AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-04
IRS object ID
202001259349102085
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-04T16:37:26-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222128332PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mach & Associates CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 Main AveAddressLine1Txt
CityElmwood ParkCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07407ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650922300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARON & SYLVIA ROTHENBERG FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAAROBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 A PALM POINT CIRCLE CO WEISSAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOIS WEISSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5616243016PhoneNum
Signature2020-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard KaplanPreparerPersonNm
PTINP00400847PTIN
Phone2017978338PhoneNum
Preparation2020-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,046,486FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,371DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,371DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,122NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,782GrossSalesPriceAmt
Other Income Rev And Expnss$4,195OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,195OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$29,444TotalRevAndExpnssAmt
Total Net Invst Incm$37,566TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$947TaxesRevAndExpnssAmt
Taxes Net Invst Incm$947TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$733PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$733PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$17OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,497TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,097TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,697TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,097TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,253ExcessRevenueOverExpensesAmt
Net Investment Income$35,469NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,947SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,263SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,263SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$160,566USGovernmentObligationsBOYAmt
US Government Obligations EOY$115,689USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$126,747USGovtObligationsEOYFMVAmt
Corporate Stock BOY$586,523CorporateStockBOYAmt
Corporate Stock EOY$593,831CorporateStockEOYAmt
Corporate Stock EOYFMV$826,794CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,000CorporateBondsBOYAmt
Corporate Bonds EOY$10,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,682CorporateBondsEOYFMVAmt
Total Assets BOY$824,036TotalAssetsBOYAmt
Total Assets EOY$801,783TotalAssetsEOYAmt
Total Assets EOYFMV$1,046,486TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$824,036RetainedEarningBOYAmt
Retained Earning EOY$801,783RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$824,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$801,783TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$824,036TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$801,783TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$824,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,253ExcessRevenueOverExpensesAmt
Subtotal$801,783SubtotalAmt
Tot Net Ast Or Fund Balances EOY$801,783TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITYP2018-07-012019-06-10$1,139$1,361-$222-$222
FIDELITYP2017-01-012019-12-31$86,643$94,543-$7,900-$7,900
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,122CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$222NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$952,710NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044872DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,180AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$964,488NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055138DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,749AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$942,152NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049619DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,299AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$919,093NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043846DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,710AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$930,273NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049136DistributionYr5Rt
Total Distribution0.242612TotalDistributionRt
Average Distribution0.048522AverageDistributionRt
Net Vl Noncharitable Assets$995,950NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,325AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$355NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,680AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$355InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$355SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Tax Due$355TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksLOIS WEISSIndividualWithBooksNm
Phone5616243016PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1110 A PALM POINT CIRCLEAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOIS WEISS
110 A PALM POINT CIRCLEPALM BEACH GARDENSFL33418PRESIDENT0.00$0$0$0
TRISHA ROTH
2800 NEILSON WAY 901SANTA MONICACA90405VICE PRESIDENT0.00$0$0$0
JANET DWORK
