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KOUM FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KOUM FAMILY FOUNDATION (EIN 47-5446562)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349103674
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T11:14:52-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475446562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KOUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOUMBusinessNameControlTxt
Phone4159033200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROAD STE 100AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYANA KALIKAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4159033200PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYANAPersonFirstNm
Person LastKALIKAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMANTHA POROPATPreparerPersonNm
PTINP01287084PTIN
Phone6508458100PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,401,385,958FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,790,030ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,175,294InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,128,984InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,638,089DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,638,089DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$36,747,331NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,194,765GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,546,902OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$108OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$6,597,016TotalRevAndExpnssAmt
Total Net Invst Incm$15,767,181TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$447,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$486,682OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$201,296PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$29,774LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$129,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$498,488OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$400,919OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$23,292InterestRevAndExpnssAmt
Interest Net Invst Incm$23,292InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$45,374TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,440TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$131,198TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,624,593OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,591,649OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,617,822TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,617,381TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$400,919TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,256,912ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,706,579ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,874,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,617,381TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,107,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$118,471,750ExcessRevenueOverExpensesAmt
Net Investment Income$13,149,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$597,892,438SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$622,607,025SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$622,607,025SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$763,131,939CorporateStockEOYAmt
Corporate Stock EOYFMV$763,131,939CorporateStockEOYFMVAmt
Other Investments BOY$1,633,868,459OtherInvestmentsBOYAmt
Other Investments EOY$14,809,862OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,809,862OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$837,132OtherAssetsEOYAmt
Other Assets EOYFMV$837,132OtherAssetsEOYFMVAmt
Total Assets BOY$2,231,760,897TotalAssetsBOYAmt
Total Assets EOY$1,401,385,958TotalAssetsEOYAmt
Total Assets EOYFMV$1,401,385,958TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,647,618AccountsPayableBOYAmt
Accounts Payable EOY$939,508AccountsPayableEOYAmt
Grants Payable BOY$27,577,000GrantsPayableBOYAmt
Grants Payable EOY$31,127,333GrantsPayableEOYAmt
Other Liabilities BOY$13,614,384OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,909,621OtherLiabilitiesEOYAmt
Total Liabilities BOY$43,839,002TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,976,462TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,187,921,895NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,365,409,496NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,187,921,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,365,409,496TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,231,760,897TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,401,385,958TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,187,921,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$118,471,750ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,069,450,145SubtotalAmt
Other Decreases$704,040,649OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,365,409,496TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
GS #311-4P2022-01-012022-12-31$2$2$2
GS #363-5P2022-01-012022-12-31$31$31$31
GS #363-5 - CAPITAL GAIN DISTRIBUTIONP2022-01-012022-12-31$489$489$489
GS #862-8P2022-01-012022-12-31$940,000$0$0$940,000
GS #107-6 - SETTLEMENT PROCEEDSP2022-01-012022-12-31$36,159$36,159$36,159
GS #101-9P2022-01-012022-12-31-$414-$414$414
FROM K-1: NEWLANDS PHILANTHROPIC LPP2022-01-012022-12-31-$29,778,905-$29,778,905$29,778,905
FROM K-1: NEWLANDS PHILANTHROPIC LPP2022-01-012022-12-31-$7,222,777-$7,222,777$7,222,777
REDEMPTION OF MILLENIUM INTERNATIONAL, LTD.P2022-01-012022-12-31$218,084$218,084$218,084
FieldValueIRS element (for citing)
Capital Gain Net Income-$36,747,331CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$182,782InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$182,782SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$182,782TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$228,505EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$175,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$403,505TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$220,723OverpaymentAmt
Applied To ES Tax$220,723AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN CO LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6508458100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryISForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAN KOUM
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304DIRECTOR3.00$0$0$0
YANA KALIKA
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304PRESIDENT40.00$447,750$0$0
AUDREY SCOTT
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304SECRETARY10.00$0$0$0
SARA COLORADO
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304CFO5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALEXANDRA LAFORGE
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304EMPLOYEE40.00$270,379$0$0
IRYNA GUBENKO
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304EMPLOYEE40.00$216,303$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
ARABELLA ADVISORS
601 CALIFORNIA STREETSAN FRANCISCOCA94108PROJECT SUPPORT$400,919
GOLDMAN SACHS & CO
555 CALIFORNIA STREET 45TH FLOORSAN FRANCISCOCA94104INVESTMENT MANAGEMENT SERVICES$141,003
FRANK RIMERMAN CO LLP
1801 PAGE MILL ROADPALO ALTOCA94304AUDIT AND TAX SERVICES$129,375
GEOFFREY TURETSKY
CONSULTANT FOR INTERNATIONAL PHILANTHROPY$66,456PO BOX 4680JERUSALEMIS91046
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,000,072,941AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$697,768,651AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,085,388FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,714,926,980TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,714,926,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,723,905CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,689,203,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,460,154MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,460,154MinimumInvestmentReturnAmt
Tax Based On Investment Income$182,782TaxBasedOnInvestmentIncomeAmt
Total Tax$182,782TotalTaxAmt
Distributable Before Adj$84,277,372DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,277,372DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,277,372DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,107,498ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,107,498QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,277,372DistributableAsAdjustedAmt
Undistributed Income PY$100,283,135UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$104,107,498QualifyingDistributionsAmt
Applied To Year1$100,283,135AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,824,363AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$80,453,009UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
AGUDATH ISRAEL OF AMERICA
42 BROADWAY NO 14 FLNEW YORKNY10004501(C)(3) PUBLIC CHAGENERAL CHARITY$282,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
1040 AVENUE OF THE AMERICAS 23RDNEW YORKNY10018501(C)(3) PUBLIC CHAGENERAL CHARITY$1,550,000FLOOR
AMERICAN FRIENDS OF KIEV JEWISH COMMUNITY
2 BURRIS CTAIRMONTNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$320,000
AMERICAN FRIENDS OF KIEV JEWISH COMMUNITY
2 BURRIS CTAIRMONTNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$960,000
AMERICAN FRIENDS OF YAD ELIEZER INC
410 GLENN RDJACKSONNJ08527501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
AMERICAN ISRAEL EDUCATION FOUNDATION INC
251 H ST NWWASHINGTONDC20001501(C)(3) PUBLIC CHAGENERAL CHARITY$700,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREETNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREETNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
AMERICARES FOUNDATION INC
88 HAMILTON AVENUESTAMFORDCT06902501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
AMERICARES FOUNDATION INC
88 HAMILTON AVENUESTAMFORDCT06902501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
AREIVIM PHILANTHROPIC GROUP INC
729 SEVENTH AVENUE NO 9FLNEW YORKNY10019501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
ARTIS CONTEMPORARY ISRAELI ART FUND INC
PO BOX 1536NEW YORKNY10276501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
BAIS NEEMON-BTH ULPANA
211 HEWES STREETBROOKLYNNY11211501(C)(3) PUBLIC CHAGENERAL CHARITY$301,000
BERNARD OSHER MARIN JEWISH COMMUNITY CENTER
200 N SAN PEDRO ROADSAN RAFAELCA94903501(C)(3) PUBLIC CHAGENERAL CHARITY$434,700
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087501(C)(3) PUBLIC CHAGENERAL CHARITY$57,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087501(C)(3) PUBLIC CHAGENERAL CHARITY$128,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087501(C)(3) PUBLIC CHAGENERAL CHARITY$38,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
BNAI BRITH YOUTH ORGANIZATION INC
529 14TH ST NW SUITE 705WASHINGTONDC20045501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
BOUNDLESS ISRAEL INC
258 WARREN STREETWALTHAMMA02453501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
CAMP HASC
1563 49TH STREETBROOKLYNNY11219501(C)(3) PUBLIC CHAGENERAL CHARITY$150,000
CAREMESSAGE
2443 FILLMORE STSAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
CENTER FOR EMERGENCY CARE AND DISASTER MEDICINE (UKRAINIAN DEPT OF HEALTH)
GOVTO PURCHASE 25 AMBULANCES$1,749,850NEZALEZHNOSTI AVENUE 13KHARKIVUP61000
CENTER FOR EMERGENCY CARE AND DISASTER MEDICINE (UKRAINIAN DEPT OF HEALTH)
GOVTO PURCHASE ULTRASOUND MACHINES$470,685NEZALEZHNOSTI AVENUE 13KHARKIVUP61000
CENTER FOR EMERGENCY CARE AND DISASTER MEDICINE (UKRAINIAN DEPT OF HEALTH)
GOVTO PURCHASE 10 X-RAY MOBILE DIAGNOSTIC SYSTEMS$1,014,750NEZALEZHNOSTI AVENUE 13KHARKIVUP61000
CENTRAL FUND OF ISRAEL (ISRAEL-IS)
461 CENTRAL AVENUECEDARHURSTNY11516501(C)(3) PUBLIC CHAGENERAL CHARITY$350,000
CHABAD LUBAVITCH OF KENSINGTON (UKRAINE RESPONSE)
716 DITMAS AVEBROOKLYNNY11218501(C)(3) PUBLIC CHAGENERAL CHARITY$25,000
CHABAD NP
PO BOX 673SAN MATEOCA94401501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
CHABAD NP
PO BOX 673SAN MATEOCA94401501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
CHABAD NP
PO BOX 673SAN MATEOCA94401501(C)(3) PUBLIC CHAGENERAL CHARITY$450,000
CHABAD OF ALMADEN
1375 BLOSSOM HILL RD 9SAN JOSECA95118501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
CHABAD OF MALIBU
22943 PACIFIC COAST HIGHWAYMALIBUCA90265501(C)(3) PUBLIC CHAGENERAL CHARITY$235,000
CHABAD OF SAN FRANCISCO
496 NATOMA STREETSAN FRANCISCOCA94103501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
CHABAD ON CAMPUS INTERNATIONAL
719 EASTERN PARKWAY ROOM 1BROOKLYNNY11213501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
CHABAD OUTREACH OF EASTERN EUROPE INC
323 CROWN STREETBROOKLYNNY11225501(C)(3) PUBLIC CHAGENERAL CHARITY$300,000
