FOOKSMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FOOKSMAN FAMILY FOUNDATION (EIN 83-2645305)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349101409
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T12:13:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 ROAD | 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 | 2023-01-01 | 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 | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| 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 | $12,636,295 | 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 | $311,279 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $629,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,660,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,549,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $972,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,581,108 | 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 | $17,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $373,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $373,723 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $898,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $898,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,318,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,308,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,572,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,597 | CashBOYAmt |
| Cash EOY | $416,419 | CashEOYAmt |
| Cash EOYFMV | $416,419 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,882 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,027 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,027 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $5,660,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,211,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,211,849 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,716,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,636,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,636,295 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44,025 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $136,466 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,466 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,672,659 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,499,829 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,672,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,499,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,716,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,636,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,672,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,259,531 | OtherIncreasesAmt |
| Subtotal | $12,586,125 | SubtotalAmt |
| Other Decreases | $86,296 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,499,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,000 SHS OF BANK OF AMERICA | P | 2020-06-09 | 2023-04-04 | $111,140 | $110,600 | $540 | $540 |
| 800 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-01-06 | $103,880 | $3 | $103,877 | $103,877 |
| 500 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-01-09 | $65,635 | $2 | $65,633 | $65,633 |
| 338 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-02-03 | $64,073 | $1 | $64,072 | $64,072 |
| 62 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-02-03 | $11,753 | $11,753 | $11,753 | |
| 550 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-02-07 | $104,115 | $2 | $104,113 | $104,113 |
| 1,230 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-05-26 | $317,684 | $4 | $317,680 | $317,680 |
| 400 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-07-11 | $118,942 | $1 | $118,941 | $118,941 |
| 800 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-07-27 | $253,736 | $3 | $253,733 | $253,733 |
| 1,700 SHS META PLATFORMS INC A | P | 2012-08-09 | 2023-09-05 | $509,320 | $6 | $509,314 | $509,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,549,656 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,882 | 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 | $29,882 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,027 | OverpaymentAmt |
| Applied To ES Tax | $8,027 | 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 | 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 | $301,847 |
| ARTTHINQ LLC | |||||
| 242 EAST 4TH STREET | BROOKLYN | NY | 11218 | SENIOR PROGRAM DIRECTOR | $63,645 |
| 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 | $9,402,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $455,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,858,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,858,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,710,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,855 | TotalTaxAmt |
| Distributable Before Adj | $463,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $463,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $463,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,308,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,308,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $463,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $123,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $412,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $329,488 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,010,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,875,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,308,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $463,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $844,845 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,720,050 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,720,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,309 | ExcessFromYear4Amt |
