THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC (EIN 65-0665228)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201121309349101032
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2011-05-10T12:56:19-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650665228 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARJORIE F COWAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARJ | 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 | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE DANNER | Name |
| Phone | 3055034200 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2604533 | 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 | 14947 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14947 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 14947 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 50448 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50448 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 50448 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 39460 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 618371 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 39460 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 104855 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104855 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 65395 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1362 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1362 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1362 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17623 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17623 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 17623 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1141 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1141 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 1141 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 135 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 135 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 135 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20261 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20261 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 20261 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 109060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 109060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129321 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20261 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 20261 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 109060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24466 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84594 | NetInvestmentIncome |
| Adjusted Net Income | 45134 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51629 | CashBOY |
| Cash EOY | 96029 | CashEOY |
| Cash EOYFMV | 96029 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 168544 | SavingsAndTempCashInvstBOY |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 344889 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 346326 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2110685 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1602535 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1920525 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 248975 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 241653 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2330858 | TotalAssetsBOY |
| Total Assets EOY | 2292428 | TotalAssetsEOY |
| Total Assets EOYFMV | 2604533 | 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 | 2330858 | RetainedEarningsBOY |
| Retained Earnings EOY | 2292428 | RetainedEarningsEOY |
| Total Net Assets BOY | 2330858 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2292428 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2330858 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2292428 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2330858 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24466 | ExcessOfRevenueOverExpenses |
| Other Increases | 213 | OtherIncreases |
| Subtotal | 2306605 | Subtotal |
| Other Decreases | 14177 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2292428 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| INDIAN TRAIL RANCH | P | 1997-08-15 | 2010-12-31 | 5229 | 5229 | 5229 | |
| MERRILL LYNCH - ROYAL PALM BEACH | P | 1997-08-15 | 2010-12-31 | 150 | 150 | 150 | |
| MERRILL LYNCH | P | 491422 | -371 | -371 | 491793 | ||
| MERRILL LYNCH | P | 117196 | 30078 | 30078 | 87118 | ||
| MERRILL LYNCH - CASH IN LIEU | P | 30 | 30 | 30 | |||
| CAPITAL GAINS DIVIDENDS | P | 4344 | 4344 | 4344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 39460 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -341 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 121288 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2156774 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056236 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 163841 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2737292 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059855 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 146910 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3267843 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044956 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 147250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3015936 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048824 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 128920 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2962050 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043524 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253395 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050679 | AverageDistributionRatio |
| Net Noncharitable Assets | 2444862 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123903 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 846 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 124749 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 109060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1692 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1692 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1692 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7700 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7700 | TotalCreditsAndPayments |
| Overpayment | 6008 | Overpayment |
| Amount Credited To Next Year | 1692 | AmountCreditedToNextYear |
| Amount To Be Refunded | 4316 | 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 | 2337152 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 144941 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2482093 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2482093 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37231 | CashDeemedCharitable |
| Net Noncharitable Assets | 2444862 | NetNoncharitableAssets |
| Minimum Investment Return | 122243 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 122243 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1692 | TaxBasedOnInvestmentIncome |
| Total Tax | 1692 | TotalTax |
| Distributable Amount Before Adj | 120551 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 120551 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 120551 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 109060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 109060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 109060 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 120551 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 97227 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 109060 | QualifyingDistributions |
| Applied To Year1 | 97227 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11833 | 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 | 108718 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | 501(C)(3) | SOCIAL WELFARE | $50 |
| CONGREGATION BETH-EL | |||||||
| 2400 PINETREE DRIVE | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | RELIGIOUS | $1,800 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2032 SUNRISE KEY BLVD | FORT LAUDERDALE | FL | 33304 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| GRAYSON-JOCKEY CLUB RESEARCH FDN | |||||||
| 821 CORPORTATE DR | LEXINGTON | KY | 40503 | N/A | 501(C)(3) | SCIENTIFIC | $2,000 |
| 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 | $5,000 |
| MEMORIAL FOUNDATION | |||||||
| 3711 GARFIELD ST | HOLLYWOOD | FL | 33021 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD STE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $22,500 |
| TOP JEWISH FOUNDATION | |||||||
| 13005 COMMUNITY CAMPUS DRIVE | TAMPA | FL | 33625 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| TEMPLE EMANU-EL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | N/A | 501(C)(3) | RELIGIOUS | $12,960 |
| 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 | $10,250 |
| TULANE UNIVERSITY DEVELOPMENT OFFICE | |||||||
| 3439 PRYTANIA STSUITE 200 | NEW ORLEANS | LA | 70115 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 |
| 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) | SCIENTIFIC | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 109060 | 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 | $14,947 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50,448 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $39,460 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,855 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104855 | 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 | $1,362 | Amount |
| Net Investment Income | 1362 | NetInvestmentIncome |
| Adjusted Net Income | 1362 | AdjustedNetIncome |
| 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1602535 | EOYBookValue |
| EOYFMV | 1920525 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 344889 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 346326 | 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 | 248975 | BookValue |
| EOYFMV | 241653 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAXES | Description |
| Amount | $14,177 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| CORPORATE ANNUAL REPORT | 70 | 70 | 70 | 0 |
| MISCELLANEOUS | 65 | 65 | 65 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONTAXABLE DIVIDEND DISTRIBUTIONS | Description |
| Amount | $213 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | Category |
| Amount | $17,623 | Amount |
| Net Investment Income | 17623 | NetInvestmentIncome |
| Adjusted Net Income | 17623 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $1,141 | Amount |
| Net Investment Income | 1141 | NetInvestmentIncome |
| Adjusted Net Income | 1141 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments