AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201711739349100711
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-22T16:53:23-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 22-08 ROUTE 208 | AddressLine1Txt |
| City | FAIR LAWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074102897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 5616243016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 A PALM POINT CIRCLE C/O 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 |
| Signature | 2017-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD KAPLAN CPA | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2017-06-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $962,782 | 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 | $11,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,624 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,352 | 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 | $885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $885 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,607 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $135,886 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $135,833 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,909 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $612,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $434,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,133 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $171,486 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $171,133 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $868,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $856,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $962,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $868,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $856,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $868,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $856,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $868,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $856,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $868,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,412 | ExcessRevenueOverExpensesAmt |
| Subtotal | $856,437 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $856,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LAMB WESTON HOLDINGS INC | P | 2013-01-08 | 2016-11-18 | $22 | $14 | $8 | $8 |
| MORGAN STANLEY CAP T CLD DEF INT TR | P | 2004-11-10 | 2016-08-18 | $10,000 | $10,150 | -$150 | -$150 |
| RBS CAP FDG TR | P | 2004-02-11 | 2016-06-13 | $25,000 | $25,000 | ||
| PUBLIC STORAGE DEPOSITARY SHS | P | 2016-04-15 | 2016-04-15 | $13 | $13 | $13 | |
| QUALITY CARE PPTYS INC | P | 2016-11-01 | 2016-12-15 | $619 | $1,234 | -$615 | -$615 |
| PUBLIC STORAGE DEPOSITARY SHS | P | 2011-05-20 | 2016-04-15 | $5,000 | $5,096 | -$96 | -$96 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,624 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$602 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $919,093 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043846 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,710 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $930,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049136 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $901,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,714 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $903,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053925 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $862,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043038 | DistributionYr5Rt |
| Total Distribution | 0.241590 | TotalDistributionRt |
| Average Distribution | 0.048318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $942,152 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,355 | 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 | $359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $359 | SubtotalAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $837 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $837 | TotalPaymentsAndCreditsAmt |
| Overpayment | $478 | OverpaymentAmt |
| Applied To ES Tax | $478 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 | 000.00 | $0 | $0 | $0 |
| TRISHA ROTH | ||||||||
| 2800 NEILSON WAY 901 | SANTA MONICA | CA | 90405 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JANET DWORK | ||||||||
| 203 VIA EMILA PALM | PALM BEACH GARDENS | FL | 33418 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $850,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $956,500 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $956,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $46,749 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,749 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,355 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,355 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $359 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,749 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,604 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,355 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,214 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,604 | ExcessFromYear3Amt |
| Excess From Year2 | $4 | ExcessFromYear2Amt |
| Excess From Current Year | $1,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANTI - DEFAMATION LEAGUE | |||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| BALLENISLES CHARITIES FOUNDATION | |||||||||
| 100 BALLENISLES CIRCLE | PALM BEACH GARDENS | FL | 33418 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $2,150 | ||
| DES ACTION USA | |||||||||
| 823 PROMENADE WAY | JUPITER | FL | 33458 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $200 | SUITE 208 | |
| EMOTIONAL HEALTH ASSOCIATION | |||||||||
| 6666 GREEN VALLEY CIRCLE | CULVER CITY | CA | 90230 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| FRIENDS OF THE PALM BEACH PUBLIC | |||||||||
| 3650 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33406 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $250 | LIBRARY | |
| JCC OF THE PALM BEACHES | |||||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 | ||
| JEWISH FEDERATION OF PALM BEACH | |||||||||
| 1 HARVARD CIRCLE 100 | WEST PALM BEACH | FL | 33407 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $6,000 | COUNTY INC | |
| JEWISH HOME FOUNDATION OF | |||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $100 | NORTH JERSEY INC | |
| JEWISH NATIONAL FUND | |||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 | ||
| KIVA MICROFUNDS | |||||||||
| 875 HOWARD ST SUITE 301 | SAN FRANCISCO | CA | 94103 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| KRAVIS CENTER FOR THE PERFORMING | |||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $100 | ARTS INC | |
| LAKERIDGE PTA | |||||||||
| 8215 SE 78TH STREET | MERCER ISLAND | WA | 98040 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 | ||
| LEGAL AID SOCIETY | |||||||||
| 423 FERN STREET 200 | WEST PALM BEACH | FL | 33401 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $250 | ||
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $300 | ||
| MUSEUM OF MODERN ART | |||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $140 | ||
| NEA-BPD | |||||||||
| 525 LAWN TERRACE | MAMARONECK | NY | 10543 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $1,500 | ||
| NEW ISRAEL FUND | |||||||||
| 2100 M STREET NW 619 | WASHINGTON | DC | 20037 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $100 | ||
| NORTON MUSEUM OF ART INC | |||||||||
| 1451 S OLIVE AVE | WEST PALM BEACH | FL | 33401 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $125 | ||
| PALM BEACH DRAMA WORKS | |||||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| PLANNED PARENTHOOD FEDERATION | |||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $3,000 | OF AMERICA INC | |
| TEMPLE BETH AM ENDOWMENT FUND INC | |||||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $2,300 | ||
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $2,680 | ||
| THE SCRIPPS RESEARCH INSTITUTE | |||||||||
| 10550 NORTH TORREY PINES | LA JOLLA | CA | 92037 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $175 | ROAD | |
| THE SIMMONS FUND | |||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 | ||
| UNIVERSITY MIAMI MILLER SCHOOL | |||||||||
| 1600 NW 10TH AVE 1140 | MIAMI | FL | 33136 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $21,000 | OF MEDICINE | |
| WEST VIRGINIA UNIVERSITY FOUNDATION | |||||||||
| 100 BARRON DRIVE | INSTITUTE | WV | 25112 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| WLRN RADIO | |||||||||
| 172 NE 15TH STREET | MIAMI | FL | 33132 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| WPBT2 | |||||||||
| PO BOX 610002 | MIAMI | FL | 33261 | N/A | EXEMPT | GIVEN TO PRESELECTED ORGANIZATIONS | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,891 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,837 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,624 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,352 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,352 | 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 FEE | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| 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 | $171,486 | EOYBookValueAmt |
| EOYFMV | $171,133 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $434,511 | EOYBookValueAmt |
| EOYFMV | $527,133 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $135,833 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $149,909 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $80 | $40 | $40 |
| INVESTMENT PUBLICATIONS | |||
| OFFICE EXPENSE | $38 | $38 | |
| SERVICE CHARGES | $91 | $46 | $45 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLORIDA TAX | $61 | $61 |
| FOREIGN TAX | $24 | $24 |
| FEDERAL TAX | $800 | $800 |
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