KOUM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KOUM FAMILY FOUNDATION (EIN 47-5446562)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349107012
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T19:27:08-06:00 | 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 | 475446562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOUM | BusinessNameControlTxt |
| Phone | 4159033200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD STE 100 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YANA KALIKA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033200 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YANA | PersonFirstNm |
| Person Last | KALIKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2022-11-14 | 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 | $2,231,760,897 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,974,080 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,631,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,631,118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,349,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,222,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,625,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $766,705,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,625,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $381,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $381,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $172,961,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,860,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $245,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,198 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,249 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $446,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $431,558 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,404,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $525,772 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,441,854 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,412,644 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,691,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,938,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $431,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,244,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,117,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,936,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,938,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,548,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,025,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,921,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,220,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $597,892,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $597,892,438 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,973,345,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,622,881,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,622,881,356 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,987,103 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,987,103 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,010,566,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,231,760,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,231,760,897 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $977,348 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,647,618 | AccountsPayableEOYAmt |
| Grants Payable BOY | $26,450,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $27,577,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $11,896,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,614,384 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,323,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,839,002 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,971,242,072 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,187,921,895 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,971,242,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,187,921,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,010,566,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,231,760,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,971,242,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,025,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $138,654,325 | OtherIncreasesAmt |
| Subtotal | $2,187,921,895 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,187,921,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS #101-9 | P | 2021-01-01 | 2021-12-31 | $109,577 | $99,274 | $10,303 | $10,303 |
| GS #101-9 | P | 2020-01-01 | 2021-12-31 | $3,943 | $2,212 | $1,731 | $1,731 |
| GS #311-4 | P | 2021-01-01 | 2021-12-31 | $13,230,779 | $13,036,653 | $194,126 | $194,126 |
| GS #311-4 | P | 2021-01-01 | 2021-12-31 | $1,076 | $1,076 | $1,076 | |
| GS #311-4 | P | 2020-01-01 | 2021-12-31 | $116,019,286 | $89,542,201 | $26,477,085 | $26,477,085 |
| GS #363-5 | P | 2021-01-01 | 2021-12-31 | $29,115,282 | $25,289,404 | $3,825,878 | $3,825,878 |
| GS #363-5 | P | 2020-01-01 | 2021-12-31 | $207,497,602 | $155,695,880 | $51,801,722 | $51,801,722 |
| GS #363-5 | P | 2020-01-01 | 2021-12-31 | $665 | $665 | $665 | |
| GS #704-3 | P | 2021-01-01 | 2021-12-31 | $6,492,981 | $6,096,250 | $396,731 | $396,731 |
| GS #704-3 | P | 2020-01-01 | 2021-12-31 | $79,741,643 | $78,417,075 | $1,324,568 | $1,324,568 |
| GS #707-6 | P | 2020-01-01 | 2021-12-31 | $12,470,987 | $12,436,625 | $34,362 | $34,362 |
| GS #708-4 | P | 2021-01-01 | 2021-12-31 | $41,001,553 | $40,148,318 | $853,235 | $853,235 |
| GS #708-4 | P | 2020-01-01 | 2021-12-31 | $215,169,871 | $182,638,539 | $32,531,332 | $32,531,332 |
| GS #862-8 | P | 2021-01-01 | 2021-12-31 | $721,640 | $684,825 | $36,815 | $36,815 |
| GS #862-8 | P | 2020-01-01 | 2021-12-31 | $34,829,188 | $33,809,590 | $1,019,598 | $1,019,598 |
| GS #862-8 | P | 2020-01-01 | 2021-12-31 | $182,875 | -$182,875 | -$182,875 | |
| GS #363-5 - CAPITAL GAIN | P | 2020-01-01 | 2021-12-31 | $45,862 | $45,862 | $45,862 | |
| GS #708-4 - CAPITAL GAIN | P | 2020-01-01 | 2021-12-31 | $7,796,545 | $7,796,545 | $7,796,545 | |
| GS #311-4 | P | 2020-01-01 | 2021-12-31 | $24,217 | $24,217 | $24,217 | |
| GS #107-6 - SETTLEMENT PROCEEDS | P | 2020-01-01 | 2021-12-31 | $7,176 | $7,176 | $7,176 | |
| GS #722-5 | P | 2021-01-01 | 2021-12-31 | $970,292 | $970,292 | $970,292 | |
| GS #722-5 | P | 2020-01-01 | 2021-12-31 | $1,455,438 | $1,455,438 | $1,455,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,625,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,181,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,181,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,181,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $459,906 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,950,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,409,906 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Overpayment | $228,505 | OverpaymentAmt |
| Applied To ES Tax | $228,505 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAN KOUM | |||||||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| YANA KALIKA | |||||||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 | CFO AND EXECUTIVE DIRECTOR | 40.00 | $245,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 555 CALIFORNIA STREET 45TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT SERVICES | $4,156,887 |
| ARABELLA ADVISORS | |||||
| 601 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PROJECT SUPPORT | $431,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,121,535,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,609,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,163,144,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,163,144,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,447,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,130,697,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,534,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,534,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,181,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,181,214 | TotalTaxAmt |
| Distributable Before Adj | $104,353,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,353,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,353,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,548,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,548,659 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,353,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,068,965 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,548,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,068,965 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,479,694 | 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 | $99,873,963 | 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 | JAN KOUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||||
| 1040 AVENUE OF THE AMERICAS 23RD | FLOOR | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,550,000 | ||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||||
| 1040 AVENUE OF THE AMERICAS 23RD | FLOOR | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 | ||||
| AMERICAN FRIENDS OF BNAI ZION MEDICAL CENTER | |||||||||||
| 1430 BROADWAY RM 1804 | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,200,000 | |||||
| AMERICAN FRIENDS OF KIEV JEWISH COMMUNITY | |||||||||||
| 2 BURRIS CT | AIRMONT | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $820,000 | |||||
| AMERICAN FRIENDS OF SHALVA | |||||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,900,000 | |||||
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||||||
| 410 GLENN RD | JACKSON | NJ | 08527 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | |||||
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $700,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |||||
| ARTIS CONTEMPORARY ISRAELI ART FUND INC | |||||||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $100,000 | |||||
| BERNARD OSHER MARIN JEWISH COMMUNITY CENTER | |||||||||||
| 200 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $224,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | |||||
| BNAI BRITH YOUTH ORGANIZATION INC | |||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | |||||
| CAREMESSAGE | |||||||||||
| 2443 FILLMORE ST | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| CENTRAL FUND OF ISRAEL (ISRAEL-IS) | |||||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | |||||
| CENTRAL FUND OF ISRAEL (ISRAEL-IS) | |||||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $350,000 | |||||
| CHABAD NP | |||||||||||
| 137 N SAN MATEO DR | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | |||||
| CHABAD NP | |||||||||||
| 137 N SAN MATEO DR | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| CHABAD NP | |||||||||||
| 137 N SAN MATEO DR | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| CHABAD OUTREACH OF EASTERN EUROPE INC | |||||||||||
| 323 CROWN STREET | BROOKLYN | NY | 11225 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $600,000 | |||||
| CONGREGATION KOL EMETH | |||||||||||
| 4175 MANUELA AVE | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $75,000 | |||||
| DERECH AMI | |||||||||||
| NC | SEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS | $1,196,460 | BETH HADFUS 11 | JERUSALEM | IS | IL 9548311 | |||||
| EUROPEAN JEWISH ASSOCIATION INC | |||||||||||
| 2 OLYMPIA LN | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $10,000,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $310,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $4,000,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $600,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $305,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $162,726 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS INC | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | |||||
| FOUNDATION FOR JEWISH CAMP INC | |||||||||||
| 253 WEST 35 ST 4TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | |||||
| FOUNDATION FOR JEWISH CAMP INC | |||||||||||
| 253 WEST 35 ST 4TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $494,480 | |||||
| FRIENDS OF IR DAVID INC | |||||||||||
| 99 WALL ST 5727 | NEW YORK | NY | 10005 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 | |||||
| FRIENDS OF MALIBU URGENT CARE CENTER | |||||||||||
| POBOX 6836 | MALIBU | CA | 90264 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $195,000 | |||||
| FRIENDS OF MAYANOT INSTITUTE INC | |||||||||||
| 228 PARK AVE S SUITE 96553 | NEW YORK | NY | 10003 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |||||
| FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||||||
| 6505 WILSHIRE BLVD SUITE 615 | LOS ANGELES | CA | 90048 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,050,000 | |||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $100,000 | |||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |||||
| GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK | |||||||||||
| 1414 CARROLL STREET | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $490,000 | |||||
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | |||||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | |||||
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | |||||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $840,000 | |||||
| HAROLD GRINSPOON FOUNDATION | |||||||||||
| HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| IMAGINATION PRODUCTIONS INC (OPENDOR MEDIA) | |||||||||||
| 1110 WEST OAKLAND PARK BOULEVARD | SUITE 288 | SUNRISE | FL | 33351 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | ||||
| ISRAEL NEXT GENERATION INC | |||||||||||
| 78 POMONA ROAD | SUFFERN | NY | 10901 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $714,221 | |||||
| ISRAEL ON CAMPUS COALITION | |||||||||||
| PO BOX 34640 | WASHINGTON | DC | 20043 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |||||
| ISRAELI-AMERICAN COUNCIL | |||||||||||
| 5900 CANOGA AVE STE 390 | WOODLAND HILLS | CA | 91367 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| JEWISH COMMUNITY CENTER OF MOSCOW | |||||||||||
| 513 CROWN ST | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | ACTIVITIES TO SUPPORT EDUCATION IN JEWISH COMMUNITIES | $3,120,000 | |||||
| JEWISH COMMUNITY CENTER OF MOSCOW | |||||||||||
| 513 CROWN ST | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | ACTIVITIES TO SUPPORT EDUCATION IN JEWISH COMMUNITIES | $3,000,000 | |||||
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $618,000 | |||||
| JEWISH COMMUNITY CENTER OF THE EAST BAY | |||||||||||
| 1414 WALNUT STREET | BERKELEY | CA | 94709 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $112,000 | |||||
| JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA | |||||||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $220,941 | |||||
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | |||||
| JEWISH SILICON VALLEY | |||||||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $184,000 | |||||
| JEWISH SILICON VALLEY | |||||||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $40,000 | |||||
| KATAHDIN PRODUCTIONS INC | |||||||||||
| PO BOX 2218 | BERKELEY | CA | 94702 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $349,400 | |||||
| LAWFARE PROJECT INC | |||||||||||
| 633 3RD AVE FL 21 | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $721,025 | |||||
| LAWFARE PROJECT INC | |||||||||||
| 633 3RD AVE FL 21 | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | |||||
| MAFLEE LAASOT INC | |||||||||||
