MUNA AND BASEM HISHMEH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MUNA AND BASEM HISHMEH FOUNDATION INC (EIN 65-1270242)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202422849349101002
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T10:00:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651270242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muna & Basem Hishmeh Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MUNA | 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 | robert hishmeh | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-03 | 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 | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,111,626 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,336,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $86,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,750 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,859 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,807 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,557 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $458,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,343 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $220,575 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $236,250 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $229,940 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,971,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,008,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,544,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,345 | CorporateBondsBOYAmt |
| Total Assets BOY | $3,671,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,582,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,111,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,671,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,582,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,671,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,582,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,671,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,582,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,671,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,482 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,582,564 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,582,564 | 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 | $1,336,562 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,115,313 | CostOrOtherBasisAmt |
| Gain Or Loss | $221,249 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $221,249 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,974 | SubtotalAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,121 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $147 | OverpaymentAmt |
| Applied To ES Tax | $147 | 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 | NJ | 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 | false | 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 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Kosovare Grebe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $0 | $0 | $0 |
| Basem L Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 2.0 | $0 | $0 | $0 |
| Blake Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Brady Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Muna Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Robert Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir, Pres | 2.0 | $0 | $0 | $0 |
| Amal Ibrahimaj | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir, Treas | 2.0 | $0 | $0 | $0 |
| Nimon Ibrahimaj | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18851 NE 29TH AVE 11TH FL | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $81,342 | CompensationAmt |
| 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 | $4,474,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,836,289 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,836,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,763,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,974 | TotalTaxAmt |
| Distributable Before Adj | $235,213 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,213 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,213 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,557 | 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 | $301,557 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,213 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $91,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,764 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $458,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,557 | QualifyingDistributionsAmt |
| Applied To Current Year | $235,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,344 | RemainingDistriFromCorpusAmt |
| Total Corpus | $525,020 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $91,317 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $433,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,764 | ExcessFromYear4Amt |
| Excess From Year3 | $75,920 | ExcessFromYear3Amt |
| Excess From Year2 | $62,959 | ExcessFromYear2Amt |
| Excess From Year1 | $143,716 | ExcessFromYear1Amt |
| Excess From Current Year | $66,344 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Basem L Hishmeh | ContributingManagerNm |
| Contributing Manager | Muna Hishmeh | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AL KAMANDJATI ASSOCIATION | ||||||||||||
| PO BOX 943 | RAMALLAH | WEST BANK | IS | N/A | PC | General & Unrestricted | $20,000 | |||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVIC | ||||||||||||
| N/A | PC | Children's Sunday Art/Craft Program | $6,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | |||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVIC | ||||||||||||
| N/A | PC | Photography Program | $10,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | |||||
| CUYAHOGA VALLEY YOUTH BALLET | ||||||||||||
| N/A | PC | Outreach and Dance Program | $3,000 | PO BOX 3131 | CUYAHOGA FLS | OH | 44223 | |||||
| EDWARD SAID NATIONAL CONSERVATORY OF MUSIC | ||||||||||||
| AL ZAHRA ST NO 20 PO BOX 66676 | JERUSALEM | IS | N/A | PC | General & Unrestricted | $30,000 | 91666 | |||||
| FENDER PLAY FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $3,000 | 1575 N GOWER ST STE 170 | LOS ANGELES | CA | 90028 | |||||
| FIRST RAMALLAH GROUP | ||||||||||||
| AL-TIREH STREETPO BOX 2017 | RAMALLAH PALESTINE | IS | N/A | PC | General & Unrestricted | $30,000 | ||||||
| FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $15,000 | 1431 BROADWAY 8TH FL | NEW YORK | NY | 10018 | |||||
| NATIONAL DANCE INSTITUTE INC | ||||||||||||
| N/A | PC | Irene Diamond Summer Institute program | $20,000 | 217 W 147TH ST | NEW YORK | NY | 10039 | |||||
| NEW 42ND STREET INC | ||||||||||||
| N/A | PC | New Victory Children's Education Program of The New Victory Theatre | $15,000 | 229 WEST 42ND ST 10TH FLOOR | NEW YORK | NY | 10036 | |||||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | ||||||||||||
| N/A | PC | Children's Educational Programs | $35,000 | 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | |||||
| RAWDAT EL-ZUHUR AL-QUDS Music Art and Drama Progr | ||||||||||||
| PO BOX 19796 | JERUSALEM PALESTINE | IS | N/A | PC | General & Unrestricted | $30,000 | 91017 | |||||
| ROUNDABOUT THEATRE COMPANY INC | ||||||||||||