CHABAD OUTREACH OF EASTERN EUROPE INC
323 CROWN STREETBROOKLYNNY11225501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
CHABAD OUTREACH OF EASTERN EUROPE INC
323 CROWN STREETBROOKLYNNY11225501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
CHAMAH
420 LEXINGTON AVENUE 300NEW YORKNY10170501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
CONGREGATION KOL EMETH
4175 MANUELA AVEPALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$75,000
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHEERE (CARE)
151 ELLIS STREET NEATLANTAGA30303501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHEERE (CARE)
151 ELLIS STREET NEATLANTAGA30303501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
DERECH AMI
NCSEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS$1,000,000BETH HADFUS 11JERUSALEMISIL 9548311
DERECH AMI
NCSEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS$1,000,000BETH HADFUS 11JERUSALEMISIL 9548311
EUROPEAN JEWISH ASSOCIATION INC
2 OLYMPIA LNMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$495,000
EUROPEAN JEWISH ASSOCIATION INC
2 OLYMPIA LNMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$5,452,247
EUROPEAN JEWISH ASSOCIATION INC
2 OLYMPIA LNMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$5,060,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$1,020,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$350,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$365,050
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC ALMUMIM CHILDREN'S HOME
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$300,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC CHABAD ODESSA
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$960,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC KHARKOV JEWISH COMMUNITY
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$960,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC KHARKOV JEWISH COMMUNITY
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35 ST 4TH FLOORNEW YORKNY10001501(C)(3) PUBLIC CHAGENERAL CHARITY$975,760
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033501(C)(3) PUBLIC CHAGENERAL CHARITY$328,032
FRIENDS OF IR DAVID INC
99 WALL ST 5727NEW YORKNY10005501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
FRIENDS OF SHEBA MEDICAL CENTER INC
6505 WILSHIRE BLVD SUITE 615LOS ANGELESCA90048501(C)(3) PUBLIC CHAGENERAL CHARITY$840,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREETNEW YORKNY10165501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
FRIENDS OF UNITED HATZALAH USA
442 5TH AVE SUITE 1866NEW YORKNY10018501(C)(3) PUBLIC CHAGENERAL CHARITY$804,000
FRIENDS OF UNITED HATZALAH USA
442 5TH AVE SUITE 1866NEW YORKNY10018501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
FUNDACION MUSEO GUGGENHEIM BILBAO SPAIN (GUGGENHEIM MUSEUM)
NCSEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS$138,000AVENIDA ABANDOIBARRA 2BILBAOSP93906
GATEWAYS ORGANIZATION INC
11 WALLENBERG CIRCLEMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
GIDEON HAUSNER JEWISH DAY SCHOOL
450 SAN ANTONIO ROADPALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$365,000
GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK
1414 CARROLL STREETBROOKLYNNY11213501(C)(3) PUBLIC CHAGENERAL CHARITY$196,000
GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK
1414 CARROLL STREETBROOKLYNNY11213501(C)(3) PUBLIC CHAGENERAL CHARITY$325,000
GLOBALGIVING
1 THOMAS CIRCLE NW SUITE 800WASHINGTONDC20005501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC
40 WALL STREET 8TH FLOORNEW YORKNY10005501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001501(C)(3) PUBLIC CHAGENERAL CHARITY$570,000
IMAGINATION PRODUCTIONS INC (OPENDOR MEDIA)
1110 WEST OAKLAND PARK BOULEVARDSUNRISEFL33351501(C)(3) PUBLIC CHAGENERAL CHARITY$600,000SUITE 288
INSTITUTE FOR CURRICULUM SERVICES
131 STEUART STREET SUITE 205SAN FRANCISCOCA94105501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS INC
303 EAST WACKER DRIVE SUITE 2300CHICAGOIL60601501(C)(3) PUBLIC CHAGENERAL CHARITY$600,000
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
PO BOX 61227PALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
PO BOX 61227PALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
