THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-23
- IRS object ID
- 201331439349100403
- Schema version
- 2012v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T09:52:39-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341900735 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650665228 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRVING & MARJORIE F COWAN FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRVI | NameControl |
| Phone | 9544588998 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3725 SOUTH OCEAN DRIVE NO 718 | AddressLine1 |
| City | HOLLYWOOD | City |
| State | FL | State |
| ZIP Code | 33019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IRVING COWAN | Name |
| Title | MANAGER | Title |
| Phone | 9544588998 | Phone |
| Date Signed | 2013-05-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE DANNER | Name |
| PTIN | P00021233 | PTIN |
| Phone | 3055034200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2584839 | 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 | 5016 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5016 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 54346 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 54346 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 81069 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 796592 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 81069 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 140431 | TotalRevenueAndExpenses |
| Total Net Investment Income | 140431 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2595 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2595 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 55234 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 55234 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1406 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1406 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1986 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1986 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61221 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 61221 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 123202 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 123202 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 184423 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 61221 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 123202 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -43992 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 79210 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 66310 | CashBOY |
| Cash EOY | 114973 | CashEOY |
| Cash EOYFMV | 114973 | CashEOYFMV |
| Investments Govt Oblig BOY | 383449 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 345506 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 346289 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1581690 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1503482 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1830776 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 29356 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 29754 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 271292 | InvestmentsOtherBOY |
| Investments Other EOY | 262324 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 262847 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 200 | OtherAssetsEOY |
| Other Assets EOYFMV | 200 | OtherAssetsEOYFMV |
| Total Assets BOY | 2302741 | TotalAssetsBOY |
| Total Assets EOY | 2255841 | TotalAssetsEOY |
| Total Assets EOYFMV | 2584839 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2302741 | RetainedEarningsBOY |
| Retained Earnings EOY | 2255841 | RetainedEarningsEOY |
| Total Net Assets BOY | 2302741 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2255841 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2302741 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2255841 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2302741 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -43992 | ExcessOfRevenueOverExpenses |
| Other Increases | 192 | OtherIncreases |
| Subtotal | 2258941 | Subtotal |
| Other Decreases | 3100 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2255841 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | 190510 | 192271 | -1761 | -1761 |
| MERRILL LYNCH | P | 604695 | 523252 | 81443 | 81443 |
| CAPITAL GAINS DIVIDENDS | P | 1387 | 1387 | 1387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 81069 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 111660 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2568321 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043476 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 109060 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2444862 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044608 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 121288 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2156774 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056236 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 163841 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2737292 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059855 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146910 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3267843 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044956 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249131 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049826 | AverageDistributionRatio |
| Net Noncharitable Assets | 2558515 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 127481 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 792 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 128273 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 123202 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1584 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1584 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1584 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2445 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2445 | TotalCreditsAndPayments |