| N/A | PC | Youth Education Program | $15,000 | 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | |||||
| THE MUSICAL ARTS ASSOCIATION | ||||||||||||
| N/A | PC | Cleveland Orchestra's Learning Through Music School Partnership | $3,000 | 11001 EUCLID AVE | CLEVELAND | OH | 44106 | |||||
| THE WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUN | ||||||||||||
| N/A | PC | Paterson Middle School System Music Project and Exchange Activities with ESNCM | $25,000 | 300 POMPTON RD | WAYNE | NJ | 07470 | |||||
| YABOUS (RA) | ||||||||||||
| 10 AL ZAHRA - PO BOX 54874 | JERUSALEM | IS | N/A | PC | General & Unrestricted | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,000 | 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 | $1,209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,918 | 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 | $221,249 | 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 | $302,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,376 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (227 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3I GROUP PLC ADR | $9,774 | $14,508 |
| ABBOTT LABS | $20,157 | $18,272 |
| ABBVIE INC | $39,583 | $44,476 |
| ADOBE SYSTEMS, INC | $25,103 | $49,518 |
| ADVANCED MICRO DEVICES INC | $6,659 | $12,088 |
| AES CORP | $6,450 | $9,356 |
| AIA GROUP LTD ADR | $8,757 | $11,406 |
| AIR PRODS & CHEM INC | $4,353 | $6,571 |
| AIRBUS GROUP | $9,466 | $11,070 |
| AKAMAI TECH COM STK | $5,776 | $7,219 |
| ALLIANZ SE | $13,250 | $18,950 |
| ALPHABET INC CL A | $51,538 | $102,112 |
| ALTRIA GROUP INC | $19,578 | $15,854 |
| AMAZON COM | $68,967 | $104,990 |
| AMERICAN EXPRESS CO | $13,821 | $14,987 |
| AMERICAN TOWER REIT INC | $5,052 | $9,067 |
| AMERIPRISE FINANCIAL INC | $10,003 | $23,929 |
| AMGEN INC | $13,948 | $16,129 |
| AMPHENOL CORPORATION | $9,724 | $20,916 |
| ANGLO AM PLC ADR | $6,125 | $3,881 |
| ANSYS INC | $15,599 | $19,233 |
| APOLLO GLOBAL MANAGEMENT, INC | $18,000 | $26,093 |
| APPLE INC | $33,455 | $122,448 |
| APPLIED MATERIALS INC | $15,562 | $21,393 |
| ARCELORMITTAL | $3,862 | $3,577 |
| ARCH CAPITAL GROUP LTD | $11,352 | $17,602 |
| ARISTA NETWORKS | $2,782 | $3,533 |
| ASML HOLDING NV NY REG SHS | $16,997 | $37,089 |
| ASTRAZENECA | $17,613 | $18,925 |
| ATLAS COPCO AB A SHS ADR | $6,238 | $11,169 |
| AUTOMATIC DATA PROCESSING INC | $3,224 | $16,308 |
| BAKER HUGHES COMPANY | $17,822 | $20,713 |
| BANK NEW YORK MELLON CORP COM | $21,943 | $23,631 |
| BANK OF AMERICA CORP | $10,586 | $8,754 |
| BECTON DICKINSON & CO | $8,891 | $10,972 |
| BERKSHIRE HATHAWAY INC. CLASS | $5,035 | $27,106 |
| BHP BILLITON LIMITED | $15,626 | $21,108 |
| BJ'S WHLSL CLUB INC | $20,690 | $18,132 |
| BNP PARIBAS SPONS ADR | $11,349 | $12,437 |
| BOEING CO | $14,992 | $20,592 |
| BOSTON SCIENTIFIC | $11,217 | $14,510 |
| BP PLC SPONSORED ADR | $16,114 | $14,514 |
| BRIDGESTONE CORP UNSP ADR | $8,800 | $8,837 |
| BROADCOM INC | $34,335 | $83,719 |
| CADENCE DESIGN SYSTEMS INC | $5,171 | $20,428 |
| CALRSBERG AS SP ADR REP B | $11,820 | $10,260 |
| CANADIAN PACIFIC RAILWAY LTD | $4,339 | $5,139 |
| CAP GEMINI SA UNSP/ADR | $7,751 | $12,178 |
| CATERPILLAR INC | $10,138 | $12,714 |
| CDW CORP | $7,968 | $21,368 |
| CENCORA INC | $10,128 | $18,895 |
| CENTENE CORP | $22,474 | $26,270 |
| CHARLES SCHWAB CORP | $7,078 | $7,774 |
| CHEMED CORP | $16,989 | $19,882 |
| CHEVRON CORP | $2,403 | $2,237 |
| CIGNA CORPORATION | $16,018 | $18,865 |
| CINTAS CRP | $8,722 | $21,696 |
| CME GROUP, INC | $4,584 | $6,529 |
| COMCAST CORP | $24,526 | $39,202 |
| COMPAGNIE FINANCIERE RICHEMONT | $9,577 | $8,527 |
| CONOCOPHILLIPS | $10,388 | $15,786 |
| CORNING INC | $5,326 | $5,237 |
| COSTCO WHOLESALE CORPORATION | $16,294 | $22,443 |
