AEB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AEB FOUNDATION (EIN 20-0200319)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-29
- IRS object ID
- 201311499349100306
- Schema version
- 2012v2.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-29T11:02:24-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelson Murri CPAs Planners & Advisors | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 South 1300 East Ste 330 | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 841067807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200200319 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAIL L & ARTHUR E BENJAMIN | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GAIL | NameControl |
| Phone | 8019443023 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE MOUNTAIN COVE | AddressLine1 |
| City | SANDY | City |
| State | UT | State |
| ZIP Code | 84092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR E BENJAMIN | Name |
| Title | President | Title |
| Date Signed | 2013-05-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT H MURRI CPA | Name |
| PTIN | P01307439 | PTIN |
| Phone | 8013555113 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 61735 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 62512 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 62512 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 62512 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 4955 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4955 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 4955 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 13553 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 353252 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13553 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 849 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 81020 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81020 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 68316 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 11855 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 6052 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6052 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 160 | InterestRevAndExpnss |
| Interest Net Invst Incm | 160 | InterestNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3242 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 61634 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 949 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 82943 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7161 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 356707 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 356707 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 439650 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7161 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 357957 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -358630 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73859 | NetInvestmentIncome |
| Adjusted Net Income | 68316 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 208534 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 399725 | SavingsAndTempCashInvstEOY |
| Other Notes And Loans Receivable | 280000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 530000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 280000 | OtherNotesAndLoansRcvblEOY |
| Investments Other BOY | 370883 | InvestmentsOtherBOY |
| Investments Other EOY | 58594 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 61735 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 4 | OtherAssetsBOY |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 1109421 | TotalAssetsBOY |
| Total Assets EOY | 738320 | TotalAssetsEOY |
| Total Assets EOYFMV | 61735 | TotalAssetsEOYFMV |
| Other Liabilities EOY | -12471 | OtherLiabilitiesEOY |
| Total Liabilities EOY | -12471 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1109421 | RetainedEarningsBOY |
| Retained Earnings EOY | 750791 | RetainedEarningsEOY |
| Total Net Assets BOY | 1109421 | TotalNetAssetsBOY |
| Total Net Assets EOY | 750791 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1109421 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 738320 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1109421 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -358630 | ExcessOfRevenueOverExpenses |
| Subtotal | 750791 | Subtotal |
