POTAMKIN FAMILY FOUNDATION I INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POTAMKIN FAMILY FOUNDATION I INC (EIN 03-0387456)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-14
- IRS object ID
- 201531049349100718
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T14:58:22-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOYNOW BAYARD WHYTE AND CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 NORTHBROOK DRIVE SUITE 140 | AddressLine1 |
| City | TREVOSE | City |
| State | PA | State |
| ZIP Code | 19053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030387456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTAMKIN FAMILY FOUNDATION I INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION | InCareOfNm |
| Business Name Control | POTA | BusinessNameControlTxt |
| Phone | 3057747690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 NW 167 ST | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MIAMI LAKES | City |
| State | FL | State |
| ZIP Code | 33104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN POTAMKIN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 3057794075 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN MANN CPA | PreparerPersonNm |
| PTIN | P00370368 | PTIN |
| Phone | 3057794075 | PhoneNum |
| 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 | $628,813 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,106,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,467,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,106,458 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,106,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,574 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,879 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,620,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,620,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,625,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,620,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,518,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,101,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,286 | CashBOYAmt |
| Cash EOY | $628,813 | CashEOYAmt |
| Cash EOYFMV | $628,813 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $2,670,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $361,450 | CorporateStockBOYAmt |
| Total Assets BOY | $3,147,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $628,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $628,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,147,736 | CapitalStockBOYAmt |
| Capital Stock EOY | $628,813 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,147,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $628,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,147,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $628,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,147,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,518,923 | ExcessRevenueOverExpensesAmt |
| Subtotal | $628,813 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $628,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT IN VINTEK STOCK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-06-30 | AcquiredDt |
| Sold | 2013-10-03 | SoldDt |
| Gross Sales Price | $1,467,908 | GrossSalesPriceAmt |
| Cost Or Other Basis | $361,450 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,106,458 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,106,458 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,106,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $256,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $401,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $384,167 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $447,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $566,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.789332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $727,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $203,800 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.568351 | DistributionYr5Rt |
| Total Distribution | 4.357683 | TotalDistributionRt |
| Average Distribution | 0.871537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $890,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $776,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,012 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $787,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,620,150 | 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 | $11,012 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,012 | SubtotalAmt |
| Tax Based On Investment Income | $11,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,092 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,012 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3057747690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 NW 167 ST | AddressLine1 |
| City | MIAMI LAKES | City |
| State | FL | State |
| ZIP Code | 33104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT POTAMKIN | ||||||
| OCEANSIDE 1V 7714 | FISHER ISLAND DRIVE | FL | 33109 | TRUSTEE | 0 | $0 |
| ALAN POTAMKIN | ||||||
| 1 CASUARINA CONCOURSE | CORAL GABLES | FL | 33134 | TRUSTEE | 0 | $0 |
| PETER PARIS | ||||||
| C/O 706 ELEVENTH AVE | NEW YORK | NY | 10019 | TRUSTEE | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $783,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $904,250 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $904,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $890,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,012 | TotalTaxAmt |
| Distributable Before Adj | $33,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,620,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,620,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,012 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,609,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $717,040 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $419,177 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,136,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,620,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $33,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,586,628 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,722,845 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $717,040 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,005,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $419,177 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,586,628 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| UNIVERSITY OF MIAMI | ||||||
| 1320 S Dixie Hwy | Coral Gables | FL | 33124 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $100,000 | |
