NATAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATAN FOUNDATION (EIN 47-4622381)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349105245
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:11:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840420314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN & HOWARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 15TH STREET SUITE 2300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | 474622381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATA | BusinessNameControlTxt |
| Phone | 6198187366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6251 LA JOLLA SCENIC DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA ZEFF | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6198187366 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY T DENSEN | PreparerPersonNm |
| PTIN | P01280312 | PTIN |
| Phone | 3032972900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,746,517 | 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 | $2,009,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,652 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$142,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,372,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,078,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,179 | 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 | $38,645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,645 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $210 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $210 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,088 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,743 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,743 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,837,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,837,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,922,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,837,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,461,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,229,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,229,931 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,076,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,050,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,516,586 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $563,297 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,101,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,279,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,746,517 | 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 | $7,101,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,279,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,101,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,279,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,101,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,279,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,101,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,679 | OtherIncreasesAmt |
| Subtotal | $7,279,998 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,279,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE (#7221) - DETAIL PROVIDED UPON REQUEST | 2023-10-03 | 2023-10-20 | $103,605 | $104,698 | -$1,093 | -$1,093 | |
| FIDELITY BROKERAGE (#7221) - DETAIL PROVIDED UPON REQUEST | 2023-06-30 | 2023-10-03 | $756,932 | $839,892 | -$82,960 | -$82,960 | |
| FIDELITY BROKERAGE (#7222) - DETAIL PROVIDED UPON REQUEST | 2022-12-30 | 2023-07-15 | $869,997 | $884,266 | -$14,269 | -$14,269 | |
| FIDELITY BROKERAGE (#7222) - DETAIL PROVIDED UPON REQUEST | 2020-06-30 | 2023-12-15 | $274,287 | $239,410 | $34,877 | $34,877 | |
| FIDELITY BROKERAGE (#7223) - DETAIL PROVIDED UPON REQUEST | 2023-01-13 | 2023-12-15 | $333,986 | $335,090 | -$1,104 | -$1,104 | |
| FIDELITY BROKERAGE (#7223) - DETAIL PROVIDED UPON REQUEST | 2021-05-11 | 2023-12-15 | $612,154 | $691,816 | -$79,662 | -$79,662 | |
| FIDELITY (#7223) US TREAS SER R 2023 1.625% #912828T91 | 2021-06-30 | 2023-02-09 | $24,437 | $1 | $24,436 | $24,436 | |
| FIDELITY BROKERAGE (#8321) - DETAIL PROVIDED UPON REQUEST | 2022-12-30 | 2023-12-15 | $190,944 | $187,988 | $2,956 | $2,956 | |
| FIDELITY BROKERAGE (#8321) - DETAIL PROVIDED UPON REQUEST | 2022-01-20 | 2023-12-15 | $206,375 | $231,839 | -$25,464 | -$25,464 | |
| CAPITAL GAINS DIVIDENDS | $142 | $142 | $142 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$142,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,304 | 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 | $10,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,518 | OverpaymentAmt |
| Applied To ES Tax | $8,518 | 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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE YRINEO ZEFF | IndividualWithBooksNm |
| Phone | 6198187366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6251 LA JOLLA SCENIC DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE YRINEO ZEFF | ||||||||
| 6251 LA JOLLA SCENIC DRIVE | LA JOLLA | CA | 92037 | PRESIDENT, TREASURER & SEC | 1.00 | $0 | $0 | $0 |
| DANA ZEFF | ||||||||
| 6251 LA JOLLA SCENIC DRIVE | LA JOLLA | CA | 92037 | SECRETARY & DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,583,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,902,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,902,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,799,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,786 | TotalTaxAmt |
