AEB FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AEB FOUNDATION (EIN 20-0200319)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201602289349100430
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T10:12:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475198561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frederickson Murri Planners & Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 S 1300 E STE 550 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200200319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAIL L & ARTHUR E BENJAMIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIL | BusinessNameControlTxt |
| Phone | 8019443023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE MOUNTAIN COVE | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA CUSTER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8019443023 | PhoneNum |
| Signature | 2016-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott H Murri CPA | PreparerPersonNm |
| PTIN | P01307439 | PTIN |
| Phone | 8013555113 | PhoneNum |
| Preparation | 2016-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $453,013 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $180,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,600 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $222 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,227 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,227 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,404 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,494 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,494 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,040 | CashBOYAmt |
| Cash EOY | $8,964 | CashEOYAmt |
| Cash EOYFMV | $8,964 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,855 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $326,194 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $326,194 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $326,194 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $376,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $453,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $453,013 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $34,000 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $26,482 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,511 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,482 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,511 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $350,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $395,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $395,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $453,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $395,502 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $395,502 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $355,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.630239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $357,218 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $228,294 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,191,068 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $375,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,157,072 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.324124 | DistributionYr5Rt |
| Total Distribution | 1.146035 | TotalDistributionRt |
| Average Distribution | 0.229207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $176,785 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,284 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,364 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $1,806 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARCIA CUSTER | IndividualWithBooksNm |
| Phone | 8019443023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR E BENJAMIN | ||||||||
| 7508 HIGHMONT STREET | DALLAS | TX | 75230 | Trustee | 0.00 | $0 | $0 | $0 |
| LEE M BROWER | ||||||||
| 801 NORTH 500 WEST | BOUNTIFUL | UT | 84010 | Trustee | 0.00 | $0 | $0 | $0 |
| PATRICIA ANN RHEIN | ||||||||
| 25-28 URBAN PLACE | FAIRLAWN | NJ | 07410 | Trustee | 0.00 | $0 | $0 | $0 |
| BRENT ANDERSON | ||||||||
| 522 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | Trustee | 0.00 | $0 | $0 | $0 |
| JOSEPH BENJAMIN | ||||||||
| 3068 E BRANBURY RD | SALT LAKE CITY | UT | 84121 | Treasurer | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $117,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $179,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $179,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $176,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,764 | TotalTaxAmt |
| Distributable Before Adj | $7,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,364 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,764 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,289 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $109,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| 7272 Greenville Ave | DaLLAS | TX | 75231 | none | 501C3 | Philanthropic | $8,750 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 2701 N AUSTRAILIAN AVE SUITE 100 | WEST PALM BEACH | FL | 33407 | NONE | 501 (c)(3) | SUPPORT | $1,200 |
| Boys and Girls Club of Broward Coun | |||||||
| 877 NW 61st ST | Ft Lauderdale | FL | 33309 | NA | PC | support | $15,000 |
| Center for Family Services | |||||||
| 4101 Parker Ave | West Palm Beach | FL | 33405 | NONE | 501 (c)(3) | Support | $1,500 |
| CHABAD LUBAVITCH OF UTAH | |||||||
| 1760 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84105 | NONE | Church | SUPPORT | $5,000 |
| Dallas Film society | |||||||
| 1155 Brown St | Dallas | TX | 75202 | NONE | NC | Support | $15,000 |
| Food for the Poor | |||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | NONE | CHARITY | Charity | $1,000 |
| Humanitarian League | |||||||
| 10838 Omaha Trace | Union | KY | 41091 | NONE | PC | FOOD, CARE, | $1,500 |
| Humane Society of Utah | |||||||
| 4242 S Commerce Dr | Murray | UT | 84107 | NONE | 501C3 | Animal Welfare | $7,500 |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| 525 S FLAGLER DRIVE SUITE 202 | WEST PALM BEACH | FL | 33401 | NONE | NC | SUPPORT | $10,000 |
| Leukemia and Lymphoma Society | |||||||
| 1311 Marmoroneck Ave 310 | White Plains | NY | 10605 | NONE | 501 (c)(3) | Support | $1,500 |
| Richard David Kann Melanoma Foundat | |||||||
| 2751 S Dixie Highway Suite 2A | West Palm Beach | FL | 33405 | NONE | 501C3 | Medical | $6,744 |
| THE CONSEQUENCES CHARITY | |||||||
| 832 S GREENWAY DRIVE | CORAL GABLES | FL | 33134 | NONE | 501 (c)(3) | SUPPORT | $1,000 |
| THE INTERNATIONAL SOCIETY OF PALM B | |||||||
| 44 COCOANUT ROW M207C | PALM BEACH | FL | 33480 | NONE | Charitable | SUPPORT | $5,000 |
| LIFE | |||||||
| 14 Fido Ct | Frankfort | KY | 40601 | NONe | 501 (c)(3) | Animal welfare | $9,772 |
| Lighthouse International | |||||||
| 15 West 65th St | New York | NY | 10023 | NONE | 501C3 | Support | $5,925 |
| NYCharities | |||||||
| 50 Broadway Ste 1204 | New York | NY | 10004 | NONE | 501 (c)(3) | Support | $2,103 |
| Palm Beach Symphony | |||||||
| 44 CocoaNUT ROW M207B | Palm Beach | FL | 33480 | NONe | 501 (c)(3) | Support | $1,000 |
| Reducetarian | |||||||
| reducetariancom | NEw York | NY | 10002 | NONE | 501 (c)(3) | Support | $5,000 |
| Torah Acadamy of Boca Raton | |||||||
| 3881 NW 3rd Ave | Boca Raton | FL | 33431 | NONE | NC | Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,494 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,227 | Amt |
| Net Investment Income | $4,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $222 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | InterestInterestRt |
|---|---|---|---|
| Gail Benjamin Trust FBO Joey Benjam | |||
| $25,000 | $24,000 | 2015-11 | |
| Benjamin investments | |||
| $10,000 | $10,000 | 2015-12 | 0.000000000000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone | $967 | $0 | $0 |
| Misc | $1,870 | $0 | $0 |
| OUTSIDE SERVICES | $1,000 | $0 | $0 |
| MARKETING | $8,429 | $0 | $0 |
| Other Charitable contributions Small | $6,870 | $0 | $6,870 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Credit Card | $16,482 | $23,511 |
| $10,000 | $0 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | InterestInterestRt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|
| American Dog Rescue | |||||
| $50,000 | $76,194 | 2015-09 | 0.000000000000 | To provide loans for investments | $0 |
| AMERICAN INSTITUTE HOLDINGS | |||||
| $500,000 | $0 | 2010-12 | 0.000000000000 | $0 | |
| Jon Vasconsellas | |||||
| $250,000 | $250,000 | 2015-04 | 0.000000000000 | $0 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |