MITCHELL WOLFSON SR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL WOLFSON SR FOUNDATION (EIN 59-2390240)
- Tax period
- 2013-03-01 to 2014-02-28
- Filed
- 2015-01-13
- IRS object ID
- 201510139349100406
- Schema version
- 2013v4.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-13T12:42:18-06:00 | ReturnTs |
| Tax Period End | 2014-02-28 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6303 BLUE LAGOON DRIVE SUITE 200 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-03-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O AKERMAN SENTERFITT | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 331311714 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR HERTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053730123 | PhoneNum |
| Signature | 2014-12-23 | 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 | 2014-12-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $245,191,121 | 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 | $3,963,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,963,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,237,883 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $9,237,883 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,526,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,727,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,201,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $550,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $275,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $257,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $171,977 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $85,989 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,868 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $67,912 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,956 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,587,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,458,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,392 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $361,058 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $361,058 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $276,079 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $179,230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,792 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,195 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $579 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,415 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $708 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,138,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,516,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,039,034 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,039,034 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,177,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,516,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,564,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,549,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,684,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,629,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,644,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,644,737 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $153,009 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $61,760 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $61,760 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $52,038,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,311,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,478,555 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $117,576,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,620,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $135,006,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $174,397,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,637,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,191,121 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,921,260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,927,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,921,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,927,250 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $169,476,611 | UnrestrictedBOYAmt |