| BAPTIST HEALTH SOUTH FLORIDA | ||||||
| 6855 Red Road | Coral Gables | FL | 33143 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| JACKSON MEMORIAL FOUNDATION | ||||||
| 901 NW 17th St | Miami | FL | 33136 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| COLUMBIA UNIVERSITY | ||||||
| 622 West 113th Street | New York | NY | 10025 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | Mail Code 4524 |
| MOURNING FAMILY FOUNDATION | ||||||
| 100 S Biscayne Blvd | Miami | FL | 33131 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $1,000 | 3rd Floor |
| HOLOCAUST MEMORIAL MIAMI | ||||||
| 1922-1945 Meridan Ave | Miami | FL | 33139 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $5,000 | |
| VOICES FOR CHILDREN FOUNDATION | ||||||
| 601 NW 1st Ct 10 | Miami | FL | 33136 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $2,500 | |
| HYDE SCHOOLS | ||||||
| 150 Route 169 | Woodstock | CT | 06281 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | PO Box 237 |
| MOURNING FAMILY FOUNDATION | ||||||
| 100 S Biscayne Blvd | Miami | FL | 33131 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $500 | 3rd Floor |
| COLUMBIA UNIVERSITY | ||||||
| 622 West 113th STreet | New York | NY | 10025 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $100,000 | |
| FISHER ISLAND DAY SCHOOL | ||||||
| 2 Fisher Island Drive | Fisher Island | FL | 33109 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| ASPEN EDUCATION FOUNDATION | ||||||
| Maroon Creek Road | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | Aspen Middle School |
| THEATRE ASPEN | ||||||
| 110 East Hallam Street | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | Suite 103 |
| ASPEN EDUCATION FOUNDATION | ||||||
| Maroon Creek Road | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $50,000 | ASpen Middle School |
| ASPEN VALLEY SKI AND SNOW | ||||||
| 300 ASVC Drive | ASpen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| COLORADO WESTERN SLOPE | ||||||
| 42218 HIGHWAY 133 | PAONIA | CO | 814286114 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| ASPEN SISTER CITIES PROGRAM | ||||||
| 130 S Galena Street | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $2,500 | 2nd Floor |
| ASPEN EDUCATION FOUNDATION | ||||||
| Maroon Creek Road | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | ASpen Middle School |
| UNIVERSITY OF MIAMI | ||||||
| 1320 S Dixie Hwy | Coral Gables | FL | 33124 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $5,000 | |
| MUSEUM OF POLO | ||||||
| 9011 Lake Worth Road | Lake Worth | FL | 33467 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $5,000 | |
| POLO PLAYERS SUPPORT | ||||||
| 11924 Forest HIll Blvd | Wellington | FL | 33414 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $6,000 | Suite 10-A-287 |
| FISHER ISLAND DAY SCHOOL | ||||||
| 2 Fisher Drive Island | Fisher Island | FL | 33109 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $20,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 Country Day Way | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $5,000 | |
| ASPEN EDUCATION FOUNDATION | ||||||
| Maroon Creek Road | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $50,000 | Aspen Middle School |
| PADUE ACADEMY-RONALD MCDONALD HOUSE | ||||||
| 905 Broom Street | Wilmington | DE | 19806 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $1,000 | |
| JAZZ ASPEN SNOWMASS | ||||||
| 110 East Hallam | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $15,000 | Suite 104 |
| ASPEN VALLEY HOSPITAL | ||||||
| 0401 Castle Creek Road | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| NOVA SOUTHEASTERN UNIVERSITY | ||||||
| 3301 College Ave | Fort Lauderdale | FL | 33314 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $6,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 Country Way Day | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| AMERICAN CAMP ASSOICATION | ||||||
| 5000 State Road 67 North | Martinsville | IN | 46151 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 Country Day Way | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $100,000 | |
| NATIONAL COUNCIL ASPEN CHAPEL | ||||||
| 0077 MEADOWOOD DRIVE | ASPEN | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| CRMS | ||||||
| 500 Holden Way | Carbondale | CO | 81623 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $5,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 Country Day Way | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $50,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 Country Day Way | Aspen | CO | 81611 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| SNOWMASS WESTERN HERITAGE | ||||||
| PO Box 5745 | Snowmass Village | CO | 81615 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $2,000 | |
| DIABETES RESERACH INSTITUTION | ||||||
| 200 S PARK RD 100 | HOLLYWOOD | FL | 33021 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| DIABETES RESERACH INSTITUTION | ||||||
| 200 S PARK RD 100 | HOLYWOOD | FL | 33021 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $1,000 | |
| GREATER MIAMI JEWISH FOUNDATION | ||||||
| 4200 BISCAYE BLVD | MIAMI | FL | 33137 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| HUMANE SOCIETY OF GREATER MIAMI | ||||||
| 16101 W DIXIE HEWY | NORTH MIAMI BEACH | FL | 33160 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $1,650 | |
| HUMANE SOCIETY OF GREATER MIAMI | ||||||
| 16101 W DIXIE HWY | NORTH MIAMI BEACH | FL | 33160 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $10,000 | |
| MIAMI CHILDREN'S HOSPITAL | ||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $50,000 | |
| MIAMI CHILDREN'S MUSEUM | ||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $50,000 | |
| NOVA SOUTHEASTERN UNIVERSITY | ||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $6,000 | |
| UNITED WAY | ||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $25,000 | |
| FISHER ISLAND DAY SCHOOL | ||||||
| 2 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | FOR THE CHARITABLE PURPOSE OF THE FOUNDATION | $2,670,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,620,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,106,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,106,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,106,574 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VOYNOW BAYARD WHYTE AND CO LLP | CategoryTxt |
| Amt | $3,345 | Amt |
| Net Investment Income | $3,345 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $123 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $1,879 | Amt |
| Net Investment Income | $1,879 | NetInvestmentIncomeAmt |