SHILBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHILBERG FAMILY FOUNDATION INC (EIN 06-1482014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-02
- IRS object ID
- 202542459349100734
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T16:30:10-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060985933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCO DITOMMASO MCMAHON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 WILLARD AVE | AddressLine1Txt |
| City | NEWINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061482014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shilberg Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIL | BusinessNameControlTxt |
| Phone | 8605295253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21994 Canadensis Circle | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Shilberg-Aronowitz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8605295253 | PhoneNum |
| Signature | 2025-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick J McMahon | PreparerPersonNm |
| PTIN | P00234096 | PTIN |
| Phone | 8606670105 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,572,968 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,917 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,917 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,890 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $281,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,807 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $849 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $361,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,238 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $425,238 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $595,937 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $597,658 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $934,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $967,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,525,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $137,250 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,895,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,050,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,572,968 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $2,232 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,232 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,232 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,893,625 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,048,759 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,893,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,895,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,050,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,893,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,088,403 | SubtotalAmt |
| Other Decreases | $39,644 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,759 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| US Treasury Note | P | 2024-03-04 | 2024-11-15 | $150,000 | $0 | $150,000 | $0 | $0 | $0 | $0 | $0 |
| US Treasury Note | P | 2023-06-13 | 2024-04-15 | $220,000 | $0 | $220,000 | $0 | $0 | $0 | $0 | $0 |
| US Treasury Note | P | 2024-04-16 | 2024-10-31 | $190,000 | $0 | $190,000 | $0 | $0 | $0 | $0 | $0 |
| US Treasury Note | P | 2023-06-13 | 2024-07-01 | $220,000 | $0 | $220,000 | $0 | $0 | $0 | $0 | $0 |
| Allsprings Global Dividend Opportunity Fund | P | 2007-03-27 | 2024-02-12 | $13,313 | $0 | $52,957 | -$39,644 | $0 | $0 | $0 | -$39,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,644 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,111 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,102 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,102 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,102 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $54 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Linda Shilberg-Aronowitz | IndividualWithBooksNm |
| Phone | 8605295253 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21994 Canadensis Circle | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Linda Shilberg-Aronowitz | ||||||||
| 21994 Canadensis Circle | Boca Raton | FL | 33428 | President | 1.00 | $0 | $0 | $0 |
| Mark Aronowitz | ||||||||
| 21994 Canadensis Circle | Boca Raton | FL | 33428 | Vice President | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,134,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,470,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,470,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,433,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,111 | TotalTaxAmt |
| Distributable Before Adj | $120,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,180 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,571 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,384 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,180 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $12,388 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Solomon Schecter Day School | ||||||
| 26 Buena Vista Rd West | Hartford | CT | 06107 | Public Charity | Donation | $2,000 |
| Tufts Univ Hillel Foundation | ||||||
| 220 Packard Ave | Medford | MA | 02155 | Public Charity | Donation | $2,000 |
| UConn Hillel Foundation | ||||||
| 54 N Eagleville Road | Storrs | CT | 06268 | Public Charity | Donation | $2,000 |
| Jewish Federation of Palm Beach County | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | Public Charity | Donation | $14,000 |
| Adelphi University | ||||||
| PO Box 701 | Garden City | NY | 11530 | Public Charity | Donation | $2,000 |
| St Jude's Research Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | Public Charity | Donation | $2,000 |
| Congregation Torah Ohr | ||||||
| 19146 Lyons Road | Boca Raton | FL | 33434 | Public Charity | Donation | $2,000 |
| Michael J Fox Foundation | ||||||
| PO Box 4777 | New York | NY | 10163 | Public Charity | Donation | $2,000 |
| Juvenile Diabetes Research Foundation | ||||||
| 20 Batterson Park Rd | Farmington | CT | 06032 | Public Charity | Donation | $2,000 |
| American Heart Association | ||||||
| 5 Brookside Dr | Wallingford | CT | 06492 | Public Charity | Donation | $2,000 |
| Jewish Federation of Greater Hartford | ||||||
| 333 Bloomfield Avenue | Hartford | CT | 06117 | Public Charity | Donation | $10,000 |
| Temple Beth Shalom of Boca | ||||||
| 19140 Lyon Road | Boca Raton | FL | 33434 | Public Charity | Donation | $6,000 |
| Jewish Federation Association of CT | ||||||
| 40 Woodland Street | Hartford | CT | 06105 | Public Charity | Donation | $19,000 |
| B'Nai Tikvoh Shalom | ||||||
| 180 Still Road | Bloomfield | CT | 06002 | Public Charity | Donation | $180 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | Puclic Charity | Donation | $2,000 |
| The Hadassa Foundation | ||||||
| 40 Wall Street | New York | NY | 10005 | Public Charity | Donation | $2,000 |
| Cora Belden Library | ||||||
| 33 Church Street | Rocky Hill | CT | 06067 | Public Charity | Donation | $2,000 |
| Temple Beth Shalom | ||||||
| 400 East Middle Tpke | Manchester | CT | 06040 | Public Charity | Donation | $12,000 |
| (no name) | ||||||
| $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,180 | 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 | $37,917 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,890 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,807 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,807 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | Income used to fund charitable contributions | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Linda Shilberg-Aronowitz Revocable | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21994 Canadensis Circle | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fulco DiTommaso McMahon & Co Accounting & Tax Prep | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Nextera Energy 5.65% | $50,000 | $46,400 |
| Pitney Bowes 6.7% | $50,000 | $37,240 |
| Public Storage 3.9% | $25,000 | $16,740 |
| US Bancorp 3.75% | $25,000 | $16,880 |
| Wells Fargo & Co 4.7% | $25,000 | $19,990 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of America | $90,325 | $143,804 |
| Charter Communications Inc | $0 | $9,598 |
| Citigroup Inc | $249,775 | $42,234 |
| CVS Health Corporation | $389,773 | $216,774 |
| JPMorgan Chase & Co | $106,575 | $527,362 |
| Concocophillips | $42,000 | $75,865 |
| Marathon Petroleum Corp | $0 | $418,500 |
| Nextera Energy Inc | $68,562 | $71,690 |
| Verizon Communications | $20,806 | $19,995 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $595,937 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $597,658 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital losses | Desc |
| Amt | $39,644 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Linda Shilberg-Aronowitz | Desc |
| BOY Book Value | $2,232 | BOYBookValueAmt |
| EOY Book Value | $2,232 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Taxes | $799 | $799 |
| Filing Fees | $50 | $50 |