KEREN KESHET-THE RAINBOW FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KEREN KESHET-THE RAINBOW FOUNDATION (EIN 13-4069592)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349108057
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:55:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 134069592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEREN KESHET - THE RAINBOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KERE | BusinessNameControlTxt |
| Phone | 2123968850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SAKACS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SAKACS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROMAN PERESIPER | PreparerPersonNm |
| PTIN | P00500692 | PTIN |
| Phone | 2128320400 | PhoneNum |
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 | 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 | $212,134,789 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $12,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $339,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,956 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,368 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,368 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$169,029 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $14,937,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,823,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,937,659 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,618,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,902,663 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $28,921,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,206,291 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,791 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,791 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $461,864 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,674,975 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $82,596 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $82,596 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,439 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,576 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,514,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,216,853 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $297,161 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $683,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206,849 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $594,880 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $55,848 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55,848 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $892,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,962 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $848,813 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,261,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,576,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,710,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,047,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,972,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,576,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,547,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,051,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,629,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,839,201 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,421,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,421,758 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,355,501 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,472,842 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,472,842 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,381,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,374,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,374,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,028,202 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $115,758,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $111,012,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,012,056 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,934,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,591,557 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,522,569 | LandBOYAmt |
| Land EOY | $22,343,342 | LandEOYAmt |
| Land EOYFMV | $22,343,342 | LandEOYFMVAmt |
| Other Assets BOY | $3,151,370 | OtherAssetsBOYAmt |
| Other Assets EOY | $510,782 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $510,782 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $212,036,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,134,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $212,134,789 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $172,160 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $142,206 | AccountsPayableEOYAmt |