| Unrestricted EOY | $187,710,634 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $169,476,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,710,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $174,397,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,637,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $169,476,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,549,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,551,442 | OtherIncreasesAmt |
| Subtotal | $188,577,710 | SubtotalAmt |
| Other Decreases | $867,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,710,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ADDISON CLARK | P | 2013-01-01 | 2013-12-31 | -$807,620 | -$807,620 |
| ADDISON CLARK | P | 2012-12-30 | 2013-12-31 | $941,075 | $941,075 |
| CARVAL | P | 2013-01-01 | 2013-12-31 | $33,585 | $33,585 |
| CARVAL | P | 2012-12-30 | 2013-12-31 | $16,518 | $16,518 |
| CHAMPLAIN | P | 2013-01-01 | 2013-12-31 | $354,093 | $354,093 |
| CHAMPLAIN | P | 2012-12-30 | 2013-12-31 | $975,680 | $975,680 |
| DENHAM COMMODITY | P | 2013-01-01 | 2013-12-31 | -$57 | -$57 |
| DENHAM COMMODITY | P | 2012-12-30 | 2013-12-31 | -$303,546 | -$303,546 |
| FORESTER PARTNERS | P | 2013-01-01 | 2013-12-31 | -$74,397 | -$74,397 |
| FORESTER PARTNERS | P | 2012-12-30 | 2013-12-31 | $133,730 | $133,730 |
| GENERATION IM GLOBAL | P | 2013-01-01 | 2013-12-31 | $38,873 | $38,873 |
| GENERATION IM GLOBAL | P | 2012-12-30 | 2013-12-31 | $271,915 | $271,915 |
| JP MORGAN | P | 2012-12-30 | 2013-12-31 | -$3,111 | -$3,111 |
| LANSDOWNE DEVELOPED MARKET FUND | P | 2013-01-01 | 2013-12-31 | $27,037 | $27,037 |
| LANSDOWNE DEVELOPED MARKET FUND | P | 2012-12-30 | 2013-12-31 | $20,057 | $20,057 |
| MARATHON-LONDON | P | 2013-01-01 | 2013-12-31 | $107,328 | $107,328 |
| MARATHON-LONDON | P | 2012-12-30 | 2013-12-31 | $510,518 | $510,518 |
| NEUBERGER BERMAN | P | 2013-01-01 | 2013-12-31 | $1,277 | $1,277 |
| NEUBERGER BERMAN | P | 2012-12-30 | 2013-12-31 | $763,505 | $763,505 |
| QUINTANA ENERGY | P | 2012-12-30 | 2013-12-31 | $44,823 | $44,823 |
| ENERGY TRANSFER EQUITY LP | P | 2012-03-26 | 2013-03-25 | $53,354 | $53,354 |
| NT GAMCO | P | 2012-12-30 | 2013-12-31 | $289,945 | $289,945 |
| NT EAGLE CAPITAL | P | 2012-12-30 | 2013-12-31 | $1,075,102 | $1,075,102 |
| NORTHERN TRUST - SEE ATTACHED | P | 2013-01-01 | 2013-12-31 | $82,252 | $82,252 |
| NORTHERN TRUST - SEE ATTACHED | P | 2012-12-30 | 2013-12-31 | $3,631,592 | $3,631,592 |
| NORTHERN TRUST - CAPITAL GAIN DIVIDENDS | P | 2012-12-30 | 2013-12-31 | $6,036 | $6,036 |
| PIMCO | P | 2012-12-30 | 2013-12-31 | $40,643 | $40,643 |
| RAM REALTY | P | 2012-12-30 | 2013-12-31 | -$40,769 | -$40,769 |
| 1000 UNITS OF E.T.E., LP | P | 2012-03-26 | 2013-03-25 | $48,437 | $48,437 |
| 500 UNITS OF E.T.E., LP | P | 2012-03-26 | 2013-06-14 | $16,872 | $16,872 |
| 100 UNITS OF LAZARD LTD | P | 2008-05-08 | 2013-06-13 | -$294 | -$294 |
| SANDLER CAPITAL PARTNERS V | P | 2013-01-01 | 2013-12-31 | -$20,884 | -$20,884 |
| SANDLER CAPITAL PARTNERS V | P | 2012-12-30 | 2013-12-31 | -$489,472 | -$489,472 |
| SANDLER TECH PARTNERS | P | 2012-12-30 | 2013-12-31 | -$50,480 | -$50,480 |
| SCHRODER COMMODITY | P | 2013-01-01 | 2013-12-31 | -$76,063 | -$76,063 |
| SCHRODER COMMODITY | P | 2012-12-30 | 2013-12-31 | $94 | $94 |
| SILCHESTER INTERNATIONAL | P | 2013-01-01 | 2013-12-31 | $93,946 | $93,946 |
| SILCHESTER INTERNATIONAL | P | 2012-12-30 | 2013-12-31 | $1,101,957 | $1,101,957 |
| SWALLOW HOPKINS | P | 2012-12-30 | 2013-12-31 | $219,927 | $219,927 |
| TIFF PRIVATE | P | 2013-01-01 | 2013-12-31 | $5,234 | $5,234 |
| TIFF PRIVATE | P | 2012-12-30 | 2013-12-31 | $126,358 | $126,358 |
| TIFF SECONDARY | P | 2013-01-01 | 2013-12-31 | $421 | $421 |
| TIFF SECONDARY | P | 2012-12-30 | 2013-12-31 | $194,937 | $194,937 |
| WP XI PARTNERS | P | 2012-12-30 | 2013-12-31 | -$138 | -$138 |
| FORESTER PARTNERS-SECTION 1256 | P | 2013-01-01 | 2013-12-31 | -$12,553 | -$12,553 |
| FORESTER PARTNERS-SECTION 1256 | P | 2012-12-30 | 2013-12-31 | -$18,829 | -$18,829 |
| MASON CAPITAL-SECTION 1256 | P | 2013-01-01 | 2013-12-31 | -$3,243 | -$3,243 |
| MASON CAPITAL-SECTION 1256 | P | 2012-12-30 | 2013-12-31 | -$4,865 | -$4,865 |
| NEUBERGER BERMAN- SECTION 1256 | P | 2013-01-01 | 2013-12-31 | $29 | $29 |
| NEUBERGER BERMAN- SECTION 1256 | P | 2012-12-30 | 2013-12-31 | $43 | $43 |
| SCHRODER COMMODITY-SECTION 1256 | P | 2013-01-01 | 2013-12-31 | -$33,196 | -$33,196 |
