FOOKSMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOOKSMAN FAMILY FOUNDATION (EIN 83-2645305)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349104470
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:27:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832645305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOKSMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOK | BusinessNameControlTxt |
| Phone | 4159033237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 EL CAMINO REAL 629 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FOOKSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033237 | PhoneNum |
| Signature | 2025-05-09 | 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 | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,492,059 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $803,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,483,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,087,195 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $903,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,172,282 | 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 | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $502,999 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $502,999 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $519,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $512,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,037,262 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,037,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,557,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,549,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$653,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,164,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $416,419 | CashBOYAmt |
| Cash EOY | $430,447 | CashEOYAmt |
| Cash EOYFMV | $430,447 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $8,027 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $12,211,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,061,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,061,612 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,636,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,492,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,492,059 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $136,466 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $231,277 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $136,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,277 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,499,829 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,260,782 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,499,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,260,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,636,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,492,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,499,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$653,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,516,985 | OtherIncreasesAmt |
| Subtotal | $18,363,615 | SubtotalAmt |
| Other Decreases | $102,833 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,260,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | P | 2020-06-08 | 2024-12-16 | $268,282 | $303,020 | -$34,738 | -$34,738 |
| GRAYSCALE BITCOIN TR BTC | P | 2021-05-27 | 2024-12-16 | $35,676 | $12,517 | $23,159 | $23,159 |
| GRAYSCALE BITCOIN TR BTC | P | 2021-05-27 | 2024-12-16 | $84 | $30 | $54 | $54 |
| GRAYSCALE BITCOIN TR BTC | P | 2021-05-27 | 2024-12-16 | $16,868 | $5,920 | $10,948 | $10,948 |
| GRAYSCALE BITCOIN MINI TRUST ETF | P | 2021-05-27 | 2024-11-12 | $76,466 | $32,219 | $44,247 | $44,247 |
| GRAYSCALE BITCOIN MINI TRUST ETF | P | 2021-05-27 | 2024-11-12 | $8 | $3 | $5 | $5 |
| GRAYSCALE BITCOIN MINI TRUST ETF | P | 2021-05-27 | 2024-11-12 | $1,561 | $658 | $903 | $903 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $9,539 | $8,653 | $886 | $886 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $279 | $29 | $29 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,310 | $2,096 | $214 | $214 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $219 | $198 | $21 | $21 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,926 | $2,655 | $271 | $271 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $385 | $349 | $36 | $36 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $616 | $559 | $57 | $57 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,772 | $2,516 | $256 | $256 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $434 | $394 | $40 | $40 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $3,080 | $2,795 | $285 | $285 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $770 | $699 | $71 | $71 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $308 | $280 | $28 | $28 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $616 | $559 | $57 | $57 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $3,080 | $2,795 | $285 | $285 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $924 | $839 | $85 | $85 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $1,540 | $1,397 | $143 | $143 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,772 | $2,515 | $257 | $257 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $140 | $14 | $14 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,926 | $2,653 | $273 | $273 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $554 | $503 | $51 | $51 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,248 | $2,040 | $208 | $208 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $139 | $15 | $15 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $139 | $15 | $15 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $139 | $15 | $15 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $154 | $139 | $15 | $15 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $216 | $195 | $21 | $21 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $2,729 | $2,469 | $260 | $260 |
