EL-GAMAL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EL-GAMAL FAMILY FOUNDATION (EIN 46-4165503)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349106919
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:05:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 464165503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | El-Gamal Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EL-G | 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 | Fatma El-Gamal | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Fatma | PersonFirstNm |
| Person Last | El-Gamal | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,650,032 | 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 | $6,272 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,230,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,848 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$398 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $360,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,982 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $192 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,448 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,722,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,080,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,538,388 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $12,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,196 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,931,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,192,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,650,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,931,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,192,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,931,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,192,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,931,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,192,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,931,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,192,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,192,603 | 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 | $1,230,701 | GrossSalesPriceAmt |
| Cost Or Other Basis | $791,853 | CostOrOtherBasisAmt |
| Gain Or Loss | $438,848 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $438,848 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,156 | SubtotalAmt |
| Tax Based On Investment Income | $6,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $606 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $606 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,550 | TaxDueAmt |
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 | DE | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Fatma El-Gamal | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Mohamed R El-Gamal | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $2,408,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,557,846 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,557,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,519,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,156 | TotalTaxAmt |
| Distributable Before Adj | $119,818 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,818 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,025 | 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 | $77,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,069 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $77,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,069 | AppliedToYear1Amt |
| Applied To Current Year | $1,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $117,862 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Fatma El-Gamal | ContributingManagerNm |
