COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COBB FAMILY FOUNDATION INC (EIN 59-2477459)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349100402
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T05:01:59-07:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J L HOFMANN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S DIXIE HWY STE 4B | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592477459 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COBB | NameControl |
| Phone | 3054411700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14-4200 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 331144200 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES E COBB JR | Name |
| Title | PRESIDENT | Title |
| Phone | 3054411700 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L HOFMANN | Name |
| Phone | 3056660024 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18354252 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 169176 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 169176 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 281874 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 281874 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 451050 | TotalRevenueAndExpenses |
| Total Net Investment Income | 451050 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 1012 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1012 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 12043 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1947 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 755 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 755 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 144 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 144 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 26954 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8858 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 797685 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 797685 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 824639 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8858 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 805685 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -373589 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 442192 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46509 | CashBOY |
| Cash EOY | 45210 | CashEOY |
| Cash EOYFMV | 45210 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1667548 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1030765 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1030765 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 14400 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 14400 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 2609449 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2410810 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 3141287 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6654763 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7103496 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13420239 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 589156 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 589155 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 702351 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 11567425 | TotalAssetsBOY |
| Total Assets EOY | 11193836 | TotalAssetsEOY |
| Total Assets EOYFMV | 18354252 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 11567425 | RetainedEarningsBOY |
| Retained Earnings EOY | 11193836 | RetainedEarningsEOY |
| Total Net Assets BOY | 11567425 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11193836 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11567425 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11193836 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11567425 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -373589 | ExcessOfRevenueOverExpenses |
| Subtotal | 11193836 | Subtotal |
| Total Net Assets Fund Balances EOY | 11193836 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 717067 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17001009 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042178 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 710238 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14949574 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047509 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 744677 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13140332 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056671 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 658652 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15503392 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042484 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 729521 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15470099 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047157 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235999 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047200 | AverageDistributionRatio |
| Net Noncharitable Assets | 17616638 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 831505 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4422 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 835927 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 805685 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8844 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8844 | Subtotal |
| Tax Based On Investment Income | 8844 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14400 | TotalCreditsAndPayments |
| Original Return Overpayment | -14400 | OriginalReturnOverpayment |
| Overpayment | 5556 | Overpayment |
| Amount Credited To Next Year | 5556 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB PARTNERS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3054411700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14-4200 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 331144200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES E COBB JR | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | President | 1.00 | 2000 | 0 | 0 |
| SUE M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 2000 | 0 | 0 |
| CHRISTIAN M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 2000 | 0 | 0 |
| TOBIN T COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 0 | 0 | 0 |
| KOLLEEN O COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Director | 1.00 | 2000 | 0 | 0 |
| LUISA S COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Director | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 16220723 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1664189 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17884912 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 17884912 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 268274 | CashDeemedCharitable |
| Net Noncharitable Assets | 17616638 | NetNoncharitableAssets |
| Minimum Investment Return | 880832 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 880832 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8844 | TaxBasedOnInvestmentIncome |
| Total Tax | 8844 | TotalTax |
| Distributable Amount Before Adj | 871988 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 871988 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 871988 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 805685 | ExpensesAndContributions |
| Qualifying Distributions | 805685 | QualifyingDistributions |
| Adj Qualifying Distributions | 805685 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 871988 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 802474 | UndistributedIncomePriorYear |
| Qualifying Distributions | 805685 | QualifyingDistributions |
| Applied To Year1 | 802474 | AppliedToYear1 |
| Applied To Current Year | 3211 | AppliedToCurrentYear |
| Undistributed Income CY | 868777 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES E COBB JR | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | COBB FAMILY FOUNDATION ADMINISTRATO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14-4200 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 331144200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3054411700 | RecipientPhoneNumber |
| Form And Info And Materials | SEE STATEMENT #1 | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | SEE STATEMENT #1 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE | AddressLine1 |
| City | SEE SCHEDULE | City |
| State | FL | State |
| ZIP Code | 33114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | various | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | various | PurposeOfGrantOrContribution |
| Amount | $797,685 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 797685 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| RANSOM EVERGLADES SCHOOL | ||||||
| 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | 501(c)3 | Education | $60,000 |
| (no name) | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 501(c)3 | Education | $10,000 |
| (no name) | ||||||
| 4013 DOUGLAS ROAD | COCONUT GROVE | FL | 33133 | 501(c)3 | Charitable | $1,000 |
| (no name) | ||||||
| 336 NW 5 STREET | MIAMI | FL | 33128 | 501(c)3 | Charitable | $7,000 |
| (no name) | ||||||
| 3250 SW 3RD AVE 6TH FLOOR | MIAMI | FL | 33129 | 501(c)3 | Education | $7,000 |
| (no name) | ||||||
| 1800 K ST NW 400 | WASHINGTON | DC | 20036 | 501(c)3 | Charitable | $5,000 |
| (no name) | ||||||
| 2100 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | 501(c)3 | Charitable | $6,000 |
| (no name) | ||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | 501(c)3 | Education | $13,000 |
| (no name) | ||||||
| PO BOX 600610 | DALLAS | TX | 75206 | 501(c)3 | Charitable | $25,000 |
| (no name) | ||||||
| TEELE HALL 357 - SOLDIERS FIELD | BOSTON | MA | 02163 | 501(c)3 | Education | $4,000 |
| (no name) | ||||||
| PO BOX 37460 | TALLAHASSEE | FL | 32315 | 501(c)3 | Charitable | $30,000 |
| (no name) | ||||||
| 5692 N KENDALL DR | MIAMI | FL | 33156 | 501(c)3 | Education | $25,000 |
| (no name) | ||||||
| PO BOX 117625 | GAINESVILLE | FL | 32611 | 501(c)3 | Education | $1,500 |
| (no name) | ||||||
| 501(c)3 | CharitablePerpetual pledgeAnnual amount | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 214500 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $169,176 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $281,874 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $451,050 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 451050 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JL Hofmann & Associates,PA tax return preparation | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 5000 | NetInvestmentIncome |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Statement #1 - Form in which applications should be submitted | Identifier |
| Explanation | REQUESTS FOR CONTRIBUTIONS SHOULD INCLUDE A BRIEF HISTORY OF THE ORGANIZATION, A CURRENT LIST OF THE MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR EXECUTIVES, THE CURRENT ANNUAL BUDGET, THE ENTITIES PERCENT OF MANAGEMENT/ADMINISTRATION COSTS TO DOLLARS DISTRIBUTED, THE PROPOSED USE OF REQUESTED FUNDS AND THE AMOUNT OF THE REQUEST. FURTHER, THE FOUNDATION WILL REQUIRE A COPY OF THE ORGANIZATION'S TAX EXEMPT CERTIFICATE. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Citigroup 5% 9/15/2014 | 81219 | 105472 |
| GMAC | 300000 | 296463 |
| International Paper 7.95% 6/15/2018 | 83239 | 128706 |
| Macy's 7.875% 7/15/2015 | 39317 | 58719 |
| Marriot International 5.81% 11/10/2015 | 85380 | 112991 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Stocks - see statement 2 | 4736579 | 9869746 |
| Schwab Mutual Funds | 239647 | 250440 |
| Vanguard Mutual Funds | 2127270 | 3300053 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2410810 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 3141287 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank Service Charges | Description |
| Revenue And Expenses Per Books | 144 | RevenueAndExpensesPerBooks |
| Net Investment Income | 144 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BHW Financial Services Accounting/Management | Category |
| Amount | $1,012 | Amount |
| Net Investment Income | 1012 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Licenses | $53 | 53 |
| Foreign tax paid | $1,894 | 1894 |
| Federal income taxes | $10,096 |
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