IRVING AND FRANCINE SUKNOW FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND FRANCINE SUKNOW FOUNDATION (EIN 25-6648797)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-25
- IRS object ID
- 202322689349100817
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-25T17:40:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256648797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING & FRANCINE SUKNOW FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO-TRUSTEES HENRY FADER & LYNDA GORDON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 2679700426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 834 CHESTNUT STREET APT PH128 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY FADER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2679700426 | PhoneNum |
| Signature | 2023-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | FADER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN BROWNELL | PreparerPersonNm |
| PTIN | P00232091 | PTIN |
| Phone | 8585589200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,588,970 | 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 |
| Dividends Rev And Expnss | $315,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $314,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,471,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $304,796 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $619,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,731 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,731 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,752 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $785,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $691,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $553,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299,351 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,470,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,959,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,036,862 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,216,095 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,374,527 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,008,950 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $153,021 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $243,807 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,030,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,900,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,588,970 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,030,320 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,900,437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,030,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,900,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,030,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,900,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,030,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,778 | OtherIncreasesAmt |
| Subtotal | $11,900,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,900,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON #9000 - PUBLICLY TRADED SECURITIES | P | $11,515 | $12,310 | -$795 | -$795 |
| BNY MELLON #0000 - PUBLICLY TRADED SECURITIES | P | $821,574 | $801,035 | $20,539 | $20,539 |
| BNY MELLON #9000 - PUBLICLY TRADED SECURITIES | P | $131,820 | $140,758 | -$8,938 | -$8,938 |
| BNY MELLON #0000 - PUBLICLY TRADED SECURITIES | P | $1,484,205 | $1,212,707 | $271,498 | $271,498 |
| CAPITAL GAINS DIVIDENDS | P | $22,492 | $22,492 | $22,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $304,796 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,903 | OverpaymentAmt |
| Applied To ES Tax | $9,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | HENRY FADER CO-TRUSTEE | IndividualWithBooksNm |
| Phone | 2679700426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 834 CHESTNUT STREET APT PH128 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| HENRY FADER | ||||||||
| 834 CHESTNUT STREET APT PH128 | PHILADELHPIA | PA | 19107 | CO-TRUSTEE | 1.50 | $20,000 | $0 | $0 |
| LYNDA GORDON | ||||||||
| PO BOX 676357 | RANCHO SANTA FE | CA | 92067 | CO-TRUSTEE | 1.50 | $20,000 | $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 | $13,132,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,317,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,317,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,117,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $655,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $655,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,697 | TotalTaxAmt |
| Distributable Before Adj | $648,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $648,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $648,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $691,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $691,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $648,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $194,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $140,113 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $644,322 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $691,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $648,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,273 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $687,595 | 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 | $194,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,125 | ExcessFromYear4Amt |
| Excess From Year3 | $56,788 | ExcessFromYear3Amt |
| Excess From Year2 | $140,113 | ExcessFromYear2Amt |
| Excess From Year1 | $63,695 | ExcessFromYear1Amt |
| Excess From Current Year | $43,273 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | JEWISH STUDENT SERVICES | $4,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | WELLBEING OF SOLDIERS | $5,000 |
| HILLEL OF SAN DIEGO | ||||||
| 5717 LINDO PASEO | SAN DIEGO | CA | 92115 | PUBLIC CHARITY | JEWISH STUDENT SERVICES | $1,800 |
| JEWISH FAMILY SERVICES OF SAN DIEGO | ||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | COMMUNITY SERVICES | $10,000 |
| JEWISH FEDERATION OF SAN DIEGO COUNTY | ||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | COMMUNITY SERVICES | $15,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 10089 WILLOW CREEK DRIVE SUITE 250 | SAN DIEGO | CA | 92131 | PUBLIC CHARITY | MS RESEARCH | $65,000 |
| PADRES PEDAL THE CAUSE | ||||||
| 9191 TOWNE CENTRE DR SUITE 310 | SAN DIEGO | CA | 92122 | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| PADRES PEDAL THE CAUSE | ||||||
| 9191 TOWNE CENTRE DR SUITE 310 | SAN DIEGO | CA | 92122 | PUBLIC CHARITY | CANCER RESEARCH | $2,500 |
| PHASE ONE FOUNDATION - ROAD TO CURING CANCER | ||||||
| 256 26TH STREET SUITE 201 | SANTA MONICA | CA | 90402 | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| RADY CHILDREN'S HOSPITAL | ||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | KAWASAKI RESEARCH | $100,000 |
| UC SAN DIEGO FOUNDATION | ||||||
| 9500 GILMAN DRIVE SUITE 0937 | SAN DIEGO | CA | 92093 | PUBLIC CHARITY | PROSTATE CANCER RESEARCH | $35,000 |
| UC SAN DIEGO FOUNDATION MOORES CANCER CENTER | ||||||
| 9500 GILMAN DRIVE SUITE 0937 | LA JOLLA | CA | 92093 | PUBLIC CHARITY | CENTER FOR SUPPORTIVE CARE | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,071 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,926 | 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 FEES | CategoryTxt |
| Amt | $11,850 | Amt |
| Net Investment Income | $1,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,665 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $3,374,527 | EOYBookValueAmt |
| EOYFMV | $3,008,950 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,959,651 | EOYBookValueAmt |
| EOYFMV | $9,036,862 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $266,908 | BookValueAmt |
| EOYFMV | $243,807 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BNY MELLON #0000 | Desc |
| Revenue And Expenses Per Books | $59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $35,778 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $59,731 | Amt |
| Net Investment Income | $59,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $4,752 | $4,752 | $0 |
| FEDERAL TAXES PAID | $28,454 | $0 | $0 |