MUNA AND BASEM HISHMEH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MUNA AND BASEM HISHMEH FOUNDATION INC (EIN 65-1270242)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202213009349100976
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T16:18:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 651270242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muna & Basem Hishmeh Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MUNA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | robert hishmeh | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | robert | PersonFirstNm |
| Person Last | hishmeh | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,846,057 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,684,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,412 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $597,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $597,474 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $111,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,438 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,440 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $443,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $424,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $424,173 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $231,016 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $246,523 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $248,648 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,879,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,057,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,173,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,053 | CorporateBondsBOYAmt |
| Total Assets BOY | $3,573,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,728,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,846,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,573,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,728,073 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,573,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,573,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,728,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,573,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,748 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,728,073 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,684,547 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,169,135 | CostOrOtherBasisAmt |
| Gain Or Loss | $515,412 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $515,412 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,687 | SubtotalAmt |
| Tax Based On Investment Income | $6,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,092 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,892 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $205 | OverpaymentAmt |
| Applied To ES Tax | $205 | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Kosovare K Grebe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Basem L Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 2.0 | $0 | $0 | $0 |
| Blake L Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Brady C Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Muna Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Robert Hishmeh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Amal Ibrahimaj | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Nimon N Ibrahimaj | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18851 NE 29TH AVE 11TH FL | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $111,438 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,073,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,458,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,458,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,376,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,687 | TotalTaxAmt |