| Excess From Year3 | $412,092 | ExcessFromYear3Amt |
| Excess From Year2 | $329,488 | ExcessFromYear2Amt |
| Excess From Year1 | $1,010,316 | ExcessFromYear1Amt |
| Excess From Current Year | $844,845 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA-ISRAEL DEMOCRACY COALITION | |||||||
| 755 W LANCASTER AVE STE 112188 | HAMILTON AVENUE729 SEVENTH OKA ROAD | BRYN MAWRNEEDHAMNA | PA | 19010 | PC | THE HOSTAGE AND MISSING FAMILIES FORUM, | $15,000 |
| 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 | GENERAL OPERATING SUPPORT | $50,000 | |
| ARTIS | |||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | PC | ARTIS FUND- 3 YEAR GRANT | $20,000 | |
| ARTIS | |||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | PC | ARTIST RESIDENCY 2023- EMERGENCY GRANT | $25,000 | |
| BOUNDLESS ISRAEL INC | |||||||
| 464 COMMON STREET 329 | BELMONT | MA | 02478 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHABAD OF MID PENINSULA | |||||||
| 523 TOPAZ ST | REDWOOD CITY | CA | 94062 | PC | CHILDREN AND FAMILY JEWISH EDUCATION PROGRAMS | $15,000 | |
| CLUB Z RIMON CLUB | |||||||
| 20 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | PC | GENERAL OPERATING SUPPORT 2023 | $100,000 | |
| COJECO | |||||||
| 729 7TH AVE | NEW YORK | NY | 10019 | PC | THE SINGING WINDMILLS THEATER PRODUCTION WEST COAST | $30,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1800 M ST NW SUITE 800-S | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1800 M ST NW SUITE 800-S | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT- EMERGENCY RESPONSE | $20,000 | |
| GRAINS OF GOOD FOUNDATION | |||||||
| 703 CRESTVIEW DRIVE | SAN CARLOS | CA | 94070 | PC | SUPPORT FOR TEAL HOUSE CENTER | $25,000 | |
| HILLEL OF SILICON VALLEY | |||||||
| 44 S 11TH ST | SAN JOSE | CA | 95112 | PC | GENERAL OPERATING GRANT | $30,000 | |
| HOPEWELL FUND EARLY CHILDHOOD EDUCATION | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | EARLY CHILDHOOD EDUCATION INITIATIVE | $40,000 | |
| JEWISH EDUCATION PROJECT- ROOTONE | |||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | PC | BROADENING AND DEEPENING ROOTONE EDUCATIONAL EXPERIENCES | $40,000 | |
| JEWISH NEWS SYNDICATE | |||||||
| 9450 SW GEMINI DR PMB 38958 | BEAVERTON | OR | 97008 | PC | GENERAL OPERATING SUPPORT 2023 | $18,000 | |
| LELEKA | |||||||
| 380 HAMILTON AVE UNIT 291 | PALO ALTO | CA | 94301 | PC | UKRAINE EMERGENCY MEDICAL | $20,000 | |
| MERONA LEADERSHIP FOUNDATION- IMPACT FORUM | |||||||
| 15910 VENTURA BLVD 700 | ENCINO | CA | 91436 | PC | YEARLY MEMBERSHIP | $25,000 | |
| MODERN ARTLIFE FOUNDATION | |||||||
| 76 SCHERMERHORN ST | BROOKLYN | NY | 11201 | PC | OUR CLASS THEATER PRODUCTION | $25,000 | |
| NGO MONITOR REPORT INC | |||||||
| PO BOX 1670 | SOUTHAMPTON | PA | 18966 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REVITALIZATION COMMUNITY INVOLVEMENT INITIATIVE JPA | |||||||
| 130 BEAUMONT STREET | BROOKLYN | NY | 11235 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| REVIVAL FOUNDATION | |||||||
| 2700 WOODLEY RD NW UNIT 514 | WASHINGTON | DC | 20008 | PC | PTAHY UKRAINE MEDICAL EMERGENCY EQUIPMENT | $30,000 | |
| RUSSIAN JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | |||||||
| 3739 BALBOA STREET 140 | SAN FRANCISCO | CA | 94121 | PC | DAY CAMP SCHOLARSHIPS FOR CHILDREN FROM THE RUSSIAN-SPEAKING JEWISH FAMILIES | $15,000 | |
| SIX POINT MEDIA | |||||||
| 4905 34TH STREET SOUTH SUITE 412 | ST PETERSBUR | FL | 33711 | PC | GENERAL OPERATING SUPPORT- EMERGENCY RESPONSE | $50,000 | |
| STANFORD PROJECT THE FREEMAN SPOGLI INSTITUTE | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | ISRAELI VISITING FELLOW PROGRAM @ STANFORD'S FREEMAN SPOGLI INSTITUTE FOR INTERNATIONAL STUDIES 2022 | $20,000 | |
| SUNFLOWER FUND | |||||||
| 534 TORWOOD CT | LOS ALTOS | CA | 94022 | PC | UKRAINE MEDICAL EMERGENCY EQUIPMENT AND VEHICLES | $20,000 | |
| TABLET MAGAZINE NEXTBOOK INC | |||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT 2023 | $50,000 | |
| 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 | GENERAL GRANT - ISRAEL SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $898,000 | 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 | $31,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $629,299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $660,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $660,751 | 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 | $311,279 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 865 SHS OF META PLATFORMS INC CLASS A | NoncashPropertyDesc |
| Fair Market Value | $311,279 | FairMarketValueAmt |
| Received | 2023-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,600 | Amt |
| Net Investment Income | $8,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,800 | 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 | $12,211,849 | BookValueAmt |
| EOYFMV | $12,211,849 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE - DEFERRED TAX EXPENSE REVERSAL | Desc |
| Amt | $86,296 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL ADMINISTRATION EXPENSE | Desc |
| Revenue And Expenses Per Books | $772 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS - FACEBOOK | $6,572,057 |
| UNREALIZED GAINS - SECURITIES | $687,474 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $44,025 | BOYBookValueAmt |
| EOY Book Value | $136,466 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR - EXECUTIVE DIRECTOR | $301,847 | $0 | $301,847 |
| CONTRACTOR - ARTTHINQ LLC | $63,645 | $0 | $63,645 |
| CONTRACTOR - FOUNDANT TECHNOLOGIES | $8,231 | $0 | $8,231 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,000 | DisbursementsCharitablePrpsAmt |
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