DARE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DARE FOUNDATION (EIN 83-1471194)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349101652
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:00:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 831471194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DARE | BusinessNameControlTxt |
| Phone | 6508458100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZACK RINAT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508458100 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZACK | PersonFirstNm |
| Person Last | RINAT | 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 | ANDREW J ALVES | PreparerPersonNm |
| PTIN | P01279621 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $16,224,917 | 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 | $248,297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248,297 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,488,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $454,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $489,012 | 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 |
| Accounting Fees Rev And Expnss | $16,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $889,505 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $889,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,053,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $897,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$599,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,628 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,402,455 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,139,609 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,706,624 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $12,283,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,383,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,502,665 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,763,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,538,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,224,917 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $189,627 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $189,627 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $189,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $189,627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $17,574,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,348,822 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,574,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,348,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,763,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,538,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,574,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$599,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,974,905 | SubtotalAmt |
| Other Decreases | $626,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,348,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125,000 SHARES OF FLHB | P | 2021-10-08 | 2022-08-15 | $117,683 | $124,844 | -$7,161 | -$7,161 |
| 390,000 SHARES OF US TREASURY | P | 2021-06-03 | 2022-01-27 | $393,016 | $398,531 | -$5,515 | -$5,515 |
| 155,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-01-27 | $156,199 | $158,179 | -$1,980 | -$1,980 |
| 10,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-02-01 | $10,075 | $10,205 | -$130 | -$130 |
| 5,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-03-08 | $5,024 | $5,103 | -$79 | -$79 |
| 10,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-04-07 | $10,017 | $10,205 | -$188 | -$188 |
| 5,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-04-28 | $5,005 | $5,103 | -$98 | -$98 |
| 10,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-05-12 | $10,009 | $10,205 | -$196 | -$196 |
| 15,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-05-31 | $15,012 | $15,308 | -$296 | -$296 |
| 180,000 SHARES OF US TREASURY | P | 2021-06-23 | 2022-06-07 | $180,021 | $183,691 | -$3,670 | -$3,670 |
| 120,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-06-07 | $119,981 | $122,559 | -$2,578 | -$2,578 |
| 5,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-06-22 | $4,985 | $5,107 | -$122 | -$122 |
| 130,000 SHARES OF US TREASURY | P | 2021-11-03 | 2022-01-27 | $130,000 | $129,988 | $12 | $12 |
| 185,000 SHARES OF US TREASURY | P | 2022-08-04 | 2022-09-02 | $184,236 | $183,895 | $341 | $341 |
| 10,000 SHARES OF US TREASURY | P | 2022-08-04 | 2022-09-14 | $9,963 | $9,940 | $23 | $23 |
| 885,000 SHARES OF US TREASURY | P | 2022-08-04 | 2022-09-22 | $882,294 | $879,712 | $2,582 | $2,582 |
| 100,000 SHARES OF US TREASURY | P | 2022-08-19 | 2022-09-22 | $99,570 | $99,370 | $200 | $200 |
| 55,000 SHARES OF US TREASURY | P | 2022-08-19 | 2022-10-03 | $54,804 | $54,654 | $150 | $150 |
| 30,000 SHARES OF US TREASURY | P | 2022-08-19 | 2022-10-14 | $29,925 | $29,811 | $114 | $114 |
| 5,000 SHARES OF US TREASURY | P | 2022-08-19 | 2022-11-14 | $4,999 | $4,969 | $30 | $30 |
| 80,000 SHARES OF US TREASURY | P | 2022-11-18 | 2022-12-27 | $79,547 | $79,199 | $348 | $348 |
| 5,000 SHARES OF US TREASURY | P | 2022-12-16 | 2022-12-30 | $4,934 | $4,927 | $7 | $7 |
| 25,000 SHARES OF US TRESAURY | P | 2022-12-16 | 2022-12-30 | $24,667 | $24,637 | $30 | $30 |
| 500,000 SHARES OF FEDERAL HOME LOAN | P | 2021-04-22 | 2022-08-18 | $476,940 | $499,825 | -$22,885 | -$22,885 |
| 1,185,000 SHARES OF FFCB LOAN | P | 2021-05-04 | 2022-08-04 | $1,185,000 | $1,184,822 | $178 | $178 |
