BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349101519
- Schema version
- 2011v1.3
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:54:22-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey M Mutnik CPA | Name |
| Phone | 3053797000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1526829 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1497151 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 7319 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7319 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 287192 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4193674 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 287192 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1791662 | TotalRevenueAndExpenses |
| Total Net Investment Income | 294511 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 6031 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3016 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3015 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5003 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2502 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2501 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1363 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1363 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12397 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6881 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5516 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 753654 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 753654 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 766051 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6881 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 759170 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1025611 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 287630 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 473954 | CashBOY |
| Cash EOY | 108727 | CashEOY |
| Cash EOYFMV | 108727 | CashEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1389756 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1418102 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 473954 | TotalAssetsBOY |
| Total Assets EOY | 1498483 | TotalAssetsEOY |
| Total Assets EOYFMV | 1526829 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 473954 | UnrestrictedBOY |
| Unrestricted EOY | 1498483 | UnrestrictedEOY |
| Total Net Assets BOY | 473954 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1498483 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 473954 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1498483 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 473954 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1025611 | ExcessOfRevenueOverExpenses |
| Subtotal | 1499565 | Subtotal |
| Other Decreases | 1082 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1498483 | 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 | 765163 | 749742 | 15421 | 15421 |
| ATTACHMENT B | 3428511 | 3156740 | 271771 | 271771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 287192 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 520959 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 160640 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.243022 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 3.243022 | TotalDistributionRatio |
| Average Distribution Ratio | 1.621511 | AverageDistributionRatio |
| Net Noncharitable Assets | 1863443 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3021593 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2876 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3024469 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 759170 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5753 | InvestmentIncomeExciseTax |
| Subtotal | 5753 | Subtotal |
| Tax Based On Investment Income | 5753 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 140 | PenaltyForUnderpayment |
| Tax Due | 5893 | 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 | 1628250 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 263570 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1891820 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1891820 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28377 | CashDeemedCharitable |
| Net Noncharitable Assets | 1863443 | NetNoncharitableAssets |
| Minimum Investment Return | 93172 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93172 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5753 | TaxBasedOnInvestmentIncome |
| Total Tax | 5753 | TotalTax |
| Distributable Amount Before Adj | 87419 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 87419 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 87419 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 759170 | 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 | 759170 | QualifyingDistributions |
| Adj Qualifying Distributions | 759170 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 87419 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 512927 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 512927 | TotalExcessDistriCarryover |
| Qualifying Distributions | 759170 | QualifyingDistributions |
| Applied To Current Year | 87419 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 671751 | RemainingDistriFromCorpus |
| Total Corpus | 1184678 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1184678 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 512927 | ExcessFromYear1 |
| Excess From Current Year | 671751 | 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 Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NO RELATIONSHIP | 501(c)(3) | Grant will be used toward the conservation of watershed areas and improvement and preservation of water quality. | $100,000 | |||||
| INTERNATIONAL FOUNDATION FOR DERMATOLOGY | ||||||||||||
| NO RELATIONSHIP | US charity equivalen | 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} | $380,000 | WILLAN HOUSE 4 FITZROY SQUARE | LONDON | UK | W1T 5HQ | |||||
| The Secondary Modern School of Kayonza | ||||||||||||
| NO RELATIONSHIP | Foreign Public Schoo | 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)} | $273,654 | District of Kayonza | Eastern Province | RW | District of Kayonza | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 753654 | 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 | $7,319 | 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 | $287,192 | 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 | $294,511 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 294511 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | BARBARA A STIEFEL | 200 S Biscayne Blvd Sixth Floor | Miami | FL | 33131 | 1994480 | X | X |
| 2 | BARBARA A STIEFEL | 200 S Biscayne Blvd Sixth Floor | MIAMI | FL | 33131 | 11034 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | Securities | NoncashPropertyDescription |
| Fair Market Value | 1994480 | FairMarketValue |
| Date Received | 2011-07-07 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $5,003 | Amount |
| Net Investment Income | 2502 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2501 | 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 | 1389756 | EOYBookValue |
| EOYFMV | 1418102 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $6,031 | Amount |
| Net Investment Income | 3016 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3015 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CURRENCY TRANSLATION | Description |
| Amount | $1,082 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 566 | 566 | 0 |
| INVESTMENT MANAGEMENT FEES | 797 | 797 | 0 |
Comments