AMCHA FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AMCHA FUND (EIN 86-2827575)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-17
- IRS object ID
- 202631689349100403
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-17T09:52:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ENTERPRISE DRIVE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 862827575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMCHA FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMCH | BusinessNameControlTxt |
| Phone | 8604904099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY APT NO 4-41 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M DIVINE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8604904099 | PhoneNum |
| Signature | 2026-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEFANIA L BARTLETT | PreparerPersonNm |
| PTIN | P01688327 | PTIN |
| Phone | 2039442100 | PhoneNum |
| Preparation | 2026-05-18 | 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 | $2,933,636 | 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 | $600,316 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,526 | 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 |
| Accounting Fees Rev And Expnss | $5,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,553 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,552 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,590 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,590 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,799 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $567,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,729 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $515,875 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,938,845 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,030,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,399,032 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,069,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,113,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,933,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,069,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,113,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,069,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,113,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,069,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,113,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,069,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $567,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,637,718 | SubtotalAmt |
| Other Decreases | $524,419 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,113,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $211,594 | $234,372 | -$22,778 | -$22,778 | |
| CAPITAL GAINS DIVIDENDS | $47,895 | $47,895 | $47,895 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,031 | 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 | $3,031 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,822 | OverpaymentAmt |
| Applied To ES Tax | $1,822 | 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 | NY | 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 | THOMAS M DIVINE | IndividualWithBooksNm |
| Phone | 8604904099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY APT NO 4-41 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M DIVINE | ||||||||
| 2109 BROADWAY APT NO 4-41 | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA R DIVINE | ||||||||
| 2109 BROADWAY APT NO 4-41 | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,201,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,293,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,293,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,258,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,209 | TotalTaxAmt |
| Distributable Before Adj | $111,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,729 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,941 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,941 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,649 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,941 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,649 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,292 | 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 | $79,437 | 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 | THOMAS M DIVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WIDER BRIDGE | ||||||
| 2912 DIAMOND ST STE 348 | SAN FRANCISCO | CA | 94131 | PC | GENERAL OPERATIONS | $10,000 |
| AMERICAN FRIENDS OF NIR OZ | ||||||
| 10728 SAINT PAUL STREET | KENSINGTON | MD | 208952202 | PC | GENERAL OPERATIONS | $15,000 |
| FMW NONPROFIT SOLUTIONS | ||||||
| 13033 RIDGEDALE DRIVE SUITE 239 | MINNETONKA | MN | 55305 | PC | GENERAL OPERATIONS | $10,000 |
| MOISHE HOUSE | ||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | PC | GENERAL OPERATIONS | $30,000 |
| P3 ISRAEL | ||||||