| Total Net Assets Fund Balances EOY | 750791 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13553 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 849 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 228294 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1191068 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.19167 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 375035 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1157072 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.32412 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 177051 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1680538 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10535 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 223531 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1820361 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.12280 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 166310 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1940141 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.08572 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.82967 | TotalDistributionRatio |
| Average Distribution Ratio | 0.16593 | AverageDistributionRatio |
| One Percent Net Investment Income | 739 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 739 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 357957 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 739 | InvestmentIncomeExciseTax |
| Subtotal | 739 | Subtotal |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 725 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 725 | TotalCreditsAndPayments |
| Tax Due | 14 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA CUSTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8019443023 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE | AddressLine1 |
| City | SANDY | City |
| State | UT | State |
| ZIP Code | 84092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOSEPH BENJAMIN | ||||||
| 3068 E BRANBURY RD | SALT LAKE CITY | UT | 84121 | Treasurer | 0.00 | 0 |
| BRENT ANDERSON | ||||||
| 522 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | Trustee | 0.00 | 0 |
| PATRICIA ANN RHEIN | ||||||
| 25-28 URBAN PLACE | FAIRLAWN | NJ | 07410 | Trustee | 0.00 | 0 |
| LEE M BROWER | ||||||
| 801 NORTH 500 WEST | BOUNTIFUL | UT | 84010 | Trustee | 0.00 | 0 |
| ARTHUR E BENJAMIN | ||||||
| 7508 HIGHMONT STREET | DALLAS | TX | 75230 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Total Tax | 739 | TotalTax |
| Distributable Amount Before Adj | 739 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 739 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 357957 | ExpensesAndContributions |
| Qualifying Distributions | 357957 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 739 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 357218 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 133647 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 93102 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 318249 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 169221 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 714219 | TotalExcessDistriCarryover |
| Qualifying Distributions | 357957 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 357957 | RemainingDistriFromCorpus |
| Total Corpus | 1072176 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1072176 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 133647 | ExcessFromYear4 |
| Excess From Year3 | 93102 | ExcessFromYear3 |
| Excess From Year2 | 318249 | ExcessFromYear2 |
| Excess From Year1 | 169221 | ExcessFromYear1 |
| Excess From Current Year | 357957 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient Foundation StatusRecipientFoundationStatus | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| Bougainvilla HOUSE | |||||||
| 1721 SE 4TH AVENUE | FORT LAUDERDALE | FL | 33316 | HEALTHCARE | $2,000 | ||
| TRI-COUNTY HUMANE SOCIETY | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | SUPPORT | $2,000 | 501C3 | |
| TIGERS FOR TOMORROW | |||||||
| 708 COUNTY RD 345 | ATTALLA | AL | 35954 | SUPPORT | $5,000 | 501C3 | |
| THE STEW POT | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75202 | SUPPORT | $1,000 | 501C3 | |
| THE INTERNATIONAL SOCIETY OF PALM B | |||||||
| 44 COCOANUT ROW M207C | PALM BEACH | FL | 33480 | SUPPORT | $5,000 | 501C3 | |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVENUE 390 | DALLAS | TX | 75219 | SUPPORT | $5,000 | 501C3 | |
| THE CONSEQUENCES CHARITY | |||||||
| 832 S GREENWAY DRIVE | CORAL GABLES | FL | 33134 | SUPPORT | $2,500 | 501C3 | |
| THE BOUGAINVILLE HOUSE | |||||||
| 628 CORAL WAY | FT LAUDERDALE | FL | 33301 | SUPPORT | $100 | 501C3 | |
| SUSAN G KOMAN 3-DAY | |||||||
| PO BOX 660843 | DALLAS | TX | 75266 | SUPPORT | $500 | 501C3 | |
| SPECIAL OLYMPICS | |||||||
| PO BOX 850001 | ORLANDO | FL | 32885 | SUPPORT | $290 | 501C3 | |
| SEA SHEPARD CONSERVATION SOCIETY | |||||||
| PO Box 2616 | Friday Harbor | WA | 98250 | SUPPORT | $5,000 | 501C3 | |
| SALT LAKE POLICE ASSOCIATION | |||||||
| 868 S MCCLELLAND STREET 3 | SALT LAKE CITY | UT | 84102 | SUPPORT | $100 | 501C3 | |
| RUTH RALES JEWISH FAMILT SERVICE OF | |||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33433 | SUPPORT | $5,000 | 501C3 | |
| QUEEN CREEK ATHLETIC BOOSTERS | |||||||
| 22149 EAST OCOTILLO ROAD | QUEEN CREEK | AZ | 85242 | SUPPORT | $250 | 501C3 | |
| Minnies Food Pantry | |||||||
| 3198 West Parker Rd | Plano | TX | 75075 | SUPPORT | $800 | 501C3 | |
| ONE WORLD FUTBOL | |||||||
| 2560 NINTH ST | BERKELEY | CA | 94710 | SUPPORT | $10,000 | 501C3 | |
| LARRY HAGMAN FOUNDATION | |||||||
| 3811 Turtle Creek Blvd 800 | Dallas | TX | 75219 | SUPPORT | $10,300 | 501C3 | |
| KICKSTARTERCOM | |||||||
| 155 RIVINGTON ST | NEW YORK | NY | 10002 | SUPPORT | $1,302 | 501C3 | |
| JOHNSON COUNTY COMM COLLEGE FOUNDAT | |||||||
| 12345 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | SUPPORT | $500 | 501C3 | |
| GREAT PLAINS SPCA | |||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | SUPPORT | $500 | 501C3 | |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| 525 S FLAGLER DRIVE SUITE 202 | WEST PALM BEACH | FL | 33401 | SUPPORT | $5,000 | 501C3 | |
| FILMANTHROPY FUND CO THE DALLAS FOU | |||||||
| 3963 MAPLE AVENUE 390 | DALLAS | TX | 75219 | SUPPORT | $15,000 | 501C3 | |
| CFTEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | SUPPORT | $50,000 | 501C3 | |
| BROWARD PARTNERSHIP FOR THE HOMELES | |||||||
| 920 NW 7TH AVENUE | FT LAUDERDALE | FL | 33311 | SUPPORT | $7,500 | 501C3 | |
| BROWARD COUNTY FILM SOCIETY INC | |||||||
| 1314 EAST LAS OLAS BLVD | FT LAUDERDALE | FL | 33301 | SUPPORT | $7,500 | ||
| BOYS GIRLS CLUBS FORT LAUDERDALE | |||||||
| 877 NW 61st ST | FT Lauderdale | FL | 33309 | SUPPORT | $300 | 501C3 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 2701 N AUSTRAILIAN AVE SUITE 100 | WEST PALM BEACH | FL | 33407 | SUPPORT | $5,000 | 501C3 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 3846 WEST 75TH STREET | PRAIRIE VILLAGE | KS | 66208 | SUPPORT | $1,000 | 501C3 | |
| ALLIANCE FOR A BETTER UTAH | |||||||
| PO Box 521847 | SLC | UT | 84150 | SUPPORT | $5,000 | 501C3 | |
| ALLEGRO BALLET OF HOUSTON | |||||||
| 12680 Goar Road | Houston | TX | 77077 | SUPPORT | $1,200 | 501C3 | |
| Special Olympics | |||||||
| 150 S Monroe St | Tallahassee | FL | 32301 | support | $290 | 501C3 | NA |
| Cedar Cove Feline Sanctuary | |||||||
| 3783 K 68 HWY | Louisburg | KS | 66053 | support | $500 | 501C3 | NA |
| Boys and Girls Club of Broward Coun | |||||||
| 877 NW 61st ST | Ft Lauderdale | FL | 33309 | support | $96,500 | 501C3 | NA |
| City Union Mission | |||||||
| 1100 E 11th St | Kansas | MO | 64105 | prevention of Human Disorders | $1,500 | 501C3 | NA |
| Wayside Waifs | |||||||
| 3901 Martha Truman Rd | Kansas City | MO | 64137 | Support | $2,000 | 501C3 | NONE |
| Holy Spirit Catholic Church | |||||||
| 11300 W 103rd St | Overland Park | KS | 66214 | Support | $5,500 | 501C3 | NONE |
| Dallas Film society | |||||||
| 1155 Brown St | Dallas | TX | 75202 | Support | $25,000 | 501C3 | NONE |
| Chain of Hope | |||||||
| 258 W 3rd Street | Kansas City | MO | 64105 | Support | $1,000 | 501C3 | NONE |
| KOSTOPULOS DREAM FOUNDATION | |||||||
| 2500 EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | SUMMER CAMP FOR THE DISABLED | $10,775 | 501C3 | NONE |
| HUMANE SOCIETY OF UNITED STATES | |||||||
| 3515 B LONGMIRE DRIVE PMB 301 | COLLEGE STATION | TX | 77845 | FOOD, CARE, ADOPTION | $7,500 | 501C3 | NONE |
| THE CHURCH OF JESUS CHRIST OF LDS | |||||||
| 50 E North Temple | SALT LAKE CITY | UT | 84111 | HUMANITARIAN | $20,000 | 501C3 | NONE |
| IMAGE REBORN FOUNDATION | |||||||
| 6300 NORTH SAGEWOOD DRIVE H238 | PARK CITY | UT | 84098 | Support | $20,000 | 501C3 | NONE |
| CHABAD LUBAVITCH OF UTAH | |||||||
| 1760 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84105 | SUPPORT | $11,500 | 501C3 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 356707 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,512 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,955 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13553 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,467 | ExclusionAmount |
| Related Or Exempt Function Income | 13553 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81020 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| RED HAT | $2,152 | 2152 | 0 | 0 |
| NELSON MURRI | $3,900 | 3900 | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Securities held in JP Morgan 2001 | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 58594 | BookValue |
| EOYFMV | 61735 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $11,855 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| BOY Book Value | 1 | BOYBookValue |
| EOY Book Value | 1 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRIOR PERIOD INCOME ADJUSTMENT | -10000 | ||
| Prior Period Expense Adjustment | 30 | ||
| OUTSIDE SERVICES WEB SITE / ETC | 1318 | 68 | 1250 |
| Misc | 747 | ||
| MARKETING | 68658 | ||
| BROKER FEES | 833 | 833 | |
| BANK CHARGES | 48 | 48 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Credit Card Over Payment | Description |
| EOY Book Value | -12471 | EOYBookValue |