KOUM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KOUM FAMILY FOUNDATION (EIN 47-5446562)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349106997
- Schema version
- 2019v5.1
- 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 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 | 2020-11-16T18:12:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 405 EL CAMINO REAL 603 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN KOUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033200 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.21.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:50:29 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0C54D7277EB0759CB5F65222E8722703959F2592 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49C3ED6CC4A2DDA8F7F8C95636100B28621B816B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,835,620,491 | 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 | $10,042,608 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,520,994 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,520,994 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,486,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,343,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,412,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $540,162,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,412,860 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $268,030 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $268,030 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,731,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,545,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,020 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,393 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,419 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $157,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,247,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $707,691 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,678,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,678,978 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,310,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,386,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $157,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,433,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,102,503 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,744,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,386,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,259,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,013,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,158,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,826,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,050,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,050,627 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,538,889,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,810,569,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,810,569,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,548,715,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,620,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,835,620,491 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $926,310 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $926,310 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,331,160 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,479,526 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,558,970 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,405,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,816,440 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,538,310,042 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,812,804,051 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,538,310,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,812,804,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,548,715,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,620,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,538,310,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,013,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $303,507,169 | OtherIncreasesAmt |
| Subtotal | $1,812,804,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,812,804,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS #704-3 | P | $2,000,000 | $2,000,000 | $0 | $0 |
| GS #704-3 | P | $16,041,601 | $16,041,601 | $0 | $0 |
| GS #704-3 | P | $90,393,704 | $90,298,572 | $95,132 | $95,132 |
| GS #705-0 | P | $10,706,548 | $11,590,465 | -$883,917 | -$883,917 |
| GS #705-0 | P | $31,265,538 | $31,945,342 | -$679,804 | -$679,804 |
| GS #705-0 | P | $17 | $17 | $17 | |
| GS #706-8 | P | $245,271,276 | $239,533,762 | $5,737,514 | $5,737,514 |
| GS #706-8 | P | $52,794,609 | $48,329,858 | $4,464,751 | $4,464,751 |
| GS #706-8 | P | $34 | $34 | $34 | |
| GS #707-6 | P | $3,594,092 | $3,544,672 | $49,420 | $49,420 |
| GS #707-6 | P | $31,808,961 | $31,812,938 | -$3,977 | -$3,977 |
| GS #708-4 | P | $33,752,783 | $32,986,528 | $766,255 | $766,255 |
| GS #862-8 | P | $216,888 | $218,572 | -$1,684 | -$1,684 |
| GS #862-8 | P | $19,322,019 | $19,447,282 | -$125,263 | -$125,263 |
| GS #722-5 | P | $1,119,995 | $1,119,995 | $1,119,995 | |
| GS #722-5 | P | $1,679,992 | $1,679,992 | $1,679,992 | |
| GS #706-8 - CAPITAL GAIN DISTRIBUTIONS | P | $16,120 | $16,120 | $16,120 | |
| GS #708-4 - CAPITAL GAIN DISTRIBUTIONS | P | $178,275 | $178,275 | $178,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,412,860 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,675,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,276,567,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,906,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $757,506,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,018,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $463,632,874 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002196 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $126,343,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.034560 | TotalDistributionRt |
| Average Distribution | 0.008640 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,722,871,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,885,606 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $451,589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,337,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,259,534 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $451,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $451,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $451,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $447,444 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $657,444 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $205,855 | OverpaymentAmt |
| Applied To ES Tax | $205,855 | 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 | CHIEF FINANCIAL OFFICER AN | 40.00 | $115,020 | $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 (3 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 | $3,678,978 |
| ARABELLA ADVISORS | |||||
| 601 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PROJECT SUPPORT | $157,031 |
| FRANK RIMERMAN & CO | |||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | ACCOUNTING SERVICES | $75,940 |
| 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 | $1,727,512,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,595,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,749,107,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,749,107,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,236,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,722,871,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,143,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,143,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $451,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $451,589 | TotalTaxAmt |
| Distributable Before Adj | $85,691,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,691,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,691,965 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,259,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,259,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $451,589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,807,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,691,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,281,129 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,259,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,281,129 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,978,405 | 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 | $77,713,560 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON-PENZAK JEWISH COMMUNITY CENTER OF SILICON VALLEY (AP JCC) - JCC LOS | ||||||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $20,000 | ||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 | ||||
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | ||||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $800,000 | ||||
| AMERICAN FRIENDS OF THE KIEV JEWISH COMMUNITY | ||||||||||
| 2 BURRIS CT | AIRMONT | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $864,000 | ||||
| AMERICAN FRIENDS OF YAD ELIZER INC | ||||||||||
| 410 GLENN RD | JACKSON | NJ | 08527 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| AMERICAN FRIENDS OF YAD ELIZER INC | ||||||||||
| 410 GLENN RD | JACKSON | NJ | 08527 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,200,000 | ||||
| BNAI BRITH YOUTH ORGANIZATION | ||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,565,162 | ||||
| BRODSKY SYNAGOGUE | ||||||||||
| RELIGIOUS ORG | GENERAL CHARITY | $256,812 | SHOTA RUSTAVELI ST 13 | KYIV | UP | |||||
| CHABAD NP | ||||||||||
| 137 N SAN MATEO DR | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $4,500,000 | ||||
| DERECH AMI | ||||||||||
| NC | SEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS | $700,000 | BETH HADFUS 11 | JERUSALEM | IS | 9548311 | ||||
| DERECH AMI | ||||||||||
| NC | SEE INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS | $700,000 | BETH HADFUS 11 | JERUSALEM | IS | 9548311 | ||||
| EUROPEAN JEWISH ASSOCIATION | ||||||||||
| 2 OLYMPIA LN | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,439,958 | ||||
| EUROPEAN JEWISH ASSOCIATION | ||||||||||
| 2 OLYMPIA LN | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,668,864 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,998,987 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,998,987 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $440,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $220,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $100,000 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||||||
| 445 PARK AVENUE 9TH FLOOR | PARK AVENUE TH F | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $700,000 | ||||
| FOUNDATION FOR JEWISH CAMP | ||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $481,096 | ||||
| FRIENDS OF IR DAVID INC | ||||||||||
| 575 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| FRIENDS OF IR DAVID INC | ||||||||||
| 575 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | ||||
| FRIENDS OF MAYANOT INSTITUTE | ||||||||||
| 228 PARK AVE SOUTH SUITE 96553 | NEW YORK | NY | 10003 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| GATEWAYS ORGANIZATION | ||||||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | ||||
| GEDER AVOS JEWISH HERITAGE GROUP INC | ||||||||||
| 78 POMONA RD | SUFFERN | NY | 10901 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | ||||
| GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK | ||||||||||
| 511 AVENUE OF THE AMERICAS SUITE 18 | NEW YORK | NY | 10011 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $210,000 | ||||
| HAROLD GRINSPOON FOUNDATION | ||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $277,000 | ||||
| INTERNATIONAL CHILDREN ASSISTANCE NETWORK INC | ||||||||||
| 1425 CLAYTON RD | SAN JOSE | CA | 95127 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $60,000 | ||||
| ISRAEL & CO (ITREK) | ||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | ||||
| ISRAEL NEXT GENERATION (INEXTG) | ||||||||||
| 208 EAST 51ST STREET 247 | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $783,092 | ||||
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | ||||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $136,000 | ||||
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | ||||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $323,620 | ||||
| JEWISH COMMUNITY CENTER OF MOSCOW | ||||||||||
| 531 CROWN ST | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 | ||||
| JEWISH COMMUNITY CENTER OF MOSCOW | ||||||||||
| 531 CROWN ST | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,800,000 | ||||
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $400,000 | ||||
| KLEINMAN HOLOCAUST EDUCATION CENTER INC | ||||||||||
| 171 KINGS HWY | BROOKLYN | NY | 11223 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $900,000 | ||||
| M Y KEREN HASHLUCHIM INC | ||||||||||
| 398 CROWN ST | BROOKLYN | NY | 11225 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $157,925 | ||||
| MACCABEE TASK FORCE FOUNDATION | ||||||||||
| PO BOX 19698 | LAS VEGAS | NV | 89132 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 | ||||
| MOISHE HOUSE | ||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $140,000 | ||||
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | ||||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 | ||||
| PARTNERS IN TORAH | ||||||||||
| 228 AYCIGG AVENUE | PASSAIC | NJ | 07055 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,400,000 | ||||
| PROJECT GIVING KIDS INC | ||||||||||
| 1150 WALNUT STREET SECOND FLOOR | NEWTON | MA | 02461 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $81,000 | ||||
| PROJECT KESHER | ||||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $180,000 | ||||
| REFUAH HELPLINE | ||||||||||
| 9 MERON DR 104 | MONROE | NY | 10950 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 | ||||
| RIMON CLUB INC | ||||||||||
| 20 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $700,000 | ||||
| RUSSIAN-SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | ||||||||||
| 1801 BALBOA STREET | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $50,000 | ||||
| STANFORD JEWISH CENTER (CHABAD AT STANFORD) | ||||||||||
| 1289 COLLEGE AVE | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 | ||||
| STANFORD UNIVERSITY | ||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $11,200,000 | ||||
| THE CENTRAL FUND OF ISRAEL | ||||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $150,000 | ||||
| THE CENTRAL FUND OF ISRAEL | ||||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $25,000 | ||||
| THE FREEBSD FOUNDATION | ||||||||||
| 2222 14TH STREET | BOULDER | CO | 80302 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | ||||
| TIDES CENTER | ||||||||||
| PO BOX 2883 | BERKELY | CA | 94702 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $50,000 | ||||
| TIKVA | ||||||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,600,000 | ||||
| TOGETHERWITHISRAEL | ||||||||||
| 134 N LA SALLE ST STE 1515 | CHICAGO | IL | 60602 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $375,000 | ||||
| TOLDOS YESHURUN | ||||||||||
| PO BOX 3000680 | BROOKLYN | NY | 11230 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 | ||||
| YAD YISROEL | ||||||||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 | ||||
| YESHIVA AISH DOS INC | ||||||||||
| 10 MILROSE LN | 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 | $71,102,503 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $6,000,000 |
| FRIENDS OF MAYANOT INSTITUTE | ||||||
| 228 PARK AVE SOUTH SUITE 96553 | NEW YORK | NY | 10003 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 |
| GATEWAYS ORGANIZATION | ||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,500,000 |
| ISRAEL & CO (ITREK) | ||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 |
| LESS LONG TERM GRANTS EXPENSED IN PREVIOUS YEARS | ||||||
| N/A | NA | CA | 99999 | N/A | N/A | -$7,000,000 |
| PARTNERS IN TORAH | ||||||
| 228 AYCIGG AVENUE | PASSAIC | NJ | 07055 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,400,000 |
| SHAMIR | ||||||
| 1383 PRESIDENT STREET | BROOKLYN | NY | 11213 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $131,160 |
| TIKVA | ||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,331,160 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,520,994 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,486,987 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $268,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,412,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,688,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,688,871 | 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 | $10,042,608 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 49,796 SHS FACEBOOK INC | NoncashPropertyDesc |
| Fair Market Value | $10,042,608 | FairMarketValueAmt |
| Received | 2019-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $75,940 | $0 | $0 |
| BILL.COM FEES | $154 | $0 | $0 |
| OTHER FILING FEES | $325 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DERECH AMI | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BETH HADFUS 11 | AddressLine1Txt |
| City | JERUSALEM | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 9548311 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-10-24 | GrantDt |
| Grant | $1,400,000 | GrantAmt |
| Purpose Of Grant | TO MEET THE EXPANDED DEMAND FOR THE PROGRAMS ON OFFER BY DERECH AMI FROM 1,300 STUDENTS TO 2,000 STUDENTS. | PurposeOfGrantTxt |
| Expended By Grantee | $106,147 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/01/20, 04/01/20, 7/01/20, 11/01/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-01-01 | VerificationDt |
| Results Of Verification | THE GRANTEE ORGANIZATION PROVIDES REGULAR REPORTING OF ITS ONGOING CHARITABLE EFFORTS TO THE MANAGEMENT TEAM OF THE GRANTOR FOUNDATION. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS #101-9 | FMV | $534,294,673 | $534,294,673 |
| GOLDMAN SACHS #562-6 | FMV | $218 | $218 |
| GOLDMAN SACHS #704-3 | FMV | $491,470,337 | $491,470,337 |
| GOLDMAN SACHS #705-0 | FMV | $108,400,635 | $108,400,635 |
| GOLDMAN SACHS #706-8 | FMV | $235,704,549 | $235,704,549 |
| GOLDMAN SACHS #707-6 | FMV | $112,039,707 | $112,039,707 |
| GOLDMAN SACHS #708-4 | FMV | $240,901,932 | $240,901,932 |
| GOLDMAN SACHS #722-5 & 862-8 | FMV | $87,757,813 | $87,757,813 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,393 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,678,978 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,678,978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GS #7050 | $14,607 | $14,607 | $14,607 |
| GS #7043 - ORDINARY GAINS | $229,590 | $229,590 | $229,590 |
| GS #7050 - ORDINARY GAINS | -$4,638 | -$4,638 | -$4,638 |
| GS #7076 - ORDINARY GAINS | $25,645 | $25,645 | $25,645 |
| GS #8628 - ORDINARY GAINS | $1,153 | $1,153 | $1,153 |
| GS #8628 - ORDINARY GAINS | $1,673 | $1,673 | $1,673 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $303,507,169 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $2,479,526 | BOYBookValueAmt |
| EOY Book Value | $8,558,970 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARABELLA ADVISORS | CategoryTxt |
| Amt | $157,031 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $157,031 | DisbursementsCharitablePrpsAmt |
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 | $707,691 | $707,691 | $0 |
| FEDERAL TAX PAYMENTS | $460,000 | $0 | $0 |
| ACCRUED EXCISE TAX | $6,079,444 | $0 | $0 |