| 95,000 SHARES OF US TREASURY | P | 2020-12-23 | 2022-01-27 | $95,735 | $97,694 | -$1,959 | -$1,959 |
| 215,000 SHARES OF US TREASURY | P | 2021-01-14 | 2022-01-27 | $216,663 | $220,820 | -$4,157 | -$4,157 |
| 115,000 SHARES OF US TREASURY | P | 2021-01-15 | 2022-01-27 | $115,889 | $118,145 | -$2,256 | -$2,256 |
| 50,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-07-08 | $49,852 | $51,066 | -$1,214 | -$1,214 |
| 50,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-07-12 | $49,836 | $51,066 | -$1,230 | -$1,230 |
| 15,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-07-29 | $14,946 | $15,320 | -$374 | -$374 |
| 40,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-07-29 | $39,861 | $40,853 | -$992 | -$992 |
| 895,000 SHARES OF US TREASURY | P | 2021-07-01 | 2022-12-15 | $895,000 | $914,089 | -$19,089 | -$19,089 |
| 45,000 SHARES OF US TREASURY | P | 2020-11-19 | 2022-01-27 | $45,132 | $46,322 | -$1,190 | -$1,190 |
| 365,000 SHARES OF US TREASURY | P | 2020-11-19 | 2022-01-27 | $366,098 | $375,722 | -$9,624 | -$9,624 |
| 5,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-27 | $4,960 | $5,035 | -$75 | -$75 |
| 80,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-27 | $79,338 | $80,553 | -$1,215 | -$1,215 |
| 30,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-28 | $29,759 | $30,207 | -$448 | -$448 |
| 15,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-29 | $14,880 | $15,104 | -$224 | -$224 |
| 100,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-29 | $99,172 | $100,691 | -$1,519 | -$1,519 |
| 65,000 SHARES OF US TREASURY | P | 2021-03-29 | 2022-12-30 | $64,490 | $65,449 | -$959 | -$959 |
| 120,000 SHARES OF US TREASURY | P | 2021-01-14 | 2022-01-27 | $120,717 | $122,606 | -$1,889 | -$1,889 |
| 315,000 SHARES OF US TREASURY | P | 2020-11-19 | 2022-01-27 | $316,993 | $322,617 | -$5,624 | -$5,624 |
| 410,000 SHARES OF US TREASURY | P | 2020-11-19 | 2022-01-27 | $412,226 | $420,234 | -$8,008 | -$8,008 |
| 120,000 SHARES OF US TREASURY | P | 2021-01-14 | 2022-01-27 | $120,652 | $122,756 | -$2,104 | -$2,104 |
| FROM K-1 - FINEPOINT CAPITAL PARTNERS II, LP | P | 2022-01-01 | 2022-12-31 | $68,257 | -$68,257 | -$68,257 | |
| FROM K-1 - FINEPOINT CAPITAL PARTNERS II, LP | P | 2021-01-01 | 2022-12-31 | $128,239 | $128,239 | $128,239 | |
| FROM K-1 - ABRAMS CAPITAL PARTNERS II, LP | P | 2022-01-01 | 2022-12-31 | $10,321 | $10,321 | $10,321 | |
| FROM K-1 - ABRAMS CAPITAL PARTNERS II, LP | P | 2021-01-01 | 2022-12-31 | $4,031 | -$4,031 | -$4,031 | |
| FROM K-1 - COTERIE MASTER FUND I, LLC | P | 2022-01-01 | 2022-12-31 | $15 | -$15 | -$15 | |
| FROM K-1 - YIELDPOINT STABLE VALUE FUND, LP | P | 2022-01-01 | 2022-12-31 | $3,905 | $3,905 | $3,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,957 | 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 | $21,957 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,324 | OverpaymentAmt |
| Applied To ES Tax | $17,324 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ZACK RINAT | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ORLI RINAT | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN BUOYMASTER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $8,704,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,423,575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,223,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,223,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,965,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $848,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $848,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,633 | TotalTaxAmt |
| Distributable Before Adj | $843,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $843,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $843,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $897,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $897,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $843,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $879,836 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $897,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $879,836 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,919 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $825,712 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZACK RINAT | ContributingManagerNm |
| Contributing Manager | ORLI RINAT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50-50 STARTUPS | ||||||||
| 82 ATHERTON RD UNIT 2 | BROOKLINE | MA | 02446 | NONE | PC | GENERAL | $15,000 | |
| ABRAHAM INITIATIVES | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $25,000 | |
| ACLUF | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $13,600 | |
| AMERICAN FRIENDS OF MORESHET | ||||||||
| 201 E 21ST STREET | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $5,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $8,950 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $20,000 | |
| AMERICAN FRIENDS OF THE ISRAELI PHILHARMONIC | ||||||||
| 5792 WEST JEFFERSON BOULEVARD | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL | $2,500 | |
| BLACK BURNER BURNING MAN PROJECT | ||||||||
| 995 MARKET STREET 15TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL | $35,000 | |
| CALIFORNIA PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $100 | |
| CITY TEAM | ||||||||
| 2306 ZANKERRD | SAN JOSE | CA | 95131 | NONE | PC | GENERAL | $1,000 | |
| CONTEMPORARY JEWISH MUSEUM | ||||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL | $1,800 | |