| Grants Payable BOY | $629,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $561,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $99,185 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $801,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $802,391 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $209,039,376 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $211,332,398 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,196,097 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $211,235,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $211,332,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,036,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,134,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $211,235,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,051,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,504,108 | OtherIncreasesAmt |
| Subtotal | $211,688,481 | SubtotalAmt |
| Other Decreases | $356,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $211,332,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BAUPOST VALUE PARTNERS LP IV - ST | P | $127,694 | $127,694 | ||
| BAUPOST VALUE PARTNERS LP IV - LT | P | $1,129,310 | $1,129,310 | ||
| D. PARTNERS (BVI) LP - LT | P | $20,958 | $20,958 | ||
| D. PARTNERS II (CAYMAN) LP - LT | P | $128,525 | $128,525 | ||
| D. PARTNERS II - (CAYMAN) ANNEX FUND LP - LT | P | $111,407 | $111,407 | ||
| VIOLA PARTNERS FUND 4 2013 - ST | P | -$1,003 | -$1,003 | ||
| VIOLA PARTNERS FUND 4 2013 - LT | P | $1,086,180 | $1,086,180 | ||
| ROUND HILL MUSIC ROYALTY FUND - LT | P | $1,569,931 | $1,569,931 | ||
| V PARTNERS III (CAYMAN) LP - ST | P | $269 | $269 | ||
| V PARTNERS III (CAYMAN) LP - LT | P | $8,064,327 | $8,064,327 | ||
| VINTAGE VENTURE PARTNERS LP - LT | P | $1,651,453 | $1,651,453 | ||
| HUDSON VEGAS INVESTMENTS SPV - LT | P | $114,443 | $114,443 | ||
| PUBLICLY TRADED SECURITIES - ST | P | $934,165 | $934,165 | $9,823,623 | $8,889,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,937,659 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,061,125 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $300,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $300,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $300,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | 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 | $200,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,564 | EsPenaltyAmt |
| Tax Due | $102,218 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY NOVICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123968800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR W FRIED | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | PRESIDENT | 20.00 | $20,000 | $176,325 | $0 |
| MEM DRYAN BERNSTEIN | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | VICE-PRES & TREASURER | 20.00 | $20,000 | $105,733 | $0 |
| LINDA SAKACS | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 40.00 | $185,791 | $47,224 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NECHAMA LEIBOWITZ | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | DIR. OF OPERATIONS | 40.00 | $171,642 | $63,608 | $0 |
| BRENDAN DELANY | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | OFFICE MANAGER | 40.00 | $98,778 | $27,294 | $0 |
| ANA AULL | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | OFFICE ADMIN | 40.00 | $23,093 | $61,388 | $0 |
| ZHANETTA CHERNYAK | ||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | BOOKKEEPER | 30.00 | $41,610 | $38,049 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARI HOFFMAN | |||||
| 220 E 57TH STREET | NEW YORK | NY | 10022 | CONSULTING | $90,000 |
| PATTERSON BELKNAP WEBB & TAYLOR | |||||
| 1133 AVE OF AMERICAS | NEW YORK | NY | 10036 | LEGAL | $82,596 |
| RUTH R WISSE | |||||
| 177 EAST 75TH ST | NEW YORK | NY | 10021 | CONSULTING | $75,000 |
| BERDON LLP | |||||
| 360 MADISON AVENUE | NEW YORK | NY | 10017 | ACCOUNTING | $73,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,059,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,671,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,167,275 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,898,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,898,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,773,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,124,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,106,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,106,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $300,654 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $147,179 | IncomeTaxAmt |
| Total Tax | $447,833 | TotalTaxAmt |
| Distributable Before Adj | $8,658,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,658,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,658,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,547,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,547,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,658,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,327,228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,326,263 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,344,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,998,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,547,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,658,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,889,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,888,002 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,888,002 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,327,228 | ExcessFromYear4Amt |
| Excess From Year2 | $2,326,263 | ExcessFromYear2Amt |
| Excess From Year1 | $9,344,994 | ExcessFromYear1Amt |
| Excess From Current Year | $11,889,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA SAKACS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123968800 | RecipientPhoneNum |
| Form And Info And Materials | COMMUNICATION TO BE PRESENTED TO THE BOARD OF DIRECTORS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1210 SCOTT STREET INC | |||||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | N/A | PRIVATE FOUNDATION | OPERATING EXPENSES | $325,000 | ||||
| AVI CHAI FOUNDATION | |||||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 10028 | N/A | PRIVATE FOUNDATION | ACCOMODATION/ADMIN GRANT | $49,121 | ||||
| BBYO | |||||||||||
| 800 EIGTH STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | PROGRAMMING INTIATIVES | $75,000 | ||||
| AREIVIM PHILANTHROPIC GROUP | |||||||||||
| 729 SEVENTH AVE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | RESEARCH/WRITING | $50,000 | ||||
| CALIFORNIA PACIFIC MEDICAL CENTER | |||||||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 | ||||
| CENTRAL FUND OF ISRAEL | |||||||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $55,045 | ||||
| CLUB Z | |||||||||||
| 1055 RIVERTON DRIVE | SAN CARLOS | CA | 94070 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $18,000 | ||||
| CONGREGATION KEHILATH JESHURUN | |||||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $7,000 | ||||
| GATESTONE INSTITUTE | |||||||||||
| 14 EAST 60TH STREET - SUITE 1001 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $10,000 | ||||
| NEXTBOOK INC | |||||||||||
| 37 WEST 28TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $23,240 | ||||
| JEWISH COMMUNAL FUND #4681 | |||||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $3,000,000 | ||||
| JEWISH COMMUNITY HS OF THE BAY | |||||||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $218,000 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $5,000 | ||||
| JEWISH MUSEUM | |||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | ||||
| KEREN KESHET ISRAEL | |||||||||||
| N/A | PRIVATE FOUNDATION-E | OPERATING EXPENSES | $1,802,153 | 44 KING GEORGE STREET | JERSUSALEM | IS | |||||
| MANHATTAN JEWISH EXPERIENCE | |||||||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $10,000 | ||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE1048 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $5,000 | ||||
| STUDENTS SUPPORTING ISRAEL | |||||||||||
| PO BOX 46282 | MINNEAPOLIS | MN | 55446 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $18,000 | ||||
| NEW YORK WEILL | |||||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 | ||||
| START-UP NATION CENTRAL (AMERICAN FRIENDS OF) | |||||||||||
| 40 WEST 57TH STREET - 26TH FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | PROGRAMMING INITIATIVES | $50,000 | ||||
| UCSF FOUNDATION | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 | ||||
| UN WATCH USA | |||||||||||
| PO BOX 5872 FRIENDSHIP POST OFFICE | WASHINGTON | DC | 20016 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | ||||
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $13,000,000 | ||||
| YARON NISENHOLZ | |||||||||||
| N/A | N/A | RESEARCH/WRITING | $18,000 | 44 KING GEORGE STREET | JERUSALEM | IS | |||||
| RAMAZ SCHOOL | |||||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $75,000 | ||||
| ZAMIR CHORAL FOUNDATION | |||||||||||
| 475 RIVERSIDE DRIVE - SUITE 1948 | NEW YORK | NY | 10115 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 | ||||
| TRAVELING PRESS FUND INC | |||||||||||
| 740 4TH STREET NORTH | ST PETERSBURG | FL | 33701 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 | ||||
| UNITED CHARITABLE | |||||||||||