| GRAYSCALE ETHEREUM MINI TR ETH COM UNIT | P | 2021-05-27 | 2024-11-12 | $1,232 | $1,112 | $120 | $120 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-10-14 | $180,000 | $1 | $179,999 | $179,999 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-09-12 | $157,652 | $1 | $157,651 | $157,651 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-08-09 | $103,015 | $1 | $103,014 | $103,014 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-07-08 | $217,040 | $1 | $217,039 | $217,039 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-03-07 | $202,878 | $1 | $202,877 | $202,877 |
| META PLATFORMS INC A | D | 2012-08-09 | 2024-02-22 | $177,744 | $1 | $177,743 | $177,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,087,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,027 | 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 | $8,027 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $257 | EsPenaltyAmt |
| Tax Due | $8,420 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | FOOKSMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE FOOKSMAN | ||||||||
| 715 CAMBRIDGE AVENUE | MENLO PARK | CA | 94025 | PRESDIENT | 1.00 | $0 | $0 | $0 |
| MYRON G SUGARMAN | ||||||||
| TWO EMBARCADERO CENTER 2320 | SAN FRANCISCO | CA | 94111 | SECRETARY & CHIEF FINANCIA | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANESH LLC | |||||
| 26 EAST 91ST STREET 2A | NEW YORK | NY | 10128 | EXECUTIVE DIRECTOR | $316,357 |
| ARTTHINQ LLC | |||||
| 242 EAST 4TH STREET | BROOKLYN | NY | 11218 | SENIOR PROGRAM DIRECTOR | $181,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,229,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $351,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,580,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,580,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,332,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $816,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $816,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,190 | TotalTaxAmt |
| Distributable Before Adj | $800,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $800,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $800,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,549,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,549,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $800,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $123,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $412,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $329,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,010,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $844,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,720,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,549,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $800,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $749,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,469,153 | 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 | $123,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,345,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $412,092 | ExcessFromYear4Amt |
| Excess From Year3 | $329,488 | ExcessFromYear3Amt |
| Excess From Year2 | $1,010,316 | ExcessFromYear2Amt |
| Excess From Year1 | $844,845 | ExcessFromYear1Amt |
| Excess From Current Year | $749,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE FOOKSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFSNC | |||||||||||
| 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | PC | IN SUPPORT OF ART UP ISRAEL | $10,000 | |||||
| AMERICARES | |||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| AREIVIM PHILANTHROPIC GROUP | |||||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | YEARLY MEMBERSHIP | $25,000 | |||||
| ARLEKIN PLAYERS THEATRE | |||||||||||
| 368 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | PC | IN SUPPORT OF THE MERCHANT OF VENICE THEATER PRODUCTION | $25,000 | |||||
| ARLEKIN PLAYERS THEATRE | |||||||||||
| 368 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ARTIS | |||||||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | PC | ARTIS FUND | $40,000 | |||||
| BOUNDLESS ISRAEL INC | |||||||||||
| 464 COMMON STREET 329 | BELMONT | MA | 02478 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| COJECO | |||||||||||
| 729 7TH AVE | NEW YORK | NY | 10019 | PC | A STAR WITHOUT A NAME PRODUCTION | $10,000 | |||||
| COJECO | |||||||||||
