EFRUSY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EFRUSY FAMILY FOUNDATION (EIN 46-1252608)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349101709
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:05:52-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461252608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Efrusy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EFRU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Efrusy | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Efrusy | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $59,261,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,848,630 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $251,979 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $251,979 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$110,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,772,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $169,947 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180,302 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,227,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,076 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $181,169 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,918 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $245,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,047,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,047,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,485,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,170,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,741,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,005,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,942,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,942,973 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $59,927 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $435,181 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $427,604 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,361,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,215,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,962,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,028,218 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,712,002 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,604,266 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,674,665 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,565,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,324,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $58,129,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,871,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,261,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $58,129,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,871,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,129,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,871,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,129,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,871,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,129,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,741,809 | ExcessRevenueOverExpensesAmt |
| Subtotal | $63,871,260 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $63,871,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $1,772,925 | $1,803,073 | -$30,148 | -$30,148 |
| Passthrough K1 Capital Gain/(Loss) | -$81,611 | |||
| Sec 751 Gain on Sale of Ptshp Reclass | $9 | -$9 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$111,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,093 | SubtotalAmt |
| Tax Based On Investment Income | $5,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,665 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $18,665 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,572 | OverpaymentAmt |
| Applied To ES Tax | $5,100 | AppliedToESTaxAmt |
| Refund | $8,472 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Efrusy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman, Treas | 5.0 | $0 | $0 | $0 |
| Molly Efrusy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Pres | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $115,189 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,196,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,318,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,324,341 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,838,971 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,838,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $897,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,941,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,947,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,947,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,093 | TotalTaxAmt |
| Distributable Before Adj | $2,941,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,941,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,941,976 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,170,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,170,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,941,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,069 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $2,170,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,069 | AppliedToYear1Amt |
| Applied To Current Year | $2,112,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $829,688 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin Efrusy | ContributingManagerNm |
| Contributing Manager | Molly Efrusy | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP FOUNDATION | |||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | N/A | PC | African Leadership Academy (ALA) AL for Governance Sector | $95,000 |
| AFRICAN LEADERSHIP FOUNDATION | |||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | N/A | PC | African Leadership Academy Funds for two student scholarships (one first-year and one second-year student), and unrestricted FUND | $90,000 |
| ARISE MEDIA INC | |||||||
| 99 CHURCH ST | PLEASANTVILLE | NY | 10570 | N/A | PC | Post-production and impact of the film Free Money | $25,000 |
| BRAZIL FOUNDATION | |||||||
| 216 E 45TH ST STE 1204 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $250,000 |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| PO BOX 683480 | PARK CITY | UT | 84068 | N/A | PC | CCPC Counseling Center | $60,000 |
| CIYOTA INC | |||||||
| 3609 MAIN ST | FORT WORTH | TX | 76119 | N/A | PC | General & Unrestricted | $40,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | 2025-2026 Scholarship Fund for two students | $42,000 |
| EDUCATE | |||||||
| PO BOX 12302 | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $50,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K ST STE 300 | WASHINGTON | DC | 20052 | N/A | PC | GW Hillel's Wellness + Mental Health Initiative | $5,000 |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | DC | 21297 | N/A | PC | Better Boundaries in support of the Utah Redistricting Litigation costs | $1,500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | Global Survivor Network and Africa programs | $150,000 |
| LATIN AMERICAN LEADERSHIP FOUNDATION INC | |||||||
| 9 MARINE DR | VERO BEACH | FL | 32960 | N/A | PC | Latin American Leadership Academy (LALA) fund | $200,000 |
| LATIN AMERICAN LEADERSHIP FOUNDATION INC | |||||||
| 9 MARINE DR | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $25,000 |
| LITERACY COUNCIL OF NORTHERN VIRGINIA INC | |||||||
| 2855 ANNANDALE RD | FALLS CHURCH | VA | 22042 | N/A | PC | General & Unrestricted | $725 |
| MORE PERFECT UNION FOUNDATION | |||||||
| 3033 WILSON BLVD STE E PMB 558 | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $100,000 |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | N/A | PC | RISE Fund | $60,000 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | N/A | PC | General & Unrestricted | $20,000 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | N/A | PC | Reaching New Heights Campaign - Preschool Endowment Fund | $400,000 |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 11 PARK PL 3RD FL | NEW YORK | NY | 10007 | N/A | PC | SHOFCO Urban Network (SUN) | $200,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | The Efrusy Family Scholarship Fund for undergraduate students from Africa | $56,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | H & S Dean's Fund | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Haas Center for Public Service | $10,000 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | GSB Bold Fellows and Efrusy Family Fellowship Fund | $100,000 |
| TEACH FOR ALL INC | |||||||
| 25 BROADWAY 13TH FL | NEW YORK | NY | 10004 | N/A | PC | The Africa Fund | $25,000 |
| TEACH FOR ALL INC | |||||||
| 25 BROADWAY 13TH FL | NEW YORK | NY | 10004 | N/A | PC | Let Girls Thrive initiative | $30,000 |
| UNIVERSITY OF DENVER | |||||||
| PO BOX 910585 | DENVER | CO | 80291 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,047,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,979 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $991 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$111,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$11,507 | 14 | $180,354 |
| Federal Tax Refund | 01 | $1,091 | ||
| Sec 751 Gain on Sale of Ptshp | 525990 | $9 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,507 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $389,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Efrusy Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Kevin Efrusy PO Box 4168 | AddressLine1Txt |
| City | Park City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840604168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,848,630 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TENABLE HOLDINGS INC TENB, 193316 sh. | NoncashPropertyDesc |
