DAHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DAHAN FAMILY FOUNDATION INC (EIN 20-1959792)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-02
- IRS object ID
- 202640619349100864
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-02T14:26:46-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270855205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LERROSARBEY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 W PALMETTO PARK RD STE 107 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201959792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAHAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRIAN G CHESLACK GUNSTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAHA | BusinessNameControlTxt |
| Phone | 5612571822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 TECHNOLOGY WAY SUITE 630 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAL AMIR | PersonNm |
| Person Title | V. P., DIRECTOR | PersonTitleTxt |
| Phone | 5612571822 | PhoneNum |
| Signature | 2026-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S BAKER | PreparerPersonNm |
| PTIN | P00050918 | PTIN |
| Phone | 5619950064 | PhoneNum |
| Preparation | 2026-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $7,757,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $123,442 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,442 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,628,007 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,970 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $66 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $234,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $315 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $315 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,179 | CashBOYAmt |
| Cash EOY | $82,356 | CashEOYAmt |
| Cash EOYFMV | $82,356 | CashEOYFMVAmt |
| Other Investments BOY | $6,263,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,065,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,674,887 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,325,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,148,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,757,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,325,176 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,148,208 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,325,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,148,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,325,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,148,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,325,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,059 | OtherIncreasesAmt |
| Subtotal | $6,148,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,148,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $109,249 | $129,743 | -$20,494 | -$20,494 | |
| PUBLICLY TRADED SECURITIES | $203,970 | $149,758 | $54,212 | $54,212 | |
| PUBLICLY TRADED SECURITIES | $73,699 | $103,539 | -$29,840 | -$29,840 | |
| PUBLICLY TRADED SECURITIES | $129,640 | $105,039 | $24,601 | $24,601 | |
| PUBLICLY TRADED SECURITIES | $9,086 | $8,600 | $486 | $486 | |
| PUBLICLY TRADED SECURITIES | $3,260 | $2,297 | $963 | $963 | |
| PUBLICLY TRADED SECURITIES | $167,021 | $127,746 | $39,275 | $39,275 | |
| PUBLICLY TRADED SECURITIES | $90,947 | $78,541 | $12,406 | $12,406 | |
| PUBLICLY TRADED SECURITIES | $716,200 | $736,891 | -$20,691 | -$20,691 | |
| PUBLICLY TRADED SECURITIES | $41,000 | $41,118 | -$118 | -$118 | |
| PUBLICLY TRADED SECURITIES | $1,083,667 | $1,090,765 | -$7,098 | -$7,098 | |
| CAPITAL GAINS DIVIDENDS | $268 | $268 | $268 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,606 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,606 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $846 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GUNSTER | IndividualWithBooksNm |
| Phone | 5612571822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 TECHNOLOGY WAY SUITE 630 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| SOPHIE GABRIELLE AMIR | |||||||||
| VOSSIUSSTRAAT 26C 1071AE | AMSTERDAM | AMSTERDAM | NL | PRES., DIRECTOR | 5.00 | $0 | $0 | $0 | |
| TAL AMIR | |||||||||
| VOSSIUSSTRAAT 26C 1071AE | AMSTERDAM | AMSTERDAM | NL | V. P., DIRECTOR | 5.00 | $0 | $0 | $0 | |
| JUDITH BROTHWELL | |||||||||
| 12 NEPFIELD CLOSEFINDONWORTHING | WEST SUSSEX | UK | DIRECTOR | 5.00 | $0 | $0 | $0 | BN14 0SS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,376,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,104,552 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,646,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,646,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,531,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,606 | TotalTaxAmt |
| Distributable Before Adj | $373,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $373,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $373,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $374,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,578 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $43,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $668 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,578 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $43,463 | ExcessFromYear2Amt |
| Excess From Year1 | $26,556 | ExcessFromYear1Amt |
| Excess From Current Year | $668 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ONE TO ONE INC | |||||||||||
| 1880 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 900671626 | PC | CHARITABLE DONATION | $50,000 | |||||
| ANNA FREUD | |||||||||||
| PC | CHARITABLE DONATION | $127,000 | 4-8 RODNEY STREET | LONDON | UK | ||||||
| BORN FREE FOUNDATION | |||||||||||
| 8737 COLESVILLE ROAD SUITE 305 | SILVER SPRING | MD | 20910 | PC | CHARITABLE DONATION | $50,000 | |||||
| HUT HAMESHULASH | |||||||||||
| PC | CHARITABLE DONATION | $20,000 | KIAH ST 5 | JERUSALEM | IS | ||||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 100176745 | PC | CHARITABLE DONATION | $20,000 | |||||
| TENDER EDUCATION AND ARTS | |||||||||||
| PC | CHARITABLE DONATION | $30,000 | UNIT 101 WENLOCK STUDIOS 50-52 | LONDON | UK | WHARF ROAD | N1 7EU | ||||
| USC SHOAH FOUNDATION | |||||||||||
| 650 W 35TH STREET SUITE 401 | LOS ANGELES | CA | 900892571 | PC | CHARITABLE DONATION | $50,000 | |||||
| ECO ACTIVISTS FOR GOVERNANCE AND LAW ENFOREMENT (EAGLE US) | |||||||||||
| PO BOX 3271 | FAIRFAX | VA | 220383271 | PC | CHARITABLE DONATION | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,442 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,582 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,060 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INCOME FROM INVESTMENTS SUPPORTS ADMINISTRATIVE EXPENSES AND CHARITABLE DISTRIBUTIONS. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSIGNMENT OF PROMISSORY NOTE 1 | AT COST | $1,181,503 | $1,181,503 |
| ASSIGNMENT OF PROMISSORY NOTE 2 | AT COST | $923,049 | $923,049 |
| MORGAN STANLEY - ACCOUNT 29389 | AT COST | $519,516 | $796,332 |
| MORGAN STANLEY - ACCOUNT 29390 | AT COST | $473,510 | $998,589 |
| MORGAN STANLEY - ACCOUNT 29391 | AT COST | $1,173,737 | $1,967,572 |
| MORGAN STANLEY - ACCOUNT 29392 | AT COST | $1,794,537 | $1,807,842 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GUNSTER, KATZ BASKIES, LOEB & LOEB | CategoryTxt |
| Legal Fees | $315 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $46,477 | $46,477 | $0 |
| BANK FEES | $10 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $66 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $66 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK, TAX DIFFERENCES | Desc |
| Amt | $12,059 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CERTIFICATE FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD JP 9389 | $39 | $39 | $0 |
| FOREIGN TAXES WITHHELD JP 9390 | $16 | $16 | $0 |
| FOREIGN TAXES WITHHELD JP 9391 | $69 | $69 | $0 |
| EXCISE TAX | $1,836 | $0 | $0 |