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THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC. MODESTO A. MAIDIQUE CAMPUS MIAMI, FL 33199 Dear Client, Enclosed are the original and one copy of your income tax returns for the period ended June 30, 2014 for: THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC. as follows... 2013 990EZ - Short Form - Organization Exempt from Income Tax 2013 Schedule A - Public Charity Status and Public Support 2013 Schedule O - Supplemental Information to Form 990 or 990EZ 2013 8879-EO - IRS e-file Signature Authorization Each original should be dated, signed and filed in accordance with the filing instructions. The copy should be retained for your files. These returns were prepared from information provided by you or your representative. The preparation of tax returns does not include the independent verification of information used. Therefore, we recommend you review the returns before signing to ensure there are no omissions or misstatements. If you note anything which may require a change to the returns, please contact us before filing them. Tax or professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used for the purpose of (i) avoiding penalties under the Internal Rvenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any adivce provided shall not be deemed a formal tax opinion upon which the addressee can rely. We sincerely appreciate this opportunity to serve you. Please contact us if you have questions concerning the returns or if we may be of further assistance. Very truly yours, Donald Butler MARCUM LLP Marcum Miami Fort Lauderdale West Palm Beach
One Southeast Third Avenue
Suite 1100
450 East Las Olas Boulevard
9th Floor
525 Okeechobee Boulevard
Suite 750
LLP
Miami, Florida 33131
Fort Lauderdale, Florida 33301 West Palm Beach, Florida 33401
marcumllp.com XL450 2.000
Phone 305.995.9600
Fax 305.995.9601
Phone 954.320.8000 Phone 561.653.7300
Fax 954.320.8001 Fax 561.653.7301
MARCUM LLP ONE SE THIRD AVENUE, 10TH FLOOR MIAMI, FL 33131 305-995-9600 ************************* Instructions for filing THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC. Form 8879-EO - IRS E-file Signature Authorization for the period ended June 30, 2014 ************************* Signature... The original IRS e-file Signature Authorization form should be signed (use full name) and dated by the taxpayer. Filing... Return your signed Form 8879-EO to: MARCUM, LLP ONE SE THIRD AVENUE, SUITE 1100 MIAMI FL 33131 Payment of tax... No payment of tax is required. Form 8879-EO serves as a replacement for your signature that would be affixed to form 990EZ if you paper filed your return. Please DO NOT separately file form 990EZ with the Internal Revenue Service. Doing so will delay the processing of your return. We must receive your signed form before we can electronically transmit your return which is due on May 15, 2015. We would appreciate your returning this form as soon as possible as this will expedite the processing of your return. The Internal Revenue Service will notify us when your return is accepted. Your return is not considered filed until the Internal Revenue Service confirms their acceptance, which may occur after the due date of your return. *************************
Form
IRS e-file Signature Authorization for an Exempt Organization
8879-EO
For calendar year 2013, or fiscal year beginning Department of the Treasury Internal Revenue Service
Name of exempt organization
I
I
07/01
, 2013, and ending
OMB No. 1545-1878
06/30
, 20
14
À¾µ·
Do not send to the IRS. Keep for your records. Information about Form 8879-EO and its instructions is at www.irs.gov/form8879eo.
Employer identification number
THE WOLFSONIAN INC
59-2741851
Name and title of officer
GABRIEL ESZTERHAS, ASSISTANT TREASURER Type of Return and Return Information (Whole Dollars Only)
Part I
Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0on the applicable line below. Do not complete more than 1 line in Part I. 1a 2a 3a 4a 5a
I
Form 990 check here Form 990-EZ check here Form 1120-POL check here Form 990-PF check here Form 8868 check here
I I I I
Part II
mmm mmmmmmmmmmm m m m m m m m m m m m m mm mmmmm
b Total revenue, if any (Form 990, Part VIII, column (A), line 12) b Total revenue, if any (Form 990-EZ, line 9) b Total tax (Form 1120-POL, line 22) b Tax based on investment income (Form 990-PF, Part VI, line 5) b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c)
X
1b 2b 3b 4b 5b
10,000.
Declaration and Signature Authorization of Officer
Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2013 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the organization's consent to electronic funds withdrawal. Officer's PIN: check one box only
X
I authorize
MARCUM, LLP
1 2 3 4 5
to enter my PIN ERO firm name
as my signature
Enter five numbers, but do not enter all zeros
on the organization's tax year 2013 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen. As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2013 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen. Officer's signature
Part III
I
Date
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
I 05/12/2015
6 0 3 2 3 3 3 3 1 3 1 do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2013 electronically filed return for the organization indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
I
Date
I 05/15/2015
ERO Must Retain This Form - See Instructions Do Not Submit This Form To the IRS Unless Requested To Do So For Paperwork Reduction Act Notice, see back of form.
Form
8879-EO (2013)
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PAGE 1
Form
OMB No. 1545-1150
Short Form Return of Organization Exempt From Income Tax
990-EZ
À¾µ·
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
II
Department of the Treasury Internal Revenue Service
Open to Public Inspection
Do not enter Social Security numbers on this form as it may be made public.
Information about Form 990-EZ and its instructions is at www.irs.gov/form990.
07/01 , 2013, and ending
A For the 2013 calendar year, or tax year beginning C Name of organization B Check if applicable:
06/30 , 20 14 D Employer identification number
THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC.
Address change Name change
Number and street (or P.O. box, if mail is not delivered to street address)
Initial return
59-2741851 Room/suite
MODESTO A. MAIDIQUE CAMPUS
Terminated
E Telephone number
MARC 530
(305 ) 348 -3758
City or town, state or province, country, and ZIP or foreign postal code
Amended return Application pending
MIAMI, FL 33199
X Accrual Other (specify) G Accounting Method: Cash WWW.WOLFSONIAN.FIU.EDU I Website: J Tax-exempt status (check only one) - X 501(c)(3) 501(c) ( )
I
F Group Exemption
I
J
I
H Check
Number
X
I
if the organization is not required to attach Schedule B
(insert no.)
4947(a)(1) or
527
(Form 990, 990-EZ, or 990-PF).
Trust Association Other K Form of organization: X Corporation L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets
10,000. mmmmmmmmmmmmmmmI Check if the organization used Schedule O to respond to any question in this Part I m m m m m m m m m m m m m m m X 10,000. mmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmm 0 mmmmmmmmmmm mmmmmmmmmm
(Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ
Revenue
1 2 3 4 5a b c 6 a
Program service revenue including government fees and contracts Membership dues and assessments Investment income
Gross amount from sale of assets other than inventory Less: cost or other basis and sales expenses
5a 5b
5c
Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) Gaming and fundraising events Gross income from gaming (attach Schedule G if greater than
mmmmmmmmmmmmmmmmmmmmmmmmmmmm
6a of contributions
Gross income from fundraising events (not including $
from fundraising events reported on line 1) (attach Schedule G if the
mm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm 0 mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m m m m m m m m m m m m m Im mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm ATCH mm mm mm mm mm 1mm mm mm mm mm mm mm mm mm mm m Im mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm m m I
sum of such gross income and contributions exceeds $15,000)
7a b c 8 9 10 11 12 13 14 15 16 17 18 19
6b
6c Less: direct expenses from gaming and fundraising events Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)
Expenses
1 2 3 4
Contributions, gifts, grants, and similar amounts received
$15,000)
b
c d
Net Assets
$
Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I)
Part I
Gross sales of inventory, less returns and allowances Less: cost of goods sold
Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) Other revenue (describe in Schedule O)
Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 Grants and similar amounts paid (list in Schedule O) Benefits paid to or for members
Salaries, other compensation, and employee benefits
Professional fees and other payments to independent contractors Occupancy, rent, utilities, and maintenance
Printing, publications, postage, and shipping Other expenses (describe in Schedule O)
Total expenses. Add lines 10 through 16
Excess or (deficit) for the year (Subtract line 17 from line 9)
7c 8 9 10 11 12 13 14 15 16 17 18
10,000.
45,663. 44,045. 6,822. 55,824. 152,354. -142,354.
Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year figure reported on prior year's return)
20 21
6d
7a 7b
Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 18 through 20 For Paperwork Reduction Act Notice, see the separate instructions.
236,468.
19 20 21
94,114. Form
990-EZ
(2013)
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THE WOLFSONIAN INC
59-2741851
Form 990-EZ (2013)
Part ll
22 23 24 25 26 27
Page
Balance Sheets (see the instructions for Part ll) Check if the organization used Schedule O to respond to any question in this Part ll
m m m m ATTACHMENT m m m m m m m m m m m 2m m m m m m m m m m m m m m m m m m m ATTACHMENT mmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m 3m m m m m m m m m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m mm mm
Land and buildings
Other assets (describe in Schedule O) Total assets
Total liabilities (describe in Schedule O) Net assets or fund balances (line 27 of column (B) must agree with line 21)
Part III
mmmmmmmmmmmmmmmmmmm
(A) Beginning of year
Cash, savings, and investments
(B) End of year
235,424. 0 1,044. 236,468. 0 236,468.
Statement of Program Service Accomplishments (see the instructions for Part lll) Check if the organization used Schedule O to respond to any question in this Part III
mmm
ATTACHMENT 4
What is the organization's primary exempt purpose?
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title. 28
2
84,114. 0 10,000. 94,114. 0 94,114.
22 23 24 25 26 27
Expenses (Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
ATTACHMENT 5 (Grants $
) If this amount includes foreign grants, check here
mmmmmmmI
28a
(Grants $
) If this amount includes foreign grants, check here
mmmmmmmI
29a
(Grants $
) If this amount includes foreign grants, check here
29
30
31 Other program services (describe in Schedule O)
mmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Im m m m m m m m m m m m m m m m m m m m m m m m m Im m I mmmmmmmmmmmmmmmmmmmmmmm 30a
) If this amount includes foreign grants, check here
31a 32 List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated - see the instructions for Part IV) Check if the organization used Schedule O to respond to any question in this Part IV
(Grants $
32 Total program service expenses (add lines 28a through 31a)
Part IV
(b) Average hours per week devoted to position
(a) Name and title
(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
(d) Health benefits, contributions to employee benefit plans, and deferred compensation
(e) Estimated amount of other compensation
ATTACHMENT 6
JSA 3E1009 1.000
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990-EZ
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PAGE 3
THE WOLFSONIAN INC
59-2741851
Form 990-EZ (2013)
Part V
Page
3
Other Information (Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V) Check if the organization used Schedule O to respond to any question in this Part V Yes No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O
33
X
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule O (see instructions)
34
X
35 a
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)?
35a 35b
X
b c 36 37 a b 38 a b 39 a b 40 a b
c
d e 41 42 a b
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m Im m m m m m m m m m m m m mmm0 mmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmm 0 0 0 I I mmmmmmmmmmmmm
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, X reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III 35c Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets X during the year? If "Yes," complete applicable parts of Schedule N 36 Enter amount of political expenditures, direct or indirect, as described in the instructions 37a Did the organization file Form 1120-POL for this year? 37b Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were X any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? 38a If "Yes," complete Schedule L, Part II and enter the total amount involved 38b Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on line 9 39a Gross receipts, included on line 9, for public use of club facilities 39b Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911 ; section 4912 ; section 4955 Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been X reported on any of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 40b Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 0 4955, and 4958 Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax on line 40c 0 reimbursed by the organization All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter X transaction? If "Yes," complete Form 8886-T 40e List the states with which a copy of this return is filed 305-348-3758 The organization's books are in care of FIU FOUNDATION Telephone no. 33199 Located at 11200 SW 8TH STREET, MARC 531 MIAMI, FL ZIP + 4 Yes No At any time during the calendar year, did the organization have an interest in or a signature or other authority over X a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 42b If "Yes," enter the name of the foreign country: See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. X At any time during the calendar year, did the organization maintain an office outside the U.S.? 42c If "Yes," enter the name of the foreign country: Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here and enter the amount of tax-exempt interest received or accrued during the tax year 43 Yes No Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be X completed instead of Form 990-EZ 44a Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be X completed instead of Form 990-EZ 44b X Did the organization receive any payments for indoor tanning services during the year? 44c If "Yes" to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O 44d X Did the organization have a controlled entity within the meaning of section 512(b)(13)? 45a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions) X 45b Form 990-EZ (2013)
