COBB FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COBB FAMILY FOUNDATION INC (EIN 59-2477459)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2011-12-12
- IRS object ID
- 201113469349100001
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-12T05:20:29-08:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | 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 | 2010-10-01 | 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 | 2011-12-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L HOFMANN | Name |
| Phone | 3056660024 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15650160 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 225600 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 538 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 538 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 425611 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 425611 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 298809 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 852250 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 298809 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 92 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 92 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 950650 | TotalRevenueAndExpenses |
| Total Net Investment Income | 725050 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 9000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4900 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 8451 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1986 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 188 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 188 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 22539 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7074 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 708067 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 708067 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 730606 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7074 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 717067 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 220044 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 717976 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5067 | CashBOY |
| Cash EOY | 46509 | CashEOY |
| Cash EOYFMV | 46509 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1515378 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1667548 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1667548 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2887089 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2609449 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 3265091 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6050691 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6654763 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10011385 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 589156 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 589156 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 659627 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 300000 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Total Assets BOY | 11347381 | TotalAssetsBOY |
| Total Assets EOY | 11567425 | TotalAssetsEOY |
| Total Assets EOYFMV | 15650160 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 11347381 | RetainedEarningsBOY |
| Retained Earnings EOY | 11567425 | RetainedEarningsEOY |
| Total Net Assets BOY | 11347381 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11567425 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11347381 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11567425 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11347381 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 220044 | ExcessOfRevenueOverExpenses |
| Subtotal | 11567425 | Subtotal |
| Total Net Assets Fund Balances EOY | 11567425 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T Rowe Price Group | P | 2003-09-09 | 2010-11-23 | 228856 | 0 | 79010 | 149846 | 0 | 0 | 0 | 149846 |
| Bank United Stock | P | 2010-01-06 | 2011-02-15 | 214254 | 0 | 100421 | 113833 | 0 | 0 | 0 | 113833 |
| Ford Motor Preferred Stock | P | 2003-05-01 | 2011-03-15 | 75495 | 0 | 65642 | 9853 | 0 | 0 | 0 | 9853 |
| UST Inflation Index Bond | P | 2007-06-07 | 2011-04-15 | 333618 | 0 | 308351 | 25267 | 0 | 0 | 0 | 25267 |
| Northrop cash in lieu of shares | P | 2009-03-31 | 2011-03-31 | 27 | 0 | 17 | 10 | 0 | 0 | 0 | 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 298809 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 710238 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14949574 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047509 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 744677 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13140332 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056671 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 658652 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15503392 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042484 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 729521 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15470099 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047157 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 625475 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13213373 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047337 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241158 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048232 | AverageDistributionRatio |
| Net Noncharitable Assets | 17001009 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 819993 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7180 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 827173 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 717067 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14360 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14360 | Subtotal |
| Tax Based On Investment Income | 14360 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14397 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14397 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 37 | PenaltyForUnderpayment |
| Amount Credited To Next Year | 0 | 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 LTD | 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 | 1500 | 0 | 0 |
| SUE M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 1500 | 0 | 0 |
| CHRISTIAN M COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 1500 | 0 | 0 |
| TOBIN T COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Vice President | 1.00 | 1500 | 0 | 0 |
| KOLLEEN O COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Director | 1.00 | 1500 | 0 | 0 |
| LUISA S COBB | ||||||||
| PO BOX 14-4200 | CORAL GABLES | FL | 33114 | Director | 1.00 | 1500 | 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 | 15226719 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2033189 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17259908 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 17259908 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 258899 | CashDeemedCharitable |
| Net Noncharitable Assets | 17001009 | NetNoncharitableAssets |
| Minimum Investment Return | 850050 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 850050 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14360 | TaxBasedOnInvestmentIncome |
| Total Tax | 14360 | TotalTax |
| Distributable Amount Before Adj | 835690 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 835690 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 835690 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 717067 | ExpensesAndContributions |
| Qualifying Distributions | 717067 | QualifyingDistributions |
| Adj Qualifying Distributions | 717067 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 835690 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 683851 | UndistributedIncomePriorYear |
| Qualifying Distributions | 717067 | QualifyingDistributions |
| Applied To Year1 | 683851 | AppliedToYear1 |
| Remaining Distri From Corpus | 33216 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 33216 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 33216 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 802474 | 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 | $708,067 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 708067 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | 501(c)3 | Education | $30,035 |
| (no name) | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 501(c)3 | Education | $6,000 |
| (no name) | ||||||
| 4013 DOUGLAS ROAD | COCONUT GROVE | FL | 33133 | 501(c)3 | Charitable | $2,000 |
| (no name) | ||||||
| 336 NW 5 STREET | MIAMI | FL | 33128 | 501(c)3 | Charitable | $8,000 |
| (no name) | ||||||
| 11441 NW 2ND AVENUE | MIAMI SHORES | FL | 33168 | 501(c)3 | Education | $2,000 |
| (no name) | ||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | 501(c)3 | Charitable | $2,000 |
| (no name) | ||||||
| 1800 K ST NW 400 | WASHINGTON | DC | 20036 | 501(c)3 | Charitable | $10,000 |
| (no name) | ||||||
| 2100 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | 501(c)3 | Charitable | $8,000 |
| (no name) | ||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | 501(c)3 | Education | $10,000 |
| (no name) | ||||||
| TX AM UNIV 1145 TAMU | COLLEGE STATION | TX | 77843 | 501(c)3 | Charitable | $7,500 |
| (no name) | ||||||
| PO BOX 600610 | DALLAS | TX | 75206 | 501(c)3 | Charitable | $30,000 |
| (no name) | ||||||
| 6575 N KENDALL DR | MIAMI | FL | 33156 | 501(c)3 | Education | $1,000 |
| (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 | $37,500 |
| (no name) | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | 501(c)3 | Education | $4,000 |
| (no name) | ||||||
| PO BOX 117625 | GAINESVILLE | FL | 32611 | 501(c)3 | Education | $750 |
| (no name) | ||||||
| 501(c)3 | Charitable | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 198785 | 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 | $538 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $425,611 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $92 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $298,809 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $725,050 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 725050 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CHARLES E COBB JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 225600 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 6000 SHARES DISNEY STOCK @ 37.60/SHARE | NoncashPropertyDescription |
| Fair Market Value | 225600 | FairMarketValue |
| Date Received | 2010-12-29 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JL Hofmann & Associates,PA tax return preparation | Category |
| Amount | $4,900 | Amount |
| Net Investment Income | 4900 | NetInvestmentIncome |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Public securities | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 852250 | GrossSalesPrice |
| Basis | 553441 | Basis |
| Total Net | 298809 | TotalNet |
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 | 98076 |
| GMAC | 300000 | 275223 |
| International Paper 7.95% 6/15/2018 | 83239 | 115503 |
| Macy's 7.875% 7/15/2015 | 39318 | 58213 |
| Marriot International 5.81% 11/10/2015 | 85380 | 112612 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Stocks - see statement 2 | 4465869 | 7215636 |
| Schwab Mutual Funds | 143398 | 133670 |
| Vanguard Mutual Funds | 2045496 | 2662079 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2609449 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 3265091 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BU Financial Holdings LLC | CategoryOrItem |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank Service Charges | Description |
| Revenue And Expenses Per Books | 188 | RevenueAndExpensesPerBooks |
| Net Investment Income | 188 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Class Action settlement | Description |
| Revenue And Expenses Per Books | 92 | RevenueAndExpensesPerBooks |
| Net Investment Income | 92 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Licenses | $78 | 78 |
| Foreign tax paid | $1,908 | 1908 |
| Federal income taxes | $6,465 |
Comments