AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202131309349100908
- Schema version
- 2020v4.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T09:16:35-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-04 | 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 | 2021-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,077,014 | 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 |
| Dividends Rev And Expnss | $30,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,897 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $9,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,282 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $565 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $940 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $841 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $99 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,077 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $115,689 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,394 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,601 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $593,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $597,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $879,528 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,808 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $801,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $781,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,077,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $801,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $781,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $781,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $781,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,379 | ExcessRevenueOverExpensesAmt |
| Subtotal | $781,404 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $781,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO MTN 59 NOTES | P | 2009-08-31 | 2020-09-15 | $5,000 | $5,000 | |
| NEW JERSEY ST TRANSNTR FD AUTH 610 | P | 2010-11-02 | 2020-12-15 | $25,000 | $25,286 | -$286 |
| NEW YORK TRANSITIONAL FIN 571 | P | 2010-05-19 | 2020-10-01 | $10,000 | $10,000 | |
| NEW YORK GO BDS SER 2010 | P | 2009-12-11 | 2020-03-26 | $5,000 | $5,000 | |
| NEW YORK GO BDS SER 2010 | P | 2010-03-22 | 2020-03-26 | $10,000 | $10,000 | |
| NEW YORK GO BDS SER 2011 | P | 2010-10-13 | 2020-10-09 | $5,000 | $5,000 | |
| NEXTERA ENERGY CAP HLDGS INC | P | 2015-06-29 | 2020-10-26 | $5,000 | $4,616 | $384 |
| PUBLIC STORAGE DEPSH | P | 2013-01-07 | 2020-09-30 | $10,000 | $10,000 | |
| VIATRIS INC | P | 2011-11-21 | 2020-11-20 | $14 | $7 | $7 |
| WELLS FARGO CO | P | 2018-07-12 | 2020-08-25 | $4,883 | $11,204 | -$6,321 |
| WELLS FARGO CO | P | 2015-09-08 | 2020-12-15 | $10,000 | $10,000 | |
| WILLIAMSON CNTY TENNGO SCH BDS | P | 2009-11-24 | 2020-01-04 | $10,000 | $9,961 | $39 |
| WISCONSIN ST TRANSN REV TRANS BDS | P | 2010-11-23 | 2020-07-01 | $5,000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $511 | 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 | $913,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,021,031 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,021,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,005,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $511 | TotalTaxAmt |
| Distributable Before Adj | $49,775 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,960 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,960 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,775 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,960 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,185 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,697 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,355 | ExcessFromYear3Amt |
| Excess From Year1 | $157 | ExcessFromYear1Amt |
| Excess From Current Year | $1,185 | 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 (41 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 | $7,000 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| TEMPLE EMANUEL | ||||||
| 300 N CLARK DRIVE | BEVERLY HILLS | CA | 90211 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| PLANNED PARENTHOOD | ||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $4,000 |
| TEMPLE BETH AM | ||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $3,500 |
| ADL | ||||||
| 5295 TOWN CENTER ROAD SUITE 300 | BOCA RATON | FL | 33486 | 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 |
| BALLENISLES CHARITABLE FOUNDATION | ||||||
| 303 BALLENISLES DRIVE | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $3,000 |
| CEDAR-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD ROOM 2416 | LOS ANGELES | CA | 90048 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| 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 THE 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 | 331019731 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| MANDEL JCC OF THE PALM BEACHES | ||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||
| PO BOX 94127 | PASADENA | CA | 91109 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| SANTA MONICA EDUCATION FOUNDATION | ||||||
| 1645 16TH STREET | SANTA MONICA | CA | 90404 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| SOUTH FLORIDA PBS | ||||||
| PO BOX 61002 | MIAMI | FL | 33261 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| STOMP OUT BULLYING | ||||||
| 220 E 57TH STREET 9TH FLOOR SUITE G | NEW YORK | NY | 10022 | NA | GIVEN TO PRESECLECTED ORGANIZATIONS | $500 |
| TEMPLE ISAIAH | ||||||
| 11280 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,800 |
| UM MILLER SCHOOL OF MEDICINE | ||||||
| 1501 NW 9TH AVENUE 2ND FLOOR | MIAMI | FL | 33136 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $5,000 |
| MERCER ISLAND YOUTH FAMILY SER | ||||||
| 2040 84TH STREET | MERCER ISLAND | WA | 98040 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| CONCUSSIONS PAIN MENTAL HEALTH | ||||||
| 203 VIA EMILIA | PALM BEACH GARDENS | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| JAFCO | ||||||
| 200 N UNIVERSITY DR | SUNRISE | FL | 33351 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| BIG DOG RANCH RESCUE | ||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE | FL | 33470 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| MIRASOL FOUNDATION | ||||||
| 11600 MIRASOL WAY | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||
| 11150 WEST OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| CONGREGATION BEIT TSHUVAH | ||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| HARRISON GREENBERG FOUNDATION | ||||||
| 300 SOUTH SEPULVEDA BLVD | MANHATTAN BEACH | CA | 90266 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| IOBY | ||||||
| PO BOX 74253 | NEW YORK | NY | 10163 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| OLLILLI | ||||||
| 5353 PARKSIDE DR | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| ASPEN COMMUNITY FRIENDS | ||||||
| 1000 N 3RD STREET | ASPEN | CO | 81611 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| TRUSTBRIDGE FOUNDATION | ||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| FEED THE HUNGRY PANTRY | ||||||
| 8306 15TH PLACE | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| SUGAR STILETTOS CHARITABLE FD | ||||||
| 2306 MIDVALE LA | LOS ANGELES | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| ALPERT JEWISH FAMILY SERVICE | ||||||
| 5841 CORPORATE WAY SUITE 200 | WEST PALM BEACH | FL | 33407 | NA | GIVEN TO PERSELECTED ORGANIZATIONS | $500 |
| LIGHTHOUSE ART CENTER | ||||||
| 373 TEQUESTA DRIVE | TEQUESTA | FL | 33469 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| TRUSTBRIDGE FOUNDATION | ||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| HOPES DREAMS AND HORSES | ||||||
| 10600 RANDOLPH SIDING ROAD | JUPITER | FL | 33478 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| THE MALTZ THEATER | ||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| INSIGHT | ||||||
| PO BOX 33054 | PALM BEACH GARDENS | FL | 33420 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| SOUTHERN CALIFORNIA EDUCATION FUND | ||||||
| PO BOX 151495 | LOS ANGELES | CA | 90015 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,157 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,177 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIST | Desc |
| Related Or Exempt Function Incm | $9,125 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,105 | 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 | $5,808 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $213,513 | $343,973 |
| PREFERRED STOCKS | $35,405 | $37,966 |
| MUTUAL FUNDS | $171,248 | $204,505 |
| OTHER | $28,805 | $45,210 |
| EXCHANGE TRADED PRODUCTS | $148,962 | $247,874 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $45,394 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $58,601 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FL ANNUAL FEE | $61 | $0 | $0 | $61 |
| BOND PREMIUM | $309 | $309 | $0 | $0 |
| BANK CHARGES | $9 | $9 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $9,125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $210 | $210 | $0 | $0 |
| FEDERAL TAX | $355 | $355 | $0 | $0 |
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