I
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I I I I I I
c 43
44 a b c d 45 a 45 b
mmmmmmmmmm I mmmmmmmmmmmI mmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
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THE WOLFSONIAN INC
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Form 990-EZ (2013)
4 No
Page
Yes
mmmmmmmmmmmmmmmmmmmmmmmmm
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I
46
Part VI
47 48 49 a b 50
46
X
Section 501(c)(3) organizations only All section 501(c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule O to respond to any question in this Part VI
mmmmmmmmmmmmmm X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm X mmmmmmmm X mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm
Yes No Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II 47 Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 48 Did the organization make any transfers to an exempt non-charitable related organization? 49a If "Yes," was the related organization a section 527 organization? 49b Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (b) Average hours per week devoted to position
(a) Name and title of each employee
(d) Health benefits, (c) Reportable contributions to employee (e) Estimated amount of compensation benefit plans, and deferred other compensation (Forms W-2/1099-MISC) compensation
NONE
f 51
mmmmmmmI
0 Total number of other employees paid over $100,000 Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (a) Name and business address of each independent contractor
(b) Type of service
(c) Compensation
NONE
d 52
mmm I 0 mmmmmmmmmmmmmmmmmmmmmmmm IX
Total number of other independent contractors each receiving over $100,000
Did the organization complete Schedule A? Note. All section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A
Yes
No
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
M M
Signature of officer
Date
Type or print name and title
Print/Type preparer's name
Preparer's signature
Paid DONALD BUTLER Preparer MARCUM, LLP Use Only Firm's name ONE SE THIRD AVENUE, SUITE 1100 Firm's address MIAMI, FL 33131
I I
May the IRS discuss this return with the preparer shown above? See instructions
Date
Check if self-employed
PTIN
P00541422 11-1986323 305-995-9600
I m m m m m m m m m m m m m m m m m m m mI Firm's EIN Phone no.
Form
Yes
No
990-EZ (2013)
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PAGE 5
Public Charity Status and Public Support
SCHEDULE A (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Name of the organization
OMB No. 1545-0047
À¾µ·
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
ITHE WOLFSONIAN INC I
Attach to Form 990 or Form 990-EZ. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
Open to Public Inspection
Employer identification number
F/K/A THE WOLFSONIAN FOUNDATION, INC. 59-2741851 Reason for Public Charity Status (All organizations must complete this part.) See instructions. Part I The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III-Functionally integrated d Type III-Non-functionally integrated e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and 11g(i) (iii) below, the governing body of the supported organization? 11g(ii) (ii) A family member of a person described in (i) above? 11g(iii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? h Provide the following information about the supported organization(s).
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1-9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
Yes
No
(v) Did you notify (vi) Is the the organization organization in in col. (i) of your col. (i) organized support? in the U.S.?
Yes
No
Yes
(vii) Amount of monetary support
No
(A) (B) (C) (D) (E)
Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule A (Form 990 or 990-EZ) 2013
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THE WOLFSONIAN INC
59-2741851
Schedule A (Form 990 or 990-EZ) 2013
Page
2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in)
1
2
3
I
(a) 2009
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")
mmmmmm
0
(c) 2011
0
(d) 2012
0
(e) 2013
0
10,000.
(f) Total
10,000.
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf
mmmmmmm
0
The value of services or facilities furnished by a governmental unit to the organization without charge
mmmmmmm mmmmmmm
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4.
6
(b) 2010
0 10,000.
10,000.
mmmmmmm
0 10,000.
Section B. Total Support
m m m m m m m m Im m
(a) 2009
Calendar year (or fiscal year beginning in)
7 8
Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources
mmmmmmmmmmmmmmmmm
9
10
(b) 2010
(c) 2011
(d) 2012
(e) 2013 10,000.
15,349.
(f) Total 10,000.
15,349.
Net income from unrelated business activities, whether or not the business is regularly carried on
mmmmmmmmmm
0
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
mmmmmmmmmmm mm
0
mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Section C. Computation of Public Support Percentage 39.45 mmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmI X mmmmmmmmmmmmmmmmmI 11 12 13
25,349.