| Distributable Before Adj | $262,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,116 | 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 | $325,116 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,157 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $94,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,764 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $430,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,116 | QualifyingDistributionsAmt |
| Applied To Current Year | $262,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $493,148 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $94,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,528 | ExcessFromYear4Amt |
| Excess From Year3 | $91,317 | ExcessFromYear3Amt |
| Excess From Year2 | $84,764 | ExcessFromYear2Amt |
| Excess From Year1 | $75,920 | ExcessFromYear1Amt |
| Excess From Current Year | $62,959 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Basem L Hishmeh | ContributingManagerNm |
| Contributing Manager | Muna Hishmeh | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AL KAMANDJATI ASSOCIATION | ||||||||||||
| PO BOX 943 | RAMALLAH | WEST BANK | IS | N/A | PC | General & Unrestricted | $15,000 | |||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVIC | ||||||||||||
| N/A | PC | Children's Sunday Art/Craft Program | $5,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | |||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVIC | ||||||||||||
| N/A | PC | Photography Program | $10,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | |||||
| CUYAHOGA VALLEY YOUTH BALLET | ||||||||||||
| N/A | PC | Outreach and Dance Program | $2,500 | PO BOX 3131 | CUYAHOGA FLS | OH | 44223 | |||||
| EDWARD SAID NATIONAL CONSERVATORY OF MUSIC | ||||||||||||
| PO BOX 66676 | JERUSALEM | PALESTINE | IS | N/A | PC | General & Unrestricted | $30,000 | 91666 | ||||
| FENDER PLAY FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $2,500 | 1575 N GOWER ST STE 170 | LOS ANGELES | CA | 90028 | |||||
| FIRST RAMALLAH GROUP | ||||||||||||
| AL-TIREH STREET PO BOX 2017 | RAMALLAH | WEST BANK | IS | N/A | PC | General & Unrestricted | $60,000 | |||||
| FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY INC | ||||||||||||
| N/A | PC | General & Unrestricted | $15,000 | 1431 BROADWAY 8TH FL | NEW YORK | NY | 10018 | |||||
| NATIONAL DANCE INSTITUTE INC | ||||||||||||
| N/A | PC | Irene Diamond Summer Institute | $20,000 | 217 W 147TH ST | NEW YORK | NY | 10039 | |||||
| NEW 42ND STREET INC | ||||||||||||
| N/A | PC | New Victory Children's Education Program of The New Victory Theatre | $15,000 | 229 WEST 42ND ST 10TH FLOOR | NEW YORK | NY | 10036 | |||||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | ||||||||||||
| N/A | PC | Children's Educational Programs | $35,000 | 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | |||||
| RAWDAT EL-ZUHUR AL-QUDS Music Art and Drama Progr | ||||||||||||
| PO BOX 19796 | JERUSALEM | PALESTINE | IS | N/A | PC | General & Unrestricted | $30,000 | 91017 | ||||
| ROUNDABOUT THEATRE COMPANY INC | ||||||||||||
| N/A | PC | Youth Education Program | $15,000 | 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | |||||
| THE MUSICAL ARTS ASSOCIATION | ||||||||||||
| N/A | PC | Cleveland Orchestra's Learning Through Music School Partnership | $2,500 | 11001 EUCLID AVE | CLEVELAND | OH | 44106 | |||||