| SCHRODER COMMODITY-SECTION 1256 | P | 2012-12-30 | 2013-12-31 | -$49,793 | -$49,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,237,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,089,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $202,027,557 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044993 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,268,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $199,219,145 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,154,647 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $183,187,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,161,255 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $161,494,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,053,342 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $184,151,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054593 | DistributionYr5Rt |
| Total Distribution | 0.228777 | TotalDistributionRt |
| Average Distribution | 0.045755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $227,204,245 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,395,730 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96,849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,492,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,564,658 | 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 | $96,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $153,009 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $223,009 | TotalPaymentsAndCreditsAmt |
| Overpayment | $126,160 | OverpaymentAmt |
| Applied To ES Tax | $126,160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33126 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GAMCO INVESTORS INC | |||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISOR | $282,235 |
| AKERMAN SENTERFITT | |||||
| ONE SE THIRD AVENUE 28TH FLOOR | MIAMI | FL | 33131 | ATTORNEYS | $257,966 |
| MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST | |||||
| 801 S CANAL ST | CHICAGO | IL | 60607 | INVESTMENT ADVISOR | $203,839 |
| SILCHESTER INTERNATIONAL | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISOR | $201,548 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT ADVISOR | $194,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | 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 | $8,131,000 | 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 | $1,000,342 | 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 | $500,000 | 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 | $100,000 | 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 | $232,956,690 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,628,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $235,585,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $4,921,261 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $230,664,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,459,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,204,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,360,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,360,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,849 | TotalTaxAmt |
| Distributable Before Adj | $11,263,363 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,263,363 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,263,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,564,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,564,658 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96,849 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,467,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,263,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,427,156 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,564,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,427,156 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,137,502 | 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 | $10,125,861 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AUDUBON HOUSE | ||||||||
| 205 WHITEHEAD STREET | KEY WEST | FL | 33040 | EDUCATIONAL ORGANIZA | TO PROMOTE KEY WEST'S HERITAGE | $5,000 | ||
| BASCOM PALMER | ||||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | MEDICAL ORGANIZATION | TO FUND HOSPITAL OPERATIONS | $14,000 | ||
| 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 | ||
| CHANNEL 2 | ||||||||
| PO BOX 610002 | MIAMI | FL | 33261 | EDUCATIONAL ORGANIZA | TO FUND PUBLIC TELEVISION | $16,000 | ||
| CHILDREN'S BEREVEMENT CENTER | ||||||||
| 7600 SOUTH RED ROAD | SOUTH MIAMI | FL | 33143 | CHARITY | TO RESTORE A SENSE OF HOPE FOR THE FUTURE OF CHILDREN | $2,000 | ||
| CORAL GABLES MUSEUM | ||||||||
| 285 ARAGON AVENUE | CORAL GABLES | FL | 33134 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $10,000 | ||
| 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 | $11,000 | ||
| FEED MY STARVING CHILDREN | ||||||||
| PO BOX 300093 | OKALHOMA CITY | OK | 73140 | CHARITY | TO SUPPORT HEALTH, NUTRITION, AND EDUCATION | $20,000 | ||
| FLORIDA HOUSE WASHINGTON DC | ||||||||
| 1 2ND STREET NORTHEAST | WASHINGTON | DC | 20002 | CHARITY | TO PROVIDE CULTURAL, SOCIAL, EDUCATIONAL AND ECONOMI | $20,000 | DESIGNATED ORGANIZATION | |
| FUNDING ARTS NETWORK | ||||||||
| 3525 BAYSHORE VILLAS DRIVE | MIAMI | FL | 33133 | CHARITY | TO SUPPORT THE VISUAL AND PERFORMING ARTS PROGRAMS O | $1,000 | ||
| LEADERSHIP LEARNING CENTER | ||||||||
| 1366 NW 1ST STREET | MIAMI | FL | 33125 | EDUCATIONAL ORGANIZA | TO PROVIDE ALL PEOPLE IN NEED WITH COMMUNITY RESOURCES, COUNSELING, AND TO EMPOWER INDIVIDUALS | $3,000 | ||
| MIAMI DADE COLLEGE | ||||||||
| 300 NE 2ND AVENUE | MIAMI | FL | 331322204 | EDUCATIONAL ORGANIZA | IMPROVE HIGHER EDUCATION IN SOUTH FLORIDA | $8,131,000 | 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 | $500,000 | DESIGNATED ORGANIZATION | |
| MIAMI-DADE FOUNDATION | ||||||||
| 200 SOUTH BISCAYNE BLVD SUITE 505 | MIAMI | FL | 33131 | CHARITY | TO PROMOTE CHARITABLE GIVING IN SOUTH FLORIDA | $56,000 | DESIGNATED ORGANIZATION | |
| MOUNT SINAI HOSPITAL | ||||||||
| 4302 ALTON ROAD | MIAMI BEACH | FL | 33140 | MEDICAL ORGANIZATION | TO IMPROVE MEDICAL CARE | $100,000 | DESIGNATED ORGANIZATION | |
| SMALL FOUNDATIONS | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | CHARITY | TO PROVIDE ESSENTIAL FINANCIAL SUPPORT IN LOCAL COMMUNITIES AROUND THE WORLD | $725 | ||
| SOUTH FL AEROSPACE | ||||||||
| 13450 LAKE FRETWELL STREET | JACKSONVILLE | FL | 32221 | EDUCATIONAL ORGANIZA | PROMOTE AVIATION | $2,500 | ||
| ST LUKE'S | ||||||||
| 7707 NW 2ND AVENUE | MIAMI | FL | 33130 | CHARITY | RECOVERY CENTER | $3,000 | ||
| SUN VALLEY CENTER FOR THE ARTS | ||||||||
| 191 5TH STREET EAST | KETCHUM | ID | 83340 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $14,000 | ||
| THE EDUCATION FUND | ||||||||
| 900 NE 125TH STREET SUITE 110 | NORTH MIAMI | FL | 33161 | EDUCATIONAL ORGANIZA | TO PROMOTE EDUCATION | $5,000 | ||
| THE WOLFSONIAN - FIU | ||||||||
| 1001 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | EDUCATIONAL ORGANIZA | TO PROMOTE MUSEUM OPERATIONS AND EXHIBITIONS | $45,000 | ||
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINE | ||||||||
| 1475 NW 12 AVENUE | MIAMI | FL | 33136 | MEDICAL ORGANIZATION | TO FUND MEDICAL EDUCATION IN SOUTH FLORIDA | $1,000,342 | DESIGNATED ORGANIZATION | |
| GOOD GOVERNMENT INIATIVE | ||||||||
| 1320 SOUTH DIXIE HIGHWAY SUITE 911 | MIAMI | FL | 33146 | EDUCATIONAL ORGANIZA | TO CULTIVATE LEADERS OF EXCELLENCE IN SOUTH FLORIDA THROUGH THE DEVELOPMENT AND TRAINING OF ELECTED OFFICIALS, AS WELL AS THOSE ASPIRING TO RUN FOR OFFICE, AND TO ENGAGE THE COMMUNITY IN ITS GOVERNANCE THROUGH OUTREACH AND EDUCATION. | $5,000 | ||
| HIGHER GROUND SUN VALLEY | ||||||||
| 160 7TH STREET W | KETCHUM | ID | 83340 | CHARITY | TO ACHIEVE NEW HEIGHTS THROUGH ADAPTATIVE SPORTS | $2,000 | ||
| CHABAD OF KEY BISCAYNE | ||||||||
| 211 GREENWOOD DRIVE | KEY BISCAYNE | FL | 33149 | 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 | $8,500 | ||
| AMARANTHINE MUSEUM | ||||||||
| 2010 CLIPPER PARK RD | BALTIMORE | MD | 21211 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $5,000 | ||
| ARTIS NAPLES | ||||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $1,600 | ||
| THE BARTON G KIDS HEAR NOW FOUNDATION | ||||||||
| 5061 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | EDUCATIONAL ORGANIZA | TO ASSIST HEARING-CHALLENGED CHILDREN AND THEIR FAMILIES SUCCESSFULLY TRANSITION FROM A SILENT WORD OF SOUND AND A LIFE WITH THE USE OF COCHLEAR IMPLANT TECHNOLOGY. | $5,000 | ||
| 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. | $8,753 | ||
| CHILDREN'S BURN FOUNDATION | ||||||||
| PO BOX 678369 | ORLANDO | FL | 32867 | MEDICAL ORGANIZATION | TO ADDRESS THE NEEDS OF CHILDREN WHO HAVE SUFFERED SEVERE BURN INJURIES. | $5,000 | ||
| COMMUNITIES IN SCHOOLS | ||||||||
| 11965 SW 142ND TERRACE 102 | MIAMI | FL | 33186 | EDUCATIONAL ORGANIZA | TO SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL AND ACHIEVE IN LIFE. | $2,500 | ||