203 VIA EMILA PALMPALM BEACH GARDENSFL33418SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description10Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$928,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,011,117TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,011,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$995,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Total Tax$355TotalTaxAmt
Distributable Before Adj$49,443DistributableBeforeAdjAmt
Distributable Before Ded$49,443DistributableBeforeDedAmt
Distributable As Adjusted$49,443DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,600ExpensesAndContributionsAmt
Qualifying Distributions$49,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$355PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,245AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,443DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$2,355ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,355TotalExcessDistributionCyovAmt
Qualifying Distributions$49,600QualifyingDistributionsAmt
Applied To Current Year$49,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$157RemainingDistriFromCorpusAmt
Total Corpus$2,512TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,512ExcessDistriCyovToNextYrAmt
Excess From Year2$2,355ExcessFromYear2Amt
Excess From Current Year$157ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF PALM BEACH CTY
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NAGIVEN TO PRESELECTED ORGANIZATIONS$6,000
PALM BEACH DRAMAWORKS
201 CLEMATIS STREETWEST PALM BEACHFL33401NAGIVEN TO PRESELECTED ORGANIZATIONS$500
TEMPLE EMANUEL
8844 BURTON WAYBEVERLY HILLSCA90211NAGIVEN TO PRESELECTED ORGANIZATIONS$3,000
PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVENUE SUITE 1501NEW YORKNY10017NAGIVEN TO PRESELECTED ORGANIZATIONS$1,500
PLANNED PARENTHOOD
2300 NORTH FLORIDA MANGO ROADWEST PALM BEACHFL33409NAGIVEN TO PRESELECTED ORGANIZATIONS$6,200
TEMPLE BETH AM
2250 CENTRAL BLVDJUPITERFL33458NAGIVEN TO PRESELECTED ORGANIZATIONS$2,500
ADL
621 NW 53RD STREET SUITE 450BOCA RATONFL33487NAGIVEN TO PRESELECTED ORGANIZATIONS$1,000
ARMORY ART CENTER
811 PARK PLACEWEST PALM BEACHFL33401NAGIVEN TO PRESELECTED ORGANIZATIONS$2,100
BALLENISLES CHARITIES FOUNDATION
303 BALLENISLES DRIVEPALM BEACH GARDENSFL33418NAGIVEN TO PRESELECTED ORGANIZATIONS$3,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD ROOM 2416LOS ANGELESCA90048NAGIVEN TO PRESELECTED ORGANIZATIONS$500
EMOTIONAL HEALTH ASSOCIATION
6666 GREEN VALLEY CIRCLECULVER CITYCA90230NAGIVEN TO PRESELECTED ORGANIZATIONS$500
FAU FOUNDATION OSHER LLI JUPITER
5353 PARKSIDE DRIVE PA 134JUPITERFL33458NAGIVEN TO PRESELECTED ORGANIZATIONS$2,000
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021NAGIVEN TO PRESELECTED ORGANIZATIONS$1,000
FRIENDS OF THE PALM BEACH LIBRARY
3650 SUMMIT BLVDWEST PALM BEACHFL33406NAGIVEN TO PRESELECTED ORGANIZATIONS$1,000
FRIENDS OF WLRN
90 BOX 19731MIAMIFL331019731NAGIVEN TO PRESELECTED ORGANIZATIONS$500
MANDEL JCC OF THE PALM BEACHES
5221 HOOD ROADPALM BEACH GARDENSFL33418NAGIVEN TO PRESELECTED ORGANIZATIONS$1,500
AMERICAN ACADEMY OF PEDIATRICS
PO BOX 94127PASADENACA91109NAGIVEN TO PRESELECTED ORGANIZATIONS$1,000
ED FOUNDATION
1645 16TH STREETSANTA MONICACA90404NAGIVEN TO PRESELECTED ORGANIZTIONS$500
LA MUSEUM OF THE HOLOCAUST
100 THE GROVELOS ANGELESCA90036NAGIVEN TO PRESELECTED ORGANIZATIONS$500
MALTZ JUPITER THEATER
1001 E INDIANTOWN ROADJUPITERFL33477NAGIVEN TO PRESELECTED ORGANIZATIONS$500
MOUNT BAKER BOATING ADVISORY COUN
3800 LAKE WASHINGTON BLVD SSEATTLEWA98118NAGIVEN TO PRESELECTED ORGANIZATIONS$500
NEA-BPD
525 LAWN TERRACEMAMARONECKNY10543NAGIVEN TO PRESELECTED ORGANIZATIONS$500
NO MORE STARVING ARTISTS FOUNDATION
703 39TH STREETWEST PALM BEACHFL33407NAGIVEN TO PRESELECTED ORGANIZATIONS$1,500
OUR HOUSE GRIEF SUPPORT CENTER
1663 SAW TELLER BLVDLOS ANGELESCA90025NAGIVEN TO PRESELECTED ORGANIZATIONS$500
SANTA MONICA EDUCATION FOUNDATION
1645 16TH STREETSANTA MONICACA90404NAGIVEN TO PRESELECTED ORGANIZATIONS$500
SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NAGIVEN TO PRESELECTED ORGANIZATIONS$500
SOUTH FLORIDA PBS
PO BOX 61002MIAMIFL33261NAGIVEN TO PRESELECTED ORGANIZATIONS$1,000
STOMP OUT BULLYING
220 E 57TH STREET 9TH FLOOR SUITE GNEW YORKNY10022NAGIVEN TO PRESECLECTED ORGANIZATIONS$500
TEMPLE ISAIAH
10345 W PICO BLVDLOS ANGELESCA90064NAGIVEN TO PRESELECTED ORGANIZATIONS$1,800
THE SIMMONS FUND
300 THE FENWAYBOSTONMA02115NAGIVEN TO PRESELECTED ORGANIZATIONS$500
THE WINNING ROUND FOUNDATION
6907 BRIARLAKE CIRCLEPALM BEACH GARDENSFL33418NAGIVEN TO PRESELECTED ORGANIZATIONS$100
UM MILLER SCHOOL OF MEDICINE
1501 NW 9TH AVENUE 2ND FLOORMIAMIFL33136NAGIVEN TO PRESELECTED ORGANIZATIONS$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,371RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,371RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,371TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Net Investment Income$400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$10,000EOYBookValueAmt
EOYFMV$10,682EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS$218,805$345,279
PREFERRED STOCKS$60,021$63,260
MUTUAL FUNDS$152,731$180,744
OTHER$22,657$34,843
EXCHANGE TRADED PRODUCTS$139,617$202,668

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$115,689StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$126,747StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEEDesc
Revenue And Expenses Per Books$17RevenueAndExpensesPerBooksAmt
Net Investment Income$17NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN DISTRIBUTIONSDesc
Revenue And Expenses Per Books$4,195RevenueAndExpensesPerBooksAmt
Net Investment Income$4,195NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$214$214$0$0
FEDERAL TAX$733$733$0$0

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