| 5629 WOODVINE CT | FORT WORTH | TX | 76140 | PC | GENERAL OPERATIONS | $25,000 |
| PEF ISRAEL | ||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATIONS | $15,000 |
| SLINGSHOT FUND | ||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | PC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,920 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS M DIVINE | |||||||
| 1 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $4,392 | Yes (X) | |
| DONNA R DIVINE | |||||||
| 2 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $145,880 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 3 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $3,805 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 4 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $3,277 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 5 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $76,353 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 6 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $6,223 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 7 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $3,236 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 8 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $199,095 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 9 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $18,913 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 10 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $4,218 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 11 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $131,521 | Yes (X) | |
| THOMAS M DIVINE | |||||||
| 12 | C/O 220 SOUTH 6TH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | $3,403 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 4 SHARES COMFORT SYSTEM USA. | $3,805 | 2025-12-29 |
| 4 | 10 SHARES INTERDIGITAL INC. | $3,277 | 2025-12-29 |
| 5 | 123 INVESCO QQQ TR | $76,353 | 2025-12-29 |
| 6 | 213 SHARES KODIAK SCIENCE | $6,223 | 2025-12-29 |
| 7 | 420 SHARES LUMEN TECHNOLGIES | $3,236 | 2025-12-29 |
| 8 | 1018 SHARES ORACLE CORP. | $199,095 | 2025-12-29 |
| 9 | 102 SHARES PALANTIR TECHNOLOGIES | $18,913 | 2025-12-29 |
| 10 | 132 SHARES STOKE THERAPEUTICS INC. | $4,218 | 2025-12-29 |
| 11 | 450 SHARES TRAVELERS | $131,521 | 2025-12-29 |
| 12 | 21 SHARES VISTRA CORP | $3,403 | 2025-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,105 | Amt |
| Net Investment Income | $2,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,552 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMFORT SYSTEMS USA | $466 | $3,733 |
| INTERDIGITAL INC. | $508 | $3,184 |
| KODIAK SCIENCE INC. | $447 | $5,955 |
| LUMEN TECHNOLGOIES | $500 | $3,263 |
| MICROSOFT CORP | $16,541 | $145,086 |
| ORACLE CORP | $24,278 | $198,418 |
| PALANTIR TECHNOLOGIES | $1,517 | $18,131 |
| STOKE THERAPEUTICS INC. | $541 | $4,190 |
| TRAVELERS COMPANIES INC. | $18,930 | $130,527 |
| VISTRA CORP | $499 | $3,388 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN EUROPACIFIC GROWTH FUND | AT COST | $100,805 | $113,319 |
| AMERICAN NEW WORLD FUND | AT COST | $84,615 | $109,076 |
| BAIRD CORE PLUS BOND | AT COST | $232,604 | $242,238 |
| BARRON OPPORTUNITY FUNDS | AT COST | $22,554 | $43,264 |
| COHEN & STEERS REAL ESTATE SECURITIES | AT COST | $135,940 | $136,892 |
| FULLER BEHV SM CAP GROWTH | AT COST | $77,826 | $82,441 |
| INVESCO EXCHANGE TRAED S&P 500 | AT COST | $74,604 | $101,910 |
| INVESCO QQQ TR UNIT SER | AT COST | $8,278 | $75,560 |
| ISHARES MSCI EMERG. MKTS EX CHNA | AT COST | $25,821 | $38,520 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | AT COST | $31,073 | $35,749 |
| ISHARES TR MSCI QLT FCT | AT COST | $118,033 | $189,881 |
| ISHARES TR MSCI USA SML CAP | AT COST | $23,184 | $33,247 |
| NEUBERGER BERMAN LARGE CAP VALUE | AT COST | $93,849 | $114,026 |
| NYLI MACKAY HIGH YIELD CORP BOND | AT COST | $43,508 | $44,373 |
| PIMCO INCOME FUND | AT COST | $105,941 | $108,217 |
| PRINCIPAL SPECTRUM PREF CAP SEC | AT COST | $61,218 | $64,305 |
| T ROWE PRICE ALL CAP OPPORTUNITIES FUND | AT COST | $67,361 | $87,102 |
| T ROWE PRICE ALL CAPITAL APPRECIATION I CLASS | AT COST | $181,225 | $194,146 |
| THE NEW ECONOMY FUND | AT COST | $30,014 | $43,581 |
| TRANSAMERICA INTL EQUITY CL I | AT COST | $111,265 | $142,997 |
| VANGUARD SCOTTSDALE FUNDS LONG-TERM | AT COST | $102,808 | $102,895 |
| VICTORY SYCAMORE ESTABLISHED VALUE I | AT COST | $59,595 | $56,474 |
| VOYA INTERMEDIATE BOND FUND | AT COST | $238,222 | $238,819 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENTS BASIS ADJUSTMENTS | $1,020 |
| UNREALIZED APPRECIATION ON DONATED SECURITES | $523,399 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JEWISH FUNDERS NETWORK | $2,329 | $0 | $2,329 |
| WEBSITE FEES | $220 | $0 | $220 |
| NY CHARITIES BUREAU ANNUAL FILING FEE | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,866 | Amt |
| Net Investment Income | $7,866 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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