| Fair Market Value | $7,848,630 | FairMarketValueAmt |
| Received | 2022-12-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part I line 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(111,768) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $991 TOTAL PART I, LINE 6A: $(110,777) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,772,925 BOOK BASIS: $1,803,073 NET GAIN/(LOSS): $(30,148) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(81,611) SEC 751 GAIN FROM K-1 RECLASS NET GAIN/(LOSS): $(9) | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THERMO FISHER SCIENTIFIC -0.79 | $72,036 | $72,585 |
| ABBVIE INC SER B - 2.600% - 11 | $71,617 | $71,834 |
| AIR LEASE CORP MTN CALL MAKE W | $74,494 | $69,280 |
| ALLSTATE CORP - 3.150% - 06/15 | $53,049 | $49,607 |
| APPLE INC - 3.450% - 05/06/202 | $56,384 | $54,018 |
| ARES CAP CORP - 3.500% - 02/10 | $81,853 | $79,840 |
| BANK NEW YORK MELLON - 2.200% | $76,829 | $73,793 |
| BANK OF AMERICA CORP - 4.100% | $80,862 | $74,672 |
| BHP BILLITON FIN USA - 3.850% | $81,287 | $74,364 |
| BLACKSTONE PRIVATE CREDIT SER | $73,388 | $69,214 |
| BRISTOL-MYERS SQUIBBCO - 0.537 | $85,153 | $81,885 |
| BROADCOM CORP/BROADCOM CAYMAN | $80,419 | $73,806 |
| COMCAST CORP - 3.700% - 04/15/ | $78,736 | $73,884 |
| DEERE JOHN CAPITAL CORP MTN - | $74,811 | $71,709 |
| DELL INTL LLC/EMC CORP NOTE - | $23,212 | $21,008 |
| DELL INTL LLC/EMC CORP SER A N | $47,391 | $44,225 |
| EOG RESOURCES INC - 3.150% - 0 | $44,716 | $43,465 |
| FEDERAL HOME LOAN BANKS - 4.50 | $74,751 | $74,793 |
| FIFTH THIRD BANCORP - 3.650% - | $81,537 | $73,866 |
| GENERAL MOTORS FINL CO SR UNSE | $69,480 | $64,731 |
| HERSHEY CO - 3.375% - 5/15/202 | $60,603 | $59,746 |
| HUMANA INC NOTE CALL MAKE WHOL | $65,034 | $63,370 |
| LABORATORY CORP AMERHLDGS - 3. | $64,359 | $63,016 |
| LENNAR CORP NT - 4.875% - 12/1 | $91,503 | $84,512 |
| LINDE INC NOTE - 4.700% - 12/0 | $74,919 | $75,093 |
| MAGALLANES INC BOND REG S - 3. | $79,428 | $77,548 |
| NETFLIX INC - 5.750% - 03/01/2 | $80,736 | $75,555 |
| OMEGA HEALTHCARE INVS INC - 4. | $17,284 | $15,908 |
| OMEGA HEALTHCARE INVS INC NOTE | $54,745 | $49,282 |
| ORACLE CORP NOTE CALL MAKE WHO | $70,258 | $70,737 |
| PERKINELMER INC NOTE - 0.850% | $69,816 | $69,527 |
| RYDER - 3.650% - 03/18/2024 | $60,019 | $58,809 |
| RYDER - 4.625% - 06/01/2025 | $34,378 | $34,350 |
| SOUTHERN CALIF EDISON CO SER 2 | $72,797 | $72,619 |
| STANLEY BLACK &DECKER INC - 2. | $74,094 | $71,001 |
| SUNOCO LOGISTICS PARTNERS NOTE | $62,324 | $59,950 |
| THE SOUTHERN CO SER 2019A NOTE | $80,363 | $79,080 |
| TORONTO-DOMINION BK - 0.450% - | $75,149 | $72,720 |
| UN PAC CORP - 2.950% - 01/15/2 | $91,811 | $88,937 |
| ZOETIS INC - 3.250% - 02/01/20 | $50,377 | $49,927 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $809,242 | $2,710,426 |
| ALPHABET INC CL C | $804,142 | $2,732,884 |
| BILL COM HOLDINGS | $25,722 | $11,659 |
| CROWDSTRIKE HOLDINGS, INC | $3,096,331 | $2,123,805 |
| DROPBOX INC | $2,014,631 | $1,857,361 |
| PAGERDUTY ORD SHS | $64,351 | $162,149 |
| SALESFORCE.COM | $16,515,453 | $6,816,054 |
| TENABLE HOLDINGS INC | $7,848,630 | $7,375,004 |
| UIPATH ORD SHS CLASS A | $36,830 | $173,466 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $435,181 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $427,604 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCEL GROWTH FUND INVESTORS 20 | $826,658 | $2,200,123 |
| ACCEL GROWTH FUND VI INVESTORS | $651,416 | $661,868 |
| ACCEL INVESTORS 2016 LLC | $340,846 | $1,382,568 |
| ACCEL LEADERS FUND INVESTORS 2 | $191,113 | $630,131 |
| ACCEL LONDON VII INVESTORS (20 | $327,079 | $328,925 |
| ACCEL XV INVESTORS (2021) L.L. | $319,125 | $347,598 |
| APOLITICAL | $99,589 | $99,589 |
| JUNIPER HILL CAPITAL FUND LP I | $8,059,948 | $7,923,541 |
| PROJECT WAYFINDER | $749,998 | $749,998 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $115,189 | $115,189 | |
| K-1 Exp ACCEL GROWTH FUND INVE | $595 | $595 | |
| K-1 Exp ACCEL GROWTH FUND VI I | $294 | $294 | |
| K-1 Exp ACCEL INVESTORS 2016 L | $386 | $386 | |
| K-1 Exp ACCEL LEADERS FUND INV | $405 | $405 | |
| K-1 Exp ACCEL LONDON VII INVES | $274 | $274 | |
| K-1 Exp ACCEL XV INVESTORS (20 | $254 | $254 | |
| K-1 Exp JUNIPER HILL CAPITAL F | $128,544 | $127,966 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCEL GROWTH FUND INVESTORS 2016 LLC | $220 | $220 |
| K-1 Inc/Loss ACCEL INVESTORS 2016 LLC | $103 | $103 |
| K-1 Inc/Loss ACCEL LEADERS FUND INVESTORS 2016 LL | $6 | $6 |
| K-1 Inc/Loss JUNIPER HILL CAPITAL FUND LP INV | $168,518 | $179,973 |
| Federal Tax Refund | $1,091 | |
| Sec 751 Gain JUNIPER HILL CAPITAL FUND LP | $9 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,076 | Amt |
| Net Investment Income | $3,076 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $13,700 |
| 990-PF Extension for 2021 | $165,500 |
| 990-T Extension for 2021 | $1,900 |
| IRS MISCELLANEOUS FEE | $69 |