DARE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DARE FOUNDATION (EIN 83-1471194)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349102042
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2022-11-10T13:53:40-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J ALVES | PreparerPersonNm |
| PTIN | P01279621 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,804,754 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,894,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,979 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,922 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $447,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,688 | 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 |
| Legal Fees Rev And Expnss | $2,197 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113,439 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,954 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $658,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,954 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $280,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,923 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,360,115 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,402,455 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,910,949 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $9,518,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,283,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,815,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,192,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,763,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,804,754 | 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 | $18,002,666 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,574,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,002,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,574,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,192,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,763,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,002,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,792,307 | SubtotalAmt |
| Other Decreases | $218,082 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,574,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - FINEPOINT CAPITAL PARTNERS II, LP | P | 2021-01-01 | 2021-12-31 | $47,470 | $47,470 | $47,470 | |
| FROM K-1 - FINEPOINT CAPITAL PARTNERS II, LP | P | 2020-01-01 | 2021-12-31 | $43,124 | $43,124 | $43,124 | |
| FROM K-1 - ABRAMS CAPITAL PARTNERS II, LP | P | 2021-01-01 | 2021-12-31 | $45,682 | $45,682 | $45,682 | |
| FROM K-1 - ABRAMS CAPITAL PARTNERS II, LP | P | 2020-01-01 | 2021-12-31 | -$9,137 | -$9,137 | $9,137 | |
| 100,000 SHS OF US TREASURY | P | 2020-06-23 | 2021-04-08 | $100,000 | $142 | $142 | $99,858 |
| 300,000 SHS OF US TREASURY | P | 2020-11-19 | 2021-04-08 | $299,999 | $101 | $101 | $299,898 |
| 5,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-08 | $5,000 | $0 | $0 | $5,000 |
| 20,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-13 | $20,000 | $1 | $1 | $19,999 |
| 35,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-15 | $35,000 | $2 | $2 | $34,998 |
| 300,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-22 | $300,000 | $17 | $17 | $299,983 |
| 500,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-22 | $500,000 | $29 | $29 | $499,971 |
| 500,000 SHS OF US TREASURY | P | 2021-03-05 | 2021-04-28 | $500,000 | $29 | $29 | $499,971 |
| 90,000 SHS OF US TREASURY | P | 2021-05-04 | 2021-05-19 | $90,000 | $1 | $1 | $89,999 |
| 500,000 SHS OF FEDERAL FARM C | P | 2021-03-25 | 2021-06-02 | $500,000 | -$51 | -$51 | $500,051 |
| 375,000 SHS OF US TREASURY | P | 2021-05-04 | 2021-06-23 | $374,998 | $1 | $1 | $374,997 |
| 115,000 SHS OF US TREASURY | P | 2020-06-23 | 2021-07-15 | $115,000 | -$2,987 | -$2,987 | $117,987 |
| 75,000 SHS OF US TREASURY | P | 2021-06-03 | 2021-08-25 | $75,000 | $3 | $3 | $74,997 |
| 10,000 SHS OF US TREASURY | P | 2020-11-19 | 2021-08-25 | $10,000 | $8 | $8 | $9,992 |
| 20,000 SHS OF US TREASURY | P | 2020-10-26 | 2021-09-20 | $20,084 | -$494 | -$494 | $20,578 |
| 115,000 SHS OF US TREASURY | P | 2020-06-23 | 2021-09-20 | $115,485 | -$3,810 | -$3,810 | $119,295 |
| 55,000 SHS OF US TREASURY | P | 2021-09-17 | 2021-11-02 | $54,996 | $0 | $0 | $54,996 |
| 130,000 SHS OF US TREASURY | P | 2021-09-22 | 2021-11-02 | $129,988 | -$5 | -$5 | $129,993 |
| 25,000 SHS OF US TREASURY | P | 2021-09-15 | 2021-12-07 | $25,000 | $2 | $2 | $24,998 |
| 50,000 SHS OF US TREASURY | P | 2021-11-03 | 2021-12-28 | $49,999 | $4 | $4 | $49,995 |
| 410,000 SHS OF US TREASURY | P | 2020-11-19 | 2021-12-15 | $410,000 | -$11,019 | -$11,019 | $421,019 |
| CAPITAL GAINS DISTRIBUTION | P | 2020-01-01 | 2021-01-01 | $27,866 | $27,866 | $27,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,859 | 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 | $15,859 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,957 | OverpaymentAmt |
| Applied To ES Tax | $11,957 | 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 | $11,634,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,151,621 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,044,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,044,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $270,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,773,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $888,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $888,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,902 | TotalTaxAmt |
| Distributable Before Adj | $884,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $884,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $884,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $527,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $884,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $522,454 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $522,454 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,951 | 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 | $879,836 | 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 (52 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 | $5,000 | |
| ACT | ||||||||
