STRATEGY STUDIO / PUBLIC DATA EXPLORER

AEB FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AEB FOUNDATION (EIN 20-0200319)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349104410
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T13:49:12-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274428722PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLFF & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16465 SOUTH 3000 EAST SUITE 204AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200200319EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AEB FOUNDATIONBusinessNameLine1Txt
Business Name Line2FKA THE GAIL & ARTHUR BENJAMIN FDTNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAEBFBusinessNameControlTxt
Phone8019443023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12350 EAST ARBOR LANE 17964AddressLine1Txt
CityHOLLADAYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR BENJAMINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8019443023PhoneNum
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARTHURPersonFirstNm
Person LastBENJAMINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTONY D WOLFF CPAPreparerPersonNm
PTINP00007457PTIN
Phone8016959533PhoneNum
Preparation2022-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$371,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$125LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,635AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,635AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,190OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,635TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,635TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,065ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$550CashBOYAmt
Cash EOY$196CashEOYAmt
Cash EOYFMV$196CashEOYFMVAmt
Other Nts And Loans Rcvbl$370,819OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$367,819OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$370,819OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$370,819OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$368,369TotalAssetsBOYAmt
Total Assets EOY$371,015TotalAssetsEOYAmt
Total Assets EOYFMV$371,015TotalAssetsEOYFMVAmt
Loans From Officers BOY$324,960LoansFromOfficersBOYAmt
Loans From Officers EOY$357,671LoansFromOfficersEOYAmt
Total Liabilities BOY$324,960TotalLiabilitiesBOYAmt
Total Liabilities EOY$357,671TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$43,409RetainedEarningBOYAmt
Retained Earning EOY$13,344RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,409TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,344TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$368,369TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$371,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,409TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,065ExcessRevenueOverExpensesAmt
Subtotal$13,344SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,344TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARCIA CUSTERIndividualWithBooksNm
Phone8015327800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12350 EAST ARBOR LANE 17964AddressLine1Txt
CityHOLLADAYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonARTHUR BENJAMINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 WATER CLUB WAY APT 801AddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$411AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$370,819FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$371,230TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$371,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,568CashDeemedCharitableAmt
Net Vl Noncharitable Assets$365,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,283MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,283MinimumInvestmentReturnAmt
Distributable Before Adj$18,283DistributableBeforeAdjAmt
Distributable Before Ded$18,283DistributableBeforeDedAmt
Distributable As Adjusted$18,283DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,115ExpensesAndContributionsAmt
Qualifying Distributions$27,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,283DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$69,738ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,230ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$58,000ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$167,968TotalExcessDistributionCyovAmt
Qualifying Distributions$27,115QualifyingDistributionsAmt
Applied To Current Year$18,283AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,832RemainingDistriFromCorpusAmt
Total Corpus$176,800TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$176,800ExcessDistriCyovToNextYrAmt
Excess From Year4$69,738ExcessFromYear4Amt
Excess From Year3$40,230ExcessFromYear3Amt
Excess From Year2$58,000ExcessFromYear2Amt
Excess From Current Year$8,832ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARCIA CUSTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12350 EAST ARBOR LANE 17964AddressLine1Txt
CityHOLLADAYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8019443023RecipientPhoneNum
Form And Info And MaterialsWRITTEN STATEMENT REQUESTING AMOUNT AND PURPOSE OF THE DONATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesLAST DAY OF EACH MONTHSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION TO END DROWNING INC
ACTION TO END DROWNING INC11231 US HWY 1 STE 420NORTH PALM BEACHFL33408PCGENERAL SUPPORT$3,500
AMERICAN DOG RESCUE
AMERICAN DOG RESCUE2350 EAST ARBOR LANEHOLLADAYUT84117PCGENERAL SUPPORT$8,340
CHABAD LUBAVITCH OF UTAH
CHABA LUBAVITH OF UTAH1760 SOUTH 1100 EASTSALT LAKE CITYUT84105PCGENERAL SUPPORT$1,000
IATS CURETIVITY
IATS CURETIVITY23 OLD KINGS HWY SOUTHDARIENCT06820PCGENERAL SUPPORT$1,500
IMAGE REBORN FOUNDATION
IMAGE REBORN FOUNDATION5445 HIGHLAND DRIVEHOLLADAYUT84117PCGENERAL SUPPORT$2,950
PALM BEACH ROUND TABLE
PALM BEACH ROUND TABLE44 COCOANUT ROWPALM BEACHFL33480PCGENERAL SUPPORT$1,475
PALM BEACH SYMPHONY
PALM BEACH SYMPHONY400 HIBISCUS ST STE 100WEST PALM BEACHFL33401PCGENERAL SUPPORT$6,000
RDK MELANOMA FOUNDATION
RDK MELANOMA FOUNDATION2751 S DIXIE HIGHWAYWEST PALM BEACHFL33405PCGENERAL SUPPORT$850
PAPANICOLAOU CORPS FOR CANCER
PAPANICOLAOU CORPS FOR CANCER1191 NEWPORT CENTER DRIVEDEERFIELD BEACHFL33442PCGENERAL SUPPORT$1,000
VARIOUS CHARITIES
VARIOUS CHARITIES2350 EAST ARBOR LANEHOLLADAYUT84117PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,115TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,635Amt
Net Investment Income$1,635NetInvestmentIncomeAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$125LegalFeesAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonARTHUR BENJAMINLenderPersonNm
TitleTRUSTEETitleTxt
Loan Original$154,250LoanOriginalAmt
Balance Due$357,671BalanceDueAmt
Note2018-12NoteDt
Repayment TermsVARIABLERepaymentTermsTxt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeCHARITABLE SUPPORTLoanPurposeTxt
Lender ConsiderationNONELenderConsiderationDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVERTISING - MAGAZINE$200
MEALS$990

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)

Balance DueBalanceDueAmt
NR AMERICAN DOG RESCUE ORG
$142,819
NR JON VASCONCELLAS
$225,000
NR ACTION TO END DROWNING ORG
$3,000