COBB FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COBB FOUNDATION INC (EIN 65-0593216)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201131339349100533
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T10:52:23-05:00 | 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 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 334015948 | 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 | 650593216 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COBB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COBB | NameControl |
| Phone | 5613917071 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33432 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RHODA COBB | Name |
| Title | PRESIDENT | Title |
| Phone | 5613917071 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618329292 | 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 | 17568833 | 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 |
| Dividends Rev And Expnss | 261081 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 261081 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 338882 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7442808 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 338882 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 32204 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2204 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 632167 | TotalRevenueAndExpenses |
| Total Net Investment Income | 602167 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 225000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 180000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 45000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 15265 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 12212 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3053 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 26981 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 21585 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5396 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 35000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10518 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7318 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 115157 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 115157 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 427921 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 364272 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 60449 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 785000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 785000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1212921 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 364272 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 845449 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -580754 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 237895 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1319492 | CashBOY |
| Cash EOY | 506333 | CashEOY |
| Cash EOYFMV | 506333 | CashEOYFMV |
| Investments Other BOY | 14346487 | InvestmentsOtherBOY |
| Investments Other EOY | 14515144 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 17062500 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 15665979 | TotalAssetsBOY |
| Total Assets EOY | 15021477 | TotalAssetsEOY |
| Total Assets EOYFMV | 17568833 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 15665979 | UnrestrictedBOY |
| Unrestricted EOY | 15021477 | UnrestrictedEOY |
| Total Net Assets BOY | 15665979 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15021477 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15665979 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15021477 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15665979 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -580754 | ExcessOfRevenueOverExpenses |
| Other Increases | 3753 | OtherIncreases |
| Subtotal | 15088978 | Subtotal |
| Other Decreases | 67501 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15021477 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| THRU KEYBANK #5220 | 1458551 | 1434512 | 24039 | 24039 | |
| THRU KEYBANK #5220 | 1016922 | 901566 | 115356 | 115356 | |
| THRU KEYBANK #5221 | 335646 | 317928 | 17718 | 17718 | |
| THRU KEYBANK #5221 | 333874 | 340118 | -6244 | -6244 | |
| THRU KEYBANK #5221 | 487 | 487 | 487 | ||
| THRU KEYBANK #5222 | 1267830 | 1409200 | -141370 | -141370 | |
| THRU KEYBANK #5222 | 648450 | 615932 | 32518 | 32518 | |
| THRU KEYBANK #5222 | 16728 | 16728 | 16728 | ||
| THRU KEYBANK #5222 | 15177 | -15177 | -15177 | ||
| THRU KEYBANK #5223 | 927585 | 833369 | 94216 | 94216 | |
| THRU KEYBANK #5223 | 706379 | 493191 | 213188 | 213188 | |
| THRU KEYBANK #5224 | 632644 | 742820 | -110176 | -110176 | |
| BASIS ADJ - ISARES | 15994 | 15994 | 15994 | ||
| BASIS ADJ - LAZARD | 3 | 3 | 3 | ||
| THRU ISHARES S&P GSCI INDEXED TRUST | 48 | -48 | -48 | ||
| THRU POWERSHARES DB COMM INDEX FND | 65 | -65 | -65 | ||
| THRU POWERSHARES DB COMM INDEX FND | 7480 | 7480 | 7480 | ||
