Civic Intelligence

Mitchell Wolfson Sr Foundation C/O Mk Consulting LLC

990T • Fiscal year 2024 • EIN 59-2390240

Mar 01, 2023 to Feb 29, 2024 • Filed on Dec 20, 2024

Organization Profile
3350 Virginia Street 218Miami, FL 33133

(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, 2023 to Feb 29, 2024
Signed
Dec 20, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Mitchell Wolfson Sr Foundation
EIN
59-2390240
Phone
3053730123
Address
3350 VIRGINIA STREET 218, MIAMI, FL 33133

Signing Officer

Name
Louis Wolfson Iii
Title
Trustee
Phone
3058541440
Signed
2024-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Glsc & Company
Address
6303 WATERFORD DISTRICT DRIVE SUITE, 200, MIAMI, FL 33126
Preparer
Franz Capraro
Phone
3053730123
Raw XML Appendix115 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/CapitalGainNetIncomeAmt026577
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0659
IRS1120ScheduleD/Form4797GainOrLossAmt03262
IRS1120ScheduleD/NetCapitalGainAmt025918
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt025918
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0659
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt022656
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0659
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-2
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-7
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt221250
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-5862
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt47277
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TIFF PRIVATE EQUITY PARTNERS 2008, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1DENHAM COMMODITY PARTNERS FUND V LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2CVI CREDIT VALUE FUND A IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3ROCKET INTERNET CAPITAL PARTNERS SCS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4WARBURG PINCUS (CALLISTO) GLOBAL GROWTH
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt022656
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0659
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CVI CREDIT VALUE FUND A IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0659
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt01258953
IRS990T/BooksInCareOfDetail/PersonNm0GLSC COMPANY PLLC
IRS990T/BooksInCareOfDetail/PhoneNum03053730123
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06303 WATERFORD DISTRICT DRIVE SUIT
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033126
IRS990T/BookValueAssetsEOYAmt0234892150
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0249140
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0438594
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt026577
IRS990TScheduleA/DepletionAmt059533
IRS990TScheduleA/InterestDeductionAmt017524
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0396095
IRS990TScheduleA/OtherIncomeAmt010459
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0473152
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0685256
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0722292
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0722292
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS-LOANS
IRS990TScheduleA/UBIBeforeNOLDedAmt0249140
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0249140
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0249140
IRS990T/TotalUBTIComputedAmt0249140
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS WOLFSON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058541440
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MITCHELL WOLFSON SR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MK CONSULTING LLC
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0592390240
ReturnHeader/Filer/PhoneNum03053730123
ReturnHeader/Filer/USAddress/AddressLine1Txt03350 VIRGINIA STREET 218
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203157326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLSC & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06303 WATERFORD DISTRICT DRIVE SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033126
ReturnHeader/PreparerPersonGrp/PhoneNum03053730123
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANZ CAPRARO
ReturnHeader/ReturnTs02024-12-23T15:32:43-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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