ISRAEL AMERICA ACADEMIC EXCHANGE
8383 WILSHIRE BLVD SUITE 400BEVERLY HILLSCA90211501(C)(3) PUBLIC CHAGENERAL CHARITY$175,000
ISRAEL EMERGENCY ALLIANCE (DBA STANDWITHUS)
PO BOX 341069LOS ANGELESCA90034501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
ISRAEL NEXT GENERATION INC
78 POMONA ROADSUFFERNNY10901501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
ISRAEL NEXT GENERATION INC
78 POMONA ROADSUFFERNNY10901501(C)(3) PUBLIC CHAGENERAL CHARITY$1,100,000
ISRAEL ON CAMPUS COALITION
PO BOX 34640WASHINGTONDC20043501(C)(3) PUBLIC CHAGENERAL CHARITY$1,250,000
ISRAELI AMERICAN COUNCIL
5900 CANOGA AVE STE 390WOODLAND HILLSCA91367501(C)(3) PUBLIC CHAGENERAL CHARITY$350,000
ITREK INC
1460 BROADWAYNEW YORKNY10036501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
ITREK INC
1460 BROADWAYNEW YORKNY10036501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
JEWBELONG INC
PO BOX 3013 MEMORIAL STATIONUPPER MONTCLAIRNJ07043501(C)(3) PUBLIC CHAGENERAL CHARITY$412,882
JEWBELONG INC
PO BOX 3013 MEMORIAL STATIONUPPER MONTCLAIRNJ07043501(C)(3) PUBLIC CHAGENERAL CHARITY$25,000
JEWBELONG INC
PO BOX 3013 MEMORIAL STATIONUPPER MONTCLAIRNJ07043501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$156,466
JEWISH COMMUNITY CENTER CHABAD OF ROSEVILLE
4410 DOUGLAS BOULEVARDGRANITE BAYCA95746501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118501(C)(3) PUBLIC CHAGENERAL CHARITY$1,035,300
JEWISH COMMUNITY CENTER OF THE EAST BAY
1414 WALNUT STREETBERKELEYCA94709501(C)(3) PUBLIC CHAGENERAL CHARITY$278,700
JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND
121 STEUART STREETSAN FRANCISCOCA94105501(C)(3) PUBLIC CHAGENERAL CHARITY$180,248
JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
JEWISH FAMILY & CHILDREN'S SERVICES
PO BOX 159004SAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
JEWISH FAMILY & CHILDREN'S SERVICES
PO BOX 159004SAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$400,000
JEWISH HEALTH ORGANIZATION INC
ONE LINCOLN STREET SUITE 700ABOSTONMA02111501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH STREET NW 1030WASHINGTONDC20005501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
JEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC
42 EAST 69TH STREETNEW YORKNY10021501(C)(3) PUBLIC CHAGENERAL CHARITY$1,150,000
JEWISH SILICON VALLEY
14855 OKA ROAD SUITE 201LOS GATOSCA95032501(C)(3) PUBLIC CHAGENERAL CHARITY$293,200
KING BAUDOUIN FOUNDATION
551 FIFTH AVENUE SUITE 2400NEW YORKNY10176501(C)(3) PUBLIC CHAGENERAL CHARITY$36,000
LOUIS D BRANDEIS CENTER
1717 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006501(C)(3) PUBLIC CHAGENERAL CHARITY$350,0001025
MAFLEE LAASOT INC
1144 NEILSON STFAR ROCKAWAYNY116914720501(C)(3) PRIVATE FOSEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS$750,000
MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION
3240 CRAFT PL SUITE 100PITTSBURGHPA15213501(C)(3) PUBLIC CHAGENERAL CHARITY$320,000
MALIBU FOUNDATION FOR YOUTH AND FAMILIES
11766 WILSHIRE BLVD SUITE 5LOS ANGELESCA90025501(C)(3) PUBLIC CHAGENERAL CHARITY$288,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024501(C)(3) PUBLIC CHAGENERAL CHARITY$716,000
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD SUITE 240ROCKVILLEMD20852501(C)(3) PUBLIC CHAGENERAL CHARITY$85,000
MORASHA OLAMI INC
555 MADISON AVENUELAKEWOODNJ08701501(C)(3) PUBLIC CHAGENERAL CHARITY$800,000
MY KEREN HASHLUCHIM INC (JEWISH COMMUNITY OF DNIPRO)
398 CROWN STBROOKLYNNY11225501(C)(3) PUBLIC CHAGENERAL CHARITY$960,000
NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE
729 7TH AVENUE 9TH FLOORNEW YORKNY10019501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE
729 7TH AVENUE 9TH FLOORNEW YORKNY10019501(C)(3) PUBLIC CHAGENERAL CHARITY$225,000
ORTHODOX UNION CLUB
22744 KESWICK STREETWEST HILLSCA91304501(C)(3) PUBLIC CHAGENERAL CHARITY$287,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303501(C)(3) PUBLIC CHAGENERAL CHARITY$2,252,700
PARTNERS IN TORAH INC
228 AYCRIGG AVEPASSAICNJ07055501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
PEF ISRAEL ENDOWMENT FUND INC SHISHI SHABBAT ISRAELI
630 THIRD AVENUE 15TH FLOORNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
PENINSULA JEWISH COMMUNITY CENTER
800 FOSTER CITY BLVDFOSTER CITYCA94404501(C)(3) PUBLIC CHAGENERAL CHARITY$639,400