| DADE COUNTY PBA LOVE FUND | ||||||||
| 10680 PBA MEMORIAL BOULEVARD | MIAMI | FL | 33172 | EDUCATIONAL ORGANIZA | TO PROTECT THE RIGHTS OF LAW ENFORCEMENT PERSONNEL AND PROMOTE PROFESSIONALISM. | $1,000 | ||
| HEALTH FOUNDATION OF SOUTH FLORIDA | ||||||||
| 2 SOUTH BISCAYNE BOULEVARD SUITE | MIAMI | FL | 33131 | MEDICAL ORGANIZATION | TO IMPROVE THE HEALTH OF PEOPLE IN BROWARD, MIAMI-DADE AND MONROE COUNTIES. | $5,000 | 1710 | |
| HISPANIC UNITY OF FLORIDA | ||||||||
| 5840 JOHNSON STREET | HOLLYWOOD | FL | 33021 | CHARITY | EMPOWERING HISPANICS AND OTHER MEMBERS OF THE COMMUNITY TO BECOME SELF-SUFFICIENT, CIVICALLY ENGAGED AND TO LEAD PRODUCTIVE LIVES. | $2,500 | ||
| HONOR FLIGHT INC | ||||||||
| PO BOX 16821 | PLANTATION | FL | 33318 | NON PROFIT CHARITY | TRANSPORT AMERICA'S VETERANS TO WASHINGTON, D.C. TO VISIT THOSE MEMORIALS DEDICATED TO HONOR THEIR SERVICE AND SACRIFICES. | $500 | ||
| LITTLE HAITI OPTIMISTIC CLUB | ||||||||
| 1835 NE MIAMI GARDENS DR 112 | NORTH MIAMI BEACH | FL | 33179 | NON PROFIT CHARITY | TO MAKE A DIFFERENCE IN THE LIVES OF YOUTH BY PROVIDING EDUCATION, MENTORSHIP, ATHLETICS, ARTS AND CULTURAL PROGRAMMING. | $500 | ||
| THE MIAMI CENTER FOR ARCHITECTURE AND DESIGN | ||||||||
| 100 NE 1ST AVE | MIAMI | FL | 33132 | EDUCATIONAL ORGANIZA | THE MIAMI CENTER FOR ARCHITECTURE & DESIGN IS THE PLACE FOR EVERYONE INTERESTED IN DESIGN AND THE BUILT ENVIRONMENT, WITH COMMUNITY MEETING SPACE AND EDUCATIONAL PROGRAMS TO ENHANCE PUBLIC APPRECIATION FOR ARCHITECTURE AND DESIGN. | $3,000 | ||
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | EDUCATIONAL ORGANIZA | TO PROMOTE THE ARTS | $7,500 | ||
| NAT MOORE FOUNDATION | ||||||||
| 16911 NE 6TH AVENUE | NORTH MIAMI BEACH | FL | 33162 | NON PROFIT CHARITY | TO PROVIDE EDUCATIONAL, CULTURAL AND RECREATIONAL ACTIVITIES TO DISADVANTAGED CHILDREN AND YOUTH, AGES 5 TO 18, OF SOUTH FLORIDA. | $6,000 | ||
| WESTERN WATERSHED PROJECT | ||||||||
| PO BOX 2364 | RESEDA | CA | 91337 | NON PROFIT ENVIRONME | TO PROTECT AND RESTORE WESTERN WATERSHEDS AND WILDLIFE THROUGH EDUCATION, PUBLIC POLICY INITIATIVES AND LEGAL ADVOCACY. | $1,314 | ||
| WOOD RIVER FIRE FIGHTER ASSOCIATION | ||||||||
| 117 EAST WALNUT STREET | HAILEY | ID | 83333 | NON PROFIT CHARITY | TO PROVIDE ASSISTANCE, IN TIMES OF NEED, TO THOSE AFFECTED BY TRAGEDY. | $1,300 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,039,034 | 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 | $3,963,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,237,883 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME 990-T | 525990 | $223,151 | ||
| OTHER INCOME | 14 | $2,303,159 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $223,151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,504,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,727,433 | 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 | $101,868 | Amt |
| Net Investment Income | $67,912 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,956 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN SECURITIES | StockNm |
| EOY Book Value | $55,311,369 | EOYBookValueAmt |
| EOYFMV | $107,478,555 | 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 | $134,620,018 | BookValueAmt |
| EOYFMV | $135,006,069 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $257,966 | LegalFeesAmt |
| Net Investment Income | $171,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85,989 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NON-DEDUCTIBLE EXPENSES FROM PARTNERSHIPS | $861,387 |
| PENALTIES | $126 |
| INCOME TAXES ON FORM 990T | $5,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,123 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $708 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| INCOME 990-T | $223,151 | $223,151 |
| OTHER INCOME | $2,303,159 | $2,303,159 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARK TO MARKET ADJUSTMENT FOR BALANCE SHEET PURPOSES (NO TAX EFFECT) | Description |
| Amount | $17,551,442 | Amount |
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 | $4,921,260 |
| DUE TO NORTHERN TRUST | $0 | $5,990 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND CUSTODY FEES | CategoryTxt |
| Amt | $2,587,856 | Amt |
| Net Investment Income | $2,458,464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $129,392 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $179,230 | $179,230 | $0 |
| EXCISE TAXES | $96,849 | $0 | $0 |