AEB FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AEB FOUNDATION (EIN 20-0200319)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201123159349100732
- Schema version
- 2010v3.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T14:18:53-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRI HULME & BARTON LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 S 1300 E STE 330 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 841067807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200200319 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAIL L & ARTHUR E BENJAMIN | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GAIL | NameControl |
| Phone | 8019443023 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE MOUNTAIN COVE | AddressLine1 |
| City | SANDY | City |
| State | UT | State |
| ZIP Code | 84092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR E BENJAMIN | Name |
| Title | President | Title |
| Date Signed | 2011-11-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT H MURRI CPA | Name |
| Phone | 8013555113 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1316261 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 33000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4644 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4644 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 4644 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 15163 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15163 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 15163 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 42487 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1407895 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 42487 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 13451 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 280 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 95574 | TotalRevenueAndExpenses |
| Total Net Investment Income | 62294 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 33258 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 270 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 3035 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3035 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 38 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 29947 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5878 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 21569 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 33290 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8914 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21569 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 354000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 354000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 387290 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8914 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 375569 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -291716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53380 | NetInvestmentIncome |
| Adjusted Net Income | 33258 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOYFMV | -1558 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 649653 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 214808 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 139808 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 1841 | AccountsReceivableBOY |
| Other Notes And Loans Receivable | 540000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 50000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 540000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 600000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 51754 | InvestmentsGovtObligBOY |
| Investments Corp Bonds BOY | 386409 | InvestmentsCorpBondsBOY |
| Investments Other BOY | 461050 | InvestmentsOtherBOY |
| Investments Other EOY | 554181 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 578011 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2 | OtherAssetsBOY |
| Other Assets EOY | 2 | OtherAssetsEOY |
| Total Assets BOY | 1600709 | TotalAssetsBOY |
| Total Assets EOY | 1308991 | TotalAssetsEOY |
| Total Assets EOYFMV | 1316261 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1600709 | RetainedEarningsBOY |
| Retained Earnings EOY | 1308991 | RetainedEarningsEOY |
| Total Net Assets BOY | 1600709 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1308991 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1600709 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1308991 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1600709 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -291716 | ExcessOfRevenueOverExpenses |
