ZOMMER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZOMMER FOUNDATION (EIN 83-2484601)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202203119349102075
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T16:48:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sagent Management | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 S Milpitas Blvd 212 | AddressLine1Txt |
| City | Milpitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832484601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Zommer Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NATHAN ZOMMER | InCareOfNm |
| Business Name Control | ZOMM | BusinessNameControlTxt |
| Phone | 4082631040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W Lake Vista Circle | AddressLine1Txt |
| City | Davie | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nathan Zommer | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4082631040 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nathan | PersonFirstNm |
| Person Last | Zommer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leo Yen | PreparerPersonNm |
| PTIN | P00294919 | PTIN |
| Phone | 4082631040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,777,692 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $829,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $701,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $990,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $862,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $90,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,000 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,565 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $91,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $801,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,176,695 | CashBOYAmt |
| Cash EOY | $3,916,357 | CashEOYAmt |
| Cash EOYFMV | $3,916,357 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,540,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,861,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,861,335 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,716,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,777,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,777,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,716,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,777,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,716,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,777,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,716,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,777,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,716,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,965 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,905,729 | SubtotalAmt |
| Other Decreases | $128,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,777,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LITTELFUSE INC | D | 2021-03-09 | $528,000 | $71,146 | $456,854 | $456,854 |
| LITTELFUSE INC | D | 2021-10-15 | $281,000 | $36,000 | $245,000 | $245,000 |
| WASHINGTON PRIME GROUP | P | 2022-10-21 | $261 | $1,002 | -$741 | -$741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $701,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,712 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,712 | SubtotalAmt |
| Tax Based On Investment Income | $10,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,142 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,142 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,430 | OverpaymentAmt |
| Applied To ES Tax | $8,430 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | NATHAN ZOMMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082631040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W LAKE VISTA CIRCLE | AddressLine1Txt |
| City | Davie | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Nathan Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 0 | $0 | $0 | $0 |
| Sagi Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 0 | $0 | $0 | $0 |
| Ariel Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,614,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,107,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,721,484 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,721,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,545,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,712 | TotalTaxAmt |
| Distributable Before Adj | $566,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $566,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $566,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $710,256 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $566,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $359,071 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $710,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $566,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $324,755 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $359,071 | PriorYearUndistributedIncmAmt |
| Taxable1 | $359,071 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $324,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $181,070 | ExcessFromYear1Amt |
| Excess From Current Year | $143,685 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NATHAN ZOMMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Teramount Ltd | ||||||||||||
| Hartom St 18 | Jerusalem | IS | 9777516 | PC | Donation | $200,000 | ||||||
| Weizmann Institute of Science | ||||||||||||
| PC | Research Institute Donation | $2,500 | 633 Third Avenue | New York | NY | 10017 | ||||||
| Friends of the Israel Defense Forces | ||||||||||||
| PC | Donation | $669 | PO Box 4224 | New York | NY | 10163 | ||||||
| Israel Air Force Center Foundation | ||||||||||||
| PC | Donation | $135,000 | 269 South Beverly Drive | Beverly Hills | CA | 90212 | Suite 1664 | |||||
| Flight TLV LTD | ||||||||||||
| 3 Idelson R S Entrance A | TEL AVIV AFFA | IS | 6900341 | PC | Donation | $250,356 | ||||||
| Friends of Asor Fund USA Inc | ||||||||||||
| 24 Hebron Rd JVP Media Quarter | Jerusalem | IS | 91087 | PC | Donation | $15,002 | ||||||
| Assuta Medical Center | ||||||||||||
| Habarzel 20 St | IS | 6971026 | PC | Donation - COVID Testing For Seniors | $229 | Ramat Hahayal | ||||||
| FIDV | ||||||||||||
| PC | Donation | $300 | 1133 Broadway Suite 232 | New York | NY | 10010 | ||||||
| PEF Israel Endowment Funds Inc | ||||||||||||
| PC | Donation | $2,400 | 630 Third Ave | New York | NY | 10017 | RM 1500 | |||||
| Folds of Honor Foundation | ||||||||||||
| PC | Donation | $5,150 | Department 13 | Tulsa | OK | 74182 | ||||||
| Central Fund of Israel | ||||||||||||
| PC | Donation | $21,132 | 461 Central Ave | Cedarhurst | NY | 11516 | ||||||
| America Gives Inc | ||||||||||||
| PC | Donation | $30,000 | 1732 1st ave 27091 | New York | NY | 10125 | ||||||
| Central Fund of Israel | ||||||||||||
| PC | Donation | $10,000 | 461 Central Ave | Cedarhurst | NY | 11516 | ||||||
| World Jewish Congress American Section | ||||||||||||
| Donation | $518 | PO Box 70343 | Philadephia | PA | 19176 | |||||||
| Shenkar Engineering | ||||||||||||
| Anna Frank 12 | Ramat Gan | IS | 52526 | Donation | $37,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,256 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $829,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $990,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $990,796 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LITTELFUSE SHARES | $2,579,117 | $2,579,117 |
| AGNC INVESTMENT | $72,192 | $72,192 |
| AT&T | $66,420 | $66,420 |
| CHERRY HILL MTG | $3,515 | $3,515 |
| NEW YORK COMMUNITY | $35,409 | $35,409 |
| OCCIDENTAL PETROLEUM | $86,245 | $86,245 |
| WASHINGTON PRIME GROUP | $0 | $0 |
| GLOBAL SUPERDIVIDEND | $52,050 | $52,050 |
| TANGER FACTORY OUTLET | $19,280 | $19,280 |
| WELLS FARGO | $163,132 | $163,132 |
| BP PLC ADS | $26,630 | $26,630 |
| INVESCO EXCHANGE | $297,102 | $297,102 |
| EPR PPTYS | $14,247 | $14,247 |
| INTEL CORP | $97,850 | $97,850 |
| MAXIM INTEGRATED | $0 | $0 |
| TOTAL S A SPON | $19,784 | $19,784 |
| OCCIDENTAL PETE CORP WTS | $4,678 | $4,678 |
| JOHN HANCOCK PFD EQ | $41,500 | $41,500 |
| LOCKHEED MARTIN | $35,541 | $35,541 |
| GLAXOSMITHKLINE PLC ADR | $44,100 | $44,100 |
| JUNIPER NETWORKS | $35,710 | $35,710 |
| DOW | $39,704 | $39,704 |
| PIMCO INCOME (PONAX) | $3,960,199 | $3,960,199 |
| CARDINAL HEALTH INC | $20,596 | $20,596 |
| ANALOG DEVICES INC | $44,294 | $44,294 |
| NEWTEK BUSINESS SVCS INC | $55,260 | $55,260 |
| SIXTH STREET SPECIALTY LENDING | $46,780 | $46,780 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SOLD/DONATED ASSETS | $109,352 |
| UNREALIZED GAIN/LOSS | $18,685 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $129 | $129 |
| MEALS | $989 | $989 |
| UTILITIES | $69 | $69 |
| INSURANCE | $98 | $98 |
| FILING FEES | $87 | $87 |
| DUES & SUBSCRIPTIONS | $193 | $193 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nathan Zommer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W LAKE VISTA CIRCLE | AddressLine1Txt |
| City | DAVIE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $90,000 | Amt |
| Net Investment Income | $90,000 | NetInvestmentIncomeAmt |