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BOULEVARDSHERMAN OAKSCA91403501(C)(3) PUBLIC CHAGENERAL CHARITY$550,000
PROJECT GIVING KIDS
11301 W OLYMPIC BLVD 121-531LOS ANGELESCA90064501(C)(3) PUBLIC CHAGENERAL CHARITY$109,120
PROJECT KESHER
2660 BROADWAY 16NEW YORKNY10025501(C)(3) PUBLIC CHAGENERAL CHARITY$325,000
RAZOM INC
140 2ND AVENEW YORKNY10003501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
RAZOM INC
140 2ND AVENEW YORKNY10003501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
REFUAH HELPLINE INC
REFUAH RESOURCES 5904 13TH AVEBROOKLYNNY11219501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
REFUAH HELPLINE INC
REFUAH RESOURCES 5904 13TH AVEBROOKLYNNY11219501(C)(3) PUBLIC CHAGENERAL CHARITY$220,000
RIMON CLUB INC (CLUB Z)
1055 RIVERTON DRSAN CARLOSCA94070501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREETSAN FRANCISCOCA94102501(C)(3) PUBLIC CHAGENERAL CHARITY$867,255
SHABBATCOM
4 WANNAMAKER COURTMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$1,400,000
SHALOM INSTITUTE CAMP AND CONFERENCE CENTER
34342 MULHOLLAND HIGHWAYMALIBUCA90265501(C)(3) PUBLIC CHAGENERAL CHARITY$20,000
SHALOM INSTITUTE CAMP AND CONFERENCE CENTER
34342 MULHOLLAND HIGHWAYMALIBUCA90265501(C)(3) PUBLIC CHAGENERAL CHARITY$292,872
SHUVU RETURN INC
5218 16TH AVENUEBROOKLYNNY11204501(C)(3) PUBLIC CHAGENERAL CHARITY$1,500,000
STANFORD JEWISH CENTER INC
1289 COLLEGE AVEPALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
STANFORD MEDICAL
326 GALVEZ STREETSTANFORDCA94305501(C)(3) PUBLIC CHAGENERAL CHARITY$5,000,000
STANFORD UNIVERSITY THE FREEMAN SPOGLI INSTITUTE FOR INTERNATIONAL STUDIES
616 JANE STANFORD WAYSTANFORDCA94305501(C)(3) PUBLIC CHAGENERAL CHARITY$166,666
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
THE DEBORAH PROJECT
7315 WISCONSIN AVE SUITE 400 WESTBETHESDAMD20814501(C)(3) PUBLIC CHAGENERAL CHARITY$520,000
THE FREEBSD FOUNDATION
3980 BROADWAY ST STE 103-107BOULDERCO80304501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
THE SHALEM FOUNDATION
845 THIRD AVENUE 6TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
THE SHALEM SCHOOL
4102 EL CAMINO REALPALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
THE TRAVELING PRESS FUND INC
740 4TH STREET NORTH NO 239ST PETERSBURGFL33701501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
THE WENDE MUSEUM OF THE COLD WAR INC
10808 CULVER BLVDCULVER CITYCA90230501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
TIDES CENTER (SHALOM BAYIT)
PO BOX 889385LOS ANGELESCA90088501(C)(3) PUBLIC CHAGENERAL CHARITY$75,000
TIKVA CORP
8 HENDERSON DRIVEWEST CALDWELLNJ07006501(C)(3) PUBLIC CHAGENERAL CHARITY$600,000
TOLDOS YESHURUN INC
PO BOX 3000680BROOKLYNNY11230501(C)(3) PUBLIC CHAGENERAL CHARITY$400,000
TOLDOS YESHURUN INC
PO BOX 3000680BROOKLYNNY11230501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
TOMCHEI ISRAEL
626 EAST NEW YORK AVENUEBROOKLYNNY11203501(C)(3) PUBLIC CHAGENERAL CHARITY$989,696
TOMCHEI ISRAEL
626 EAST NEW YORK AVENUEBROOKLYNNY11203501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
UC BERKELEY FOUNDATION (THE MAGNES COLLECTION OF JEWISH ART AND LIFE)
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA94704501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
URBAN ADAMAH
1151 SIXTH STREETBERKELEYCA94710501(C)(3) PUBLIC CHAGENERAL CHARITY$850,000
VIBE ISRAEL INC
501(C)(3) PUBLIC CHAGENERAL CHARITY$150,000PO BOX 10467IS6993319TEL AVIV
WORLDWIDE ORPHANS FOUNDATION
3 VOSE AVENUESOUTH ORANGENJ07079501(C)(3) PUBLIC CHAGENERAL CHARITY$50,000
YAD YISROEL INC
1070 38TH STREETBROOKLYNNY11219501(C)(3) PUBLIC CHAACTIVITIES TO SUPPORT EDUCATION IN JEWISH COMMUNITIES$610,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,706,579TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN COMMITTEE FOR SHAARE ZEDEK
1040 AVENUE OF THE AMERICAS 23RDFLOORNEW YORKNY10018501(C)(3) PUBLIC CHAGENERAL CHARITY$1,200,000
AMERICAN ISRAEL EDUCATION FOUNDATION INC
251 H ST NWWASHINGTONDC20001501(C)(3) PUBLIC CHAGENERAL CHARITY$2,100,000
AREIVIM PHILANTHROPIC GROUP INC
729 SEVENTH AVENUE NO 9FLNEW YORKNY10019501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
ARTIS CONTEMPORARY ISRAELI ART FUND INC
PO BOX 1536NEW YORKNY10276501(C)(3) PUBLIC CHAGENERAL CHARITY$100,000
