KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION (EIN 77-0525858)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105918
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:20:17-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770525858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEDAR FAMILY AND | BusinessNameLine1Txt |
| Business Name Line2 | ZOLTAN SONESH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEDA | BusinessNameControlTxt |
| Phone | 4087731387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFIR KEDAR | PersonNm |
| Person Title | DIRECTOR/SECRETARY/CFO | PersonTitleTxt |
| Phone | 4087731387 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OFIR | PersonFirstNm |
| Person Last | KEDAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,700,541 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,759,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $199,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,209 | 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 | $64,256 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $64,256 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $129,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,171 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,494 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,450 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,450 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,494 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,494 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,501 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$197,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,801 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $1,339 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,339 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,874,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,475,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,475,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,503,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $299,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $299,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $511,605 | OtherAssetsBOYAmt |
| Other Assets EOY | $805,580 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $805,580 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,117,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,700,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,700,541 | 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 | $5,117,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,700,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,117,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,700,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,117,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,700,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,117,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$197,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,564 | OtherIncreasesAmt |
| Subtotal | $5,069,840 | SubtotalAmt |
| Other Decreases | $1,369,299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,700,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX FUND | P | 2021-01-01 | 2022-12-31 | $74,961 | $78,701 | -$3,740 | -$3,740 |
| ISHARES TR MSCI USA QLT FCT | P | 2021-01-01 | 2022-12-31 | $1,483,337 | $1,495,479 | -$12,142 | -$12,142 |
| VANGUART TAX MANAGED SMA | P | 2021-01-01 | 2022-12-31 | $201,273 | $33,474 | $167,799 | $167,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $87 | EsPenaltyAmt |
| Tax Due | $1,922 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TANCI CALE | IndividualWithBooksNm |
| Phone | 4087731387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATION 1723 KARAMEOS | AddressLine1Txt |
| Address Line2 | DRIVE | AddressLine2Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EVA J SONESH-KEDAR | ||||||||
| 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR/PRESIDENT | 20.00 | $0 | $0 | $0 |
| OFIR KEDAR | ||||||||
| 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR/SECRETARY/CFO | 40.00 | $0 | $0 | $0 |
| ORI KEDAR | ||||||||
| 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| TOM KEDAR | ||||||||
| 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR | 4.00 | $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 | DEVELOPMENT AND DISTRIBUTION OF EDUCATIONAL MATERIALS, INCLUDING SOCIAL FILMS AND PUBLICATIONS TO FOSTER AWARENESS OF THE PLIGHT OF WORLD POVERTY, INCLUDING RELATED ADMINISTRATIVE AND PROGRAM INVESTMENTS | Description1Txt |
| Expenses1 | $123,593 | Expenses1Amt |
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 | $3,248,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $744,408 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,137,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,137,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,075,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,835 | TotalTaxAmt |
