THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-05
IRS object ID
201441259349101004
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-05T16:03:31-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341900735PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 BRICKELL AVENUE SUITE 700AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650665228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE IRVING & MARJORIE F COWAN FAMILYBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone9544588998PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE NO 718AddressLine1
CityHOLLYWOODCity
StateFLState
ZIP Code33019ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING COWANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9544588998PhoneNum
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE DANNERPreparerPersonNm
PTINP00021233PTIN
Phone3055034200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,934,112FMVAssetsEOYAmt
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$2,544InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,544InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$201,177NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,040,052GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$201,177CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$252,470TotalRevAndExpnssAmt
Total Net Invst Incm$252,470TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$74,388OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$74,388OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,726TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,726TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$598OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$598OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,712TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$203,622TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,712TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,848ExcessRevenueOverExpensesAmt
Net Investment Income$175,758NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$114,973CashBOYAmt
Cash EOY$92,744CashEOYAmt
Cash EOYFMV$92,744CashEOYFMVAmt
US Government Obligations BOY$345,506USGovernmentObligationsBOYAmt
US Government Obligations EOY$373,950USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$374,307USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,503,482CorporateStockBOYAmt
Corporate Stock EOY$1,519,635CorporateStockEOYAmt
Corporate Stock EOYFMV$2,153,836CorporateStockEOYFMVAmt
Corporate Bonds BOY$29,356CorporateBondsBOYAmt
Corporate Bonds EOY$38,155CorporateBondsEOYAmt
Corporate Bonds EOYFMV$38,434CorporateBondsEOYFMVAmt
Other Investments BOY$262,324OtherInvestmentsBOYAmt
Other Investments EOY$279,899OtherInvestmentsEOYAmt
Other Investments EOYFMV$274,591OtherInvestmentsEOYFMVAmt
Other Assets BOY$200OtherAssetsBOYAmt
Other Assets EOY$200OtherAssetsEOYAmt
Other Assets EOYFMV$200OtherAssetsEOYFMVAmt
Total Assets BOY$2,255,841TotalAssetsBOYAmt
Total Assets EOY$2,304,583TotalAssetsEOYAmt
Total Assets EOYFMV$2,934,112TotalAssetsEOYFMVAmt
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$2,255,841RetainedEarningBOYAmt
Retained Earning EOY$2,304,583RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,255,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,304,583TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,255,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,304,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,255,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,848ExcessRevenueOverExpensesAmt
Other Increases$633OtherIncreasesAmt
Subtotal$2,305,322SubtotalAmt
Other Decreases$739OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,304,583TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
MERRILL LYNCHP$224,847$197,717$27,130$27,130
MERRILL LYNCHP$814,726$641,158$173,568$173,568
MERRILL LYNCHP$27$27$272013-05-102013-12-05
CAPITAL GAINS DIVIDENDSP$452$452$452
FieldValueIRS element (for citing)
Capital Gain Net Income$201,177CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$123,202AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,558,515NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048154DistributionYr1Rt
Adjusted Qlfy Distri Yr2$111,660AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,568,321NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043476DistributionYr2Rt
Adjusted Qlfy Distri Yr3$109,060AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,444,862NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044608DistributionYr3Rt
Adjusted Qlfy Distri Yr4$121,288AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,156,774NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056236DistributionYr4Rt
Adjusted Qlfy Distri Yr5$163,841AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,737,292NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059855DistributionYr5Rt
Total Distribution0.252329TotalDistributionRt
Average Distribution0.050466AverageDistributionRt