| 44921 GEORGE WASHINGTON BLVD | ASHBURN | VA | 20147 | N/A | PC | OPERATING EXPENSES | $18,000 | ||||
| ZCB MEMORIAL FOUNDATION | |||||||||||
| N/A | PRIVATE FOUNDATION-E | OPERATING EXPENSES | $55,583 | HEILIGKREUZ 6 PO BOX 484 FL 9490 | VADUZ | LS | VADUZ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,047,142 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMAZ SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST 85TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING EXPENSES | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,956 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$169,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $50,502 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,887,157 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FOREIGN CURRENCY GAIN | 01 | $227,186 | ||
| MISCELLANEOUS | 01 | -$3,880 | ||
| FROM PARTNERSHIPS | 01 | $11,679,357 | 525990 | $1,715,374 |
| FEDERAL AND STATE TAX CREDIT/REFUND | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,765,876 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,973,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,739,268 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $76,439 | Amt |
| Net Investment Income | $45,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,576 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1210 SCOTT STREET INC | ||||||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 100280904 | 2021-12-31 | $325,000 | TO ENSURE THAT JEWISH CULTURE IS PRESERVED AND STRENGTHENED THROUGH STUDY AND PRACTICE | 1/1/2021-12/31/2021 | NO KNOWLEDGE THAT THE GRANTEE HAS DIVESTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| KEREN KESHET (ISRAEL) | ||||||||||||
| 2021-12-31 | $1,802,153 | GENERAL SUPPORT GRANT | 1/1/2021-12/31/2021 | NO KNOWLEDGE THAT THE GRANTEE HAS DIVESTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | 44 KING GEORGE STREET | JERUSALEM | IS | 94252 | ||||
| THE AVI CHAI FOUNDATION | ||||||||||||
| 1015 PARK AVENUE | NEW YORK | NY | 100280904 | 2021-12-31 | $49,121 | GRANTS THE USE OF A PROPERTY IN JERUSALEM, TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES. | 1/1/2021-12/31/2021 | NO KNOWLEDGE THAT THE GRANTEE HAS DIVESTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION THAT DIDN'T FIT ON FORM | IdentifierTxt |
| Form And Line Reference | FORM 8886, LINE 7E | FormAndLineReferenceDesc |
| Medium Explanation | TRANSACTIONS PARTNER'S ALLOCABLE SHARE OF RECOGNIZED LOSSES1 ALTA RESOURCES DEVELOPMENT LLC (52,813)2 ATARA BIOTHERAPEUTICS INC (17,197)3 GOLD CALLS 1850 4/6/21 (GS) (48,523)4 GOLD CALLS 1850 4/8/21 (CITI) (47,853)5 GOLD CALLS 1900 4/6/21 (GS) (51,437)6 GOLD CALL 1900 4/8/21 (CITI) (49,500)7 GOLD CALLS 2100 1/11/22 (CITI) (106,048)8 S&P500 2550 PUT 1/15/21 GS (94,192)9 S&P500 2600 PUT 1/15/21 GS (96,439)10 S&P500 2650 PUT 1/15/21 GS (97,211)11 S&P500 2950 PUT 1/15/21 GS (177,000)12 S&P500 3000 PUT 1/15/21 GS (178,579)13 S&P500 3050 PUT 1/15/21 GS (177,340)14 S&P500 3300 PUT 1/15/21 BAML (114,364)15 S&P500 3325 PUT 4/16/21 GS (25,284)16 S&P500 3350 PUT 4/16/21 GS (25,042)17 S&P500 3375 PUT 4/16/21 GS (24,740)18 S&P500 3400 PUT 8/20/21 GS (73,853)19 S&P500 3400 PUT 8/20/21 GS (43,912)20 S&P500 3425 PUT 7/16/21 GS (24,285)21 S&P500 3450 PUT 7/16/21 GS (23,372)22 S&P500 3475 PUT 7/16/21 GS (23,060)23 S&P500 3500 PUT 12/31/21 BAML (57,126)24 S&P500 3550 PUT 1/15/21 GS (35,421)25 S&P500 3550 PUT 12/31/21 BAML (57,231)26 S&P500 3600 PUT 12/31/21 BAML (57,054)27 S&P500 3625 PUT 4/16/21 GS (55,332)28 S&P500 3650 PUT 4/16/21 GS (54,948)29 S&P500 3675 PUT 4/16/21 GS (54,264)30 S&P500 3725 PUT 4/30/21 BAML (31,496)31 S&P500 3750 PUT 4/30/21 BAML (30,703)32 S&P500 3775 PUT 4/30/21 BAML (29,757)33 S&P500 3800 PUT 7/30/21 GS (102,095)34 S&P500 3800 PUT 7/30/21 GS (32,512)35 S&P500 3800 PUT 8/20/21 GS (162,736)36 S&P500 3800 PUT 8/20/21 GS (96,261)37 S&P500 3825 PUT 7/16/21 GS (61,290)38 S&P500 3850 PUT 7/16/21 GS (59,488)39 S&P500 3875 PUT 7/16/21 GS (58,977)40 S&P500 3900 PUT 6/18/21 BAML (61,427)41 S&P500 3900 PUT 6/30/21 GS (86,805)42 S&P500 3975 PUT 5/28/21 BAML (41,682)43 S&P500 4000 PUT 5/28/21 BAML (41,925)44 S&P500 4000 PUT 12/31/21 BAML (124,679)45 S&P500 4025 PUT 5/28/21 BAML (41,333)46 S&P500 4050 PUT 12/31/21 BAML (125,884)47 S&P500 4100 PUT 12/31/21 BAML (126,496)48 S&P500 4150 PUT 11/19/21 GS (47,464)49 S&P500 4150 PUT 12/17/21 GS (33,993)50 S&P500 4200 PUT 11/19/21 GS (47,276)51 S&P500 4200 PUT 12/17/21 GS (34,078)52 S&P500 4250 PUT 11/19/21 GS (47,226) TOTAL SECTION 165 LOSS TRANSACTIONS (FOR REFERENCE PURPOSES ONLY) ($3,469,003) | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIDU INC - A1 | $66,074 | $66,074 |
| MEDTRONIC PLC | $125,692 | $125,692 |
| TENCENT HOLDINGS LTD-UNS ADR | $135,933 | $135,933 |