BOUNDLESS ISRAEL INC
258 WARREN STREETWALTHAMMA02453501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
CAREMESSAGE
2443 FILLMORE STSAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
CENTRAL FUND OF ISRAEL (ISRAEL-IS)
461 CENTRAL AVENUECEDARHURSTNY11516501(C)(3) PUBLIC CHAGENERAL CHARITY$350,000
EUROPEAN JEWISH ASSOCIATION INC
2 OLYMPIA LNMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$5,000,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
FRIENDS OF IR DAVID INC
99 WALL ST 5727NEW YORKNY10005501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
FRIENDS OF THE ISRAEL DEFENSE FORCES (LONE SOLDIER CENTER)
60 EAST 42ND STREETNEW YORKNY10165501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
GATEWAYS ORGANIZATION INC
11 WALLENBERG CIRCLEMONSEYNY10952501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
ITREK INC
1460 BROADWAYNEW YORKNY10036501(C)(3) PUBLIC CHAGENERAL CHARITY$4,000,000
JEWISH FAMILY & CHILDREN'S SERVICES
PO BOX 159004SAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
LESS LONG TERM GRANTS EXPENSED IN PREVIOUS YEARS
N/ANACA99999N/ALONG TERM GRANTS EXPENSED IN PREVIOUS YEARS-$27,577,000
MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION
3240 CRAFT PL SUITE 100PITTSBURGHPA15213501(C)(3) PUBLIC CHAGENERAL CHARITY$320,000
MALIBU FOUNDATION FOR YOUTH AND FAMILIES BOYS AND GIRLS CLUB MALIBU
11766 WILSHIRE BLVD SUITE 5LOS ANGELESCA90025501(C)(3) PUBLIC CHAGENERAL CHARITY$239,000
MOMENTUM UNLIMITED INC
6101 EXECUTIVE BLVD SUITE 240ROCKVILLEMD20852501(C)(3) PUBLIC CHAGENERAL CHARITY$865,000
PARTNERS IN TORAH INC
228 AYCRIGG AVEPASSAICNJ07055501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
STANFORD (FREEMAN SPOGLI INSTITUTE) PROFESSORSHIP
616 JANE STANFORD WAYSTANFORDCA94305501(C)(3) PUBLIC CHAGENERAL CHARITY$333,333
STANFORD MEDICAL
326 GALVEZ STREETSTANFORDCA94305501(C)(3) PUBLIC CHAGENERAL CHARITY$7,500,000
THE DEBORAH PROJECT
7315 WISCONSIN AVE SUITE 400 WESTBETHESDAMD20814501(C)(3) PUBLIC CHAGENERAL CHARITY$520,000
THE SHALEM FOUNDATION
845 THIRD AVENUE 6TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
THE SHALEM SCHOOL
4102 EL CAMINO REALPALO ALTOCA94306501(C)(3) PUBLIC CHAGENERAL CHARITY$200,000
UC BERKELEY FOUNDATION (THE MAGNES COLLECTION OF JEWISH ART AND LIFE)
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA94704501(C)(3) PUBLIC CHAGENERAL CHARITY$800,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,550,333TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,175,294ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,638,089ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$9,546,902ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$36,747,331ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$11,387,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$11,387,046TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAN KOUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FRANK RIMERMAN CO LLP 1801 PAGEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94133ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,790,030TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property41,000 SHS META PLATFORMS, INC. COMMON STOCKNoncashPropertyDesc
Fair Market Value$4,790,030FairMarketValueAmt
Received2022-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$129,375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
DERECH AMI
BETH HADFUS 11JERUSALEMISIL 95483112022-05-03$1,000,000TO SUPPORT SCHOLARSHIPS, ORGANIZATIONAL SPECIALIZATION, MARKETING, AND NEW PROGRAMS.$1,000,000N/A01/30/20232023-02-02GRANTEE IS IN COMPLIANCE WITH GRANT AGREEMENT.
MAFLEE LAASOT INC
MASADA 7BNEI BRAKISIL 51264102022-11-04$750,000TO SUPPORT REHABILITATION FOR SPECIAL NEEDS CHILDREN ($250,000), A MEDICAL GUIDANCE CENTER ($250,000), AND SUPPORT FOR UKRAINIAN REFUGEES ($250,000).$750,000N/A05/17/20232023-05-25GRANTEE IS IN COMPLIANCE WITH GRANT AGREEMENT.
FUNDACION MUSEO GUGGENHEIM BILBAO SPAIN (GUGGENHEIM MUSEUM)
AVENIDA ABANDOIBAR 2BILBAOSP939062022-03-24$138,000TO COVER THE LOAN OF A LOHNER-ELECTRIC PORSCHE FOR THE EXHIBITION MOTION: AUTOS, ART, ARCHITECTURE AT GUGGENHEIM MUSEUM BILBAO$138,000N/A01/31/20232023-02-10GRANTEE IS IN COMPLIANCE WITH GRANT AGREEMENT.