| CROWN HOLDINGS INC | $5,248 | $5,802 |
| DAIKIN INDS LTD ADR | $9,258 | $8,198 |
| DANAHER CORP | $20,855 | $18,276 |
| DARDEN RESTAURANTS INC | $16,943 | $25,795 |
| DBS GROUP HLDGS SPON ADR | $12,875 | $19,746 |
| DEUTSCHE BOERSE ADR | $7,493 | $10,622 |
| DEUTSCHE POST AG | $10,192 | $10,405 |
| DIAGEO PLC ADS | $14,959 | $15,294 |
| DICK'S SPORTING GDS | $12,636 | $17,193 |
| DU PONT DE NEMOURS | $14,467 | $16,540 |
| EATON CORP PLC | $10,823 | $16,135 |
| ECOLAB INC | $3,205 | $8,331 |
| ELEVANCE HEALTH INC | $13,239 | $13,675 |
| ELI LILLY & CO | $11,042 | $27,397 |
| EMERSON ELECTRIC CO | $4,427 | $4,769 |
| ENGIE | $5,412 | $6,383 |
| EOG RESOURCES INC | $11,583 | $18,022 |
| EVEREST GROUP, LTD | $18,146 | $17,679 |
| EXXON MOBIL CORP | $34,725 | $48,690 |
| FERGUSON PLC | $6,243 | $13,708 |
| FISERV INC | $13,815 | $18,598 |
| FISERV, INC | $25,096 | $30,553 |
| FLEXTRONICS INTERNATIONAL | $12,371 | $27,323 |
| FORTINET INC | $5,499 | $13,403 |
| FOX CORP CL A | $11,943 | $11,037 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,335 | $15,964 |
| GE HEALTHCARE TECHNOLOGIES INC | $11,741 | $13,686 |
| GENERAL ELECTRIC CO | $13,769 | $28,079 |
| GENERAL MOTORS | $8,774 | $8,549 |
| GENMAB A/S SPON | $6,875 | $4,999 |
| GENPACT LIMITED | $18,614 | $16,279 |
| GILEAD SCIENCES INC | $16,328 | $18,308 |
| GOLDMAN SACHS GROUP | $8,767 | $10,802 |
| GRAINGER W W INC | $10,121 | $18,231 |
| HCA INC | $16,678 | $26,797 |
| HDFC BANK LTD ADR | $4,789 | $6,644 |
| HOME DEPOT INC | $8,773 | $9,357 |
| HONEYWELL INTL | $15,749 | $27,472 |
| HOYA CORP SPONS ADR | $12,413 | $15,191 |
| HUMANA INC | $19,733 | $18,770 |
| IBERDROLA ADR | $10,510 | $11,865 |
| ILLINOIS TOOL WORKS | $9,289 | $18,598 |
| INDUSTRIA DE DISENO | $11,452 | $13,813 |
| INFINEON TECH ADS | $7,757 | $9,584 |
| INTERCONTINENTAL EXCHANGE, INC | $22,037 | $32,364 |
| INTERCONTINENTAL HOTELS GROUP | $10,591 | $12,583 |
| INTERNATIONAL BUSINESS MACHINE | $17,971 | $22,406 |
| JOHNSON & JOHNSON | $24,388 | $34,796 |
| JOHNSON CONTROLS INTERNATIONAL | $15,050 | $21,096 |
| JONES LANG LASALLE | $9,449 | $12,465 |
| JP MORGAN CHASE | $42,385 | $84,710 |
| JUNIPER NETWORKS | $9,142 | $8,579 |
| KBC GROUP SA UNSP ADR | $11,356 | $9,874 |
| KENVUE INC | $4,469 | $4,069 |
| KERING UNSPON ADR EA REPR 0.1 | $8,535 | $6,769 |
| KEURIG DR PEPPER INC | $10,332 | $9,430 |
| KEYSIGHT TECHNOLOGIES INC | $16,516 | $16,704 |
| KINDER MORGAN INC | $5,658 | $5,433 |
| KLA TENCOR CORP | $4,738 | $20,927 |
| L'AIR LIQUIDE ADR OTC | $7,870 | $10,322 |
| L'OREAL ADR | $6,489 | $10,637 |
| LAM RESEARCH CORP | $21,114 | $32,897 |
| LENNAR CORP | $14,761 | $39,347 |
| LINCOLN ELECTRIC HOLDING INC | $17,237 | $20,876 |
| LLOYDS BANKING GROUP PLC | $16,293 | $16,369 |
| LOCKHEED MARTIN CORP | $16,572 | $17,223 |
| LONDON STK EXCHANGE GROUP | $9,698 | $11,211 |
| LOWES COMPANIES INC | $10,735 | $17,136 |
| LULULEMON ATHLETICA INC | $7,495 | $10,737 |
| LVMH MOET HENN UNSP | $7,666 | $17,545 |
| MARRIOTT INTERNATIONAL INC. CL | $16,378 | $20,972 |
| MARTIN MARIETTA MATLS INC | $4,713 | $6,985 |
| MASTERCARD INC | $8,751 | $19,193 |
| MCDONALD'S CORP | $17,096 | $20,163 |
| MCKESSON CORP | $24,036 | $51,391 |
| MERCK & CO INC | $19,268 | $31,398 |
| META PLATFORMS INC | $37,117 | $66,898 |
| METLIFE INC | $15,686 | $20,897 |
| MICRON TECHNOLOGY | $9,094 | $12,716 |
| MICROSOFT CORP | $26,467 | $169,969 |
| MOLINA HEALTHCARE | $6,535 | $15,175 |
| MONDELEZ INTERNATIONAL INC | $8,946 | $14,414 |
| MONGODB INC CL A | $5,162 | $5,315 |
| MORGAN STANLEY | $20,508 | $24,152 |
| MOTOROLA SOLUTIONS INC | $8,726 | $18,785 |
| MUENCHENER RUECKVERS | $8,363 | $14,300 |
| NESTLE S.A | $20,639 | $24,167 |