| 415 GEARY STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $125 | |
| ACLUF | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $3,600 | |
| AKRONINIO LTD | ||||||||
| 20 OLIVE STREET SUITE 201 | AKRON | OH | 44310 | NONE | PC | GENERAL | $1,780 | |
| ALZHEIMER'S DRUG DISCOVERY FUND | ||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $1,000 | |
| AMERICAN FRIENDS OF MORESHET | ||||||||
| 201 E 21ST STREET | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $10,000 | |
| 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 | $4,700 | |
| BURNING MAN PROJECT | ||||||||
| 995 MARKET STREET 15TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL | $20,000 | |
| CAMP RAMAH IN NORTHERN CALIFORNIA | ||||||||
| 969-G EDGEWATER BOULEVARD SUITE 804 | FOSTER CITY | CA | 94404 | NONE | PC | GENERAL | $20,033 | |
| CAMP TAWONGA | ||||||||
| 131 STEUART STREET SUITE 460 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $8,317 | |
| 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 | |
| DARE DAF | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL | $50,000 | |
| EDEN VILLAGE WEST | ||||||||
| 6176 MCBRYDE AVENUE | RICHMOND | CA | 94805 | NONE | PC | GENERAL | $19,565 | |
| FOUNDATION FOR JEWISH CAMP | ||||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $10,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 37012 SI BUILDING ROOM 153 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL | $55 | MRC 010 |
| GIDEON HAUSNER JEWISH DAY SCHOOL | ||||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | NONE | PC | GENERAL | $1,800 | |
| GIVAT HAVIVA EDUCATION FOUNDATION | ||||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $5,000 | |
| GLIDE | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $23,500 | |
| HILLEL OF SILICON VALLEY | ||||||||
| 44 S 11TH ST | SAN JOSE | CA | 95112 | NONE | PC | GENERAL | $1,800 | |
| ICON | ||||||||
| PO BOX 552 | BETTENDORF | IA | 52722 | NONE | PC | GENERAL | $5,000 | |
| ISRAEL AID | ||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL | $10,000 | |
| ISRAEL POLICY FORUM | ||||||||
| 515 MADISON AVE 13TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $3,600 | |
| JCRC | ||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $5,000 | |
| JEWISH COMMUNITY FEDERATION | ||||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $1,116 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL | $5,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL | $2,500 | |
| 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 | |
| MAPS | ||||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | NONE | PC | GENERAL | $110,270 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $360 | |
| NMAAHC | ||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL | $250 | |
| NMAI | ||||||||
| ONE BOWLING GREEN | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $250 | |
| OFJCC | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | PC | GENERAL | $14,000 | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $2,500 | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 S 1ST ST | SAN JOSE | CA | 95110 | NONE | PC | GENERAL | $10,000 | |
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | NONE | PC | GENERAL | $250 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $10,000 | |
| SAN FRANCISCO PERFORMANCES | ||||||||
| 500 SUTTER STREET SUITE 710 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $100 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL | $10,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 NORTH FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC | GENERAL | $5,000 | |
| SF JAZZ | ||||||||
| 201 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $900 | |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $20,000 | |
| SILICON VALLEY JEWISH FILM FESTIVAL | ||||||||
| PO BOX 2190 | CUPERTINO | CA | 95015 | NONE | PC | GENERAL | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL | $15,000 | |
| THE FORWARD ASSOCIATION | ||||||||
| 125 MAIDEN LN FLOOR 8 | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $120 | |
| THE HORIZONS FOUNDATION | ||||||||
| 155 SANSOME STREET SUITE 650 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $66,000 | |
| THE JEWISH NEWS | ||||||||
| 225 BUSH STREET SUITE 480 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $639 | |
| THEATRE WORKS | ||||||||
| PO BOX 50458 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL | $2,500 | |
| UNION OF REFORM JUDAISM CAMP NEWMAN | ||||||||
| 4088 PORTER CREEK RD | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL | $4,875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,405 | 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 | $93,809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,978 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $397,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,688 | 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 |
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 | YOAV SHOHAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 MAIN STREET | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,402,455 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,910,949 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 224,752 SHS - DODGE & COX INCOME FD | AT COST | $3,233,005 | $3,262,606 |
| FINEPOINT CAPITAL PARTNERS II, LP | AT COST | $2,302,867 | $2,302,867 |
| GURTIN - AGENCY SECURITIES | AT COST | $2,735,071 | $3,237,878 |
| ABRAMS CAPITAL PARTNERS II, LP | AT COST | $4,012,531 | $4,012,531 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,197 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $218,021 |
| BOOK/TAX DIFFERENCES ON K-1 INVESTMENTS | $61 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $37,204 | $37,204 | $0 |
| K-1 PORTFOLIO DEDUCTIONS - FINEPOINT CAPITAL PARTNERS II, LP | $29,448 | $29,448 | $0 |
| K-1 PORTFOLIO DEDUCTIONS - ABRAMS CAPITAL PARTNERS II, LP K-1 | $46,787 | $46,787 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 OTHER INCOME (LOSS) - FINEPOINT CAPITAL PARTNERS II, LP | $33,257 | $33,257 | $33,257 |
| K-1 OTHER INCOME (LOSS) - FINEPOINT CAPITAL PARTNERS II, LP | $16,665 | $16,665 | $16,665 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $3,515 | $3,515 | $0 |
| CA FILING FEES | $41 | $0 | $0 |