DERECH AMI
BETH HADFUS 11JERUSALEMISIL 95483112022-11-29$1,000,000TO INCREASE THE NUMBER OF STUDENTS, OPEN ADDITIONAL LEARNING CENTERS, DEVELOP FOLLOW-UP PROGRAMS, AND INCREASE MARKETING.$1,000,000N/A01/08/20232023-01-10GRANTEE IS IN COMPLIANCE WITH GRANT AGREEMENT.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierBALANCE SHEET ASSETSIdentifierTxt
Form And Line Reference990-PF, PART II, LINE 2, 10B, & 13FormAndLineReferenceDesc
Medium ExplanationA PORTION OF THE TOTAL ASSETS REPORTED ON FORM 990-PF, PART II, LINES 2, 10B, & 13 ARE HELD INDIRECTLY THROUGH NEWLANDS PHILANTHROPIC LP AND NEWLANDS MTN VIEW PHILANTHROPIC LP. ADDITIONAL DETAIL AVAILABLE UPON REQUEST.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
META PLATFORMS INC.$4,933,937$4,933,937
META PLATFORMS INC.$328,714,663$328,714,663
ALPHABET INC. - CL A$52,123,603$52,123,603
AMAZON.COM INC.$52,066,360$52,066,360
TESLA INC.$44,524,465$44,524,465
MICROSOFT CORP.$42,984,517$42,984,517
WORKDAY INC.$39,775,577$39,775,577
SHOPIFY INC.$37,143,983$37,143,983
NETFLIX INC.$33,450,413$33,450,413
DOORDASH INC.$30,299,719$30,299,719
SNOWFLAKE INC.$30,198,749$30,198,749
DOCUSIGN INC.$19,941,537$19,941,537
APPLE INC.$16,585,188$16,585,188
BILL HOLDINGS INC.$13,376,224$13,376,224
ZOOM VIDEO COMMUNICATIONS$7,552,101$7,552,101
ALPHABET INC. - CL C$4,127,855$4,127,855
SALESFORCE INC.$1,032,036$1,032,036
PAYPAL HOLDINGS INC.$684,634$684,634
MODERNA INC.$496,915$496,915
DATADOG INC.$453,474$453,474
ROBINHOOD MARKETS INC.$173,797$173,797
SPRINKLR. INC.$125,556$125,556
HASHICORP INC.$91,110$91,110
MINORITY INVESTMENTS IN SIX PRIVATE COMPANIES$2,275,526$2,275,526

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MINORITY LP INTERESTS IN FIVE PRIVATE EQUITY FUNDSFMV$3,714,501$3,714,501
MILLENIUM INTERNATIONAL LTDFMV$11,095,361$11,095,361

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$29,774LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLE$0$616,409$616,409
PREPAID EXCIXE TAX$0$220,723$220,723

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND LOSSESDesc
Amt$704,040,649Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$3,501$0$0
OTHER MISCELLANEOUS EXPENSE$100$0$0
401K ADMIN FEES$3,930$0$0
PAYROLL FEES$9,102$0$0
COMPUTER EQUIPMENT EXPENSE$953$0$0
SOFTWARE SUBSCRIPTION$2,070$0$0
CELL PHONE EXPENSES$2,037$0$0
SUPPLIES$726$0$0
DUES & SUBSCRIPTIONS$466$0$0
POSTAGE AND SHIPPING$552$0$0
BACKGROUND CHECKS$5,050$0$0
BUSINESS REGISTRATION FEES$166$0$0
BANK FEES$4,291$0$0
INVESTMENT MANAGEMENT FEES$141,003$141,003$0
PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS - NEWLANDS PHILANTHROPIC LP$1,843,482$1,843,482$0
PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS - NEWLANDS MTN VIEW PHILANTHROPIC LP$607,164$607,164$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1: NEWLANDS PHILANTHROPIC LP$108$108$108
DEFERRED EXCISE TAX$9,546,794$0$9,546,794

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$13,614,384BOYBookValueAmt
EOY Book Value$3,909,621EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ARABELLA ADVISORS$400,919$0$400,919
OTHER ADVISORY FEES$97,569$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAN KOUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FRANK RIMERMAN CO LLP 1801 PAGEAddressLine1Txt
Address Line2MILL RDAddressLine2Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,440$2,440$0
PAYROLL TAXES$42,934$0$0