| 1144 NEILSON ST | FAR ROCKAWAY | NY | 116914720 | 501(C)(3) PRIVATE FO | GENERAL CHARITY | $730,250 | |||||
| MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION | |||||||||||
| 3240 CRAFT PL SUITE 100 | PITTSBURGH | PA | 15213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $370,000 | |||||
| MAGEN AM USA INC | |||||||||||
| 9200 W OLYMPIC BLVD SUITE 204 | BEVERLY HILLS | CA | 90212 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | |||||
| MALIBU FOUNDATION | |||||||||||
| 29169 HEATHERCLIFF ROAD SUITE 202 | MALIBU | CA | 90265 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $60,000 | |||||
| MALIBU FOUNDATION FOR YOUTH AND FAMILIES | |||||||||||
| PO BOX 6393 | MALIBU | CA | 90265 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $864,000 | |||||
| MALIBU FOUNDATION FOR YOUTH AND FAMILIES | |||||||||||
| PO BOX 6393 | MALIBU | CA | 90265 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $373,000 | |||||
| MOISHE HOUSE | |||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $150,000 | |||||
| MY KEREN HASHLUCHIM INC (JEWISH COMMUNITY OF DNIPRO) | |||||||||||
| 398 CROWN ST | BROOKLYN | NY | 11225 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $299,831 | |||||
| NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE | |||||||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $25,000 | |||||
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | |||||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | |||||
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | |||||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $494,000 | |||||
| PARTNERS IN TORAH INC | |||||||||||
| 228 AYCRIGG AVE | PASSAIC | NJ | 07055 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |||||
| PEF ISRAEL ENDOWMENT FUND INC | |||||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | |||||
| PEF ISRAEL ENDOWMENT FUND INC | |||||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $123,000 | |||||
| PENINSULA JEWISH COMMUNITY CENTER | |||||||||||
| 800 FOSTER CITY BLVD | FOSTER CITY | CA | 94404 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $354,000 | |||||
| PROJECT GIVING KIDS | |||||||||||
| 11301 W OLYMPIC BLVD 121-531 | LOS ANGELES | CA | 90064 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $117,750 | |||||
| PROJECT KESHER | |||||||||||
| 2660 BROADWAY 16 | NEW YORK | NY | 10025 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |||||
| REFUAH HELPLINE INC | |||||||||||
| REFUAH RESOURCES 5904 13TH AVE | BROOKLYN | NY | 11219 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $145,995 | |||||
| RIMON CLUB INC (CLUB Z) | |||||||||||
| 1055 RIVERTON DR | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | |||||
| RUSSIAN SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | |||||||||||
| 3739 BALBOA STREET 140 | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $100,000 | |||||
| RUSSIAN SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | |||||||||||
| 3739 BALBOA STREET 140 | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $715,000 | |||||
| RUSSIAN SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | |||||||||||
| 3739 BALBOA STREET 140 | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $53,140 | |||||
| SAINT BARTHELEMY MEDICAL EQUIPMENT FOUNDATION INC | |||||||||||
| 32 S CHURCH ST | WEST CHESTER | PA | 19382 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,029,882 | |||||
| SHALEM SCHOOL | |||||||||||
| 4102 EL CAMINO REAL | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |||||
| SHUVU RETURN INC | |||||||||||
| 5218 16TH AVENUE | BROOKLYN | NY | 11204 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | |||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $5,000,000 | |||||
| THE FREEBSD FOUNDATION | |||||||||||
| 3980 BROADWAY ST STE 103-107 | BOULDER | CO | 80304 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $750,000 | |||||
| TIDES CENTER | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $65,000 | |||||
| TIKVA CORP | |||||||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $475,000 | |||||
| TIKVA CORP | |||||||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $650,000 | |||||
| TOGETHERWITHISRAEL (ISRAEL OUTREACH INITIATIVE) | |||||||||||
| 134 N LA SALLE ST STE 1515 | CHICAGO | IL | 60602 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $480,000 | |||||
| TOLDOS YESHURUN INC | |||||||||||
| PO BOX 3000680 | BROOKLYN | NY | 11230 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |||||
| URBAN ADAMAH | |||||||||||
| 1151 SIXTH STREET | BERKELEY | CA | 94710 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |||||
| YAD YISROEL INC | |||||||||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | |||||
| SHABBATCOM | |||||||||||
| 4 WANNAMAKER COURT | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,400,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,117,101 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 1040 AVENUE OF THE AMERICAS 23RD | FLOOR | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,750,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,800,000 | |
| ARTIS CONTEMPORARY ISRAELI ART FUND INC | |||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |
| CENTRAL FUND OF ISRAEL (ISRAEL-IS) | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $700,000 | |
| CHABAD NP | |||||||
| 137 N SAN MATEO DR | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $800,000 | |
| GATEWAYS ORGANIZATION INC | |||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | |
| JEWISH COMMUNITY CENTER OF MOSCOW | |||||||
| 513 CROWN ST | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | ACTIVITIES TO SUPPORT EDUCATION IN JEWISH COMMUNITIES | $1,560,000 | |
| LESS LONG TERM GRANTS EXPENSED IN PREVIOUS YEARS | |||||||
| N/A | NA | CA | 99999 | N/A | N/A | -$26,450,000 | |
| MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION | |||||||
| 3240 CRAFT PL SUITE 100 | PITTSBURGH | PA | 15213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $640,000 | |
| MALIBU FOUNDATION FOR YOUTH AND FAMILIES | |||||||
| PO BOX 6393 | MALIBU | CA | 90265 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $527,000 | |
| NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE | |||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $200,000 | |
| PARTNERS IN TORAH INC | |||||||
| 228 AYCRIGG AVE | PASSAIC | NJ | 07055 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | |
| SHALEM SCHOOL | |||||||
| 4102 EL CAMINO REAL | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $12,500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,127,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,631,118 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,349,402 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $381,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,625,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,987,454 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,987,454 | 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 | JAN KOUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN CO LLP 1801 PAGE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,974,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 32,000 SHS META PLATFORMS, INC. COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $10,974,080 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAMIR ASSOCIATION | |||||||||||||||
| 2 TURGENEVA STREET | RIGA | LG | LV-1050 | 2019-12-11 | $131,160 | TO SUPPORT THE MODERNIZATION AND RECONSTRUCTION OF THE RIGA GHETTO AND LATVIAN HOLOCAUST MUSEUM | $32,790 | N/A | 03/06/20; 06/01/20; 09/01/20; 3/01/21; 6/01/21; 9/10/21; 12/01/21 | THE GRANTEE IS BEHIND ON MILESTONES DUE TO COVID 19. IT IS EXPECTED THE GRANTEE TO COMPLETE MILESTONES WITHIN 1.5 YEARS. | |||||
| DERECH AMI | |||||||||||||||
| BETH HADFUS 11 | JERUSALEM | IS | IL 9548311 | 2021-01-27 | $1,196,460 | TO SUPPORT THE JEWISH EDUCATION PROGRAM AND TO PROVIDE SCHOLARSHIPS TO 500STUDENTS IN ISRAEL. | $1,196,460 | N/A | 04/01/21; 07/01/21; 11/01/21 | GRANTEE IS IN COMPLIANCE WITH GRANT AGREEMENT. | |||||
| MAFLEE LAASOT INC | |||||||||||||||
| 2021-12-07 | $730,250 | TO SUPPORT THE MESHI-LEMA'ANCHEM SCHOOL | $730,250 | N/A | 04/05/22; 08/15/22 | ALL FUNDS EXPENDED IN ACCORDANCE WITH ORIGINAL PURPOSE AND PROJECT GOALSWERE ACHIEVED. | 1144 NEILSON ST | FAR ROCKAWAY | NY | 116914720 | 2022-11-10 | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS #101-9 | FMV | $1,266,693,132 | $1,266,693,132 |
| GOLDMAN SACHS #311-4 | FMV | $57,491 | $57,491 |
| GOLDMAN SACHS #363-5 | FMV | $149,451 | $149,451 |
| GOLDMAN SACHS #704-3 | FMV | $225,236,049 | $225,236,049 |
| GOLDMAN SACHS #708-4 | FMV | $64,260,623 | $64,260,623 |
| GOLDMAN SACHS #722-5 & 862-8 | FMV | $66,484,610 | $66,484,610 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $55,249 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MILLENIUM INTERNATIONAL LTD | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,987,103 | EOYBookValueAmt |
| EOYFMV | $10,987,103 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,156,887 | $4,156,887 | $0 |
| RECLAIMABLE TAX | $255,757 | $255,757 | $0 |
| OTHER EXPENSES | $5,210 | $0 | $0 |
| OTHER PAYROLL EXPENSE | $24,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GS #311-4 - SUB PMTS IN LIEU OF DIVS | $33,154 | $33,154 | $33,154 |
| GS #363-5 - SUB PMTS IN LIEU OF DIVS | $2,357 | $2,357 | $2,357 |
| GS #311-4 - ORDINARY GAINS | $20,209 | $20,209 | $20,209 |
| GS #704-3 - ORDINARY GAINS | $150,190 | $150,190 | $150,190 |
| GS #704-3 - ORDINARY GAINS | $95,310 | $95,310 | $95,310 |
| GS #862-8 - ORDINARY GAINS | $1,334 | $1,334 | $1,334 |
| GS #862-8 - ORDINARY GAINS | $17,181 | $17,181 | $17,181 |
| GS #707-6 - ORDINARY GAINS | $61,317 | $61,317 | $61,317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $138,654,325 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $11,896,650 | BOYBookValueAmt |
| EOY Book Value | $13,614,384 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARABELLA ADVISORS | $431,558 | $0 | $431,558 |
| OTHER ADVISORY FEES | $15,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN KOUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN CO LLP 1801 PAGE | AddressLine1Txt |
| Address Line2 | MILL RD | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $525,772 | $525,772 | $0 |
| FEDERAL TAX PAYMENTS | $490,798 | $0 | $0 |
| ACCRUED EXCISE TAX | $3,388,004 | $0 | $0 |