AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202501189349101305
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T12:04:04-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mach & Associates CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 Main Ave | AddressLine1Txt |
| City | Elmwood Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650922300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON & SYLVIA ROTHENBERG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LOIS WEISS | InCareOfNm |
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 5616243016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 A PALM POINT CIRCLE CO WEISS | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS WEISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5616243016 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD KAPLAN | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,161,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,009 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $19,965 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,965 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $48,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,563 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $672 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,161 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,105 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $56 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $466 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,486 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,633 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $62,012 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,274 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,660 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $605,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $626,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,081,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,974 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $718,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $706,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,161,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $718,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $706,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $706,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,689 | ExcessRevenueOverExpensesAmt |
| Subtotal | $706,060 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $706,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTEL CORP | P | 2013-07-22 | 2024-08-14 | $4,009 | $4,572 | -$563 | -$563 |
| TEXAS ST GO BONDS | P | 2020-04-01 | 2024-04-01 | $5,000 | $5,010 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $643 | TaxDueAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 |
| Individual With Books | LOIS WEISS | IndividualWithBooksNm |
| Phone | 5616243016 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 A PALM POINT CIRCLE | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS WEISS | ||||||||
| 110 A PALM POINT CIRCLE | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TRISHA ROTH | ||||||||
| 2800 NEILSON WAY 901 | SANTA MONICA | CA | 90405 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANET DWORK | ||||||||
| 203 VIA EMILA PALM | PALM BEACH GARDENS | FL | 33418 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,099,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,162,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,162,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,144,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $643 | TotalTaxAmt |
| Distributable Before Adj | $56,601 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,386 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,601 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,386 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,785 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,138 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,185 | ExcessFromYear4Amt |
| Excess From Year1 | $1,011 | ExcessFromYear1Amt |
| Excess From Current Year | $1,785 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL | ||||||
| 5295 TOWN CENTER ROAD SUITE 300 | BOCA RATON | FL | 33486 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||
| PO BOX 94127 | Pasadena | CA | 91109 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| ARMORY ART CENTER | ||||||
| 811 PARK PLACE | West Palm Beach | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| BALLEN ISLES CHARITIES FDN INC | ||||||
| 303 BALLENISLES DRIVE | Palm Beach Gardens | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $3,000 |
| BIG DOG RANCH RESCUE | ||||||
| 14444 OKEECHOBEE BLVD | Loxahatchee | FL | 33470 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| CENTER FOR NONVIOLENT COMMUNICATION | ||||||
| 1401 LAVACA 873 | AUSTIN | TX | 78701 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| CHABAD MERCER ISLAND | ||||||
| 9311 SE 36TH STREET 100 | Mercer Island | WA | 98040 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| CHAI VILLAGE LA | ||||||
| 10345 WEST PICO BLVD | Los Angeles | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| EMERGENCY MEDICAL ASSISTANCE | ||||||
| PO BOX 33552 | West Palm Beach | FL | 33420 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $100 |
| FAU FOUNDATION OSHER LLI JUPITER | ||||||
| 5353 PARKSIDE DRIVE PA | Jupiter | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| FRIENDS OF SHORT AVENUE | ||||||
| 12814 MAXELLA AVENUE | Los Angeles | CA | 90066 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| FRIENDS OFTHE PALM BEACH LIBRARY | ||||||
| 3650 SUMMIT BLVD | West Palm Beach | FL | 33406 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| FRIENDS OF WLRN | ||||||
| PO BOX 19731 | Miami | FL | 33101 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| FURRY FRIENDS ADOPTION CLINIC RAN | ||||||
| 100 CAPITAL STREET | Jupiter | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| GRACE NOTES | ||||||
| 500 COMMERCE QAY WEST SUITE 9 | Jupiter | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $100 |
| JEWISH CREATIVITY INTERNATIONAL | ||||||
| CO RIBBON 912 S CORONA STREET | Denver | CO | 80209 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| JEWISH FEDERATION OF PALM BEACH CTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | West Palm Beach | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $7,500 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | New York | NY | 10021 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| KIND KITCHEN | ||||||
| 844 PROSPERITY FARMS ROAD | West Palm Beach | FL | 33420 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $180 |
| LIGHTHOUSE ART CENTER | ||||||
| 373 TEQUESTA DRIVE | Jupiter | FL | 33469 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| MALTZ JUPITER THEATER | ||||||
| 1001 E INDIANTOWN RD | Jupiter | FL | 33477 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| NAMI WESTSIDE LA | ||||||
| 9021 WESTWOOD BLVD | Los Angeles | CA | 90024 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| NO MORE STARVING ARTISTS FD | ||||||
| 1001 E INDIANTOWN | Jupiter | FL | 33477 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 |
| PALM BEACH DRAMA WORKS | ||||||
| 201 CLEMATIS STREET | West Palm Beach | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| PLANNED PARENTHOOD FEDERATION | ||||||
| 123 WILLIAMS STREET | New York | NY | 10038 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| PLANNED PARENTHOOD OF SE N FL | ||||||
| 2300 N FLORIDA MANGO ROAD | West Palm Beach | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,750 |
| SOCIETY OF THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | Palm Beach | FL | 33480 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| SOUTH FLORIDA PBS | ||||||
| 3401 S CONGRESS AVENUE | Boynton Beach | FL | 33426 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | Montgomery | AL | 36104 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| ST ANN PLACE | ||||||
| 1301 OLD CONGRESS AVE | West Palm Beach | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $100 |
| SUPPORT FEED | ||||||
| 3756 WEST AVENUE 40 SUITE K 184 | Los Angeles | CA | 90065 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| SYMPHONIC BAND OF THE PALM BEACHES | ||||||
| PO BOX 16976 | West Palm Beach | FL | 33416 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| TEMPLE BETH AM | ||||||
| 2250 CENTRAL BLVD | Jupiter | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $9,400 |
| TEMPLE EMANUEL OF BEVERLY HILLS | ||||||
| 300 NORTH CLARK AVE | Beverly Hills | CA | 90211 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| TEMPLE ISAIAH | ||||||
| 10345 WEST PICO BLVD | Los Angeles | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,200 |
| UNIVERSITY OF MIAMI MILLER SCHOOL | ||||||
| 1120 NW 14TH STREET R 100 9TH FLOOR | Miami | FL | 33136 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,330 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,386 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,212 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$573 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIST | Desc |
| Related Or Exempt Function Incm | $19,965 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,990 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,990 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,000 | EOYBookValueAmt |
| EOYFMV | $4,974 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $202,379 | $400,354 |
| MUTUAL FUNDS | $243,091 | $271,609 |
| OTHER | $32,498 | $49,735 |
| EXCHANGE TRADED PRODUCTS | $148,185 | $359,492 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $35,274 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $35,660 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FL ANNUAL FEE | $61 | $61 | $0 | $0 |
| BANK CHARGES | $0 | $0 | $0 | $0 |
| BOND DISCOUNT | $405 | $405 | $0 | $0 |
| OFFICE EXPENSE | $0 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LT CAPITAL GAIN DISTRIBUTIONS | $18,698 | $18,698 | $0 |
| ST CAPITAL GAIN DISTRIBUTIONS | $1,267 | $1,267 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $197 | $197 | $0 | $0 |
| FEDERAL TAX | $475 | $475 | $0 | $0 |
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