| Contributing Manager | Mohamed R El-Gamal | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AL AMAL SCHOOL | |||||||
| 1401 GARDENA AVE NE | FRIDLEY | MN | 55432 | N/A | PC | General & Unrestricted | $2,500 |
| BAYAN | |||||||
| 1325 N COLLEGE AVE | CLAREMONT | CA | 91711 | N/A | PC | General & Unrestricted | $5,000 |
| EGYPT CANCER NETWORK 57357 AND AFNCI INC | |||||||
| 20301 SW BIRCH ST STE 100 | NEWPORT BEACH | CA | 92660 | N/A | PC | General & Unrestricted | $5,000 |
| ISLAMIC AMERICAN SOCIETY OF CONNECTICUT | |||||||
| PO BOX 1739 | WATERBURY | CT | 06721 | N/A | PC | General & Unrestricted | $1,000 |
| ISLAMIC CENTER OF MINNESOTA | |||||||
| 1401 GARDENA AVE NE | FRIDLEY | MN | 55432 | N/A | PC | General & Unrestricted | $2,500 |
| ISLAMIC CULTURAL COMMUNITY CENTER MASJID AL-HUDA | |||||||
| 2534 CENTRAL AVE NE | MINNEAPOLIS | MN | 55418 | N/A | PC | General & Unrestricted | $5,000 |
| JACOBS HEART CHILDRENS CANCER SUPPORT SERVICES | |||||||
| 680 W BEACH ST | WATSONVILLE | CA | 95076 | N/A | PC | General & Unrestricted | $5,000 |
| MASJID AN-NUR-ISLAMIC CENTERS OF MINNEAPOLIS & ST | |||||||
| 1729 LYNDALE AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $5,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PC | General & Unrestricted | $2,500 |
| MUSLIM COMMUNITY CENTER OF CHARLOTTE | |||||||
| 3116 JOHNSTON OEHLER RD | CHARLOTTE | NC | 28269 | N/A | PC | General & Unrestricted | $2,500 |
| MUSLIM PUBLIC AFFAIRS COUNCIL FOUNDATION | |||||||
| 4988 N FIGUEROA ST | LOS ANGELES | CA | 90042 | N/A | PC | General & Unrestricted | $10,000 |
| NEW HORIZON EDUCATIONAL FOUNDATION | |||||||
| 1 TRUMAN ST | IRVINE | CA | 92620 | N/A | PC | General & Unrestricted | $5,000 |
| NEW HORIZON SCHOOL IRVINE | |||||||
| 1 TRUMAN ST | IRVINE | CA | 92620 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,000 |
| UNITY PRODUCTIONS FOUNDATION | |||||||
| PO BOX 650458 | POTOMAC FALLS | VA | 20165 | N/A | PC | General & Unrestricted | $5,000 |
| YAQEEN RESEARCH INSTITUTE INC | |||||||
| 7750 N MACARTHUR BLVD STE 120237 | IRVING | TX | 75063 | N/A | PC | General & Unrestricted | $5,000 |
| ZAYTUNA COLLEGE | |||||||
| 2401 LE CONTE AVE | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | 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 | $34 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,204 | 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 | $330,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $355,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $354,623 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | El-Gamal Fatma | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 Creekside Circle 740 | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554373854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,272 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (180 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $4,541 | $4,441 |
| ABBOTT LABS | $1,295 | $1,689 |
| ACCENTURE PLC | $2,905 | $10,364 |
| ACUITY BRANDS INC | $5,240 | $5,293 |
| ADOBE SYSTEMS, INC | $11,824 | $18,713 |
| ADYEN N.V. | $9,657 | $9,870 |
| AIA GROUP LTD ADR | $5,580 | $7,782 |
| AIR PRODS & CHEM INC | $4,412 | $4,564 |
| ALBERTSONS COMPANIES INC | $5,660 | $5,947 |
| ALCON INC | $5,848 | $8,189 |
| ALLISON TRANMISSION HOLDINGS | $6,023 | $6,216 |
| ALPHABET INC CL A | $21,144 | $26,073 |
| ALPHABET INC CL C | $10,861 | $17,362 |
| AMADEUS IT HLDS SA | $4,508 | $4,063 |
| AMAZON COM | $36,389 | $40,012 |
| AMETEK INC | $1,581 | $2,941 |
| AMGEN INC | $5,171 | $5,624 |
| AMPHENOL CORPORATION | $6,773 | $7,696 |
| ANHEUSER BUSCH COS INC | $4,478 | $4,905 |