Total support. Add lines 7 through 10
12
Gross receipts from related activities, etc. (see instructions)
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
14 14 Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) 15 15 Public support percentage from 2012 Schedule A, Part II, line 14 16a 33 1/3 % support test - 2013. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3 % support test - 2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10%-facts-and-circumstances test - 2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances” test. The organization qualifies as a publicly supported organization b 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
% %
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Schedule A (Form 990 or 990-EZ) 2013
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THE WOLFSONIAN INC
59-2741851
Schedule A (Form 990 or 990-EZ) 2013
Page
3
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Part III
Calendar year (or fiscal year beginning in) 1
I
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")
2
Gross receipts from admissions, merchandise sold
or
services
performed,
or
facilities
furnished in any activity that is related to the organization's tax-exempt purpose
3
mmmmmm m
Gross receipts from activities that are not an unrelated trade or business under section 513
4
Tax
revenues
levied
for
the
organization's benefit and either paid 5
to or expended on its behalf
mmmmmmm
The
or
value
of
services
facilities
furnished by a governmental unit to the organization without charge 6
Total. Add lines 1 through 5
mmmmmmm mmmmmmm mmmm
7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3
received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year
mmmmmmmmmmm mmmmmmmmmmmmmmmmm Section B. Total Support m m m m m m m m m m Im 8
c Add lines 7a and 7b Public support (Subtract line 7c from
line 6.)
Calendar year (or fiscal year beginning in)
9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources
mmmmmmmmmmmmmmmmm
b Unrelated business taxable income (less
section 511
taxes) from businesses
mmmmmm mmmmmmmmm
acquired after June 30, 1975 c Add lines 10a and 10b 11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
mmmmmmmmmmmmmmm
12
mmmmmmmmmmm mmmmmmmmmmmmmmmm
13
Total support. (Add lines 9, 10c, 11,
14
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
and 12.)
organization, check this box and stop here
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm
Section C. Computation of Public Support Percentage 15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
16
Section D. Computation of Investment Income Percentage
mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
18
19 a 33 1/3 % support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3 %, and line
17 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3 % support tests - 2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3 %, and 20
line 18 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
JSA 3E1221 1.000
SX6779 B64M 5/11/2015
% % % %
I I I
Schedule A (Form 990 or 990-EZ) 2013
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THE WOLFSONIAN INC
59-2741851
Schedule A (Form 990 or 990-EZ) 2013
Part IV
Page
4
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Schedule A (Form 990 or 990-EZ) 2013
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SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
OMB No. 1545-0047
À¾µ·
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ.
Name of the organization
I
Open to Public Inspection
Employer identification number
THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC.
59-2741851
ATTACHMENT 1 FORM 990EZ, PART I - OTHER EXPENSES CONFERENCES, CONVENTIONS BANK FEES SOFTWARE LICENSE SECURITY SERVICES MEMBERSHIP DUES ADVERTISING
14,762. 503. 9,101. 28,794. 546. 2,118.
TOTAL
55,824.
ATTACHMENT 2 FORM 990EZ, PART II - CASH, SAVINGS AND INVESTMENTS BEGINNING OF YEAR
DESCRIPTION
END OF YEAR
CASH
235,424.
84,114.
TOTALS
235,424.
84,114.
ATTACHMENT 3 FORM 990EZ, PART II - OTHER ASSETS BEGINNING OF YEAR
DESCRIPTION ACCOUNTS RECEIVABLE PREPAID EXPENSES OR DEFERRED CHARGES
1,044.
TOTALS
1,044.
END OF YEAR 10,000.
10,000.
ATTACHMENT 4 FORM 990EZ, PART III - ORGANIZATION'S PRIMARY EXEMPT PURPOSE THE WOLFSONIAN OVERSEES THE MITCHELL WOLFSON, JR. COLLECTION OF NEARLY 27,000 OBJECTS OF ART AND RARE BOOKS DATING FROM THE LATE NINETEENTH TO THE MID-TWENTIETH CENTURY. IT ENCOMPASSES FURNITURE, SCULPTURE, PAINTINGS, BOOKS, GRAPHICS AND OTHER WORKS OF ART ON PAPER, AS WELL AS ARCHIVES RELATING TO THE PERIOD. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule O (Form 990 or 990-EZ) (2013)
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Schedule O (Form 990 or 990-EZ) 2013
Page
THE WOLFSONIAN INC F/K/A THE WOLFSONIAN FOUNDATION, INC.
Name of the organization
2
Employer identification number
59-2741851 ATTACHMENT 5
FORM 990EZ, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PROGRAM SERVICE ACCOMPLISHMENT 1 THROUGH A SERIES OF ACADEMIC STUDY AND FELLOWSHIP PROGRAMS NATIONAL AND INTERNATIONAL TRAVELING EXHIBITIONS, AND SCHOLARLY INITIATIVES, THE WOLFSONIAN PROMOTES PUBLIC EDUCATION AND AWARENESS OF THE SOCIAL, HISTORICAL, TECHNOLOGICAL, POLITICAL, ECONOMIC, AND ARTISTIC MATERIAL CULTURE OF EUROPE AND AMERICA IN THE 1885-1945 PERIODS.
Schedule O (Form 990 or 990-EZ) 2013
JSA 3E1228 1.000
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
REPORTABLE COMPENSATION (FORM W-2/ 1099-MISC)
CHAIRPERSON 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
ESTIMATED AMOUNT OF OTHER COMPENSATION
JUSTO L POZO
VICE CHAIRPERSON 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
NELSON L. ADAMS III
RICHARD BRILLIANT
TREASURER 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
HOWARD LIPMAN
SECRETARY 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
TONY VU
MEMBER
1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
CATHY LEFF
MEMBER
1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
M. KRISTINA RAATTAMA
MEMBER
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
DAVID S ADLER
AGUSTIN R ARELLANO, SR.
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
STEVEN M. BERWICK
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JOHN BUSSEL
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
HUMBERTO CABANAS
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
VERONICA CERVERA GOESEKE
DIRECTOR 1.00
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
ESTIMATED AMOUNT OF OTHER COMPENSATION
MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
CARLOS B CASTILLO
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
KATHRYN G CHASE
THOMAS CORNISH
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
LEONARD BLISS
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
MARIA DEL BUSTO
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
CARLOS A DUART
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
MURRAY DUBBIN
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
JAZMIN FELIX
KENNETH FURTON
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
CANDICE GIDNEY
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
FRANCISCO GONZALEZ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JORGE J GONZALEZ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JILL GRANAT
DIRECTOR
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
NOEL J GUILLAMA-ALVAREZ
MARY I. HOELLE
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JEFFREY L HORSTMYER
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
NEISEN O KASDIN ESQ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
MELVIN KIRK
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DONALD LEFTON
DIRECTOR 1.00
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
ESTIMATED AMOUNT OF OTHER COMPENSATION
MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ALBERTO LORENZO
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
JUAN J MARTINEZ
ALBERT R MAURY
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
MICHAEL R MENDEZ JR
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTHER MORENO
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
R CHAD MOSS
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
MARIO MURGADO
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
MARCEL NAVARRO
STACEY J. ODDMAN
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
FRANK J. PENA
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
MARCOS A PEREZ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JONATHAN E. PERLMAN
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
MR. AND MRS. DANNY PINO
DIRECTOR
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
T GENE PRESCOTT
ORLANDO ROCHE
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JORGE ROSSELL
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
CARLOS A SABATER
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ADALIO T SANCHEZ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ALBERT SANTALO
DIRECTOR 1.00
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
ESTIMATED AMOUNT OF OTHER COMPENSATION
MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
WASIM J. SHOMAR
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
RONALD A SHUFFIELD
ELLIOT STONE
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
OSCAR SUAREZ
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JOSE VALDES-FAULI
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
JORGE VILLACAMPA
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ATTACHMENT 6 SX6779 B64M
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THE WOLFSONIAN INC
59-2741851 ATTACHMENT 6 (CONT'D)
FORM 990EZ, PART IV - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION
NAME AND ADDRESS
HEALTH BENEFITS, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS AND DEFFERED COMPENSATION
COMPENSATION (FORM W-2/
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
ESTIMATED AMOUNT OF OTHER COMPENSATION
ISAAC ZELCER
DIRECTOR 1.00 MODESTO A. MAIDIQUE CAMPUS MARC 530 MIAMI, FL 33199
0
0
0
0
0
0
0
0
0
SANFORD L ZIFF
GRAND TOTALS
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