| Subtotal | 1308993 | Subtotal |
| Other Decreases | 2 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1308991 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1743 | |||||||
| Capital Gain Dividends | |||||||
| -40 | 60 JPMORGAN CHASE & CO | P | 2009-12-16 | 2010-02-18 | 2424 | 2464 | -40 |
| -17 | 40 JOHNSON & JOHNSON | P | 2009-12-16 | 2010-02-18 | 2580 | 2597 | -17 |
| -18 | 20 INTERNATIONAL BUSINESS MACHS CORP | P | 2009-12-16 | 2010-02-18 | 2555 | 2573 | -18 |
| 75 | 60 INTEL CORP | P | 2009-12-16 | 2010-02-18 | 1246 | 1171 | 75 |
| -8 | 50 HEWLETT PACKARD CO | P | 2009-12-16 | 2010-02-18 | 2539 | 2547 | -8 |
| -82 | 10 GOLDMAN SACHS GROUP INC | P | 2009-12-16 | 2010-02-18 | 1556 | 1638 | -82 |
| 162 | 40 GILEAD SCIENCES INC | P | 2009-12-16 | 2010-02-18 | 1978 | 1816 | 162 |
| -148 | 40 EXXON MOBIL CORPORATION | P | 2009-12-16 | 2010-02-18 | 2636 | 2784 | -148 |
| 50 | 20 DANAHER CORP | P | 2009-12-16 | 2010-02-18 | 1507 | 1457 | 50 |
| 136 | 60 CVS/CAREMARK CORPORATION | P | 2009-12-16 | 2010-02-18 | 2045 | 1909 | 136 |
| -100 | 30 COCA COLA CO | P | 2009-12-16 | 2010-02-18 | 1674 | 1774 | -100 |
| 67 | 100 CISCO SYSTEMS IN | P | 2009-12-16 | 2010-02-18 | 2422 | 2355 | 67 |
| -166 | 40 CHEVRON CORP | P | 2009-12-16 | 2010-02-18 | 2945 | 3111 | -166 |
| -103 | 40 AT & T INC | P | 2009-12-16 | 2010-02-18 | 1007 | 1110 | -103 |
| 79 | 10 APPLE COMPUTER IN COM | P | 2009-12-16 | 2010-02-18 | 2029 | 1950 | 79 |
| -31 | 40 NESTLE S.A. REGISTERED SHARES -ADR | P | 2009-12-16 | 2010-02-18 | 1893 | 1924 | -31 |
| 37 | 10 APACHE CORPORATION COM | P | 2009-12-16 | 2010-02-18 | 1034 | 997 | 37 |
| -64 | 30 AMPHENOL CORP NEW | P | 2009-12-16 | 2010-02-18 | 1259 | 1323 | -64 |
| 69 | 40 AFLAC INC | P | 2009-12-16 | 2010-02-18 | 1952 | 1883 | 69 |
| -112 | 30 ADOBE SYS INC | P | 2009-12-16 | 2010-02-18 | 996 | 1108 | -112 |
| 12 | 20 ABBOTT LABORATORIES | P | 2009-12-16 | 2010-02-18 | 1098 | 1086 | 12 |
| 92 | 30 SCHLUMBERGER LTD | P | 2009-12-16 | 2010-02-18 | 1972 | 1880 | 92 |
| -188 | 30 PETROLEO BRASILEIRO S.A.-COMM -ADR | P | 2009-12-16 | 2010-02-18 | 1276 | 1464 | -188 |
| -11 | 30 ACCENTURE PLC | P | 2009-12-16 | 2010-02-18 | 1238 | 1249 | -11 |
| -33 | 20 PROCTER & GAMBLE CO | P | 2009-12-16 | 2010-01-12 | 1217 | 1250 | -33 |
| -73 | 30 COLGATE PALMOLIVE CO | P | 2009-12-16 | 2010-01-04 | 2476 | 2549 | -73 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 42487 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 13451 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 177051 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1680538 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10535 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 223531 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1820361 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.12280 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 166310 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1940141 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.08572 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 120339 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2031225 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05925 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2003097 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07309 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.44620 | TotalDistributionRatio |
| Average Distribution Ratio | 0.08924 | AverageDistributionRatio |
| Net Noncharitable Assets | 1157072 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 103257 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 534 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 103791 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 375569 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 534 | InvestmentIncomeExciseTax |
| Subtotal | 534 | Subtotal |
| Tax Based On Investment Income | 534 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 1500 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 965 | Overpayment |
| Amount Credited To Next Year | 965 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA CUSTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8019443023 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10062 SOUTH STONE | AddressLine1 |
| City | SANDY | City |
| State | UT | State |
| ZIP Code | 84092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOSEPH BENJAMIN | ||||||
| 3068 E BRANBURY RD | SALT LAKE CITY | UT | 84121 | Treasurer | 0.00 | 0 |
| BRENT ANDERSON | ||||||
| 522 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | Trustee | 0.00 | 0 |
| PATRICIA ANN RHEIN | ||||||
| 25-28 URBAN PLACE | FAIRLAWN | NJ | 07410 | Trustee | 0.00 | 0 |
