ALEINU FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALEINU FOUNDATION (EIN 85-3483773)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-01
- IRS object ID
- 202232139349100413
- Schema version
- 2020v4.0
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T12:09:27-07:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680307221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Comyns Smith McCleary & Deaver LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1777 Botelho Drive Suite 350 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853483773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aleinu Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEI | BusinessNameControlTxt |
| Phone | 6503425153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 West Poplar Avenue | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Scheinman | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2022-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Scheinman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew M Porter | PreparerPersonNm |
| PTIN | P00000544 | PTIN |
| Phone | 9252991040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,451,523 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $94,639,489 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $570,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $570,161 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $570,161 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $326,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,254,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,929,073 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $369,323 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $95,536,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,499,234 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $939,484 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $856 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $194,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,046 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $194,046 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $194,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $194,902 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $194,902 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,341,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,304,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $744,582 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,871,474 | CashEOYAmt |
| Cash EOYFMV | $2,871,474 | CashEOYFMVAmt |
| Other Investments EOY | $93,580,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,580,049 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $96,451,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,451,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $96,451,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,451,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,451,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $95,341,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,110,412 | OtherIncreasesAmt |
| Subtotal | $96,451,523 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $96,451,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 266666 Zoom Cmn | D | 2018-12-29 | 2021-09-30 | $94,639,489 | $36,779 | $94,602,710 | $94,602,710 |
| FIXED INCOME - COVEREDx3010 | P | 2020-10-05 | 2021-09-30 | $1,604,360 | $1,596,939 | $7,421 | $7,421 |
| EQUITIES - COVEREDx3011 | P | 2020-10-05 | 2021-09-30 | $4,576,558 | $4,659,360 | -$82,802 | -$82,802 |
| CASH IN LIEU - NONCOVEREDx3011 | P | 2020-10-05 | 2021-08-05 | $40 | $40 | $40 | |
| EQUITIES - COVEREDx3012 | P | 2020-10-05 | 2021-09-30 | $2,084,093 | $2,001,661 | $82,432 | $82,432 |
| CAP. GAIN LIQ. DIVS. - NONCOVEREDx3012 | P | 2021-03-25 | 2021-09-30 | $32 | $32 | ||
| CASH IN LIEU - NONCOVEREDx3012 | P | 2020-10-05 | 2021-09-30 | $54 | $54 | $54 | |
| EQUITIES - COVEREDx3013 | P | 2020-10-05 | 2021-09-30 | $299,431 | $223,216 | $76,215 | $76,215 |
| CASH IN LIEU - NONCOVERED | P | 2020-10-05 | 2021-09-30 | $196 | $196 | $196 | |
| EQUITIES - COVEREDx3014 | P | 2020-10-05 | 2021-09-30 | $353,491 | $370,679 | -$17,188 | -$17,188 |
| EQUITIES - COVEREDx3015 | P | 2020-10-05 | 2021-09-30 | $470,487 | $479,862 | -$9,375 | -$9,375 |
| CAP. GAIN LIQ. DIVS. - NONCOVEREDx3015 | P | 2020-10-05 | 2021-09-30 | $822 | $822 | ||
| CASH IN LIEU - NONCOVEREDx3015 | P | 2020-10-05 | 2021-09-22 | $8 | $8 | $8 | |
| EQUITIES - COVEREDx4341 | P | 2020-10-05 | 2021-09-30 | $1,810,521 | $1,827,129 | -$16,608 | -$16,608 |
| CASH IN LIEU - NONCOVEREDx4341 | P | 2020-10-05 | 2021-09-30 | $89 | $89 | $89 | |
| EQUITIES - COVEREDx4342 | P | 2020-10-05 | 2021-09-30 | $414,838 | $433,318 | -$18,480 | -$18,480 |
| FIXED INCOME - COVEREDx4666 | P | 2020-10-05 | 2021-09-30 | $250,411 | $249,984 | $427 | $427 |
| EQUITIES - COVEREDx5323 | P | 2020-10-05 | 2021-09-30 | $215,107 | $197,390 | $17,717 | $17,717 |
| EQUITIES - COVEREDx5806 | P | 2020-10-05 | 2021-09-30 | $1,222,483 | $1,130,406 | $92,077 | $92,077 |
| 1256 Contracts - Covered LT Portion | P | 2020-01-01 | 2021-09-30 | $161,797 | $19,537 | $142,260 | $142,260 |
| 1256 Contracts - Covered ST Portion | P | 2021-01-01 | 2021-09-30 | $107,865 | $13,025 | $94,840 | $94,840 |
| 1256 Contracts Open MtM - LT | P | 2020-01-01 | 2021-09-30 | $25,428 | $51,204 | -$25,776 | -$25,776 |
| 1256 Contracts Open MtM - ST | P | 2021-01-01 | 2021-09-30 | $16,952 | $34,136 | -$17,184 | -$17,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,929,073 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $369,323 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,324,730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,324,730 | SubtotalAmt |
| Tax Based On Investment Income | $1,324,730 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,400,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,400,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17,948 | EsPenaltyAmt |
| Overpayment | $57,322 | OverpaymentAmt |
| Applied To ES Tax | $57,322 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel Scheinman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503425153 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 West Poplar Avenue | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Daniel Scheinman | ||||||
| 144 W Poplar Avenue | San Mateo | CA | 94402 | Director | 0.00 | $0 |
| Zoe Scheinman | ||||||
| 144 W Poplar Avenue | San Mateo | CA | 94402 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,831,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,646,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,660,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,138,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $58,138,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,871,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,266,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,763,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,763,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,324,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,324,730 | TotalTaxAmt |
| Distributable Before Adj | $1,438,608 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,438,608 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,438,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,438,608 | DistributableAsAdjustedAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $1,438,608 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Daniel Scheinman | ContributingManagerNm |
| Contributing Manager | Zoe Scheinman | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL ZOE SCHEINMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 W POPLAR AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503425153 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $570,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $194,140 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $702,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $194,140 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $896,524 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | Daniel Zoe Scheinman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 West Poplar Avenue | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,639,489 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 266,666 Shares of Zoom Stock | NoncashPropertyDesc |
| Fair Market Value | $94,639,489 | FairMarketValueAmt |
| Received | 2020-12-29 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Initial Year | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments - Detail Prov Upon Req | FMV | $92,620,049 | $92,620,049 |
| Mutual Funds | FMV | $960,000 | $960,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADR Fees | $71 | $71 | $71 |
| Account Fees NB | $183,029 | $183,029 | $183,029 |
| Miscellaneous Exp | $4,289 | $4,289 | $4,289 |
| Foreign Tax Pd | $6,480 | $6,480 | $6,480 |
| Foreign Tax on Stock Div | $177 | $177 | $177 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Return of Capital Distribution | $240 |
| Open 1256 Contracts Marked to Market for Tax - CY | $42,960 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $856 | Amt |
| Net Investment Income | $856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $856 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Zoe Scheinman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 West Poplar Avenue | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
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