| THE WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FOUN | ||||||||||||
| N/A | PC | Paterson Middle School System Music Project and Exchange Activities with ESNCM | $25,000 | 300 POMPTON RD | WAYNE | NJ | 07470 | |||||
| YABOUS (RA) | ||||||||||||
| 10 AL ZAHRA - PO BOX 54874 | JERUSALEM | PALESTINE | IS | N/A | PC | General & Unrestricted | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,500 | 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 | $155 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,907 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $597,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,474 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (227 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO (MMM) | $20,593 | $18,651 |
| ABBOTT LABS | $26,281 | $37,578 |
| ABBVIE INC | $13,586 | $18,685 |
| ACCENTURE PLC | $10,952 | $29,019 |
| ACTIVISION BLIZZARD INC | $4,301 | $3,992 |
| ADIDAS AG | $12,242 | $12,528 |
| ADOBE SYSTEMS, INC | $21,451 | $50,468 |
| ADVANCED MICRO DEVICES INC | $6,978 | $9,641 |
| ADYEN N.V. | $12,567 | $14,002 |
| AES CORP | $9,185 | $18,395 |
| AIA GROUP LTD ADR | $10,219 | $15,564 |
| AIR PRODS & CHEM INC | $8,854 | $15,822 |
| AKAMAI TECH COM STK | $18,014 | $22,706 |
| ALBEMARLE CP | $6,235 | $5,610 |
| ALLIANZ SE | $12,438 | $17,117 |
| ALPHABET INC CL A | $48,725 | $133,263 |
| ALPHABET INC CL C | $2,428 | $23,149 |
| AMAZON COM | $60,748 | $120,035 |
| AMERICAN EXPRESS CO | $17,727 | $16,687 |
| AMERICAN TOWER REIT INC | $6,054 | $16,380 |
| AMERIPRISE FINANCIAL INC | $10,548 | $21,116 |
| AMERISOURCEBERGEN CORP | $18,605 | $22,458 |
| AMPHENOL CORPORATION | $13,402 | $25,888 |
| ANGLO AM PLC ADR | $12,393 | $14,015 |
| ANTHEM INC | $15,389 | $19,469 |
| APOLLO GLOBAL MANAGEMENT, INC | $3,021 | $3,042 |
| APPLE INC | $33,685 | $150,934 |
| ASML HOLDING NV NY REG SHS | $6,480 | $35,826 |
| ASSA ABLOY UNSP/ADR | $11,399 | $13,911 |
| AT&T, INC | $18,235 | $14,096 |
| ATLAS COPCO AB A SHS ADR | $9,781 | $17,466 |
| AUTOMATIC DATA PROCESSING INC | $3,684 | $19,726 |
| AXA ADS | $11,979 | $14,558 |
| BAKER HUGHES COMPANY | $21,537 | $15,422 |
| BALL CP | $4,034 | $4,236 |
| BANK OF AMERICA CORP | $32,222 | $48,494 |
| BECTON DICKINSON & CO | $9,101 | $11,317 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,161 | $27,807 |
| BHP BILLITON LIMITED | $17,990 | $20,217 |
| BNP PARIBAS SPONS ADR | $9,416 | $10,402 |
| BOOKING HOLDINGS INC | $6,663 | $7,198 |
| BOOZ ALLEN HAMILTON HOLDING CO | $17,497 | $20,604 |
| BOSTON SCIENTIFIC | $16,476 | $16,355 |
| BROADCOM INC | $12,399 | $27,282 |
| CADENCE DESIGN SYSTEMS INC | $9,239 | $24,971 |
| CALRSBERG AS SP ADR REP B | $10,014 | $11,840 |
| CANADIAN PACIFIC RAILWAY LTD | $3,841 | $4,173 |
| CAP GEMINI SA UNSP/ADR | $9,796 | $18,793 |
| CBRE GROUP | $10,240 | $22,679 |
| CDW CORP | $9,271 | $22,935 |
| CENTENE CORP | $19,218 | $27,522 |
| CHEVRON CORP | $9,553 | $11,618 |
| CINTAS CRP | $13,550 | $26,147 |
| CISCO SYSTEMS INC | $7,719 | $8,872 |
| CITIGROUP INC | $15,159 | $16,788 |
| CME GROUP, INC | $3,676 | $6,625 |
| COLOPLAST AS ADR | $8,537 | $8,373 |
| COMCAST CORP | $34,020 | $56,269 |
| CONAGRA FOODS INC | $10,631 | $12,704 |
| CONOCOPHILLIPS | $9,494 | $13,353 |
| CORNING INC | $7,638 | $10,611 |
| COSTCO WHOLESALE CORPORATION | $19,220 | $30,656 |
| CVS CAREMARK CORP | $6,054 | $6,293 |
| DANAHER CORP | $22,236 | $23,360 |
| DARDEN RESTAURANTS INC | $10,416 | $17,474 |
| DBS GROUP HLDGS SPON ADR | $14,074 | $22,003 |
| DEUTSCHE BOERSE ADR | $8,015 | $9,733 |