| 729 7TH AVE | NEW YORK | NY | 10019 | PC | A STAR WITHOUT A NAME PRODUCTION MATCH CHALLENGE | $30,000 | |||||
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE | |||||||||||
| 7802 BAY PARKWAY | BROOKLYN | NY | 11214 | PC | TUT THEATER PROJECT | $10,000 | |||||
| EZER MIZION | |||||||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | PC | IN SUPPORT OF LEGO PROJECT | $10,000 | |||||
| FEDERATION CJA MONTREAL | |||||||||||
| PC | TEEN ISRAEL EDUCATION PROGRAM | $10,000 | 1 CUMMINGS SQUARE | MONTREAL | TEEN ISRAEL EDUCA | CA | H3W 1M6 | ||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||||||
| 1800 M ST NW SUITE 800-S | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| FRACTURED ATLAS | |||||||||||
| POBOX 55 | HARTSDALE | NY | 10530 | PC | AB CIRCUS | $10,000 | |||||
| HEARTS 4 UKRAINE | |||||||||||
| PC | PURCHASE OF WINTER CLOTHES AND GEAR | $12,762 | 24691 LYELL WAY | HAYWARD | PURCHASE OF WINTE | CA | 94544 | ||||
| HOPEWELL FUND | |||||||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | EARLY CHILDHOOD EDUCATION INITIATIVE | $40,000 | |||||
| JEWISH NEWS SYNDICATE | |||||||||||
| 9450 SW GEMINI DR PMB 38958 | BEAVERTON | OR | 97008 | PC | GENERAL OPERATING SUPPORT 2024 | $18,000 | |||||
| JEWISH SILICON VALLEY | |||||||||||
| 14855 OKA RDSUITE 201 | LOS GATOS | CA | 95032 | PC | SECURITY NEEDS AND PROJECT SUPPORT | $30,000 | |||||
| KYIV SCHOOL OF ECONOMICS | |||||||||||
| 2403 AVENUE X | BROOKLYN | NY | 11235 | PC | CHILDREN'S PROGRAM | $25,000 | |||||
| IMPACT FORUM FOUNDATION | |||||||||||
| 15910 VENTURA BLVD 700 | ENCINO | CA | 91436 | PC | YEARLY MEMBERSHIP | $25,000 | |||||
| IMPACT FORUM FOUNDATION | |||||||||||
| 15910 VENTURA BLVD 700 | ENCINO | CA | 91436 | PC | IN SUPPORT OF BROTHERS FOR LIFE, FUENTE LATINA, ETC. | $50,000 | |||||
| IMPACT FORUM FOUNDATION | |||||||||||
| 15910 VENTURA BLVD 700 | ENCINO | CA | 91436 | PC | IN SUPPORT OF YAHALOM FOUNDATION, NATAL, UN WATCH, AND THE MIDDLE EAST FORUM | $60,000 | |||||
| NEXTBOOK INC | |||||||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NEXTBOOK INC | |||||||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | PROJECT ACTIVATE INITIATIVE | $50,000 | |||||
| NEXTBOOK INC | |||||||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | MY FRIEND SAM PROJECT | $50,000 | |||||
| NGO MONITOR REPORT INC | |||||||||||
| PO BOX 1670 | SOUTHAMPTON | PA | 18966 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NOVA UKRAINE | |||||||||||
| 963 MEARS CT | STANFORD | CA | 94305 | PC | NOVA UKRAINE CREED INITIATIVE | $5,000 | |||||
| RONALD C WORNICK JEWISH DAY SCHOOL | |||||||||||
| 800 FOSTER CITY BLVD | FOSTER CITY | CA | 94404 | PC | GLOBAL PEOPLEHOOD SCHOOL PARTNERSHIP | $25,000 | |||||
| SIX POINT MEDIA | |||||||||||
| 4905 34TH STREET SOUTH SUITE 412 | ST PETERSBURG | FL | 33711 | PC | SHTICK EVENT | $10,000 | |||||
| STANFORD PROJECT THE FREEMAN SPOGLI INSTITUTE | |||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | ISRAELI VISITING FELLOW PROGRAM @ STANFORDS FREEMAN SPOGLI INSTITUTE FOR INTERNATIONAL STUDIES | $20,000 | |||||
| TAMID GROUP | |||||||||||
| 625 KENMOOR AVE SE STE 350 | GRAND RAPIDS | MI | 49546 | PC | TAMID CONFERENCE PARTICIPANT TRAVEL AND FEES | $30,000 | |||||
| THE LOUIS D BRANDEIS CENTER INC | |||||||||||
| 1717 PENNSYLVANIA AVE NW SUITE 1025 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT GRANT | $15,000 | |||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | PC | DAY AFTER FUND | $100,000 | |||||
| YOM RISHON SCHOOL | |||||||||||
| PC | CHILDREN'S EDUCATION PROGRAM | $11,500 | 355 W OLIVE AVE 202 | SUNNYVALE | CHILDREN'S EDUCAT | OC | 94086 | ||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 THIRD AVE ROOM 1500 | NEW YORK | NY | 10017 | PC | FISCAL SPONSORSHIP FOR LEV HASHARON | $25,000 | |||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | FISCAL SPONSORSHIP FOR LEADERSHIP PROGRAM | $25,000 | |||||
| HACK FOUNDATION | |||||||||||
| 8605 SANTA MONICA BLVD86294 | WEST HOLLYWOOD | CA | 90069 | PC | FISCAL SPONSORSHIP FOR GOGOLA CLUB, UKRAINE PROJECT | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,037,262 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $803,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $888,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,817 | 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 Person | EUGENE FOOKSMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 CAMBRIDGE AVENUE | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,061,612 | BookValueAmt |
| EOYFMV | $18,061,612 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE - DEFERRED TAX EXPENSE REVERSAL | Desc |
| Amt | $102,833 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,755 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,755 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS - FACEBOOK | $5,700,860 |
| UNREALIZED GAINS - SECURITIES | $816,125 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $136,466 | BOYBookValueAmt |
| EOY Book Value | $231,277 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR - EXECUTIVE DIRECTOR | $316,357 | $0 | $316,357 |
| CONTRACTOR - ARTTHINQ LLC | $181,169 | $0 | $181,169 |
| CONTRACTOR - ELENA FRIDMAN | $615 | $0 | $615 |
| CONTRACTOR - PHILOSOF RONEN | $4,858 | $0 | $4,858 |
Comments