| THRU POWERSHARES DB COMM INDEX FND | 73848 | 73848 | 73848 | ||
| CAPITAL GAINS DIVIDENDS | 387 | 387 | 387 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 338882 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 751522 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15208461 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049415 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 757410 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18849953 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040181 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1019958 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22614088 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045103 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1031888 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20652487 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049964 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1234519 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20203609 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061104 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245767 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049153 | AverageDistributionRatio |
| Net Noncharitable Assets | 16595478 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 815718 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2379 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 818097 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 845449 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2379 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2379 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2379 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Overpayment | 3621 | Overpayment |
| Amount Credited To Next Year | 3621 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RHODA COBB | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5613917071 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33432 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RHODA COBB | ||||||||
| 336 E COCONUT PALM RD | BOCA RATON | FL | 33432 | DIR/PRESIDENT | 10.00 | 45000 | 0 | 0 |
| BRADLEY COBB | ||||||||
| 537 BUDDS LANDING RD | WARWICK | MD | 21912 | DIRECTOR | 10.00 | 45000 | 0 | 0 |
| RHODA JUCKETT | ||||||||
| 1301 QUEENS RD W | CHARLOTTE | NC | 28207 | DIRECTOR | 10.00 | 45000 | 0 | 0 |
| JENNIFER LITTLE | ||||||||
| 891 MCMEEKIN PL | LEXINGTON | KY | 40502 | DIRECTOR | 10.00 | 45000 | 0 | 0 |
| NANCY COX | ||||||||
| 12320 GREENBRIER WAY | BRADENTON | FL | 34202 | DIRECTOR | 10.00 | 45000 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15517382 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1330819 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16848201 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16848201 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 252723 | CashDeemedCharitable |
| Net Noncharitable Assets | 16595478 | NetNoncharitableAssets |
| Minimum Investment Return | 829774 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 829774 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2379 | TaxBasedOnInvestmentIncome |
| Total Tax | 2379 | TotalTax |
| Distributable Amount Before Adj | 827395 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 827395 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 827395 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 845449 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 845449 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2379 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 843070 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 827395 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 33586 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 33586 | TotalExcessDistriCarryover |
| Qualifying Distributions | 845449 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 827395 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18054 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 51640 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 51640 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 33586 | ExcessFromYear4 |
| Excess From Current Year | 18054 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RHODA COBB | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COCONUT PALM RD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 333427916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5618329292 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS MUST BE IN WRITING. A GRANT APPLICATION IS AVAILABLE FOR THIS PURPOSE. TELEPHONE INQUIRIES ARE NOT ACCEPTED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER OF THE UNIV OF PENN | |||||||
| 3400 SPRUCE ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | GENERAL | $10,000 |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PUBLIC | GENERAL | $10,000 |
| ALUMNI ASSOCIATION OF JEFFERSON MEDICAL COLLEGE | |||||||
