MITCHELL WOLFSON SR FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL WOLFSON SR FOUNDATION (EIN 59-2390240)
- Tax period
- 2014-03-01 to 2015-02-28
- Filed
- 2016-01-11
- IRS object ID
- 201640119349100004
- Schema version
- 2014v6.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-11T09:50:01-06:00 | ReturnTs |
| Tax Period End | 2015-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203157326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLSC & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6303 BLUE LAGOON DRIVE SUITE 200 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592390240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WOLFSON SR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O AKERMAN SENTERFITT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITC | BusinessNameControlTxt |
| Phone | 3053730123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SE 3RD AVENUE 28TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR HERTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053730123 | PhoneNum |
| Signature | 2016-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDUARD A BALTAR | PreparerPersonNm |
| PTIN | P00421494 | PTIN |
| Phone | 3053730123 | PhoneNum |
| Preparation | 2016-01-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $259,430,260 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,173,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,173,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,979,498 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $11,979,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,713,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,866,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,153,058 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $602,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $301,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $301,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $228,466 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $152,311 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $76,155 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,599 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,399 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,824,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,683,673 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $141,246 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $519,007 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $519,007 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $242,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $118,876 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,470,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,810,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $536,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,714,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,714,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,185,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,810,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,251,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,680,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,342,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,644,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,073,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,073,742 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $61,760 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,339 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,339 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $55,311,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,884,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,735,025 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $134,620,018 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,403,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $140,593,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $192,637,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,389,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,430,260 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,927,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,984,639 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,927,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,984,639 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $187,710,634 | UnrestrictedBOYAmt |
