION | $25,000 |
| EAST BEACH ASSOCIATION | |||||
| 23 ICE POND ROAD | WESTERLY | RI | 02891 | GENERAL CONTRIBUTION | $5,000 |
| HARTFORD HOSPITAL | |||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | GENERAL CONTRIBUTION | $25,000 |
| JOE LIBERMAN CT SCHOLARSHIP PROGRAM | |||||
| 1747 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20006 | GENERAL CONTRIBUTION | $10,000 |
| SOCIETY OF DANIEL WADSWORTH MEMBERSHIP | |||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | GENERAL CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,076,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,515 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,192 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $509,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,940 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DL TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E LAS OLAS BLVD SUITE 2200 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PF PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | EDGEMER 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $8,039,492 | EOYBookValueAmt |
| EOYFMV | $13,084,114 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NT - FEES AND EXPENSES | $3,951 | $3,951 | $0 |
| ANNUAL REPORT FEE | $70 | $0 | $0 |
| MANAGEMENT FEES | $35,013 | $35,013 | $0 |
| MISC OTHER EXPENSES | $577 | $576 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LOEP | $1,101 | $1,101 | $1,101 |
| LOFI | $15,043 | $15,043 | $15,043 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TO TAX DIFFERENCE | Description |
| Amount | $86,249 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $19,005 | $0 | $0 |
| FOREIGN TAXES | $4,277 | $3,676 | $0 |
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