AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201921269349100237
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T12:10:53-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | Zarrow Mach Kaplan & Klein 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 | 2018-01-01 | 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 | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Kaplan | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2019-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.70.145.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 14:08:03 | IPTm |
| Federal Original Submission Id | 2265132019126gpc3zrz | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $927,086 | 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 | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,015 | GrossSalesPriceAmt |
| Total Rev And Expnss | $28,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,944 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $717 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $717 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,636 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,947 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $135,776 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $160,566 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $169,885 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $545,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $586,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $679,994 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,260 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $839,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $824,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $927,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $839,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $824,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $839,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $824,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $839,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $824,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $839,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,878 | ExcessRevenueOverExpensesAmt |
| Subtotal | $824,036 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $824,036 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,180 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $964,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,749 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $942,152 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049619 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $919,093 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,710 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $930,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,578 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $901,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051645 | DistributionYr5Rt |
| Total Distribution | 0.249385 | TotalDistributionRt |
| Average Distribution | 0.049877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $952,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $80 | TotalPaymentsAndCreditsAmt |
| Tax Due | $733 | 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 |
| 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 | $861,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $967,218 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $967,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $952,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $813 | TotalTaxAmt |
| Distributable Before Adj | $46,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,823 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,606 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,750 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,073 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,073 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,355 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,355 | ExcessFromYear1Amt |
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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF PALM BEACH CTY | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $6,000 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| TEMPLE EMANUEL | ||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,800 |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| PLANNED PARENTHOOD | ||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $2,200 |
| TEMPLE BETH AM | ||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $18,000 |
| ADL | ||||||
| 621 NW 53RD STREET SUITE 450 | BOCA RATON | FL | 33487 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| ARMORY ART CENTER | ||||||
| 811 PARK PLACE | WEST PALM BEACH | FL | 33401 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| BALLENISLES CHARITIES FOUNDATION | ||||||
| 303 BALLENISLES DRIVE | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $3,100 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD ROOM 2416 | LOS ANGELES | CA | 90048 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| DES ACTION | ||||||
| 178 COLUMBUS AVENUE | NEW YORK | NY | 10023 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $250 |
| EMOTIONAL HEALTH ASSOCIATION | ||||||
| 6666 GREEN VALLEY CIRCLE | CULVER CITY | CA | 90230 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| FLORIDA ATLANTIC UNIVERSITY LLI | ||||||
| 5353 PARKSIDE DRIVE | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| FAU FOUNDATION OSHER LLI JUPITER | ||||||
| 5353 PARKSIDE DRIVE PA 134 | JUPITER | FL | 33458 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | 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 | $250 |
| FRIENDS OF WLRN | ||||||
| 90 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 | $250 |
| NAMI WALKS LA COUNTY | ||||||
| 10586 W PICO BLVD 211 | LOS ANGELES | CA | 90064 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| THE MIRASOL FOUNDATION | ||||||
| 11600 MIRASOL WAY | PALM BEACH GARDENS | FL | 33418 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| WPBT | ||||||
| PO BOX 610002 | MIAMI | FL | 33261 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,350 | 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 | $133 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,811 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,944 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,944 | 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 | $400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | 2005-10 | PURCHASE | 2018-08 | $13,015 | $26,779 | $0 | -$13,764 | $0 |
| BANK AMERICA CORP SR INT NOTES | 2010-03 | PURCHASE | 2018-03 | $5,000 | $5,000 | $0 | $0 | $0 |
| VORNADO RLTY TR PFD SER | 2005-08 | PURCHASE | 2018-01 | $10,000 | $10,000 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,260 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $222,969 | $292,000 |
| PREFERRED STOCKS | $95,543 | $91,734 |
| MUTUAL FUNDS | $158,134 | $158,549 |
| OTHER | $22,657 | $23,149 |
| EXCHANGE TRADED PRODUCTS | $87,220 | $114,562 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,850 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,873 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $135,716 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $145,012 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $185 | Amt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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