| Distributable Before Adj | $201,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $330,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199,878 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,335 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,427 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,449 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $679,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $807,562 | 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 | $199,878 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $607,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,335 | ExcessFromYear4Amt |
| Excess From Year3 | $39,427 | ExcessFromYear3Amt |
| Excess From Year2 | $166,449 | ExcessFromYear2Amt |
| Excess From Year1 | $182,940 | ExcessFromYear1Amt |
| Excess From Current Year | $128,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| AHRC NEW YORK CITY FOUNDATION INC | |||||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL OPERATIONS | $700 | |||
| AMERICA-ISRAEL CULTURAL FOUNDATION | |||||||||
| PO BOX 237133 | NEW YORK | NY | 10023 | PC | GENERAL OPERATIONS | $322 | |||
| ASHLEY ADDICTION TREATMENT | |||||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | I | OPEN | $500 | |||
| CALO GLOBAL FOUNDATION | |||||||||
| 901 NEW YORK AVE NW SUITE 300E | WASHINGTON | DC | 20001 | PC | GENERAL OPERATIONS | $76,807 | |||
| CHABAD LUBAVITCH | |||||||||
| 14 HILL ST | SOUTHAMPTON | NY | 11968 | PC | GENERAL OPERATIONS | $1,800 | |||
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||||
| 4600 SUNSET BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL OPERATIONS | $125 | |||
| GLOBALGIVING FOUNDATION INC | |||||||||
| 1110 VERMONT AVENUE NW NO 550 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $2,500 | |||
| GREATER MIAMI JEWISH FEDERATION INC | |||||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | PC | GENERAL OPERATIONS | $5,000 | |||
| HAIR TO STAY | |||||||||
| 234 BEACH ST | SAN FRANCISCO | CA | 94123 | PC | GENERAL OPERATIONS | $4,000 | |||
| INNOVATION AFRICA | |||||||||
| PO BOX 412833 | BOSTON | MA | 02241 | PC | GENERAL OPERATIONS | $7,500 | |||
| KEREN TELFED | |||||||||
| PC | GENERAL OPERATIONS | $3,000 | 19/1 SCHWARTZ STREET | RA'ANANA | IS | ||||
| MEET | |||||||||
| 2314 PACIFIC AVENUE | ATLANTIC CITY | NJ | 08401 | PC | GENERAL OPERATIONS | $12,500 | |||
| UNITED JEWISH CAMPAIGN | |||||||||
| NC | GENERAL OPERATIONS | $6,500 | 87 HATFIELD STREET | CAPE TOWN | SF | ||||
| WORKING IN SUPPORT OF EDUCATION (WISE) | |||||||||
| 227 E 56TH ST 201 | NEW YORK | NY | 10022 | PC | GENERAL OPERATIONS | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,254 | 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 | $36 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,917 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,229 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED JEWISH CAMPAIGN | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 HATFIELD STREET | AddressLine1Txt |
| City | CAPE TOWN | CityNm |
| Country | SF | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-12-31 | GrantDt |
| Grant | $6,500 | GrantAmt |
| Purpose Of Grant | TO FUND JEWISH COMMUNITY IN CAPE TOWN, SOUTH AFRICA. | PurposeOfGrantTxt |
| Expended By Grantee | $6,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED AND USED FOR IMPROPER PURPOSES | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/01/22, | DatesOfReportsByGranteeTxt |
| Verification | 2022-12-31 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UNITED STATES TREAS BILLS | BondNm |
| EOY Book Value | $299,000 | EOYBookValueAmt |
| EOYFMV | $299,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR MSCI INTL QUALITY | $203,895 | $203,895 |
| ISHARES TR MSCI USA QLT FCT | $830,768 | $830,768 |
| VANGUARD TAX-MANAGED SMALL CAP | $370,705 | $370,705 |
| FIDELITY TOTAL MARKET INDEX FUND | $801,602 | $801,602 |
| FIDELITY GOVT MMKT PREMIUM CLASS | $70,787 | $70,787 |
| FIDELITY INTERNTL INDEX FUND | $198,064 | $198,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $64,256 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,256 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND, LP | $491,208 | $531,827 | $531,827 |
| AG CS HOLDINGS FUND II, LP | $228,275 | $228,275 | |
| AG CSF2A (ANNEX) DISOLATION HOLDINGS FUND, LP | $19,081 | $19,081 | |
| SECURITY DEPOSITY | $20,397 | $20,397 | $20,397 |
| ENIGMA LLC CHARITABLE PROGRAM INVESTMENT | $0 | $6,000 | $6,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ACCOUNTING METHOD | Desc |
| Amt | $1,369,299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES AND CHARGES | $178 | $0 | $178 |
| MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| EDUCATION AND TRAINING | $21,272 | $0 | $21,272 |
| OFFICE EXPENSES | $621 | $0 | $621 |
| DUES & SUBSCRIPTIONS | $80 | $0 | $80 |
| TECHNOLOGY | $5,135 | $0 | $5,135 |
| MARKETING | $6,215 | $0 | $6,215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Revenue And Expenses Per Books | $2,020 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,020 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $150,564 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL MANAGEMENT | $40,000 | $40,000 | $0 |
| INVESTMENT MANAGEMENT FEES - FIDELITY INVESTMENTS | $25,171 | $25,171 | $0 |
| COMMUNITY MANAGER | $64,494 | $0 | $64,494 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $435 | $0 | $0 |
| FOREIGN TAXES | $960 | $0 | $0 |
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