| Distributable Before Adj | $338,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,837,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,837,667 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $97,057 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $365,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $179,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $245,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $914,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,837,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,499,489 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,414,291 | 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 | $97,057 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,317,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,228 | ExcessFromYear4Amt |
| Excess From Year3 | $365,699 | ExcessFromYear3Amt |
| Excess From Year2 | $179,388 | ExcessFromYear2Amt |
| Excess From Year1 | $245,430 | ExcessFromYear1Amt |
| Excess From Current Year | $1,499,489 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | TO LEAD THE SAFE, EFFECTIVE AND EFFICIENT COLLECTION AND DISTRIBUTION OF SURPLUS NUTRITIOUS FOOD IN ISRAEL, TO THOSE WHO NEED IT. | $10,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO PROVIDE GRANTS TO SUPPORT SELECT EDUCATIONAL PROGRAMS ASSOCIATED WITH AIPAC, AMERICA'S PRO-ISRAEL LOBBY, INCLUDING MIDDLE EAST RESEARCH, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR UNIVERSITY STUDENTS. | $75,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT VISIONARY EDUCATION AND WORLD-CHANGING IMPACT THROUGH RESEARCH IN ENERGY, NANOTECHNOLOGY AND LIFE SCIENCES. | $66,667 |
| ASSOCIATION FOR WALDORF EDUCATION SAN DIEGO | |||||||
| 3547 ALTADENA AVE | SAN DIEGO | CA | 921053612 | NONE | PC | TO PROVIDE AN EARLY CHILDHOOD EDUCATION PROGRAM TO CHILDREN IN THE SAN DIEGO AREA WHERE IMAGINATION AND EXPLORATION CREATE A FOUNDATION FOR LEARNING. | $125,000 |
| HAWAII COMMUNITY FOUNDATION KUKIO COMMUNITY FUND | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | NONE | PC | TO SUPPORT EDUCATION AND YOUTH DEVELOPMENT INCREASING SUCCESS OF YOUNG PEOPLE OF HAWAII ISLAND IN SCHOOL WORK AND LIFE. | $5,000 |
| JEWISH AGENCY FOR ISRAEL NORTH AMERICA | |||||||
| 633 3RD AVE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO PROVIDE SUPPORT FOR THE GLOBAL JEWISH FRAMEWORK THAT ENSURES GLOBAL JEWISH SAFETY, STRENGTHENS JEWISH IDENTITY AND CONNECTS JEWS TO ISRAEL AND ONE ANOTHER, AND CONVEYS THE VOICE OF THE JEWISH PEOPLE TO THE STATE OF ISRAEL TO HELP SHAPE ITS SOCIETY. | $250,000 |
| JEWISH COLORADO | |||||||
| 300 S DAHLIA STREET SUITE 300 | DENVER | CO | 80246 | NONE | PC | TO MOBILIZE RESOURCES TO ENSURE THAT JEWISH CULTURE REMAINS VIBRANT, SECURE, AND ACCESSIBLE FOR ALL JEWS IN COLORADO AND ABROAD. | $575,000 |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PC | TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. TO PROVIDE ESSENTIAL SERVICES SUCH AS NUTRITION ASSISTANCE, ECONOMIC ASSISTANCE, SCHOLARSHIP GRANTS, AN OUTREACH PROGRAM FOR MENTAL WELLNESS, AND ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN CRISIS. | $10,000 |
| JEWISH FEDERATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PC | TO PROVIDE LIFESAVING HUMANITARIAN RELIEF AND SUSTAIN THE JEWISH COMMUNITY IN SAN DIEGO AND AROUND THE WORLD. | $600,000 |
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PC | TO CONNECT THE COMMUNITY TO JEWISH HERITAGE, IDENTITY, EXPERIENCES AND VALUES TO ENSURE THE CONTINUITY AND VIBRANCY OF THE JEWISH COMMUNITY. | $1,000 |
| THE GRAUER FOUNDATION FOR EDUCATION | |||||||
| 1500 S EL CAMINO REAL | ENCINITAS | CA | 92024 | NONE | PC | TO PROVIDE STUDENTS WITH EDUCATIONAL INNOVATION AND A VALUES-BASED CURRICULUM PROMOTING EMPOWERMENT, EMANCIPATION AND EFFICACY AS LEARNERS AND COMMUNITY PARTICIPANTS ALIKE. | $10,000 |
| THE SHALOM HARTMAN INSTITUTE | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | TO STRENGTHEN JEWISH PEOPLEHOOD, IDENTITY, AND PLURALISM; TO ENHANCE THE JEWISH AND DEMOCRATIC CHARACTER OF ISRAEL; AND TO ENSURE THAT JUDAISM IS A COMPELLING FORCE FOR GOOD IN THE 21ST CENTURY. | $100,000 |
| TURNING POINT HOME SAN DIEGO | |||||||
| 1315 25TH STREET | SAN DIEGO | CA | 92102 | NONE | PC | TO HELP WOMEN ACHIEVE LONG TERM SOBRIETY IN A SAFE, SUPPORTIVE ENVIRONMENT THROUGH GUIDANCE AND EDUCATION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,837,667 | 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 | $88,652 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$142,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DLZ CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRANDYWINE TRUST CO 7234 LANCASTER | AddressLine1Txt |
| City | HOCKESSIN | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,009,253 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,050,067 | BookValueAmt |
| EOYFMV | $5,516,586 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SHERMAN & HOWARD LEGAL FOUNDATION BUSINESS EXPENSE | $20 | $20 | $0 |
| SHERMAN & HOWARD ACCOUNTING AND TAX PREPARATION | $38,625 | $38,625 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SETTLEMENT FUNDS RECEIVABLE (#7221) | $172,494 | $0 | $0 |
| SETTLEMENT SECURITIES RECEIVABLE (#7222) | $390,803 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7219) | $29,801 | $29,801 | $0 |
| ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7221) | $410 | $410 | $0 |
| ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7222) | $2,767 | $2,767 | $0 |
| ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7223) | $3,495 | $3,495 | $0 |
| ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#8321) | $1,270 | $1,270 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX OTHER ADJUSTMENT | Desc |
| Amt | $22,679 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| DLZ CLAT | ||||
| BRANDYWINE TRUST CO 7234 LANCASTER | PIKE 3RD FL | HOCKESSIN | DE | 19707 |
| DANA ZEFF | ||||
| 6251 LA JOLLA SCENIC DRIVE | LA JOLLA | CA | 92037 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7221) | $4,184 | $4,184 | $0 |
| FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7222) | $9 | $9 | $0 |
| FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#8321) | $1,895 | $1,895 | $0 |
| FEDERAL TAXES (2022) | $1,820 | $0 | $0 |
Comments