| NETFLIX INC | $32,019 | $41,872 |
| NEXTERA ENERGY, INC | $9,005 | $9,961 |
| NIKE INC-CL B | $13,952 | $12,268 |
| NIPPON TELEGRAPH & TELEPHONE C | $11,029 | $12,460 |
| NISOURCE INC | $12,064 | $11,788 |
| NOVO NORDISK A S | $5,042 | $19,656 |
| NVIDIA CORP | $20,575 | $46,551 |
| O'REILLY AUTOMOTIVE INC | $4,093 | $17,101 |
| ON SEMICONDUCTOR | $5,699 | $16,372 |
| ORACLE CORP | $6,440 | $13,917 |
| PALO ALTO NETWORKS INC | $3,972 | $6,192 |
| PAYPAL HOLDINGS, INC | $21,868 | $15,537 |
| PEPSICO INC | $23,029 | $36,685 |
| PFIZER INC | $1,981 | $2,505 |
| PIONEER NAT RES CO | $7,527 | $10,794 |
| PPG INDUSTRIES INC | $9,681 | $19,142 |
| PROCTER GAMBLE CO | $20,804 | $33,851 |
| PROGRESSIVE CORP OHIO | $7,617 | $9,716 |
| PRUDENTIAL PLC SC | $12,528 | $7,229 |
| PTC INC | $13,572 | $22,220 |
| RAYTHEON TECHNOLOGIES CORP | $6,695 | $14,472 |
| RECRUIT HOLDINGS CO | $7,041 | $7,607 |
| RELX PLC | $9,740 | $16,816 |
| ROCHE HOLDING LTD ADR | $23,599 | $17,282 |
| ROPER INDUSTRIES | $12,791 | $20,171 |
| RWE AKTIENGESELLSCHAF | $12,276 | $12,577 |
| SAFRAN SA - UNSPON ADR | $10,295 | $15,931 |
| SALESFORCE.COM | $33,126 | $47,365 |
| SANDS CHINA LTD UNSP ADR | $7,078 | $5,645 |
| SANDVIK AB SPONS ADR | $8,372 | $9,452 |
| SANOFI-AVENTIS SPONSORED ADR | $7,814 | $7,261 |
| SCHLUMBERGER LTD | $16,039 | $15,092 |
| SERVICE NOW | $17,028 | $32,499 |
| SEVEN & I HOLDINGS C | $12,902 | $11,924 |
| SHELL ADR EACH REPRESENTING 2 | $17,836 | $21,780 |
| SHERWIN-WILLIAMS CO | $5,312 | $6,238 |
| SHIMANO INC UNSP ADR EACH REPR | $9,801 | $9,437 |
| SHIN-ETSU CHEMICAL C | $8,805 | $19,667 |
| SHOPIFY INC | $4,924 | $7,011 |
| SIMON PPTY GROUP INC | $10,303 | $13,266 |
| SMC CORPORATION | $12,643 | $11,721 |
| SONY GROUP CORP | $10,153 | $16,097 |
| STARBUCKS CORP COM | $13,966 | $12,673 |
| STRYKER CORPORATION | $6,381 | $8,684 |
| SUMITOMO MITSUI FINCL GRP | $9,396 | $10,996 |
| T-MOBILE US INC | $12,683 | $16,033 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,015 | $20,488 |
| TECHTRONIC INDS SPD ADR | $5,778 | $5,131 |
| TERUMO CORP | $8,434 | $8,710 |
| TESLA MOTORS INC | $9,706 | $13,169 |
| TEXTRON INC | $12,604 | $22,276 |
| THE COCA-COLA CO | $21,989 | $20,626 |
| THERMO FISHER SCIENTIFIC INC | $28,280 | $36,625 |
| TJX COMPANIES INC | $9,530 | $23,453 |
| TOKIO MARINE HOLDINGS INC | $10,298 | $12,659 |
| TOKYO ELECTRON LTD | $9,617 | $18,035 |
| TOTALENERGIES SE | $14,676 | $20,147 |
| TRAVELERS COMPANIES INC | $5,802 | $22,097 |
| UNICREDIT SPA | $13,570 | $16,616 |
| UNION PACIFIC | $10,112 | $19,158 |
| UNITED PARCEL SERVICE | $21,148 | $31,132 |
| UNITED RENTALS INC | $15,184 | $20,070 |
| UNITEDHEALTH GROUP INC | $27,803 | $50,541 |
| US BANCORP | $9,790 | $9,262 |
| VERTEX PHARMCTLS INC | $27,677 | $41,096 |
| VINCI SA ADR | $10,823 | $13,184 |
| VISA INC | $30,758 | $60,401 |
| VOLVO AS-A ADR | $14,894 | $18,187 |
| VULCAN MATERIALS CO | $4,278 | $5,448 |
| WAL-MART STORES INC | $30,219 | $46,980 |
| WALT DISNEY HOLDINGS CO | $3,014 | $5,779 |
| WARNER BROS. DISCOVERY, INC | $21,586 | $12,450 |
| WASTE MANAGEMENT INC | $5,825 | $20,597 |
| WELLS FARGO & CO | $9,956 | $10,730 |
| WEX, INC | $17,257 | $17,899 |
| WEYERHAEUSER CO | $10,583 | $10,605 |
| WOODSIDE ENERGY GROUP | $4,413 | $4,197 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $236,250 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $229,940 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,807 | $21,807 | |
| Bank Charges | $3,196 | $3,196 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $81,342 | $81,342 | |
| Philanthropic Consulting Srvcs | $4,750 | $4,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $2,900 | |
| Foreign Tax Paid | $3,859 | $3,859 |