AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-24
- IRS object ID
- 202320839349100207
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2023-03-24T14:06:43-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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) |
|---|---|---|
| Business Name Control | AARO | BusinessNameControlTxt |
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 | 2023-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOIS | PersonFirstNm |
| Person Last | WEISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Kaplan | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2023-03-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,213 | 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 | $2,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,654 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,786 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $11,022 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,022 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,087 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $759 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,215 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,215 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $445 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,266 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $45,371 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $40,334 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $41,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $629,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $643,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $909,204 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,946 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $765,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $746,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $765,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $746,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $765,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $746,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $765,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $746,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $765,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,684 | ExcessRevenueOverExpensesAmt |
| Subtotal | $746,753 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $746,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY STATEMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $7,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,238 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,452 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,452 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $469 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,007,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,085,712 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,085,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,069,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $469 | TotalTaxAmt |
| Distributable Before Adj | $53,002 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,002 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,185 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,002 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,002 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,515 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $157 | ExcessFromYear3Amt |
| Excess From Year2 | $1,185 | ExcessFromYear2Amt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF PALM BEACH CTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33417 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $8,000 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | ||||||
| 300 N CLARK DRIVE | BEVERLY HILLS | CA | 90211 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| PLANNED PARENTHOOD OF FLORIDA | ||||||
| 200 NORTH MANGO ROAD | WEST PALM BEACH | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| TEMPLE BETH AM | ||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $10,000 |
| ADL | ||||||
| 5295 TOWN CENTER ROAD SUITE 300 | BOCA RATON | FL | 33486 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| BALLEN ISLES CHARITABLE FOUNDATION | ||||||
| 303 BALLENISLES DRIVE | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $3,000 |
| EMOTIONAL HEALTH ASSOCIATION | ||||||
| 6666 GREEN VALLEY CIRCLE | CULVER CITY | CA | 90230 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| JEWISH NATIONAL FUND | ||||||
| PO BOX 971054 | BOCA RATON | FL | 33497 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| FRIENDS OF WLRN | ||||||
| PO BOX 19731 | MIAMI | FL | 331019731 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| SANTA MONICA EDUCATION FOUNDATION | ||||||
| 1645 10TH STREET | SANTA MONICA | CA | 90404 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| SOUTH FLORIDA PBS | ||||||
| PO BOX 61002 | MIAMI | FL | 33261 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 |
| TEMPLE ISAIAH | ||||||
| 10345 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| MILLER SCHOOL OF MEDICINE | ||||||
| 1501 NW 9TH AVENUE 2ND FLOOR | MIAMI | FL | 33136 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $5,000 |
| MERCER ISLAND EDUCATION FOUNDATION | ||||||
| 4160 86TH AVENUE SE | MERCER ISLAND | WA | 98040 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| OLLIFAU | ||||||
| 5353 PARKSIDE DR | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| NAMI LA | ||||||
| 9021 WESTWOOD BLVD | LOS ANGELES | CA | 90024 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| NO MORE STARVING ARRTISTS FD | ||||||
| 703 39TH STREET | WEST PALM BEACH | FL | 33407 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 |
| PLANNED PARENTHOOD FD OF AMERICA | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| FRIENDS OF SHORT AVENUE | ||||||
| 12814 MAXELLA AVENUE | LOS ANGELES | CA | 90066 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| HEBREW UNION COLLEGE | ||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| INSIGHT | ||||||
| PO BOX 33054 | PALM BEACH GARDENS | FL | 33420 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| LIGHTHOUSE ART CENTER | ||||||
| 373 TEQUESTA DRIVE | JUPITER | FL | 33469 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| WISE | ||||||
| 2050 SELBY AVENUE | LOS ANGELES | CA | 90025 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,065 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,452 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CAPITAL GAIN DIST | $11,022 |
| OTHER INCOME |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,635 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,635 | 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 | $4,946 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $219,254 | $385,954 |
| MUTUAL FUNDS | $204,489 | $209,334 |
| OTHER | $32,519 | $53,690 |
| EXCHANGE TRADED PRODUCTS | $186,891 | $260,226 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $40,334 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $41,797 | 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 | $15 | $15 | $0 | $0 |
| BOND DISCOUNT | $344 | $344 | $0 | $0 |
| OFFICE EXPENSE | $25 | $25 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $0 | $0 | $0 |
| LT CAPITAL GAIN DISTRIBUTIONS | $11,022 | $11,022 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEE | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | 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 | $203 | $203 | $0 | $0 |
| FEDERAL TAX | $556 | $556 | $0 | $0 |
Comments