| LEE M BROWER | ||||||
| 801 NORTH 500 WEST | BOUNTIFUL | UT | 84010 | Trustee | 0.00 | 0 |
| ARTHUR E BENJAMIN | ||||||
| 7508 HIGHMONT STREET | DALLAS | TX | 75230 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 607304 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 567388 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1174692 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1174692 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17620 | CashDeemedCharitable |
| Net Noncharitable Assets | 1157072 | NetNoncharitableAssets |
| Minimum Investment Return | 57854 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 57854 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 534 | TaxBasedOnInvestmentIncome |
| Total Tax | 534 | TotalTax |
| Distributable Amount Before Adj | 57320 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 57320 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 57320 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 375569 | ExpensesAndContributions |
| Qualifying Distributions | 375569 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 534 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 375035 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57320 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 43877 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20205 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 133647 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 93102 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 290831 | TotalExcessDistriCarryover |
| Qualifying Distributions | 375569 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 57320 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 318249 | RemainingDistriFromCorpus |
| Total Corpus | 609080 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 43877 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 565203 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20205 | ExcessFromYear4 |
| Excess From Year2 | 133647 | ExcessFromYear2 |
| Excess From Year1 | 93102 | ExcessFromYear1 |
| Excess From Current Year | 318249 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Dog Rescue | ||||||||||||
| 10062 Stone Mountain Cr | Sandy | UT | 84092 | 501C3 | support | $10,000 | ||||||
| Wayside Waifs | ||||||||||||
| 3901 Martha Truman Rd | Kansas City | MO | 64137 | 501C3 | Support | $2,500 | NONE | |||||
| Utah Food Bank | ||||||||||||
| 3150 S 900 W | Salt Lake City | UT | 84119 | 501C3 | Support | $2,500 | NONE | |||||
| The Hinckley Institute of Politics | ||||||||||||
| 260 SO Central Campus Dr 253 | Salt LAke City | UT | 84112 | 501C3 | Support | $4,500 | NONE | |||||
| The Consequences Charity | ||||||||||||
| 832 S Greenway Drive | Coral Gables | FL | 33134 | 501C3 | Support | $25,000 | NONE | |||||
| Ruth Rales Jewish Family Service | ||||||||||||
| 21300 Ruth Baron Coleman Blvd | Boca Raton | FL | 33428 | 501C3 | Support | $10,000 | NONE | |||||
| Royal Dames of Cancer Research | ||||||||||||
| 6278 North Federal HWY 378 | FT Lauderdale | FL | 33308 | 501C3 | Support | $10,000 | NONE | |||||
| Religious Assoc of Kirovograd Evang | ||||||||||||
| Support | $11,000 | NONE | Ternopilska st 26/21 | Kirovograd | Kirovograd | UP | 250078 | |||||
| No More Homeless Pets | ||||||||||||
| 8029 South 700 East | Sandy | UT | 84070 | 501C3 | Support | $5,000 | NONE | |||||
| Holy Spirit Catholic Church | ||||||||||||
| 11300 W 103rd St | Overland Park | KS | 66214 | 501C3 | Support | $3,000 | NONE | |||||
| HOBY of Utah | ||||||||||||
| 628 South 1350 East | Provo | UT | 84606 | 501C3 | Support | $2,500 | NONE | |||||
| Don Betts Evangelistic Assoc | ||||||||||||
| 100 Denwood Trail | Clayton | OH | 45315 | 501C3 | Support | $21,000 | NONE | |||||
| Dallas Film society | ||||||||||||
| 1155 Brown St | Dallas | TX | 75202 | 501C3 | Support | $45,000 | NONE | |||||
| City Union Mission | ||||||||||||
| 1100 East 11th st | Kansas City | MO | 64105 | 501C3 | Support | $1,000 | NONE | |||||
| Chain of Hope | ||||||||||||
| 258 W 3rd Street | Kansas City | MO | 64105 | 501C3 | Support | $500 | NONE | |||||
| Cancer Relief Fund | ||||||||||||
| PO Box 959 | Cibolo | TX | 78108 | 501C3 | Support | $5,000 | NONE | |||||
| Boys and Girls Club of Broward Coun | ||||||||||||
| 877 NW 61 Street | Ft Lauderdale | FL | 33309 | 501C3 | Support | $50,000 | NONE | |||||
| Archbishop' Call to Share | ||||||||||||
| 125615 Parallel Pkwy | Kansas City | KS | 66109 | 501C3 | Support | $2,000 | NONE | |||||
| TRICOUNTY HUMANE SOCIETY | ||||||||||||
| 21287 BOCA RIO RD | BOCA RATON | FL | 33433 | FOOD, CARE, ADOPTION | $5,000 | NONE | ||||||
| LE LYCEE FRANCAIS LOS ANGELES | ||||||||||||