| FOUNDATION FOR JEWISH CAMP | ||||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $200,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $8,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 37012 SI BUILDING ROOM 153 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL | $55 | MRC 010 |
| GLIDE | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $15,000 | |
| HEROIC HEARTS PROJECT | ||||||||
| 832 21 AVENUE | NEW SMYRNA BEACH | FL | 32169 | NONE | PC | GENERAL | $25,000 | |
| HILLEL OF SILICON VALLEY | ||||||||
| 44 S 11TH ST | SAN JOSE | CA | 95112 | NONE | PC | GENERAL | $1,800 | |
| ICON - ISRAELI COLLABORATION NETWORK | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | PC | GENERAL | $22,500 | |
| INSIGHT MEDITATION SOCIETY | ||||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | PC | GENERAL | $10,000 | |
| ISRAAID | ||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL | $10,000 | |
| JCRC | ||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $5,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $5,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL | $1,800 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $112,500 | |
| JFI | ||||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL | $5,000 | |
| KQED | ||||||||
| 50 BEALE STREET 5TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $600 | |
| LEADARESHIP | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL | $55,240 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | PC | GENERAL | $5,000 | |
| MAPS | ||||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | NONE | PC | GENERAL | $25,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $360 | |
| MEI MIDDLE EAST REGIONAL INITIATIVES | ||||||||
| 1763 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $10,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $100 | |
| NMAAHC | ||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL | $250 | |
| NMAI | ||||||||
| ONE BOWLING GREEN | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $250 | |
| OSHMAN FAMILY JCC | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | PC | GENERAL | $40,000 | |
| PALESTINIAN INTERNSHIP PROGRAM INC | ||||||||
| 145 W 67TH ST APT 17H | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $10,000 | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $22,500 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL | $5,000 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $5,000 | |
| SAN FRANCISCO PERFORMANCES | ||||||||
| 500 SUTTER STREET SUITE 710 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $150 | |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $110,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 NORTH FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC | GENERAL | $15,000 | |
| SF JAZZ | ||||||||
| 201 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $450 | |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $25,000 | |
| SILICON VALLEY JEWISH FILM FESTIVAL | ||||||||
| PO BOX 2190 | CUPERTINO | CA | 95015 | NONE | PC | GENERAL | $5,000 | |
| SPIRIT ROCK MEDITATION CENTER | ||||||||
| PO BOX 169 | WOODACARE | CA | 94973 | NONE | PC | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $889,505 | 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 | $248,297 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,277 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $454,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,141 | 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 | $16,500 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,139,609 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,706,624 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 224,752 SHS - DODGE & COX INCOME FD | AT COST | $2,878,286 | $2,907,887 |
| FINEPOINT CAPITAL PARTNERS II, LP | AT COST | $2,403,429 | $2,195,334 |
| GURTIN - AGENCY SECURITIES | AT COST | $2,013,398 | $2,541,871 |
| ABRAMS CAPITAL PARTNERS II, LP | AT COST | $4,086,759 | $3,886,019 |
| SCHWAB - EXCHANGE TRADED FUNDS | AT COST | $453,503 | $453,503 |
| ZEEV VENTURES IX, LP | AT COST | $87,093 | $87,093 |
| COTERIE MASTER FUND I, LP | AT COST | $316,178 | $316,178 |
| YIELDPOINT STABLE VALUE FUND, LP | AT COST | $2,144,566 | $2,114,780 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $615,945 |
| BOOK/TAX DIFFERENCES ON K-1 INVESTMENTS | $138 |
| FEDERAL TAXES PAID | $10,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $38,747 | $38,747 | $0 |
| K-1 DEDUCTIONS - FINEPOINT CAPITAL PARTNERS II, LP | $29,940 | $29,940 | $0 |
| K-1 DEDUCTIONS - ABRAMS CAPITAL PARTNERS II, LP K-1 | $44,758 | $44,758 | $0 |
| K-1 DEDUCTIONS - ZEEV VENTURES IX, LP | $407 | $407 | $0 |
| K-1 DEDUCTIONS - COTERIE MASTER FUND I, LLC | $14,178 | $14,178 | $0 |
| K-1 DEDUCTIONS - YIELDPOINT STABLE VALUE FUND, LP | $14,683 | $14,683 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 OTHER INCOME (LOSS) - FINEPOINT CAPITAL PARTNERS II, LP | $12,650 | $12,650 | $12,650 |
| K-1 OTHER INCOME (FROM ABRAMS CAPITAL PARTNERS II, LP) | $30,748 | $30,748 | $30,748 |
| K-1 OTHER INCOME (FROM COTERIE MASTER FUND I, LLC) | $40 | $40 | $40 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $185,320 | $185,320 |
| DEFERRED FEDERAL EXCISE TAX | $4,307 | $4,307 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZACK AND ORLI RINAT | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $4,743 | Amt |
| Net Investment Income | $4,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |