TIJORI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TIJORI FOUNDATION (EIN 47-2454018)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202543039349101504
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T12:17:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472454018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tijori Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TIJO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tiberio Schwartz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,624,983 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,828,403 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,491 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,491 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,297,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,297,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,649,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,217,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,266,440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,781,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,570,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,515 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,515 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $150,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,436 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $37,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $593 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $70,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $277,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,587,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,399,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,193,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,419,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $878,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,716,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,716,986 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $1,434,131 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,428,154 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,980,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,121,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,716,937 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,088,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,869,501 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,762,906 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $32,947,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,141,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,624,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $32,947,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,141,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,947,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,141,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,947,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,141,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,947,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,193,929 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,141,771 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,141,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $10,217,302 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,950,862 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,266,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,266,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,266,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,524 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,524 | SubtotalAmt |
| Tax Based On Investment Income | $47,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,991 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50,091 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,567 | OverpaymentAmt |
| Applied To ES Tax | $2,567 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mary Rose Candol | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 3.0 | $7,500 | $0 | $0 |
| Eliyahu Y Schulman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $7,500 | $0 | $0 |
| Tiberio Schwartz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE DFS GROUP | |||||
| MACK CENTER IV S 61 PARAMUS RD | PARAMUS | NJ | 07652 | Investment Mgmt | $150,436 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $67,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,652,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $799,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,451,827 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,451,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $591,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,860,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,943,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,943,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,524 | TotalTaxAmt |
| Distributable Before Adj | $1,895,479 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,895,479 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,895,479 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,399,121 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,399,121 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,895,479 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $21,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,511,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,815,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,348,867 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,399,121 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,895,479 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,503,642 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,852,509 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,852,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,261 | ExcessFromYear3Amt |
| Excess From Year2 | $5,511,675 | ExcessFromYear2Amt |
| Excess From Year1 | $3,815,931 | ExcessFromYear1Amt |
| Excess From Current Year | $4,503,642 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEST FOOT FORWARD FOUNDATION INC | |||||||
| 9080 KIMBERLY BLVD STE 10 | BOCA RATON | FL | 33434 | N/A | PC | General & Unrestricted | $40,000 |
| BIG BROTHERS BIG SISTERS OF AMERICA | |||||||
| 2502 N ROCKY POINT DR STE 550 | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $40,000 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $20,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Mental Health Empowerment Project | $500,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Enhancing Livelihood and Strengthening Climate Adaptation for Fisherfolks/Farmers in Surigao del Norte | $500,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | HUMANITARIAN PARTNERSHIP PLATFORM EMERGENCY RESPONSE FUND | $150,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Women and Youth Economic Empowerment Phase 2 Fund | $500,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Household Economic Resilience Strengthening Project in Rizal | $500,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | General & Unrestricted | $2,000,000 |
| HARLEM JUNIOR TENNIS AND EDUCATION PROGRAM INC | |||||||
| 40 W 143RD ST | NEW YORK | NY | 10037 | N/A | PC | General & Unrestricted | $20,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | N/A | PC | General & Unrestricted | $20,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $20,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| 2670 WARWICK AVE | WARWICK | RI | 02889 | N/A | PC | general & unrestricted | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,310,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,491 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,297,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,649,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,952,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,952,976 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Awad Estate of Kenneth Richard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | T Schwartz 485 Lexington Av Fl 14 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,828,403 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (86 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AES CORP AES, 3050 sh. | $51,652 | 2024-10-22 |
| 1 | ALTRIA GROUP INC MO, 1069.94 sh. | $53,112 | 2024-10-22 |
| 1 | AMERICAN EXPRESS CO AXP, 791.78 sh. | $22,756 | 2024-10-22 |
| 1 | AMERICAN ELECTRIC POWER INC AEP, 833.26 sh. | $83,101 | 2024-10-22 |
| 1 | AMGEN INC - 2.600% - 08/19/2026 031162CJ7, 6000 sh. | $5,804 | 2024-10-22 |
| 1 | AMGEN INC AMGN, 176.29 sh. | $55,977 | 2024-10-22 |
| 1 | CAPITAL GROUP DIVIDEND VALUE CGDV, 4270 sh. | $156,634 | 2024-10-22 |
| 1 | BMW BANK NORTH AMERICA SALT LAKE CI - 3 05612LBD3, 146000 sh. | $145,920 | 2024-10-22 |
| 1 | WAL-MART STORES INC WMT, 312.93 sh. | $25,512 | 2024-10-22 |
| 1 | WELLS FARGO & CO - 3.000% - 10/23/2026 949746SH5, 6000 sh. | $5,821 | 2024-10-22 |
| 1 | YUM BRANDS INC YUM, 483.12 sh. | $64,581 | 2024-10-22 |
| 1 | MERRICK BANK SOUTH JORDAN UTAH - 3.850% 59013KK47, 146000 sh. | $145,853 | 2024-10-22 |
| 1 | BANK OF AMERICA NA - 4.000% - 02/23/202 06051XGR7, 146000 sh. | $145,920 | 2024-10-22 |
| 1 | BEAL BANK USA LAS VEGAS NV - 4.600% - 0 07371D3F2, 146000 sh. | $146,041 | 2024-10-22 |
| 1 | UNITED STATES TREAS SER BL-2024 - 4.500 91282CFX4, 122000 sh. | $121,957 | 2024-10-22 |
| 1 | US TREASURY 3 MONTH BILL ETF TBIL, 6100 sh. | $304,787 | 2024-10-22 |
| 1 | MARKET VECTORS ETF TR FALLEN ANGEL USD ANGL, 1830 sh. | $53,162 | 2024-10-22 |
| 1 | VANGUARD UTLTS ETF VPU, 1220 sh. | $212,930 | 2024-10-22 |
| 1 | VERIZON COMMUNICATIONS VZ, 644.77 sh. | $26,884 | 2024-10-22 |
| 1 | VISA INC V, 596.58 sh. | $170,043 | 2024-10-22 |
| 1 | TARGET CORPORATION TGT, 478.24 sh. | $71,479 | 2024-10-22 |
| 1 | TEXAS INSTRUMENTS INC TXN, 619.15 sh. | $120,160 | 2024-10-22 |
| 1 | UNILEVER PLC AMER UL, 1049.2 sh. | $64,888 | 2024-10-22 |
| 1 | UNITED STATES TREASURY NOTES - 3.380% - 91282CLL3, 518500 sh. | $510,034 | 2024-10-22 |
| 1 | US TREAS SER AY-2025 - 4.625% - 02/28/2 91282CGN5, 381200 sh. | $381,254 | 2024-10-22 |
| 1 | US TREAS NTS - 2.000% - 11/15/2026 912828U24, 305000 sh. | $292,931 | 2024-10-22 |
| 1 | PHILIP MORRIS INTL PM, 986.37 sh. | $125,856 | 2024-10-22 |
| 1 | QUALCOMM INC - 3.250% - 05/20/2027 747525AU7, 6000 sh. | $5,848 | 2024-10-22 |
| 1 | RAYTHEON TECHNOLOGIES CORP RTX, 428.83 sh. | $54,082 | 2024-10-22 |
| 1 | S&P GLOBAL INC COM SPGI, 241.56 sh. | $124,404 | 2024-10-22 |
| 1 | SEMPRA ENERGY NOTE 3.4% 02/01/2028 - 3. 816851BG3, 6000 sh. | $5,762 | 2024-10-22 |
| 1 | SEMPRA ENERGY COM SRE, 1429.84 sh. | $121,168 | 2024-10-22 |
| 1 | MOLSON COORS BEVERAGE CO NOTE 3.00000% 60871RAG5, 6000 sh. | $5,855 | 2024-10-22 |
| 1 | NEXTERA ENERGY, INC NEE, 954.04 sh. | $79,836 | 2024-10-22 |
| 1 | NIKE INC-CL B NKE, 2260.05 sh. | $184,929 | 2024-10-22 |
| 1 | NORTHROP GRUMMAN CORP NOC, 202.52 sh. | $106,082 | 2024-10-22 |
| 1 | PEPSICO INC PEP, 723.46 sh. | $126,047 | 2024-10-22 |
| 1 | PFIZER INC PFE, 289.75 sh. | $8,343 | 2024-10-22 |
| 1 | ISHARE DJ FIN SC INX IYF, 719.8 sh. | $77,877 | 2024-10-22 |
| 1 | JABIL CIRCUIT INC JBL, 262.3 sh. | $32,395 | 2024-10-22 |
| 1 | JOHNSON & JOHNSON JNJ, 816.79 sh. | $132,986 | 2024-10-22 |
| 1 | JP MORGAN CHASE JPM, 1178.52 sh. | $263,034 | 2024-10-22 |
| 1 | KKR & CO INC KKR, 1183.4 sh. | $165,638 | 2024-10-22 |
| 1 | MCDONALD'S CORP MCD, 550.22 sh. | $173,055 | 2024-10-22 |
| 1 | HSBC HOLDINGS PLC HSBC, 1159 sh. | $51,477 | 2024-10-22 |
| 1 | INTEL CORP INTC, 115.9 sh. | $2,607 | 2024-10-22 |
| 1 | ISHARE SP SMALL CAP 600 INDEX FD IJR, 566.08 sh. | $65,413 | 2024-10-22 |
| 1 | ISHARES S&P GLOBAL HEALTHCARE SECTO IXJ, 236.68 sh. | $22,715 | 2024-10-22 |
| 1 | ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 1177.3 sh. | $73,861 | 2024-10-22 |
| 1 | ISHARES DOW JONES US HEALTHCARE IYH, 591.7 sh. | $37,727 | 2024-10-22 |
| 1 | FIRST TRUST SMID CAP RISING DIV ACH ETF SDVY, 4270 sh. | $155,577 | 2024-10-22 |
| 1 | FIRST TR ENHANCED SHORT MATURITY FD ETF FTSM, 15250 sh. | $914,771 | 2024-10-22 |
| 1 | FIRST TRUST EXCHANGE TRADED FD IV HI YI HYLS, 1159 sh. | $48,209 | 2024-10-22 |
| 1 | KINGSMEN RESOURCES LTD KNG, 355.02 sh. | $19,053 | 2024-10-22 |
| 1 | HALLIBURTON COMPANY HAL, 517.28 sh. | $14,644 | 2024-10-22 |
| 1 | HOME DEPOT INC HD, 298.29 sh. | $119,191 | 2024-10-22 |
| 1 | FIRST TRUST HIGH YIELD OPPORTUNITIES 20 FTHY, 739.32 sh. | $10,894 | 2024-10-22 |
| 1 | FIRST TR VALUE LN DV FVD, 835.7 sh. | $37,847 | 2024-10-22 |
| 1 | FIRST TRUST CAPITAL STRENGTH FTCS, 1525 sh. | $139,408 | 2024-10-22 |
| 1 | FIRST TRUST LOW DURATION OPPORTUNITIES LMBS, 5490 sh. | $269,065 | 2024-10-22 |
| 1 | FIRST TRUST RISING DIV ACHEIVERS ETF RDVY, 1072.38 sh. | $63,860 | 2024-10-22 |
| 1 | FIRST TRUST SENIOR LOAN FUND FTSL, 4880 sh. | $224,138 | 2024-10-22 |
| 1 | DEERE CO DE, 195.81 sh. | $79,275 | 2024-10-22 |
| 1 | EMERSON ELECTRIC CO EMR, 3893.02 sh. | $425,429 | 2024-10-22 |
| 1 | EXELON CORPORATION EXC, 536.19 sh. | $21,693 | 2024-10-22 |
| 1 | EXXON MOBIL CORP XOM, 355.02 sh. | $42,803 | 2024-10-22 |
| 1 | FEDEX CORP NOTE 3.40% 02/15/2028 - 3.40 31428XBP0, 6000 sh. | $5,795 | 2024-10-22 |
| 1 | FIRST TRUST VI FIRST TRUST NASDAQ TECHN TDIV, 1424.96 sh. | $114,496 | 2024-10-22 |
| 1 | CISCO SYSTEMS INC CSCO, 1424.96 sh. | $80,339 | 2024-10-22 |
| 1 | THE COCA-COLA CO KO, 3984.52 sh. | $275,779 | 2024-10-22 |
| 1 | COMCAST CORP CMCSA, 57.95 sh. | $2,401 | 2024-10-22 |
| 1 | CONOCOPHILLIPS COP, 118.34 sh. | $12,459 | 2024-10-22 |
| 1 | CONSTELLATION ENERGY GROUP INC CEG, 38.43 sh. | $10,324 | 2024-10-22 |
| 1 | CSX CORP - 0.000% - 11/01/2026 126408HE6, 6000 sh. | $5,798 | 2024-10-22 |
| 1 | BP PLC SPONSORED ADR BP, 869.25 sh. | $27,418 | 2024-10-22 |
| 1 | CAMPBELL SOUP CO NOTE 3.30% 03/19/2025 134429BA6, 6000 sh. | $5,955 | 2024-10-22 |
| 1 | CAPITAL ONE FINL CORP NOTE - 3.800% - 0 14040HBW4, 6000 sh. | $5,822 | 2024-10-22 |
| 1 | CHEVRON CORP CVX, 671.61 sh. | $101,380 | 2024-10-22 |
| 1 | CHURCH & DWIGHT - 3.150% - 08/01/2027 171340AN2, 6000 sh. | $5,822 | 2024-10-22 |
| 1 | CIGNA CORPORATION NOTE 3.05% 10/15/2027 125509BV0, 6000 sh. | $5,758 | 2024-10-22 |
| 1 | APPLE INC AAPL, 1830 sh. | $428,970 | 2024-10-22 |
| 1 | BANK AMER CORP - 3.500% - 04/19/2026 06051GFX2, 6000 sh. | $5,916 | 2024-10-22 |
| 1 | BANK OF AMERICA CORP BAC, 2229.55 sh. | $93,613 | 2024-10-22 |
| 1 | BANK NEW YORK MELLON CORP SER K MTN 3.3 06406YAA0, 6000 sh. | $5,650 | 2024-10-22 |
| 1 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 603.9 sh. | $278,623 | 2024-10-22 |
| 1 | BOEING CO - 0.026% - 10/30/2025 097023BP9, 6000 sh. | $5,838 | 2024-10-22 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC - 2.600% - 08/19/202 | $100,640 | $91,877 |
| AMRANT BK - 5.000% - 06/16/202 | $240,096 | $240,854 |
| BANK AMER CORP - 3.500% - 04/1 | $103,731 | $93,576 |
| BANK NEW YORK MELLON CORP SER | $103,652 | $89,195 |
| BANK OF AMERICA NA - 4.000% - | $145,920 | $145,825 |
| BEAL BANK USA LAS VEGAS NV - 4 | $146,041 | $146,025 |
| BMW BANK NORTH AMERICA SALT LA | $145,920 | $145,600 |
| BOEING CO - 0.026% - 10/30/202 | $93,974 | $93,180 |
| CAMPBELL SOUP CO NOTE 3.30% 03 | $100,656 | $94,682 |
| CAPITAL ONE - 4.500% - 05/17/2 | $239,875 | $242,615 |
| CAPITAL ONE FINL CORP NOTE - 3 | $101,934 | $91,680 |
| CHARLES SCHWAB BANK - 5.400% - | $239,880 | $241,150 |
| CHURCH & DWIGHT - 3.150% - 08/ | $100,684 | $91,904 |
| CIGNA CORPORATION NOTE 3.05% 1 | $97,503 | $90,905 |
| CSX CORP - 0.000% - 11/01/2026 | $100,079 | $91,839 |