| 1020 LOCUST ST | PHILADELPHIA | PA | 191076799 | NONE | PUBLIC | GENERAL | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2001 CANTU CT | SARASOTA | FL | 34232 | NONE | PUBLIC | GENERAL | $25,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | NONE | PUBLIC | GENERAL | $50,000 |
| BOCA RATON PROMISE FOR YOUTH | |||||||
| 6300 PARK COMMERCE BLVD | BOCA RATON | FL | 33487 | NONE | PUBLIC | GENERAL | $5,000 |
| CHARLOTTE CHILDREN'S THEATRE | |||||||
| 300 7TH ST | CHARLOTTE | NC | 28202 | NONE | PUBLIC | GENERAL | $12,500 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 PROVIDENCE RD | CHARLOTTE | NC | 28277 | NONE | PUBLIC | GENERAL | $62,500 |
| CHRYSALIS HOUSE INC | |||||||
| 1589 HILL RISE DR | LEXINGTON | KY | 40504 | NONE | PUBLIC | GENERAL | $15,000 |
| COLLEGE OF PHYSICIANS & SURGEONS OF COLUMBIA UNIVERSITY | |||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL | $5,000 |
| CUMBERLAND COLLEGE | |||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC | GENERAL | $20,000 |
| EXPLORIUM OF LEXINGTON | |||||||
| 440 W SHORT ST | LEXINGTON | KY | 40507 | NONE | PUBLIC | GENERAL | $10,000 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | PUBLIC | GENERAL | $15,000 |
| GIRL SCOUTS - WILDERNESS RD COUNCIL | |||||||
| 2277 EXECUTIVE DR | LEXINGTON | KY | 405054607 | NONE | PUBLIC | GENERAL | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 950 S TAMIAMI TRAIL | SARASOTA | FL | 34231 | NONE | PUBLIC | GENERAL | $15,000 |
| MISSION HEALTHCARE FOUNDATION | |||||||
| 980 HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | NONE | PUBLIC | GENERAL | $25,000 |
| MOTHERING ACROSS CONTINENTS | |||||||
| PO BOX 2888 | GREENSBORO | NC | 27402 | NONE | PUBLIC | GENERAL | $2,000 |
| MYERS PARK PRESBYTERIAN CHURCH | |||||||
| 2501 OXFORD PL | CHARLOTTE | NC | 28207 | NONE | PUBLIC | GENERAL | $8,000 |
| RIGHT MOVES FOR YOUTH INC | |||||||
| 1031 S CALDWELL ST | CHARLOTTE | NC | 28203 | NONE | PUBLIC | GENERAL | $2,500 |
| SAINT ANNE'S EPISCOPAL SCHOOL | |||||||
| 211 SILVER LAKE RD | MIDDLETOWN | DE | 19709 | NONE | PUBLIC | GENERAL | $20,000 |
| SALEM COLLEGE | |||||||
| PO BOX 10548 | WINSTONSALEM | NC | 271080548 | NONE | PUBLIC | GENERAL | $50,000 |
| SAYRE SCHOOL | |||||||
| 194 N LIMESTONE ST | LEXINGTON | KY | 40507 | NONE | PUBLIC | GENERAL | $10,000 |
| ST ANDREWS SCHOOL | |||||||
| 300 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | NONE | PUBLIC | GENERAL | $30,000 |
| SUSAN G KOMEN BREAST CANCER FDN | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | NONE | PUBLIC | GENERAL | $25,000 |
| THE MASONIC HOME FOR CHILDREN AT OXFORD | |||||||
| 600 COLLEGE ST | OXFORD | NC | 27565 | NONE | PUBLIC | GENERAL | $50,000 |
| UNIVERITY OF KY COLLEGE OF ARTS & SCIENCES | |||||||
| 257 PATTERSON OFFICE TOWER | LEXINGTON | KY | 40506 | NONE | PUBLIC | GENERAL | $25,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 REYNOLDS STATION | WINSTONSALEM | NC | 171097227 | NONE | PUBLIC | GENERAL | $272,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 785000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $261,081 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,204 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $338,882 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $632,167 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 632167 | 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 | ACCOUNTING FEES | Category |
| Amount | $26,981 | Amount |
| Net Investment Income | 21585 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5396 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| KEYBANK NATIONAL - 1345220 | AT COST | 4282415 | 4465350 |
| KEYBANK NATIONAL - 1345221 | AT COST | 551830 | 631125 |
| KEYBANK NATIONAL - 1345222 | AT COST | 4700302 | 5882348 |
| KEYBANK NATIONAL - 1345223 | AT COST | 2097017 | 2626788 |
| KEYBANK NATIONAL - 1345224 | AT COST | 2883580 | 3456889 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $15,265 | Amount |
| Net Investment Income | 12212 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3053 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR CONTRIBUTIONS | Description |
| Amount | $67,501 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSE KEY #5220 | 33746 | 33746 | 0 |
| INVESTMENT EXPENSE KEY #5221 | 4308 | 4308 | 0 |
| INVESTMENT EXPENSE KEY #5222 | 34080 | 34080 | 0 |
| INVESTMENT EXPENSE KEY #5223 | 14337 | 14337 | 0 |
| INVESTMENT EXPENSE KEY #5224 | 20725 | 20725 | 0 |
| BANK CHARGES | 44 | 44 | 0 |
| ISHARES | 1496 | 1496 | 0 |
| POWERSHARES | 5455 | 5455 | 0 |
| LAZARD | 1 | 1 | 0 |
| ACCRUED INTEREST PAID | 965 | 965 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FEDERAL TAX REFUND | 30000 | 0 | 30000 |
| OTHER INCOME | 2204 | 2204 | 2204 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WRITE-OFF DISCONTINUED ASSETS | Description |
| Amount | $3,753 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANT | Category |
| Amount | $35,000 | Amount |
| Net Investment Income | 28000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7000 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $7,318 | 7318 | 0 |
| FEDERAL EXCISE TAX | $3,200 | 0 | 0 |
Comments