| Unrestricted EOY | $185,405,345 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $187,710,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $185,405,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,637,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,389,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $187,710,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,680,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $189,391,210 | SubtotalAmt |
| Other Decreases | $3,985,865 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $185,405,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ADDISON CLARK | P | 2014-01-01 | 2014-12-31 | -$501,162 | -$501,162 |
| ADDISON CLARK | P | 2014-01-01 | 2014-12-31 | $1,237,510 | $1,237,510 |
| BLUE WOLF | P | 2014-01-01 | 2014-12-31 | -$65 | -$65 |
| CARVAL | P | 2014-01-01 | 2014-12-31 | $70,393 | $70,393 |
| CARVAL | P | 2014-01-01 | 2014-12-31 | $166,517 | $166,517 |
| CHAMPLAIN | P | 2014-01-01 | 2014-12-31 | -$1,635 | -$1,635 |
| CHAMPLAIN | P | 2014-01-01 | 2014-12-31 | $732,013 | $732,013 |
| COLCHESTER | P | 2014-01-01 | 2014-12-31 | $3,046 | $3,046 |
| COLCHESTER | P | 2014-01-01 | 2014-12-31 | $35,966 | $35,966 |
| DENHAM COMMODITY | P | 2014-01-01 | 2014-12-31 | -$159,424 | -$159,424 |
| DENHAM COMMODITY | P | 2014-01-01 | 2014-12-31 | -$741,014 | -$741,014 |
| FORESTER PARTNERS | P | 2014-01-01 | 2014-12-31 | -$89,457 | -$89,457 |
| FORESTER PARTNERS | P | 2014-01-01 | 2014-12-31 | $665,685 | $665,685 |
| GENERATION IM GLOBAL | P | 2014-01-01 | 2014-12-31 | $73,692 | $73,692 |
| GENERATION IM GLOBAL | P | 2014-01-01 | 2014-12-31 | $438,298 | $438,298 |
| JP MORGAN | P | 2014-01-01 | 2014-12-31 | $976,983 | $976,983 |
| LANSDOWNE DEVELOPED MARKET FUND | P | 2014-01-01 | 2014-12-31 | -$9,319 | -$9,319 |
| LANSDOWNE DEVELOPED MARKET FUND | P | 2014-01-01 | 2014-12-31 | $397,978 | $397,978 |
| MARATHON-LONDON | P | 2014-01-01 | 2014-12-31 | $10,898 | $10,898 |
| MARATHON-LONDON | P | 2014-01-01 | 2014-12-31 | $452,969 | $452,969 |
| ABERDEEN | P | 2014-03-01 | 2015-02-28 | $1,020,201 | $1,020,201 |
| NEUBERGER BERMAN | P | 2014-01-01 | 2014-12-31 | -$5,543 | -$5,543 |
| NEUBERGER BERMAN | P | 2014-01-01 | 2014-12-31 | $851,917 | $851,917 |
| QUINTANA ENERGY | P | 2014-01-01 | 2014-12-31 | $9,150 | $9,150 |
| NT GAMCO | P | 2014-03-01 | 2015-02-28 | -$15,503 | -$15,503 |
| NT GAMCO | P | 2014-03-01 | 2015-02-28 | $34,887 | $34,887 |
| NT PINNACLE | P | 2014-03-01 | 2015-02-28 | $4,419 | $4,419 |
| NT EAGLE CAPITAL | P | 2014-03-01 | 2015-02-28 | $1,053,051 | $1,053,051 |
| ENERGY TRANSFER EQUITY LP | P | 2014-01-01 | 2014-12-31 | -$4,073 | -$4,073 |
| NORTHERN TRUST - SEE ATTACHED | P | 2014-03-01 | 2015-02-28 | $9,774 | $9,774 |
| NORTHERN TRUST - SEE ATTACHED | P | 2014-03-01 | 2015-02-28 | $3,370,102 | $3,370,102 |
| NORTHERN TRUST - CAPITAL GAIN DIVIDENDS | P | 2014-03-01 | 2015-02-28 | $46,342 | $46,342 |
| 3000 UNITS OF ENERGY TRANSFER EQUITY LP | P | 2014-01-01 | 2014-12-31 | $144,391 | $144,391 |
| PIMCO | P | 2014-03-01 | 2015-02-28 | -$29,030 | -$29,030 |
| RAM REALTY | P | 2014-01-01 | 2014-12-31 | $78,079 | $78,079 |
| SANDLER CAPITAL PARTNERS V | P | 2014-01-01 | 2014-12-31 | $92,511 | $92,511 |
| SCHRODER COMMODITY | P | 2014-01-01 | 2014-12-31 | -$17,256 | -$17,256 |
| SCHRODER COMMODITY | P | 2014-01-01 | 2014-12-31 | -$12,142 | -$12,142 |
| SILCHESTER INTERNATIONAL | P | 2014-01-01 | 2014-12-31 | -$20,545 | -$20,545 |
| SILCHESTER INTERNATIONAL | P | 2014-01-01 | 2014-12-31 | $1,150,902 | $1,150,902 |