| DIAGEO PLC ADS | $21,762 | $33,241 |
| DICK'S SPORTING GDS | $7,650 | $11,614 |
| DISCOVERY INC (FORMERLY DISC C | $12,726 | $10,569 |
| DOLLAR GENERAL CORP | $9,403 | $21,932 |
| DONALDSON CO. INC | $19,738 | $19,674 |
| DU PONT DE NEMOURS | $11,393 | $13,086 |
| ECOLAB INC | $2,885 | $9,384 |
| ELECTRONIC ARTS | $14,026 | $18,598 |
| ELI LILLY & CO | $6,442 | $13,259 |
| EOG RESOURCES INC | $32,457 | $40,418 |
| EXXON MOBIL CORP | $32,753 | $32,798 |
| FANUC LIMITED UNSPONSORED | $8,053 | $9,410 |
| FEDEX CORPORATION | $18,254 | $18,881 |
| FERGUSON PLC | $10,556 | $22,065 |
| FIDELITY NATIONAL INFORMATION | $9,092 | $7,968 |
| FISERV INC | $16,726 | $15,776 |
| FLEXTRONICS INTERNATIONAL | $10,436 | $15,727 |
| FORD MOTOR COMPANY | $12,483 | $12,337 |
| FORTINET INC | $6,299 | $25,517 |
| FOX CORP CL A | $12,141 | $14,576 |
| FREEPORT-MCMORAN COPPER & GOLD | $6,725 | $23,661 |
| GENERAL ELECTRIC CO | $19,279 | $20,311 |
| GENERAL MOTORS | $13,985 | $13,544 |
| GENMAB A/S SPON | $9,976 | $9,257 |
| GENPACT LIMITED | $18,021 | $23,939 |
| GILEAD SCIENCES INC | $16,156 | $15,974 |
| GSK PLC | $13,057 | $14,553 |
| HCA INC | $10,381 | $22,609 |
| HDFC BANK LTD ADR | $5,677 | $7,613 |
| HOLCIM LTD SPON ADS | $6,680 | $6,215 |
| HOME DEPOT INC | $12,346 | $43,991 |
| HONEYWELL INTL | $16,405 | $29,608 |
| HONG KONG EX&CL UNSP/ADR | $7,700 | $13,331 |
| HORIZON THERAPEUTICS PUBLIC OR | $6,709 | $23,061 |
| HOYA CORP SPONS ADR | $15,778 | $24,230 |
| HP INC | $7,654 | $13,750 |
| IBERDROLA ADR | $12,002 | $12,794 |
| ILLINOIS TOOL WORKS | $11,554 | $22,212 |
| INDUSTRIA DE DISENO | $8,178 | $8,079 |
| ING GROUP N V SPONSORED ADR | $11,245 | $12,138 |
| INT'L FLAVORS & FRAGRANCES INC | $8,088 | $9,039 |
| INTERCONTINENTAL EXCHANGE, INC | $13,805 | $27,217 |
| INTERNATIONAL BUSINESS MACHINE | $18,753 | $19,648 |
| JOHNSON & JOHNSON | $48,941 | $67,573 |
| JOHNSON CONTROLS INTERNATIONAL | $17,944 | $36,996 |
| JONES LANG LASALLE | $5,989 | $14,275 |
| JP MORGAN CHASE | $47,202 | $91,051 |
| JUNIPER NETWORKS | $8,714 | $10,427 |
| KBC GROUP SA UNSP ADR | $9,930 | $11,335 |
| KERING UNSPON ADR EA REPR 0.1 | $7,278 | $10,225 |
| KINDER MORGAN INC | $5,169 | $4,441 |
| KLA TENCOR CORP | $7,594 | $26,237 |
| KONE OYJ ADR B SHS | $10,217 | $12,584 |
| KUBOTA CORPORATION | $7,077 | $10,837 |
| L'OREAL ADR | $10,706 | $18,416 |
| LAM RESEARCH CORP | $5,607 | $23,013 |
| LEGAL & GENERAL GROUP | $9,460 | $11,135 |
| LENNAR CORP | $14,564 | $35,893 |
| LINDE PLC COM | $22,140 | $29,100 |
| LONDON STK EXCHANGE GROUP | $11,170 | $10,474 |
| LONZA GROUP AG UNSP/ADR | $12,769 | $19,623 |
| LOWES COMPANIES INC | $13,245 | $24,556 |
| LULULEMON ATHLETICA INC | $8,508 | $9,786 |
| LVMH MOET HENN UNSP | $10,279 | $29,956 |
| MAKITA CORP | $7,568 | $10,196 |
| MARTIN MARIETTA MATLS INC | $13,249 | $25,550 |
| MASTERCARD INC | $10,994 | $21,200 |
| MCDONALD'S CORP | $23,608 | $25,735 |
| MCKESSON CORP | $14,286 | $24,857 |
| MEDTRONIC PLC | $30,886 | $31,656 |
| MERCK & CO INC | $27,359 | $32,342 |
| META PLATFORMS INC | $40,798 | $67,606 |
| METLIFE INC | $16,951 | $22,121 |
| MICRON TECHNOLOGY | $17,312 | $25,803 |
| MICROSOFT CORP | $28,608 | $178,585 |
| MOLINA HEALTHCARE | $11,879 | $30,854 |
| MONDELEZ INTERNATIONAL INC | $8,946 | $13,196 |
| MORGAN STANLEY | $21,590 | $29,546 |
| MOTOROLA SOLUTIONS INC | $13,308 | $24,725 |
| MUENCHENER RUECKVERS | $8,124 | $10,276 |
| NESTLE S.A | $21,717 | $34,391 |
| NETFLIX INC | $18,240 | $16,868 |
| NEXTERA ENERGY, INC | $8,350 | $15,684 |
| NIDEC CORPORATION ADR | $6,124 | $12,896 |
| NIKE INC-CL B | $7,930 | $14,500 |