| DISCOVER BK - 4.800% - 05/16/2 | $239,935 | $240,493 |
| FEDEX CORP NOTE 3.40% 02/15/20 | $99,525 | $91,012 |
| FRONTIER BK - 4.750% - 08/11/2 | $239,280 | $242,574 |
| MERRICK BANK SOUTH JORDAN UTAH | $145,853 | $145,334 |
| MOLSON COORS BEVERAGE CO NOTE | $96,709 | $92,534 |
| POPULAR BK NEW YORK - 5.300% - | $239,520 | $242,084 |
| QUALCOMM INC - 3.250% - 05/20/ | $103,632 | $92,388 |
| SALLIE MAE BANK - 5.050% - 08/ | $239,875 | $241,145 |
| SEMPRA ENERGY NOTE 3.4% 02/01/ | $100,707 | $90,816 |
| SOUTHERN FIRST BANK - 4.650% - | $219,890 | $221,694 |
| STATE BK INDIA NEW YORK NY - 5 | $239,280 | $243,944 |
| TOYOTA FINANCIAL - 4.650% - 07 | $239,280 | $243,615 |
| UBS BANK - 4.250% - 02/28/2028 | $239,280 | $241,750 |
| US BANK - 2.800% - 01/27/2025 | $264,660 | $249,536 |
| WELLS FARGO & CO - 3.000% - 10 | $101,490 | $93,080 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $78,562 | $64,350 |
| ALTRIA GROUP INC | $732,009 | $930,135 |
| AMERICAN EXPRESS CO | $130,648 | $531,551 |
| APPLE INC | $2,445,483 | $5,008,399 |
| BERKSHIRE HATHAWAY INC. CLASS | $909,662 | $1,633,168 |
| BOEING CO | $497,487 | $495,423 |
| BP PLC SPONSORED ADR | $374,780 | $426,965 |
| CAPITAL GROUP DIVIDEND VALUE | $814,378 | $855,760 |
| EMERSON ELECTRIC CO | $1,555,267 | $2,726,460 |
| FIRST TR ENHANCED SHORT MATURI | $3,170,326 | $3,167,810 |
| FIRST TR VALUE LN DV | $37,815 | $36,439 |
| FIRST TRUST CAPITAL STRENGTH | $139,408 | $133,926 |
| FIRST TRUST EXCHANGE TRADED FD | $1,100,083 | $1,002,624 |
| FIRST TRUST LOW DURATION OPPOR | $2,767,190 | $2,696,805 |
| FIRST TRUST RISING DIV ACHEIVE | $63,838 | $63,398 |
| FIRST TRUST SENIOR LOAN FUND | $2,013,401 | $1,988,320 |
| FIRST TRUST SMID CAP RISING DI | $706,447 | $717,000 |
| FIRST TRUST VI FIRST TRUST NAS | $371,108 | $576,995 |
| FT-PREFERRED SECUR & INC ETF | $141,325 | $132,750 |
| HALLIBURTON COMPANY | $100,003 | $150,007 |
| HSBC HOLDINGS PLC | $330,762 | $544,060 |
| ISHARE DJ FIN SC INX | $77,790 | $79,507 |
| ISHARE SP SMALL CAP 600 INDEX | $190,935 | $266,619 |
| ISHARES TR S & P MIDCAP 400 IN | $215,289 | $308,248 |
| JOHNSON & JOHNSON | $836,948 | $828,528 |
| JP MORGAN CHASE | $588,426 | $1,001,508 |
| JPMORGAN EQUITY PREMIUM INCO | $152,960 | $143,825 |
| KKR & CO INC | $165,582 | $174,978 |
| MARKET VECTORS ETF TR FALLEN A | $53,162 | $52,466 |
| MCDONALD'S CORP | $1,571,154 | $2,116,197 |
| NEXTERA ENERGY, INC | $349,893 | $355,152 |
| NIKE INC-CL B | $2,231,042 | $1,645,595 |
| NORTHROP GRUMMAN CORP | $105,810 | $94,797 |
| PEPSICO INC | $267,011 | $262,304 |
| PHILIP MORRIS INTL | $1,273,660 | $1,972,657 |
| RAYTHEON TECHNOLOGIES CORP | $122,202 | $165,248 |
| SEMPRA ENERGY COM | $121,097 | $125,352 |
| TEXAS INSTRUMENTS INC | $382,823 | $491,089 |
| THE COCA-COLA CO | $1,719,564 | $2,084,714 |
| US TREASURY 3 MONTH BILL ETF | $304,787 | $304,146 |
| VANGUARD UTLTS ETF | $1,192,405 | $1,348,215 |
| VERIZON COMMUNICATIONS | $258,042 | $206,708 |
| VISA INC | $169,878 | $188,360 |
| WAL-MART STORES INC | $201,606 | $407,659 |
| WELLS FARGO & CO | $89,105 | $210,720 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,434,131 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,428,154 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $3,515 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,515 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $67,295 | $67,295 |
| Postage/Delivery Service | $232 | $232 |
| State or Local Filing Fees | $25 | $25 |
| TRAINING & PROFESSIONAL DVLPMT | $3,054 | $3,054 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $150,436 | Amt |
| Net Investment Income | $150,436 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We respectfully request that The Tijori Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $20 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $33,400 | |
| 990-PF Extension for 2023 | $3,900 | |
| Foreign Tax Paid | $593 | $593 |