| TIFF PRIVATE | P | 2014-01-01 | 2014-12-31 | -$15,166 | -$15,166 |
| TIFF PRIVATE | P | 2014-01-01 | 2014-12-31 | $406,477 | $406,477 |
| TIFF SECONDARY | P | 2014-01-01 | 2014-12-31 | -$1 | -$1 |
| TIFF SECONDARY | P | 2014-01-01 | 2014-12-31 | $384,988 | $384,988 |
| UBS - CAPITAL GAIN DIVIDENDS | P | 2014-01-01 | 2014-12-31 | $33,850 | $33,850 |
| WP XI PARTNERS | P | 2014-01-01 | 2014-12-31 | -$640 | -$640 |
| WP XI PARTNERS | P | 2014-01-01 | 2014-12-31 | $34,250 | $34,250 |
| MASON CAPITAL-SECTION 1256 | P | 2014-01-01 | 2014-12-31 | -$12,640 | -$12,640 |
| MASON CAPITAL-SECTION 1256 | P | 2014-01-01 | 2014-12-31 | -$18,959 | -$18,959 |
| SCHRODER COMMODITY-SECTION 1256 | P | 2014-01-01 | 2014-12-31 | -$141,667 | -$141,667 |
| SCHRODER COMMODITY-SECTION 1256 | P | 2014-01-01 | 2014-12-31 | -$212,500 | -$212,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,979,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,467,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $227,204,245 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,089,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $202,027,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044993 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,268,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $199,219,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046525 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,154,647 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $183,187,483 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,161,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $161,494,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038151 | DistributionYr5Rt |
| Total Distribution | 0.220256 | TotalDistributionRt |
| Average Distribution | 0.044051 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $236,798,521 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,431,212 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $123,421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,554,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,251,536 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $123,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $123,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $123,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $627 | EsPenaltyAmt |
| Tax Due | $67,888 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLSC COMPANY | IndividualWithBooksNm |
| Phone | 3053730123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6303 BLUE LAGOON DRIVE SUITE 200 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR HERTZ | |||||||||
| 3195 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | TRUSTEE | 20.00 | $125,000 | $0 | $0 | |
| LOUIS WOLFSON III | |||||||||
| ONE SOUTHEAST THIRD AVENUE 28TH | MIAMI | FL | 33131 | TRUSTEE | 20.00 | $110,000 | $0 | $0 | FLOOR |
| MITCHELL WOLFSON JR | |||||||||
| ONE SOUTHEAST THIRD AVENUE 28TH | MIAMI | FL | 33131 | TRUSTEE | 15.00 | $105,000 | $0 | $0 | FLOOR |
| JERI LOUISE WAXENBERG WOLFSON | |||||||||
| ONE SOUTHEAST THIRD AVENUE 28TH | MIAMI | FL | 33131 | TRUSTEE | 15.00 | $105,000 | $0 | $0 | FLOOR |
| JOSEPH T NATOLI | |||||||||
| 60 EDGEWATER DRIVE APT 9G | CORAL GABLES | FL | 33133 | TRUSTEE | 15.00 | $105,000 | $0 | $0 | |
| LYNDA WOLFSON FADEL | |||||||||
| 1018 SUMMIT DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 15.00 | $52,500 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GAMCO INVESTORS INC | |||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISOR | $540,443 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT ADVISOR | $258,159 |
| SILCHESTER INTERNATIONAL | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISOR | $234,445 |
| AKERMAN SENTERFITT | |||||
| ONE SE THIRD AVENUE 28TH FLOOR | MIAMI | FL | 33131 | ATTORNEYS | $228,466 |
| ADDISON CLARK FUND | |||||