| NORFOLK SOUTHERN CORP | $8,416 | $15,183 |
| NOVO NORDISK A S | $15,456 | $37,520 |
| NVIDIA CORP | $12,213 | $62,645 |
| O'REILLY AUTOMOTIVE INC | $5,943 | $26,837 |
| ON SEMICONDUCTOR | $10,569 | $29,817 |
| ORACLE CORP | $6,200 | $11,512 |
| ORSTED A S | $9,507 | $7,820 |
| OTIS WORLDWIDE CORP | $2,579 | $4,963 |
| PALO ALTO NETWORKS INC | $10,358 | $20,600 |
| PAYPAL HOLDINGS, INC | $8,773 | $25,647 |
| PEPSICO INC | $21,002 | $41,690 |
| PERKIN ELMER INC | $15,384 | $23,323 |
| PFIZER INC | $5,137 | $17,361 |
| PIONEER NAT RES CO | $10,943 | $12,004 |
| PNC FINANCIAL GROUP INC | $15,013 | $20,654 |
| PPG INDUSTRIES INC | $3,295 | $19,313 |
| PROCTER GAMBLE CO | $26,248 | $47,765 |
| PRUDENTIAL PLC SC | $13,553 | $12,636 |
| RAYTHEON TECHNOLOGIES CORP | $10,080 | $25,474 |
| RECRUIT HOLDINGS CO | $7,785 | $12,363 |
| RELX PLC | $10,403 | $16,240 |
| RIO TINTO PLC SPONSORED ADR | $7,345 | $10,978 |
| ROCKWELL AUTOMATION INC | $14,192 | $19,187 |
| ROPER INDUSTRIES | $16,051 | $23,117 |
| ROSS STORES, INC | $10,756 | $18,285 |
| ROYAL CARRIBEAN CRUISE | $6,049 | $6,075 |
| RPM INTERNATIONAL INC | $18,880 | $21,917 |
| RWE AKTIENGESELLSCHAF | $9,929 | $8,860 |
| S&P GLOBAL INC COM | $12,103 | $25,012 |
| SAFRAN SA - UNSPON ADR | $6,376 | $8,504 |
| SALESFORCE.COM | $20,210 | $18,043 |
| SCHNEIDER ELEC UNSP/ADR | $8,870 | $23,212 |
| SEA LTD | $8,130 | $8,054 |
| SERVICE NOW | $9,159 | $21,421 |
| SHIN-ETSU CHEMICAL C | $5,558 | $13,894 |
| SIGNATURE BANK | $17,370 | $22,966 |
| SMC CORPORATION | $12,163 | $13,692 |
| SMITH & NEPHEW PLC ADR | $8,883 | $7,824 |
| SONY GROUP CORP | $10,181 | $23,763 |
| STRAUMANN HLDG | $10,037 | $13,500 |
| SVENSKA HANDELSBK UNS ADR | $12,651 | $13,076 |
| SYMRISE AG UNSPONSORED | $9,596 | $13,679 |
| SYSMEX CORP UNSP ASDR | $6,658 | $8,878 |
| T-MOBILE US INC | $12,440 | $12,294 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $7,110 | $29,476 |
| TARGET CORPORATION | $22,209 | $42,816 |
| TENCENT HOLDINGS LIMITED | $6,328 | $9,445 |
| TEXAS INSTRUMENTS INC | $6,227 | $20,543 |
| TEXTRON INC | $11,791 | $24,627 |
| THERMO FISHER SCIENTIFIC INC | $9,354 | $24,021 |
| TJX COMPANIES INC | $11,734 | $24,067 |
| TOKYO ELECTRON LTD | $13,325 | $28,061 |
| TOLL BROTHERS INC | $3,936 | $4,416 |
| TOTALENERGIES SE | $26,035 | $23,790 |
| TRAVELERS COMPANIES INC | $6,752 | $21,118 |
| ULTA SALON, COSMETICS & FRAGRA | $22,810 | $23,503 |
| UNION PACIFIC | $10,747 | $22,674 |
| UNITED PARCEL SERVICE | $20,495 | $46,726 |
| UNITED RENTALS INC | $12,699 | $10,966 |
| UNITEDHEALTH GROUP INC | $33,360 | $74,819 |
| US BANCORP | $9,168 | $9,998 |
| VERTEX PHARMCTLS INC | $23,690 | $20,423 |
| VERTIV CL A | $20,048 | $19,052 |
| VIACOMCBS INC | $14,854 | $14,456 |
| VINCI SA ADR | $16,438 | $16,733 |
| VISA INC | $32,228 | $58,512 |
| VOLKSWAGEN AG ADR | $13,505 | $10,241 |
| VOLVO AS-A ADR | $9,733 | $10,044 |
| WAL-MART STORES INC | $7,035 | $21,125 |
| WALT DISNEY HOLDINGS CO | $14,918 | $26,331 |
| WASTE MANAGEMENT INC | $24,610 | $53,742 |
| WELLS FARGO & CO | $19,068 | $25,477 |
| WEYERHAEUSER CO | $8,877 | $11,036 |
| ZOETIS INC | $10,413 | $29,284 |
| THE BLACKSTONE GROUP INC CL A | $4,391 | $13,069 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $246,523 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $248,648 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,616 | $22,616 | |
| Bank Charges | $1,532 | $1,532 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $111,438 | Amt |
| Net Investment Income | $111,438 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $1,200 | |
| Foreign Tax Paid | $3,440 | $3,440 |