STRATEGY STUDIO / PUBLIC DATA EXPLORER

AEB FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AEB FOUNDATION (EIN 20-0200319)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202133169349104028
Schema version
2020v4.0
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)
Return2021-11-12T14:56:24-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200200319EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GAIL & ARTHUR BENJAMINBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGAILBusinessNameControlTxt
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
Signature2021-11-11SignatureDt
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
Preparation2021-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$368,369FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$1TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$690AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$690AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,510OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$690TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,208ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,208ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$690TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,208TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,407ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56CashBOYAmt
Cash EOY$550CashEOYAmt
Cash EOYFMV$550CashEOYFMVAmt
Other Nts And Loans Rcvbl$367,819OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$353,569OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$367,819OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$367,819OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$353,625TotalAssetsBOYAmt
Total Assets EOY$368,369TotalAssetsEOYAmt
Total Assets EOYFMV$368,369TotalAssetsEOYFMVAmt
Loans From Officers BOY$297,809LoansFromOfficersBOYAmt
Loans From Officers EOY$324,960LoansFromOfficersEOYAmt
Total Liabilities BOY$297,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$324,960TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$55,816RetainedEarningBOYAmt
Retained Earning EOY$43,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$55,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$353,625TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$368,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,407ExcessRevenueOverExpensesAmt
Subtotal$43,409SubtotalAmt
Tot Net Ast Or Fund Balances EOY$43,409TotNetAstOrFundBalancesEOYAmt

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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR BENJAMIN
2 WATER CLUB WAY APT 801NORTH PALM BEACHFL33408TRUSTEE000.00$0$0$0
LEE M BROWER
801 NORTH 500 WESTBOUNTIFULUT84010TRUSTEE000.00$0$0$0
PATRICIA ANN RHEIN
25-28 URBAN PLACEFAIRLAWNNJ07410TRUSTEE000.00$0$0$0
BRENT ANDERSON
522 SOUTH 400 WESTSALT LAKE CITYUT84101TRUSTEE000.00$0$0$0
JOSEPH BENJAMIN
3068 EAST BRANBURY RDSALT LAKE CITYUT84121TREASURER000.00$0$0$0
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$234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$367,819FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$368,053TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$368,053AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,521CashDeemedCharitableAmt
Net Vl Noncharitable Assets$362,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,127MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,127MinimumInvestmentReturnAmt
Distributable Before Adj$18,127DistributableBeforeAdjAmt
Distributable Before Ded$18,127DistributableBeforeDedAmt
Distributable As Adjusted$18,127DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,208ExpensesAndContributionsAmt
Qualifying Distributions$10,208QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,208AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,127DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$7,306ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$70,351ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,230ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$58,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$175,887TotalExcessDistributionCyovAmt
Qualifying Distributions$10,208QualifyingDistributionsAmt
Applied To Current Year$10,208AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,919ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,919ExcessDistributionCyovAppCYAmt
Total Corpus$167,968TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$167,968ExcessDistriCyovToNextYrAmt
Excess From Year3$69,738ExcessFromYear3Amt
Excess From Year2$40,230ExcessFromYear2Amt
Excess From Year1$58,000ExcessFromYear1Amt

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 (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH ST NWWASHINGTONDC20036PCGENERAL SUPPORT$200
PALM BEACH ROUND TABLE
PALM BEACH ROUND TABLE44 COCOANUT ROW T-12PALM BEACHFL33480PCGENERAL SUPPORT$5,521
IATS CURETIVITY
IATS CURETIVITY23 OLD KINGS HWY SOUTDARIENCT06820PCGENERAL SUPPORT$3,000
CHABAD LUBAVITCH OF UTAH
CHABA LUBAVITH OF UTAH1760 SOUTH 1100 EASTSALT LAKE CITYUT84105PCGENERAL SUPPORT$1,000
VARIOUS CHARITIES
VARIOUS CHARITIES2350 EAST ARBOR LANEHOLLADAYUT84117PCGENERAL SUPPORT$427
UNITED BREAST CANCER FOUNDATION
UNITED BREAST CANCER FOUNDATIONPO BOX 2421HUNTINGTONNY11743PCGENERAL SUPPORT$60
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,208TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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$690Amt
Net Investment Income$690NetInvestmentIncomeAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonARTHUR BENJAMINLenderPersonNm
TitleTRUSTEETitleTxt
Balance Due$324,960BalanceDueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVERTISING - MAGAZINE$1,510

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LOAN RECEIVABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$367,819BalanceDueAmt