| 801 S CANAL ST | CHICAGO | IL | 60607 | INVESTMENT ADVISOR | $153,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNDER THE WILL OF THE LATE COLONEL WOLFSON THE FOUNDATION IS REQUIRED TO MAKE CONTRIBUTIONS TO THE MIAMI DADE COLLEGE | Description1Txt |
| Expenses1 | $9,520,443 | Expenses1Amt |
| Description2 | UNDER THE WILL OF THE LATE COLONEL WOLFSON THE FOUNDATION IS REQUIRED TO MAKE CONTRIBUTIONS TO THE UNIVERSITY OF MIAMI SCHOOL OF MEDICINE | Description2Txt |
| Expenses2 | $1,181,026 | Expenses2Amt |
| Description3 | UNDER THE WILL OF THE LATE COLONEL WOLFSON THE FOUNDATION IS REQUIRED TO MAKE CONTRIBUTIONS TO THE MIAMI JEWISH HOME AND HOSPITAL FOR AGED | Description3Txt |
| Expenses3 | $590,513 | Expenses3Amt |
| Description4 | UNDER THE WILL OF THE LATE COLONEL WOLFSON THE FOUNDATION IS REQUIRED TO MAKE CONTRIBUTIONS TO THE MT. SINAI HOSPITAL OF GREATER MIAMI | Description4Txt |
| Expenses4 | $117,103 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $247,208,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,117,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $249,325,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $8,921,261 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $240,404,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,606,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $236,798,521 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,839,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,839,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123,421 | TotalTaxAmt |
| Distributable Before Adj | $11,716,505 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,716,505 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,716,505 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,251,536 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,251,536 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $123,421 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,128,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,716,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,125,861 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,251,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,125,861 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,125,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,590,830 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ADFED MIAMI | |||||||
| 3876 SW 112 AVENUE 307 | MIAMI | FL | 33165 | EDUCATIONAL ORGANIZA | TO AWARD SCHOLARSHIPS TO ADVERTISING STUDENTS WITH FINANCIAL NEEDS WHO ARE ENROLLED IN LOCAL UNIVERSITIES, AND TO SPONSOR ADFED EDUCATIONAL PROGRAMS | $5,000 | |
| AMARANTHINE MUSEUM | |||||||
| 2010 CLIPPER PARK RD | BALTIMORE | MD | 21211 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $5,000 | |
| AUDUBON HOUSE | |||||||
| 205 WHITEHEAD STREET | KEY WEST | FL | 33040 | EDUCATIONAL ORGANIZA | TO PROMOTE KEY WEST'S HERITAGE | $10,000 | |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7 AVENUE | MIAMI | FL | 33136 | CHARITY | TO PROVIDE SELF-ENRICHMENT TO THE POOR AND HOMELESS AS A CONTINUUM OF CARE | $7,500 | |
| CANCER SUPPORT COMMUNITY OF GREATER MIAMI | |||||||
| 8609 SOUTH DIXIE HIGHWAY | MIAMI | FL | 33143 | EDUCATIONAL ORGANIZA | TO ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. | $7,500 | |
| COLLEGE ASSISTANCE PROGRAM | |||||||
| 200 SOUTH BISCAYNE BLVD SUITE 505 | MIAMI | FL | 33131 | EDUCATIONAL ORGANIZA | TO PROMOTE EDUCATION IN SOUTH FLORIDA | $1,000 | |
| DOLPHINS CYCLING CHALLENGE | |||||||
| 347 DON CHULA DRIVE | MIAMI GARDENS | FL | 33056 | CHARITY | TO RAISE FUNDS FOR LIFESAVING CANCER RESEARCH AT THE SYLVESTER COMPREHENSIVE CANCER CENTER | $31,000 | |
| FLORIDA HOUSE WASHINGTON DC | |||||||
| 1 2ND STREET NORTHEAST | WASHINGTON | DC | 20002 | CHARITY | TO PROVIDE CULTURAL, SOCIAL, EDUCATIONAL AND ECONOMI | $23,421 | DESIGNATED ORGANIZATION |
| FRIENDS OF WLRN INC | |||||||
| 169 E FLAGLER STREET SUITE 1400 | MIAMI | FL | 33131 | CHARITY | TO HELP CREATE AND DELIVER QUALITY PROGRAMMING | $10,000 | |
| FUNDING ARTS NETWORK | |||||||
