STRATEGY STUDIO / PUBLIC DATA EXPLORER

AEB FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AEB FOUNDATION (EIN 20-0200319)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-11
IRS object ID
201913169349100201
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-11T22:09:53-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870325228PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAYNIE AND COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11785 West 2300 SouthAddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841192065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200200319EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GAIL AND ARTHUR BENJAMIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAILBusinessNameControlTxt
Phone8019443023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110062 S STONE MOUNTAIN COVEAddressLine1Txt
CitySANDYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR BENJAMINPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott FredericksonPreparerPersonNm
PTINP01884042PTIN
Phone8019724800PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$362,640FMVAssetsEOYAmt
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$200LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$200LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,580AccountingFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,050TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$16,644OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,474TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,564ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,735CashBOYAmt
Cash EOY$3,385CashEOYAmt
Cash EOYFMV$3,385CashEOYFMVAmt
Sav And Temp Cash Invst BOY$238SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$236SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$236SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$359,019OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$378,417OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$359,019OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$359,019OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$381,390TotalAssetsBOYAmt
Total Assets EOY$362,640TotalAssetsEOYAmt
Total Assets EOYFMV$362,640TotalAssetsEOYFMVAmt
Loans From Officers BOY$141,300LoansFromOfficersBOYAmt
Loans From Officers EOY$188,250LoansFromOfficersEOYAmt
Other Liabilities BOY$29,034OtherLiabilitiesBOYAmt
Other Liabilities EOY$41,898OtherLiabilitiesEOYAmt
Total Liabilities BOY$170,334TotalLiabilitiesBOYAmt
Total Liabilities EOY$230,148TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$211,056RetainedEarningBOYAmt
Retained Earning EOY$132,492RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$211,056TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$132,492TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$381,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$362,640TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$211,056TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,564ExcessRevenueOverExpensesAmt
Subtotal$132,492SubtotalAmt
Tot Net Ast Or Fund Balances EOY$132,492TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$89,134AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$375,669NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.23727DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,973AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$533,339NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06370DistributionYr2Rt
Adjusted Qlfy Distri Yr3$114,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$176,785NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.64825DistributionYr3Rt
Adjusted Qlfy Distri Yr5$223,886AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$355,240NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.63024DistributionYr5Rt
Total Distribution1.579450TotalDistributionRt
Average Distribution0.394863AverageDistributionRt
Net Vl Noncharitable Assets$357,200NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$141,045AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$141,045AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,090QualifyingDistributionsAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCIA CUSTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8015327800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110062 S STONE MOUNTAIN COVEAddressLine1Txt
CitySANDYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84092ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ARTHUR BENJAMIN
7508 HIGHMONT STREETDALLASTX75230Trustee0.00$0
LEE M BROWER
801 NORTH 500 WESTBOUNTIFULUT84010Trustee0.00$0
PATRICIA ANN RHEIN
25-28 URBAN PLACEFAIRLAWNNJ07410Trustee0.00$0
BRENT ANDERSON
522 SOUTH 400 WESTSALT LAKE CITYUT84101Trustee0.00$0
JOSEPH BENJAMIN
3068 E BRANBURY RDSALT LAKE CITYUT84121Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$236AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$359,019FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$362,640TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$362,640AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,440CashDeemedCharitableAmt
Net Vl Noncharitable Assets$357,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,860MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,860MinimumInvestmentReturnAmt
Distributable Before Adj$17,860DistributableBeforeAdjAmt
Distributable Before Ded$17,860DistributableBeforeDedAmt
Distributable As Adjusted$17,860DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,090ExpensesAndContributionsAmt
Qualifying Distributions$58,090QualifyingDistributionsAmt
Adjusted Qualifying Distri$58,090AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,860DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$7,306ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,351ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,657TotalExcessDistributionCyovAmt
Qualifying Distributions$58,090QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,860AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,230RemainingDistriFromCorpusAmt
Total Corpus$117,887TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$117,887ExcessDistriCyovToNextYrAmt
Excess From Year2$7,306ExcessFromYear2Amt
Excess From Year1$70,351ExcessFromYear1Amt
Excess From Current Year$40,230ExcessFromCurrentYearAmt

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 Line110062 SOUTH STONEAddressLine1Txt
CitySANDYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84092ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8019443023RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
DEFENDERS OF WILDLIFE
1130 17TH ST NWWASHINGTONDC20036PCGENERAL SUPPORT$530
INTERNATIONAL SOCIETY OF PALM BEACH
44 COCOANUT ROW M207CPALM BEACHFL33480PCGENERAL SUPPORT$5,000
PALM BEACH ROUND TABLE
44 COCOANUT ROW T-12PALM BEACHFL33480PCGENERAL SUPPORT$2,880
AMERICAN DOG RESCUE
10062 STONE MOUNTAIN CVSANDYUT84092PFGENERAL SUPPORT$13,120
VETERANS SUPPORT FOUNDATION
8719 COLESVILLE RD STE 100SILVER SPRINGMD20910PCGENERAL SUPPORT$40
FIREFIGHTERS SUPPORT FUND
PO BOX 6267OGDENUT84402PCGENERAL SUPPPORT$110
PALM BEACH SYMPHONY SOCIETY
44 COCOANUT ROW M207-BPALM BEACHFL33480PCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY
322 WEST LAMAR STREETAMERICUSGA31709PCGENERAL SUPPORT$50
AMERICAN LUNG ASSOCIATION
3920 1100 E 240SALT LAKE CITYUT84124PCGENERAL SUPPORT$1,000
RICHARD DAVID KANN MELANOMA
2751 S DIXIE HWY 2aWEST PALM BEACHFL33405PCGENERAL SUPPORT$700
IATS CURETIVITY
PCGENERAL SUPPORT$1,0001188 WEST GEORGIA STREET STE 600VANCOUVERBRITISH COLUMBIACAV6E 4A2
ISRAEL CANCER SOCIETY
2751 SOUTH DIXIE HIGHWAYWEST PALM BEACHFL33405PCGENERAL SUPPORT$1,000
BOYS AND GIRLS CLUB
877 NW 61ST STFORT LAUDERDALEFL33309PCGENERAL SUPPORT$785
PALM BEACH SOCIETY
44 COCOANUT ROW M207-BPALM BEACHFL33480PCGENERAL SUPPORT$3,000
CHABAD LUBAVITCH OF UTAH
1760 S 1100 ESALT LAKE CITYUT84105PCGENERAL SUPPORT$4,300
OTHER
10062 S STONE MTN COVESANDYUT84092PCGENERAL SUPPORT$6,914
IMAGE REBORN FOUNDATION
1431 E 5875 SSOUTH OGDENUT84405PCGENERAL SUPPORT$6,000
UNITED BREAST CANCER FOUNDATION
PO BOX 2421HUNTINGTONNY11743PCGENERAL SUPPORT$50
WPY PROJECT OPEN PAW
10062 STONE MOUNTAIN CVSANDYUT84092PCGENERAL SUPPORT$11
LIFE
10062 S STONE MTN COVESANDYUT84092PCGENERAL SUPPORT$1,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,090TotalGrantOrContriPdDurYrAmt

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$2,580Amt
Net Investment Income$2,580NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$200LegalFeesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
AUTOMOBLE EXPENSE$70
BANK CHARGES$60
GROCERIES$142
MARCIA-$640
MEALS$110
MEDICAL$16,500
MISC EXPENSES$402

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAMERICAN EXPRESSDesc
BOY Book Value$29,034BOYBookValueAmt
EOY Book Value$41,898EOYBookValueAmt