| 3261 OVERLAND AVE | LOS ANGELAS | CA | 90034 | EDUCATIONAL PROGRAM | $10,000 | NONE | ||||||
| KOSTOPULOS DREAM FOUNDATION | ||||||||||||
| 2500 EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | 501C3 | SUMMER CAMP FOR THE DISABLED | $6,000 | NONE | |||||
| HUMANE SOCIETY OF UNITED STATES | ||||||||||||
| 3515 B LONGMIRE DRIVE PMB 301 | COLLEGE STATION | TX | 77845 | FOOD, CARE, ADOPTION | $32,500 | NONE | ||||||
| Humane Society of Broward County | ||||||||||||
| 2070 Griffin Rd | Fort Lauderdale | FL | 33312 | FOSTER, CARE, SURGERY, FOOD | $7,500 | NONE | ||||||
| IJ JEANNE WAGNER JEWISH COMM CENTER | ||||||||||||
| 2 NORTH MEDICAL DRIVE | SALT ALKE CITY | UT | 84113 | SUPPORT | $4,000 | NONE | ||||||
| THE JIMMY FUND | ||||||||||||
| 10 Brookline Place West 6TH FLOOR | BROOKLINE | MA | 02445 | CANCER RESEARCH | $500 | NONE | ||||||
| THE CHURCH OF JESUS CHRIST OF LDS | ||||||||||||
| 50 E North Temple | SALT LAKE CITY | UT | 84111 | HUMANITARIAN | $20,000 | NONE | ||||||
| PAWS IN THE CITY | ||||||||||||
| 3506 CEDAR SPRINGS | DALLAS | TX | 75219 | FOSTER, NEUTER/SPAY, SURGERY, CARE | $3,500 | NONE | ||||||
| IMAGE REBORN FOUNDATION | ||||||||||||
| 6300 NORTH SAGEWOOD DRIVE H238 | PARK CITY | UT | 84098 | Support | $9,000 | NONE | ||||||
| CHABAD LUBAVITCH OF UTAH | ||||||||||||
| 1760 SOUTH 1100 EASR | SALT LAKE CITY | UT | 84105 | SUPPORT | $35,500 | NONE | ||||||
| Best Buddies Florida | ||||||||||||
| 2701 W Oakland Park Blvd Suite 414 | Fort Lauderdale | FL | 33311 | Support | $10,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 354000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 4644 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 15163 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 280 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,743 | ExclusionAmount |
| Related Or Exempt Function Income | 40744 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,743 | ExclusionAmount |
| Related Or Exempt Function Income | 60831 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62574 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Stephen Brewster | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8339 NW 125 Lane | AddressLine1 |
| City | Parkland | City |
| State | FL | State |
| ZIP Code | 33076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 33000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Payroll Contribution Type | X | PayrollContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NELSON MURRI | Category |
| Amount | $3,035 | Amount |
| Net Investment Income | 3035 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (26 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HIGHBRIDGE DYNAMIC COMMODITIES | AT COST | 4754 | 6214 |
| EATON VANCE MUT FDS TR | AT COST | 13105 | 13004 |
| ARBITAGE FUNDS 1 | AT COST | 13258 | 12954 |
| GS BREN SPX 07/08/11 | AT COST | 15000 | 16795 |
| CS BREN ASIA BSKT 090811 | AT COST | 10000 | 11089 |
| DREYFUS LAUREL FDS TR | AT COST | 12435 | 12449 |
| VANGUARD FIXED INCOME SECS F | AT COST | 25398 | 25761 |
| JP MORGAN SHORT DURATION BOND FUND | AT COST | 231795 | 233712 |
| JPMORGAN STRATEGIC INCOME | AT COST | 12875 | 12955 |
| JP MORGAN INTERNATIONAL CURRENCY | AT COST | 6291 | 6583 |
| Eaton Vance Mut FDS TR | AT COST | 29570 | 30053 |
| ishares Varclays Tips Bond Fund | AT COST | 33599 | 32794 |
| Harbor high Yield Bond Fund Ins | AT COST | 12888 | 13008 |
| Vanguard Emerging Market ETF | AT COST | 6062 | 6018 |
| SPDR Gold Trust | AT COST | 5100 | 6104 |
| Manning and Napier fund | AT COST | 10873 | 11444 |
| Laudus Mondrian International Equity | AT COST | 6475 | 6588 |
| Aberdeen Asia Pacific Ex Japan | AT COST | 14595 | 18799 |
| Professionally Managed Portfolios | AT COST | 14551 | 16137 |
| JP Morgan Realty Income Fund | AT COST | 9984 | 10038 |
| Ishares S&P Mid Cap 400 Index | AT COST | 18985 | 23307 |
| SPDR S&P 500 ETF Trust | AT COST | 18319 | 20497 |
| Legg Mason Partners Appreciation | AT COST | 10742 | 12429 |
| JP Morgan US Equity Fund | AT COST | 11061 | 11985 |
| Gateway Fund -Y | AT COST | 6466 | 6483 |
| HEWLETT PACKARD | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $270 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| BOY Book Value | 2 | BOYBookValue |
| EOY Book Value | 2 | EOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| OTHER | 1148 | 1148 | |
| Misc | 2500 | ||
| MARKETING | 4500 | 4500 | |
| inVESTMENT EXPENSE | 69 | 69 | |
| Expense reimbursement | 15921 | 15921 | |
| BROKER FEES | 5417 | 5417 | |
| BANK CHARGES | 392 | 392 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 280 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| fOREIGN tAXES | $1 | 1 |
| FEDERAL TAXES | $37 |