| 3525 BAYSHORE VILLAS DRIVE | MIAMI | FL | 33133 | CHARITY | TO SUPPORT THE VISUAL AND PERFORMING ARTS PROGRAMS O | $1,000 | |
| INTERNATIONAL COUNCIL OF THE MUSEUM OF ARTS | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $7,500 | |
| LA SALLE HIGH SCHOOL | |||||||
| 3601 SOUTH MIAMI AVENUE | MIAMI | FL | 33133 | EDUCATIONAL ORGANIZA | TO PROVIDE EDUCATION | $2,500 | |
| MIAMI COALITION | |||||||
| 2490 CORAL WAY 4TH FLOOR | MIAMI | FL | 33145 | CHARITY | TO PROMOTE A DRUG FREE COMMUNITY | $5,000 | |
| MIAMI DADE COLLEGE | |||||||
| 300 NE 2ND AVENUE | MIAMI | FL | 331322204 | EDUCATIONAL ORGANIZA | IMPROVE HIGHER EDUCATION IN SOUTH FLORIDA | $9,520,443 | DESIGNATED ORGANIZATION |
| MIAMI JEWISH HOME & HOSPITAL FOR THE AGED | |||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | MEDICAL ORGANIZATION | TO PROVIDE HEALTH CARE FOR THE ELDERLY IN SOUTH FLOR | $590,513 | DESIGNATED ORGANIZATION |
| MIAMI-DADE FOUNDATION | |||||||
| 200 SOUTH BISCAYNE BLVD SUITE 505 | MIAMI | FL | 33131 | CHARITY | TO PROMOTE CHARITABLE GIVING IN SOUTH FLORIDA | $58,551 | DESIGNATED ORGANIZATION |
| MOUNT SINAI HOSPITAL | |||||||
| 4302 ALTON ROAD | MIAMI BEACH | FL | 33140 | MEDICAL ORGANIZATION | TO IMPROVE MEDICAL CARE | $117,103 | DESIGNATED ORGANIZATION |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | MEDICAL ORGANIZATION | TO SUPPORT RESEARCH ABOUT PARKINSON DISEASE | $3,500 | |
| NEW LEADERS COUNCIL | |||||||
| 8837 VILLA LA JOLLA DR 13465 | LA JOLLA | CA | 92039 | EDUCATIONAL ORGANIZA | TO TRAIN AND PROMOTE THE PROGRESSIVE POLITICAL ENTREPTRNEURS OF TOMORROW | $5,000 | |
| PRINCETON UNIVERSITY | |||||||
| NASSAU HALL 1 | PRINCETON | NJ | 08542 | EDUCATIONAL ORGANIZA | TO PROVIDE UNDERGRADUATE AND GRADUATE INSTRUCTION IN DIFFERENT CAREERS. | $2,500 | |
| RANSOM EVERGLADES SCHOOL | |||||||
| 2045 SOUTH BAYSHORE DRIVE | MIAMI | FL | 33133 | EDUCATIONAL ORGANIZA | TO PROVIDE EDUCATION | $5,000 | |
| SOUTH FL AEROSPACE | |||||||
| 13450 LAKE FRETWELL STREET | JACKSONVILLE | FL | 32221 | EDUCATIONAL ORGANIZA | PROMOTE AVIATION | $2,500 | |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| 191 5TH STREET EAST | KETCHUM | ID | 83340 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $15,000 | |
| THE EDUCATION FUND | |||||||
| 900 NE 125TH STREET SUITE 110 | NORTH MIAMI | FL | 33161 | EDUCATIONAL ORGANIZA | TO PROMOTE EDUCATION | $5,000 | |
| THE GOTHAM CHAMBER OPERA | |||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $1,000 | |
| THE JASON TAYLOR FOUNDATION | |||||||
| 510 SHOTGUN ROAD SUITE 520 | SUNRISE | FL | 33326 | CHARITY | IMPROVE CHILDREN'S ACCESS TO EDUCATION | $1,000 | |
| THE MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | CHARITY | TO FUND RESEARCH AND DEVELOPMENT. | $750 | |
| THE WOLFSONIAN - FIU | |||||||
| 1001 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | EDUCATIONAL ORGANIZA | TO PROMOTE MUSEUM OPERATIONS AND EXHIBITIONS | $29,700 | |
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINE | |||||||
| 1475 NW 12 AVENUE | MIAMI | FL | 33136 | MEDICAL ORGANIZATION | TO FUND MEDICAL EDUCATION IN SOUTH FLORIDA | $1,181,026 | DESIGNATED ORGANIZATION |
| CARE ELEMENTARY SCHOOL | |||||||
| 2025 NW 1ST AVE | MIAMI | FL | 33127 | EDUCATIONAL ORGANIZA | TO PROVIDE A NURTURING CHRISTIAN ENVIRONMENT WHERE CHILDREN FROM THE OVERTOWN COMMUNITY RECEIVE THE BEST OPPORTUNITY FOR ACADEMIC SUCCESS AND CHARACTER DEVELOPMENT. | $2,015 | |
| CHABAD OF DOWNTOWN CORAL GABLES | |||||||
| 1827 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | EDUCATIONAL ORGANIZA | TO PROVIDE SYNAGOGUE SERVICES, SPIRITUAL GUIDANCE, COMMUNITY OUTREACH AND EDUCATION TO INSPIRE ALL JEWS TO DISCOVER THEIR COMMON BOND OF JEWISH FAITH AND OBSERVANCE. | $10,000 | |
| CHABAD UNIVERSITY OF MIAMI | |||||||
| 1251 HARDEE RD | CORAL GABLES | FL | 33146 | EDUCATIONAL ORGANIZA | TO PROVIDE SYNAGOGUE SERVICES, SPIRITUAL GUIDANCE, COMMUNITY OUTREACH AND EDUCATION TO INSPIRE ALL JEWS TO DISCOVER THEIR COMMON BOND OF JEWISH FAITH AND OBSERVANCE. | $8,000 | |
| THE CUSHMAN SCHOOL | |||||||
| 592 NE 60TH ST | MIAMI | FL | 33137 | EDUCATIONAL ORGANIZA | TO DEVELOP STUDENTS AS RESPONSIBLE CITIZENS AND EFFECTIVE FUTURE LEADERS WHO MAINTAIN A POSITIVE, AND HAPPY APPROACH TO LIFE. | $2,000 | |
| MOURNING FAMILY FOUNDATION | |||||||
| 100 S BISCAYNE BVLD 3RD FL | MIAMI | FL | 33131 | NON-PROFIT ORGANIZAT | TO ENHANCE THE LIVES OF CHILDREN AND FAMILIES IN SOUTH FLORIDA THROUGH EDUCATION, ENRICHMENT AND ADVOCACY. | $2,500 | |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | EDUCATIONAL ORGANIZA | TO PROVIDE A COLLABORATIVE LEARNING AND RESEARCH ENVIRONMENT UNLIKE ANY OTHER IN HIGHER EDUCATION OFFERING STUDENTS AN EXTRAORDINARY COMBINATION OF THE LIBERAL ARTS WITH LAW, BUSINESS, LEADERSHIP STUDIES, AND CONTINUING EDUCATION. | $10,000 | |
| WESTLAKE SCHOOL | |||||||
| 8950 STIRLING ROAD | COOPER CITY | FL | 33024 | EDUCATIONAL ORGANIZA | TO PROVIDE STUDENTS WITH THE BEST OPPORTUNITY TO LEARN IN AN EDUCATIONAL FORMAT THAT PROVIDES A HIGH DEGREE OF ACADEMIC ENGAGEMENT, ORGANIZATION, AND MOTIVATION . | $15,000 | |
| AMERICAN FRIENDS OF THE LOUVRE | |||||||
| 305 EAST 47TH ST 10TH FLOOR | NEW YORK | NY | 10017 | NON PROFIT ORGANIZAT | TO SUPPORT THE LOUVRE IN ITS EFFORTS TO IMPROVE EDUCATIONAL TOOLS AND VISITING CONDITIONS, PARTICULARLY FOR AMERICAN AND OTHER ENGLISH-SPEAKING VISITORS. | $3,000 | |
| COVENANT HOUSE FLORIDA | |||||||
| 733 BREAKERS AVE | FT LAUDERDALE | FL | 33304 | NON PROFIT ORGANIZAT | TO PROVIDE LOVING CARE AND VITAL SERVICES TO HOMELESS, ABANDONED, ABUSED, TRAFFICKED, AND EXPLOITED CHILDREN. | $1,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NON PROFIT ORGANIZAT | TO EMPOWER PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT. | $1,450 | |
| FIRST TEE FOUNDATION INC | |||||||
| 425 S LEGACY TRAIL | ST AUGUSTINE | FL | 32092 | NON PROFIT ORGANIZAT | TO PROMOTE LIFE SKILLS & LEADERSHIP THROUGH THE GAME OF GOLF. | $2,500 | |
| PUBLICOLOR | |||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | NON PROFIT ORGANIZAT | TO SUPPORT STUDENTS' COMMITMENT TO EDUCATION. | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,714,972 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,173,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,979,498 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME 990-T | 525990 | -$134,451 | ||
| OTHER INCOME | 14 | $1,847,867 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$134,451 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,000,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,866,474 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,599 | Amt |
| Net Investment Income | $34,399 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN SECURITIES | StockNm |
| EOY Book Value | $53,884,888 | EOYBookValueAmt |
| EOYFMV | $114,735,025 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $136,403,015 | BookValueAmt |
| EOYFMV | $140,593,154 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $228,466 | LegalFeesAmt |
| Net Investment Income | $152,311 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,155 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MARK TO MARKET ADJUSTMENT FOR BALANCE SHEET PURPOSES (NO TAX EFFECT) | $3,869,537 |
| NON-DEDUCTIBLE EXPENSES FROM PARTNERSHIPS | $116,328 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $713 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| INCOME 990-T | -$134,451 | -$134,451 |
| OTHER INCOME | $1,847,867 | $1,847,867 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINE OF CREDIT - NORTHERN TRUST BANK | $4,921,260 | $8,921,260 |
| DUE TO NORTHERN TRUST | $5,990 | $63,379 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND CUSTODY FEES | CategoryTxt |
| Amt | $2,824,919 | Amt |
| Net Investment Income | $2,683,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $141,246 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $118,876 | $118,876 | $0 |
| EXCISE TAXES | $123,421 | $0 | $0 |