| PINTEREST INC-CLASS A | $158,377 | $158,377 |
| AUTODESK INC | $241,823 | $241,823 |
| WEIBO CORP- SPON ADR | $244,835 | $244,835 |
| LHC GROUP INC | $261,011 | $261,011 |
| BIOGEN INC. | $324,132 | $324,132 |
| FTI CONSULTING INC | $350,872 | $350,872 |
| CHECK POINT SOFTWARE TECH | $369,961 | $369,961 |
| VISA INC - CLASS A SHARES | $372,308 | $372,308 |
| ADOBE INC | $375,961 | $375,961 |
| HEALTHCARE CAPITAL CORP-CL A | $383,825 | $383,825 |
| SHOPIFY INC- CLASS A | $389,801 | $389,801 |
| GLOBAL X ROBOTICS | $390,416 | $390,416 |
| SPDR S&P SEMICONDUCTOR ETF | $401,927 | $401,927 |
| ROBO GLOBAL ROBOTICS AND AUT | $405,586 | $405,586 |
| SNOWFLAKE INC-CLASS A | $416,663 | $416,663 |
| BALCHEM CORP | $419,645 | $419,645 |
| INTUITIVE SURGICAL INC. | $426,130 | $426,130 |
| WPP PLC-SPONSORED ADR | $435,546 | $435,546 |
| MICROSFOT CORP | $450,332 | $450,332 |
| VEEVA SYSTEMS INC-CLASS A | $451,689 | $451,689 |
| ELBIT SYSTEMS LTD | $462,663 | $462,663 |
| TYLER TECHNOLOGIES INC | $516,970 | $516,970 |
| MANHATTAN ASSOCIATES INC | $521,047 | $521,047 |
| NVIDIA CORP | $547,633 | $547,633 |
| BLOCK INC. | $592,257 | $592,257 |
| BIO-TECHNE CORP | $644,088 | $644,088 |
| ALIBABA GROUP HOLDING LTD | $759,068 | $759,068 |
| SALESFORCE.COM INC | $867,854 | $867,854 |
| BERKSHIRE HATHAWAY INC-CL B | $1,143,077 | $1,143,077 |
| NICE SYSTEMS LTD-SPONS ADR | $1,178,879 | $1,178,879 |
| BERKSHIRE HATHAWAY | $1,219,920 | $1,219,920 |
| META PLATFORMS INC-CLASS A | $1,251,222 | $1,251,222 |
| PAYPAL HOLDINGS INC | $1,306,671 | $1,306,671 |
| AMAZON.COM INC | $1,350,408 | $1,350,408 |
| NETFLIX INC | $1,527,185 | $1,527,185 |
| ALHPABET INC-CL C | $2,213,596 | $2,213,596 |
| APPLE INC | $4,672,932 | $4,672,932 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,472,842 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,472,842 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| D. PARTNERS (BVI) | FMV | $29,985 | $29,985 |
| ROUND HILL MUSIC ROYALTY FUND | FMV | $31,068 | $31,068 |
| VUNIVERSE, INC. | FMV | $50,000 | $50,000 |
| FABRIC GLOBAL | FMV | $50,000 | $50,000 |
| SANDLER CAPITAL | FMV | $70,753 | $70,753 |
| D PARTNERS II-ANNEX FUND | FMV | $155,032 | $155,032 |
| TAMARIX EQUITY PARTNERS I - LOAN | FMV | $330,000 | $330,000 |
| VINTAGE VENTURES | FMV | $358,779 | $358,779 |
| HUDSON VEGAS INVESTMENT SPV | FMV | $378,339 | $378,339 |
| TAMARIX CAPITAL PARTNERS II | FMV | $496,566 | $496,566 |
| D. PARTNERS II | FMV | $509,034 | $509,034 |
| SEVEN OAKS SPONSOR LLC | FMV | $1,500,000 | $1,500,000 |
| TAMARIX EQUITY | FMV | $2,149,025 | $2,149,025 |
| ROUND HILL MUSIC ROYALTY FD III | FMV | $2,768,552 | $2,768,552 |
| V PARTNERS III | FMV | $3,361,275 | $3,361,275 |
| ROUND HILL MUSIC ROYALTY FD II | FMV | $4,581,606 | $4,581,606 |
| VIOLA PARTNERS FUND 4 2013 | FMV | $10,736,497 | $10,736,497 |
| PICTET- #588577 | FMV | $11,949,175 | $11,949,175 |
| BAUPOST | FMV | $71,506,370 | $71,506,370 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $82,596 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $82,596 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INSURANCE | $94,933 | $77,313 | $77,313 |
| ACCRUED INTEREST RECEIVABLE | $39,105 | $32,536 | $32,536 |
| LOANS RECEIVABLE | $57,137 | $31,777 | $31,777 |
| INVESTMENT IN FINDLAY PROPERTI | $64,256 | $62,863 | $62,863 |
| OTHER PREPAID EXPENSES | $17,709 | $87,822 | $87,822 |
| DB PENSION PLAN | $1,739,695 | $0 | $0 |
| PREPAID TAXES | $1,138,535 | $218,471 | $218,471 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED FOREIGN CURRENCY LOSS | Desc |
| Amt | $356,083 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $100,474 | $16,860 | $0 | $106,963 |
| WORKERS COMP INSURANCE & DBL | $6,501 | $0 | $0 | $6,501 |
| STATE FILING FEES | $3,550 | $2,050 | $0 | $1,500 |
| BUILDING MAINTENANCE & REPAIRS | $185,392 | $1,144 | $0 | $184,248 |
| TELEPHONE AND UTILITIES | $153,771 | $46,808 | $0 | $106,963 |
| MISCELLANEOUS EXPENSES | $442,738 | $100 | $0 | $442,638 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN CURRENCY GAIN | $227,186 | $227,186 | $0 |
| MISCELLANEOUS | -$3,880 | -$3,880 | $0 |
| FROM PARTNERSHIPS | $13,394,731 | $11,679,357 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,504,108 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $99,185 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $297,161 | $0 | $0 | $297,161 |
| INVESTMENT MANAGEMENT FEES | $5,193,111 | $5,193,111 | $0 | $0 |
| PROPERTY MANAGEMENT FEES | $23,742 | $23,742 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $197,318 | $197,318 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $9,531 | $9,531 | $0 | $0 |
| FEDERAL TAXES | $476,308 | $0 | $0 | $0 |
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