| Overpayment | 861 | Overpayment |
| Amount Credited To Next Year | 861 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | C MORSE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9544588998 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3725 SOUTH OCEAN DRIVE 707 | AddressLine1 |
| City | HOLLYWOOD | City |
| State | FL | State |
| ZIP Code | 330192909 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| IRVING COWAN | ||||||||
| 3725 SOUTH OCEAN DRIVE 718 | HOLLYWOOD | FL | 33019 | SECRETARY/TREASURER/MANAGE | 0.00 | 0 | 0 | 0 |
| JONATHAN COWAN | ||||||||
| 3725 SOUTH OCEAN DRIVE 718 | HOLLYWOOD | FL | 33019 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CYNTHIA COWAN | ||||||||
| 3725 SOUTH OCEAN DRIVE 718 | HOLLYWOOD | FL | 33019 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DEBRA COWAN FISHMAN | ||||||||
| 3725 SOUTH OCEAN DRIVE 718 | HOLLYWOOD | FL | 33019 | DIRECTOR | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2527884 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 69593 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2597477 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2597477 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38962 | CashDeemedCharitable |
| Net Noncharitable Assets | 2558515 | NetNoncharitableAssets |
| Minimum Investment Return | 127926 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 127926 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1584 | TaxBasedOnInvestmentIncome |
| Total Tax | 1584 | TotalTax |
| Distributable Amount Before Adj | 126342 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 126342 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 126342 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 123202 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 123202 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 123202 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 126342 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 123127 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 123202 | QualifyingDistributions |
| Applied To Year1 | 123127 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 75 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 126267 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRIENDS OF WEINBERG VILLAGE | |||||||
| 13005 COMMUNITY CAMPUS DR | TAMPA | FL | 33265 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 |
| GALBUT FAMILY MIAMI BEACH JEWISH COMM CTR | |||||||
| 4221 PINE TREE DR | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| GRAYSON-JOCKEY CLUB RESEARCH FDN | |||||||
| 821 CORPORTATE DR | LEXINGTON | KY | 40503 | N/A | 501(C)(3) | SCIENTIFIC | $1,000 |
| HOLOCAUST DOCUMENTATION & EDUCATION | |||||||
| 2031 HARRISON STREET | HOLLYWOOD | FL | 33021 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,500 |
| LITTLE KIDS ROCK | |||||||
| 116 GREENWOOD AVE | MONTCLAIR | NJ | 07042 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 |
| MAYO FOUNDATION DEPARTMENT OF DEVELOPMENT | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | 501(C)(3) | SCIENTIFIC | $2,500 |
| MEMORIAL FOUNDATION | |||||||
| 3711 GARFIELD ST | HOLLYWOOD | FL | 33021 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,100 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD STE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $22,500 |
| TEMPLE EMANU-EL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | N/A | 501(C)(3) | RELIGIOUS | $17,810 |
| TEMPLE SOLEL | |||||||
| 5100 SHERIDAN STREET | HOLLYWOOD | FL | 33021 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| THE JERUSALEM FOUNDATION INC | |||||||
| 420 LEXINGTON AVENUE STE 1645 | NEW YORK | NY | 10170 | N/A | 501(C)(3) | EDUCATIONAL | $13,550 |
| THE WOLFSONIANFIU | |||||||
| 1001 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | N/A | 501(C)(3) | EDUCATION | $3,842 |
| THROUGHBRED RETIREMENT FDTN | |||||||
| 178 ELM STREET | SARATOGA SPRINGS | NY | 12866 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| TULANE UNIVERSITY DEVELOPMENT OFFICE | |||||||
| 3439 PRYTANIA STSUITE 200 | NEW ORLEANS | LA | 70115 | N/A | 501(C)(3) | EDUCATIONAL | $4,800 |
| USHOLOCAUST MEMORIAL | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINE JACKSON MEDICAL TOWERS | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | 501(C)(3) | EDUCATION | $32,500 |
| WPBT2 | |||||||
| PO BOX 610002 | MIAMI BEACH | FL | 33261 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 123202 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $5,016 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $54,346 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $81,069 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $140,431 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 140431 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MHM LLC | Category |
| Amount | $2,595 | Amount |
| Net Investment Income | 2595 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 29356 | EOYBookValue |
| EOYFMV | 29754 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1503482 | EOYBookValue |
| EOYFMV | 1830776 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 345506 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 346289 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 262324 | BookValue |
| EOYFMV | 262847 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER RECEIVABLE | Description |
| EOY Book Value | 200 | EOYBookValue |
| EOYFMV | 200 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAXES | Description |
| Amount | $3,100 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CORPORATE ANNUAL REPORT | 70 | 70 | 0 |
| BANK FEES | 1916 | 1916 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONTAXABLE DIVIDEND DISTRIBUTIONS | Description |
| Amount | $192 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | Category |
| Amount | $55,234 | Amount |
| Net Investment Income | 55234 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $1,406 | Amount |
| Net Investment Income | 1406 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments