AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AARON AND SYLVIA ROTHENBERG FAMILY FOUNDATION INC (EIN 65-0922300)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202601179349101905
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T19:43:20-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | Mach & Associates 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 | 2025-01-01 | 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) |
|---|---|---|
| In Care Of | % LOIS WEISS | InCareOfNm |
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 5616243016 | PhoneNum |
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 | 2026-04-11 | 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 | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,259,125 | 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 | $2,188 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,188 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,051 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $24,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,422 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $842 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,213 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,155 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $58 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $950 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,350 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $35,274 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $36,348 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $626,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $623,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,195,427 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,000 | CorporateBondsBOYAmt |
| Total Assets BOY | $706,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $686,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,259,125 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $706,060 | RetainedEarningBOYAmt |
| Retained Earning EOY | $686,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $706,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $686,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $706,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $686,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $706,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $440 | OtherIncreasesAmt |
| Subtotal | $686,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $686,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CONAGRA BRANDS INC | P | 2013-01-08 | 2025-07-10 | $4,009 | $4,666 | -$657 | -$657 |
| DOW INC | P | 2019-11-29 | 2025-05-27 | $4,334 | $7,370 | -$3,036 | -$3,036 |
| REALTY INCOME CORP | P | 2021-12-20 | 2025-07-10 | $5,690 | $6,493 | -$803 | -$803 |
| UNITED PARCEL SERVICE INC | P | 2018-08-14 | 2025-07-10 | $10,376 | $12,021 | -$1,645 | -$1,645 |
| WEYERHAEUSER CO | P | 2015-11-12 | 2025-07-10 | $2,642 | $2,907 | -$265 | -$265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $591 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $591 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,187,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,230,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,230,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,211,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $591 | TotalTaxAmt |
| Distributable Before Adj | $59,989 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,989 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,658 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,989 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,185 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,785 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,658 | QualifyingDistributionsAmt |
| Applied To Current Year | $59,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,669 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,650 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,185 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,011 | ExcessFromYear2Amt |
| Excess From Year1 | $1,785 | ExcessFromYear1Amt |
| Excess From Current Year | $2,669 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL | |||||||
| 5295 TOWN CENTER ROAD SUITE 300 | BOCA RATON | FL | 33486 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| ARMORY ART CENTER | |||||||
| 811 PARK PLACE | WEST PALM BEACH | FL | 33401 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| BALLEN ISLES CHARITIES FDN INC | |||||||
| 303 BALLENISLES DRIVE | PALM BEACH GARDENS | FL | 33418 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $5,000 |
| CHAI VILLAGE LA | |||||||
| 10345 WEST PICO BLVD | Los Angeles | CA | 90064 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| FAU FOUNDATION OSHER LLI JUPITER | |||||||
| 5353 PARKSIDE DRIVE PA | Jupiter | FL | 33458 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| FRIENDS OF SHORT AVENUE | |||||||
| 12814 MAXELLA AVENUE | Los Angeles | CA | 90066 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,500 |
| FRIENDS OFTHE PALM BEACH LIBRARY | |||||||
| 3650 SUMMIT BLVD | West Palm Beach | FL | 33406 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| FRIENDS OF WLRN | |||||||
| PO BOX 19731 | Miami | FL | 33101 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| JEWISH CREATIVITY INTERNATIONAL | |||||||
| 5850 WEST 3RD STREET SUITE EPMB 114 | LOS ANGELES | CA | 90036 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| JEWISH FEDERATION OF PALM BEACH CTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $7,500 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 971054 | Boca Raton | FL | 33497 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| LIGHTHOUSE ART CENTER | |||||||
| 373 TEQUESTA DRIVE | Jupiter | FL | 33469 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| MALTZ JUPITER THEATER | |||||||
| 1001 E INDIANTOWN RD | Jupiter | FL | 33477 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| PALM BEACH DRAMA WORKS | |||||||
| 201 CLEMATIS STREET | West Palm Beach | FL | 33401 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| PLANNED PARENTHOOD OF SE N FL | |||||||
| 2300 N FLORIDA MANGO ROAD | West Palm Beach | FL | 33409 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $5,000 |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVENUE | Boynton Beach | FL | 33426 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,000 |
| SYMPHONIC BAND OF THE PALM BEACHES | |||||||
| PO BOX 16976 | West Palm Beach | FL | 33416 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| TEMPLE BETH AM | |||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $7,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 300 NORTH CLARK AVE | Beverly Hills | CA | 90211 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $2,700 |
| UNIVERSITY OF MIAMI MILLER SCHOOL | |||||||
| 1120 NW 14TH STREET R 100 9TH FLOOR | Miami | FL | 33136 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $6,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIV | |||||||
| 8 WEST 40TH STREET 8TH FL | New York | NY | 10018 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| AMERICAN SOCIETY FOR REPRODUCTIVE M | |||||||
| 726 7TH STREET SE | Washington | DC | 20003 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON STREET SUITE 1006 | New York | NY | 10013 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 4 LILLIAN LANE | Plainview | NY | 11803 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $500 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | Houston | TX | 77210 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| NORTON MUSEUM OF ART | |||||||
| 1450 S DIXIE HWY | West Palm Beach | FL | 33401 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $300 |
| SIMMONS UNIVERSITY FUND | |||||||
| 300 FENWAY | BOSTON | MA | 02115 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,600 |
| SUSAN G KOMEN | |||||||
| 13770 NOEL ROAD SUITE 801889 | Dallas | TX | 75380 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| UNIV OF MICHIGAN BIPOLAR RESEARCH | |||||||
| 3003 S STATE STREET SUITE 9000 | Ann Arbor | MI | 48109 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| WISE | |||||||
| 2050 SELBY AVENUE | Los Angeles | CA | 90025 | NA | PC | GIVEN TO PRESELECTED ORGANIZATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,600 | 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 | $2,188 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,924 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,406 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIST | Desc |
| Related Or Exempt Function Incm | $24,716 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,422 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,422 | 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 | $825 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $175,478 | $409,520 |
| MUTUAL FUNDS | $274,611 | $316,653 |
| OTHER | $25,848 | $53,617 |
| EXCHANGE TRADED PRODUCTS | $147,857 | $415,637 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $35,248 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $36,348 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FL ANNUAL FEE | $61 | $61 | $0 | $0 |
| BANK CHARGES | $0 | $0 | $0 | $0 |
| BOND DISCOUNT | $889 | $889 | $0 | $0 |
| OFFICE EXPENSE | $0 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LT CAPITAL GAIN DISTRIBUTIONS | $20,388 | $20,388 | $0 |
| ST CAPITAL GAIN DISTRIBUTIONS | $4,328 | $4,328 | $0 |
| LT CAPITAL LOSS | $0 | -$6,406 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJ | Desc |
| Amt | $440 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $199 | $199 | $0 | $0 |
| FEDERAL TAX | $643 | $643 | $0 | $0 |
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