AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201841349349100229
- Schema version
- 2017v2.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T18:57:36-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 PA CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22-08 Route 208 | AddressLine1Txt |
| City | Fair Lawn | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-03 | 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 | 2018-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $991,976 | 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 | $11,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,412 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $41 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,043 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $698 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $698 | PrintingAndPubNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,317 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $135,833 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $135,776 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,054 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $434,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $545,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $682,449 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $171,486 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,156 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $856,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $991,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $856,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $839,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $856,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $856,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $856,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $839,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $839,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PUBLIC STORAGE DEP SH REP SR | P | 2017-07-26 | 2017-07-26 | $41 | $41 | |
| 800 BLACKROCK FLOATING RATE INCOME | P | 2006-01-19 | 2017-09-29 | $11,217 | -$3,083 | $14,300 |
| 457 DDR CORP | P | 1999-01-14 | 2017-06-27 | $4,065 | -$6,049 | $10,114 |
| DOWDUPONT INC | P | 2012-10-18 | 2017-09-05 | $13 | $6 | $7 |
| 1000 FPL GROUP CAP TR | P | 2004-03-03 | 2017-11-09 | $25,000 | $25,000 | |
| 200 HCP INC | P | 2014-09-08 | 2017-10-04 | $5,409 | -$2,382 | $7,791 |
| 400 PUBLIC STORAGE DEP SH REP SR | P | 2012-04-17 | 2017-07-26 | $10,000 | -$295 | $10,295 |
| 400 NEXTERA ENERGY CAP HLDGS INC | P | 2012-07-09 | 2017-10-23 | $10,000 | -$690 | $10,690 |
| 1500 CREDIT SUISSE ASSET MGMT INCOM | P | 2010-10-01 | 2017-07-07 | $5,095 | $2,927 | $2,168 |
| 2000 BLACKROCK INCOME TR INC | P | 2010-06-01 | 2017-09-29 | $12,572 | $6,372 | $6,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,153 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $942,152 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $919,093 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,710 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $930,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,578 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $901,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,714 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $903,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053925 | DistributionYr5Rt |
| Total Distribution | 0.248172 | TotalDistributionRt |
| Average Distribution | 0.049634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $964,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $478 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $478 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80 | OverpaymentAmt |
| Applied To ES Tax | $80 | AppliedToESTaxAmt |
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 |
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 | $866,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $979,176 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $979,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $964,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $398 | TotalTaxAmt |
| Distributable Before Adj | $47,826 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,826 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,826 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,180 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $1,606 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,214 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,428 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,604 | ExcessFromYear4Amt |
| Excess From Year3 | $4 | ExcessFromYear3Amt |
| Excess From Year1 | $1,606 | ExcessFromYear1Amt |
| Excess From Current Year | $3,214 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALPERT JEWISH FAMILY CHILDREN SER | ||||||
| 5841 CORPORATE WAY | WEST PALM BEACH | FL | 33407 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $180 |
| JEWISH FEDERATION OF PALM BEACH CTY | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $6,000 |
| NEW ISRAEL FUND | ||||||
| 6 EAST 39TH STREET | NEW YORK | NY | 10016 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $600 |
| 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 | $2,000 |
| UNIV OF MIAMI MILLER SCHOOL OF MED | ||||||
| 1500 NW 12TH AVE 1020 | MIAMI | FL | 33136 | NA | GIVEN TO PRESELECTED ORGANIZATIONS | $42,000 |
| 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 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,780 | 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 | $11,959 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,084 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,043 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,043 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $21,156 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $211,048 | $286,413 |
| PREFERRED STOCKS | $105,543 | $109,044 |
| MUTUAL FUNDS | $128,320 | $147,259 |
| OTHER | $22,657 | $26,556 |
| EXCHANGE TRADED PRODUCTS | $78,253 | $113,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $135,776 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $150,054 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $135 | Amt |
| Net Investment Income | $135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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