Net Vl Noncharitable Assets$2,783,236NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$140,459AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,758NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$142,217AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$126,910QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,515InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,515SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,515TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Tax Due$1,915TaxDueAmt

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
Phone9544588998PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13725 SOUTH OCEAN DRIVE 707AddressLine1
CityHOLLYWOODCity
StateFLState
ZIP Code330192909ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$2,725,879AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,741AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,825,620TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,825,620AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,384CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,783,236NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,515TaxBasedOnInvestmentIncomeAmt
Total Tax$3,515TotalTaxAmt
Distributable Before Adj$135,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,910ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$126,910QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$126,910AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,647DistributableAsAdjustedAmt
Undistributed Income PY$126,267UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$126,910QualifyingDistributionsAmt
Applied To Year1$126,267AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$643AppliedToCurrentYearAmt
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$135,004UndistributedIncomeCYAmt
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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELMONT CHILD CARE ASSOC
2150 HEMPSTEAD TURNPIKE GATE6BELMONTNY11003N/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)SOCIAL WELFARE$5,000
JEWISH ADOPTION & FOSTER CARE
4200 N UNIVERSITY DRIVESUNRISEFL33351N/A501(C)(3)SOCIAL WELFARE$2,100
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
MIAMI JEWISH HEALTH SYSTEMS
5200 NE 2ND AVEMIAMIFL33137N/A501(C)(3)SOCIAL WELFARE$500
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD STE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC;LISTTOTAL 22500$27,500
TEMPLE BETH EL
1351 SOUTH 14TH AVEHOLLYWOODFL33020N/A501(C)(3)RELIGIOUS$2,500
TEMPLE EMANU-EL
1701 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)RELIGIOUS;LISTTOTAL 17810$12,860
TEMPLE OF ARON
616 MISSISSIPPI RIVER BLVDST PAULMN55116N/A501(C)(3)RELIGIOUS$50
TEMPLE SOLEL
5100 SHERIDAN STREETHOLLYWOODFL33021N/A501(C)(3)SOCIAL WELFARE$1,800
THE BROWARD COUNTY FILM SOCIEETY INC
503 SE 6TH STFT LAUDERDALEFL33301N/A501(C)(3)EDUCATIONAL$2,500
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE STE 1645NEW YORKNY10170N/A501(C)(3)EDUCATIONAL;LIST TOTAL 13550$7,600
THE WOLFSONIANFIU
1001 WASHINGTON AVEMIAMI BEACHFL33139N/A501(C)(3)EDUCATION$2,000
THROUGHBRED RETIREMENT FDTN
178 ELM STREETSARATOGA SPRINGSNY12866N/A501(C)(3)SOCIAL WELFARE$500
TULANE UNIVERSITY DEVELOPMENT OFFICE
3439 PRYTANIA STSUITE 200NEW ORLEANSLA70115N/A501(C)(3)EDUCATIONAL$2,500
USHOLOCAUST MEMORIAL
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/A501(C)(3)SOCIAL WELFARE$5,000
UNIVERSITY OF MIAMI SCHOOL OF MEDICINE JACKSON MEDICAL TOWERS
1500 NW 12TH AVE STE 1020EMIAMIFL33136N/A501(C)(3)EDUCATIONLIST TOTAL 32500$32,500
WOMEN OF TOMORROW
22 E FLAGLER 6TH FLOORMIAMIFL33134N/A501(C)(3)SOCIAL WELFARE$2,000
WPBT2
PO BOX 610002MIAMI BEACHFL33261N/A501(C)(3)SOCIAL WELFARE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,910TotalGrantOrContriPdDurYrAmt
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$2,544ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$201,177ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$252,470ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$252,470TotalIncomeProducingActyAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$38,155EOYBookValueAmt
EOYFMV$38,434EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,519,635EOYBookValueAmt
EOYFMV$2,153,836EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$373,950USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$374,307USGovtObligationsEOYFMVAmt
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$279,899BookValueAmt
EOYFMV$274,591EOYFMVAmt

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)
DescriptionFEDERAL EXCISE TAXESDescription
Amount$739Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE ANNUAL REPORT$70$70$0
BANK FEES$30$30$0
CERTIFICATION FEE$498$498$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionNONTAXABLE DIVIDEND DISTRIBUTIONSDescription
Amount$633Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCHCategoryTxt
Amt$74,388Amt
Net Investment Income$74,388NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,726Amt
Net Investment Income$1,726NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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