BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349101454
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:07:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD SIXTH FLOOR | 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 | 270878154 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara A Stiefel Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEFFREY M MUTNIK CPA | InCareOfName |
| Name Control | BARB | NameControl |
| Phone | 3053799164 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Berkowitz Dick Pollack Brant LL | AddressLine1 |
| Address Line2 | 200 S Biscayne Blvd Sixth Floor | AddressLine2 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Erik Schmollinger | Name |
| Title | Secretary | Title |
| Phone | 7865527881 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BPB | Name |
| Phone | 3053797000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 931836 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 40926 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 32817 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32817 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28032 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1298550 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28032 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 101775 | TotalRevenueAndExpenses |
| Total Net Investment Income | 60849 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 8514 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 8514 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3393 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1696 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1697 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 19620 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 9810 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9810 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 37948 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 37948 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 48 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 48 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 7909 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7909 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 77432 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19463 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 57969 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 624794 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 624794 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 702226 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19463 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 682763 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -600451 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41386 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 108727 | CashBOY |
| Cash EOY | 46242 | CashEOY |
| Cash EOYFMV | 46242 | CashEOYFMV |
| Investments Corp Stock BOY | 1389756 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 843779 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 885594 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1498483 | TotalAssetsBOY |
| Total Assets EOY | 890021 | TotalAssetsEOY |
| Total Assets EOYFMV | 931836 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1498483 | UnrestrictedBOY |
| Unrestricted EOY | 890021 | UnrestrictedEOY |
| Total Net Assets BOY | 1498483 | TotalNetAssetsBOY |
| Total Net Assets EOY | 890021 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1498483 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 890021 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1498483 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -600451 | ExcessOfRevenueOverExpenses |
| Subtotal | 898032 | Subtotal |
| Other Decreases | 8011 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 890021 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| ATTACHMENT A | 972974 | 957322 | 15652 | 15652 |
| ATTACHMENT B | 325576 | 313196 | 12380 | 12380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28032 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 759170 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1863443 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.407402 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 520959 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 160640 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 3.243022 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Total Distribution Ratio | 3.650424 | TotalDistributionRatio |
| Average Distribution Ratio | 1.216808 | AverageDistributionRatio |
| Net Noncharitable Assets | 1202685 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1463437 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 414 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1463851 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 682763 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 828 | InvestmentIncomeExciseTax |
| Subtotal | 828 | Subtotal |
| Tax Based On Investment Income | 828 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Tax Due | 845 | TaxDue |
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 | false | 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 | JEFFREY M MUTNIK CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3053797000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD 6TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | true | ForeignBank |
| Name Of Foreign Country | RW | NameOfForeignCountry |
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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Barbara A Stiefel | ||||||
| c/o Berkowitz Dick Pollack Brant LL | Miami | FL | 33131 | President/Treasurer/Director | 2.5 | 0 |
| Christine E Stiefel | ||||||
| c/o Berkowitz Dick Pollack Brant LL | Miami | FL | 33131 | Vice President/Director | 1.25 | 0 |
| Erik Schmollinger | ||||||
| c/o Berkowitz Dick Pollack Brant LL | Miami | FL | 33131 | Secretary/Director | 1.25 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1045348 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 175652 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1221000 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1221000 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18315 | CashDeemedCharitable |
| Net Noncharitable Assets | 1202685 | NetNoncharitableAssets |
| Minimum Investment Return | 60134 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 60134 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 828 | TaxBasedOnInvestmentIncome |
| Total Tax | 828 | TotalTax |
| Distributable Amount Before Adj | 59306 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 59306 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 59306 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 682763 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 682763 | QualifyingDistributions |
| Adj Qualifying Distributions | 682763 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 59306 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 512927 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 671751 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1184678 | TotalExcessDistriCarryover |
| Qualifying Distributions | 682763 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 59306 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 623457 | RemainingDistriFromCorpus |
| Total Corpus | 1808135 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1808135 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 512927 | ExcessFromYear2 |
| Excess From Year1 | 671751 | ExcessFromYear1 |
| Excess From Current Year | 623457 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA A STIEFEL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Postal CodeRecipientForeignAddress/PostalCode | Recipient Foundation StatusRecipientFoundationStatus | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|
| SOLID AFRICA | ||||||||
| PO Box 1053 | Kigali | RW | NO RELATIONSHIP | Grant will be used to provide food, payment of hospital bills and transport, payment of medical expenses, and items for personal hygiene care to vulnerable patients in public Hospitals in Rwanda, Africa. | $38,000 | |||
| INTERNATIONAL FOUNDATION FOR DERMATOLOGY | ||||||||
| WILLAN HOUSE 4 FITZROY SQUARE | LONDON | UK | NO RELATIONSHIP | Used towards the construction of a Dermatology Ward and Burns Unit at the Kilimanjaro Christian Medical Center in Moshi, Tanzania. {Tax exempt under laws of United Kingdom} | $500,000 | W1T 5HQ | US charity equivalen | |
| The Secondary Modern School of Kayonza | ||||||||
| District of Kayonza | Eastern Province | RW | NO RELATIONSHIP | Used towards the construction of a girl's dormitory at a public school in Kayonza, Rwanda. {Expenditure responsiblity undertaken - see attached statement pursuant to IRC 53.4945-5(d)(2)} | $86,794 | Foreign Public Schoo | District of Kayon | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 624794 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,817 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,032 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,849 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 60849 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | BARBARA A STIEFEL | 200 S Biscayne Blvd Sixth Floor | Miami | FL | 33131 | 10000 | X |
| 2 | BARBARA A STIEFEL | 200 S Biscayne Blvd Sixth Floor | MIAMI | FL | 33131 | 10000 | X |
| 3 | BARBARA A STIEFEL | 200 S Biscayne Blvd Sixth Floor | MIAMI | FL | 33131 | 20926 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $19,620 | Amount |
| Net Investment Income | 9810 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9810 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEI | NameOfStock |
| EOY Book Value | 843779 | EOYBookValue |
| EOYFMV | 885594 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,393 | Amount |
| Net Investment Income | 1696 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1697 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CURRENCY TRANSLATION | Description |
| Amount | $8,011 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK FEES | 680 | 680 |
| INVESTMENT MANAGEMENT FEES | 7229 | 7229 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEE | Category |
| Amount | $37,948 | Amount |
| Disbursements Charitable Prps | 37948 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FEE ON INTEREST | Category |
| Amount | $48 | Amount |
| Net Investment Income | 48 | NetInvestmentIncome |
Comments