Civic Intelligence

Mitchell Wolfson Sr Foundation C/O Mk Consulting LLC

990T • Fiscal year 2022 • EIN 59-2390240

Mar 01, 2021 to Feb 28, 2022 • Filed on Feb 08, 2023

Organization Profile
98 SE 7th Street 1100Miami, FL 33131

(305) 373-0123

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $176,823,816Liabilities 2011: $5,489,8162011Assets 2012: $169,730,551Liabilities 2012: $4,921,2602012Assets 2013: $174,397,871Liabilities 2013: $4,921,2602013Assets 2014: $192,637,884Liabilities 2014: $4,927,250Net Assets 2014: $187,710,6342014Assets 2015: $194,389,984Liabilities 2015: $8,984,639Net Assets 2015: $185,405,3452015Assets 2019: $205,594,578Liabilities 2019: $2,500,0002019Assets 2020: $232,274,096Liabilities 2020: $02020Assets 2021: $210,215,442Liabilities 2021: $0Net Assets 2021: $210,215,4422021Assets 2022: $245,881,118Liabilities 2022: $0Net Assets 2022: $245,881,1182022Assets 2023: $252,085,869Liabilities 2023: $16,000,000Net Assets 2023: $236,085,8692023Assets 2024: $234,892,150Liabilities 2024: $0Net Assets 2024: $234,892,1502024Assets 2025: $267,334,683Liabilities 2025: $0Net Assets 2025: $267,334,6832025

Latest loaded filing

2025

Assets$267,334,683
Liabilities$0
Net Assets$267,334,683
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $14,521,261Expenses 2011: $11,451,964Net Income 2011: $3,069,2972011Revenue 2012: $13,712,216Expenses 2012: $12,758,270Net Income 2012: $953,9462012Revenue 2013: $17,662,867Expenses 2013: $13,314,531Net Income 2013: $4,348,3362013Revenue 2014: $15,727,433Expenses 2014: $14,177,776Net Income 2014: $1,549,6572014Revenue 2015: $17,866,474Expenses 2015: $16,185,898Net Income 2015: $1,680,5762015Revenue 2019: $28,121,457Expenses 2019: $16,006,113Net Income 2019: $12,115,3442019Revenue 2020: $34,670,798Expenses 2020: $15,838,574Net Income 2020: $18,832,2242020Revenue 2021: $13,102,923Expenses 2021: $15,491,251Net Income 2021: -$2,388,3282021Revenue 2022: $51,380,734Expenses 2022: $15,534,228Net Income 2022: $35,846,5062022Revenue 2023: $11,139,861Expenses 2023: $19,461,149Net Income 2023: -$8,321,2882023Revenue 2024: $14,476,938Expenses 2024: $16,100,815Net Income 2024: -$1,623,8772024Revenue 2025: $48,940,011Expenses 2025: $16,293,149Net Income 2025: $32,646,8622025

Latest loaded filing

2025

Revenue$48,940,011
Expenses$16,293,149
Net Income$32,646,862
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Feb 8, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Mitchell Wolfson Sr Foundation
EIN
59-2390240
Phone
3053730123
Address
98 SE 7TH STREET 1100, MIAMI, FL 33131

Signing Officer

Name
Louis Wolfson Iii
Title
Trustee
Phone
3053730123
Signed
2023-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Glsc & Company
Address
6303 BLUE LAGOON DRIVE SUITE 200, MIAMI, FL 33126
Preparer
Franz Capraro
Phone
3053730123
Raw XML Appendix125 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0514500
IRS1120ScheduleD/Form4797GainOrLossAmt095607
IRS1120ScheduleD/NetCapitalGainAmt0514500
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0524173
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-9673
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0428566
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-9673
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-385
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1138
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt25555
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3423220
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt438
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TIFF PRIVATE EQUITY PARTNERS 2008, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1TIFF SECONDARY PARTNERS II, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2CVI CREDIT VALUE FUND A IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3FORESTER PARTNERS LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4STRIPES III GROVE AIV I LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0428566
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-24
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-23854
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt214205
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TIFF PRIVATE EQUITY PARTNERS 2008, LLC
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1CVI CREDIT VALUE FUND A IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2WARBURG PINCUS (CALLISTO) GLOBAL GROWTH
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-9673
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt01552574
IRS990T/BooksInCareOfDetail/PersonNm0GLSC COMPANY PLLC
IRS990T/BooksInCareOfDetail/PhoneNum03053730123
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06303 BLUE LAGOON DRIVE SUITE 200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033126
IRS990T/BookValueAssetsEOYAmt0245881118
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0294833
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02782
IRS990T/OverpaymentSection/OverpaymentAmt02782
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0170266
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990T/PriorYearOverpaymentCreditAmt02782
IRS990TScheduleA/CapitalGainNetIncomeAmt0514500
IRS990TScheduleA/DepletionAmt0319
IRS990TScheduleA/InterestDeductionAmt012190
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0198270
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0210779
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-8888
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0505612
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0505612
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS-LOANS
IRS990TScheduleA/UBIBeforeNOLDedAmt0294833
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0294833
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02782
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0294833
IRS990T/TotalUBTIComputedAmt0294833
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS WOLFSON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03053730123
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MITCHELL WOLFSON SR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O AKERMAN SENTERFITT
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0592390240
ReturnHeader/Filer/PhoneNum03053730123
ReturnHeader/Filer/USAddress/AddressLine1Txt098 SE 7TH STREET 1100
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033131
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203157326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLSC & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06303 BLUE LAGOON DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033126
ReturnHeader/PreparerPersonGrp/PhoneNum03053730123
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANZ CAPRARO
ReturnHeader/ReturnTs02023-02-13T08:33:11-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFSON III
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$267$0.00$267$48.9$16.3$32.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$235$0.00$235$14.5$16.1$1.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$252$16.0$236$11.1$19.5$8.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$246$0.00$246$51.4$15.5$35.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$210$0.00$210$13.1$15.5$2.39
2020Summary only. Only limited summary data is available for this year.$232$0.00$34.7$15.8$18.8
2019Summary only. Only limited summary data is available for this year.$206$2.50$28.1$16.0$12.1
2015Detailed filing. Detailed filing data is available for this year.$194$8.98$185$17.9$16.2$1.68
2014Detailed filing. Detailed filing data is available for this year.$193$4.93$188$15.7$14.2$1.55
2013Summary only. Only limited summary data is available for this year.$174$4.92$17.7$13.3$4.35
2012Summary only. Only limited summary data is available for this year.$170$4.92$13.7$12.8$0.95
2011Summary only. Only limited summary data is available for this year.$177$5.49$14.5$11.5$3.07