| ANTHEM INC | $5,896 | $6,953 |
| AON PLC CL A | $3,474 | $6,913 |
| APPLE INC | $6,374 | $13,495 |
| APPLIED MATERIALS INC | $1,752 | $4,406 |
| ARES MANAGEMENT CORPORATION | $9,565 | $10,077 |
| ASML HOLDING NV NY REG SHS | $2,389 | $11,146 |
| AT&T, INC | $5,589 | $4,379 |
| ATLAS COPCO AB A SHS ADR | $7,736 | $11,921 |
| ATLASSIAN CORP PLC | $4,881 | $4,575 |
| AUTODESK, INC | $3,834 | $3,937 |
| AUTOZONE INC | $3,272 | $6,289 |
| AVALARA INC | $6,615 | $4,906 |
| BANK NEW YORK MELLON CORP COM | $4,521 | $4,588 |
| BANK OF AMERICA CORP | $9,705 | $9,298 |
| BECTON DICKINSON & CO | $4,599 | $4,778 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,520 | $6,877 |
| BIOGEN INC | $6,023 | $4,558 |
| BLOCK INC | $1,366 | $1,292 |
| BOEING CO | $4,551 | $4,228 |
| BOSTON SCIENTIFIC | $3,082 | $3,398 |
| BRISTOL-MYERS SQUIBB CO | $10,111 | $10,247 |
| CADENCE DESIGN SYSTEMS INC | $2,173 | $4,845 |
| CANADIAN PACIFIC RAILWAY LTD | $2,590 | $6,475 |
| CAPITAL ONE FINANCIAL CORP | $6,423 | $5,513 |
| CHARLES SCHWAB CORP | $3,059 | $3,196 |
| CHARTER COMMUNICATIONS, INC | $1,558 | $1,956 |
| CHURCH & DWIGHT | $4,234 | $5,228 |
| CISCO SYSTEMS INC | $4,879 | $5,577 |
| CLARIVATE PLC | $1,048 | $1,035 |
| COLGATE-PALMOLIVE COMPANY | $3,483 | $4,182 |
| COMCAST CORP | $4,523 | $4,228 |
| COMPASS MINERALS INTERNATIONAL | $4,574 | $3,116 |
| CONAGRA FOODS INC | $4,506 | $4,610 |
| CONSTELLATION BRANDS INC | $4,610 | $5,270 |
| COSTAR GROUP, INC | $7,815 | $6,639 |
| COSTCO WHOLESALE CORPORATION | $4,054 | $5,109 |
| CSL LTD | $3,092 | $9,099 |
| CVS CAREMARK CORP | $10,488 | $12,586 |
| DANAHER CORP | $1,633 | $6,909 |
| DEXCOM, INC | $9,370 | $9,128 |
| DISCOVERY INC SERIES A (DISCA) | $3,703 | $3,390 |
| DISCOVERY INC SERIES C(DISCK) | $3,887 | $3,687 |
| DOCUSIGN INC | $7,019 | $4,112 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $1,521 | $7,043 |
| DU PONT DE NEMOURS | $4,552 | $5,089 |
| EBAY INC | $6,600 | $5,852 |
| EDWARDS LIFESCIENCES | $7,304 | $8,421 |
| ELECTRONIC ARTS | $567 | $923 |
| EMERSON ELECTRIC CO | $4,499 | $4,370 |
| ENTEGRIS INC MINNESOTA | $4,429 | $4,712 |
| EPAM SYSTEMS INC | $5,546 | $6,016 |
| EQUIFAX INC | $869 | $878 |
| ETSY INC | $5,094 | $5,036 |
| EVOLUTION GAMING GROUP AB ADR | $8,210 | $7,291 |
| EXACT SCIENCES CORPORATION | $5,054 | $3,969 |
| EXPERIAN GROUP LTD S/ADR | $4,091 | $10,651 |
| EXXON MOBIL CORP | $4,509 | $4,406 |
| FAIR ISSAC & CO INC | $3,271 | $3,469 |
| FERRARI NV | $8,813 | $11,388 |
| FIDELITY SELECT BIOTECHNOLOGY | $308,468 | $314,138 |
| FIDELITY SELECT HEALTH CARE | $247,013 | $378,228 |
| FIRST HORIZON NATL | $3,902 | $3,691 |
| FIRST REPUBLIC BANK | $7,610 | $7,434 |
| FLOOR AND DECOR HOLDINGS | $4,657 | $4,940 |
| GEN DYNAMICS CP | $4,574 | $4,586 |
| GENERAL ELECTRIC CO | $4,486 | $4,062 |
| GLAXOSMITHKLINE PLC | $4,514 | $5,116 |
| GOLDMAN SACHS GROUP | $8,456 | $8,034 |
| GRACO INC | $4,796 | $5,482 |
| HEICO CORP | $5,720 | $5,913 |
| HEICO CP CL A | $3,689 | $3,856 |
| HILTON WORLDWIDE HOLDINGS, INC | $1,013 | $1,092 |
| ICON PLC - AMERICAN DEPOSITARY | $5,352 | $11,149 |
| INTEL CORP | $5,164 | $5,356 |
| INTUIT | $1,686 | $9,648 |
| INTUITIVE SURGICAL | $6,644 | $7,186 |
| INVESCO OPPENHEIMER INTERNATIO | $163,517 | $235,528 |
| INVESCO QQQ TRUST | $215,280 | $232,742 |
| JOHNSON & JOHNSON | $5,494 | $5,816 |
| JOHNSON CONTROLS INTERNATIONAL | $3,011 | $3,415 |
| JP MORGAN CHASE | $8,330 | $7,918 |
| KELLOGG CO | $4,508 | $4,703 |
| KRAFT HEINZ CO | $4,505 | $4,380 |
| LAM RESEARCH CORP | $5,295 | $7,911 |
| LANDSTAR SYSTEM | $3,884 | $4,296 |
| LASERTEC ADR | $5,489 | $7,291 |
| LI NING CO | $1,920 | $1,899 |
| LIBERTY BROADBAND CORPORATION | $4,986 | $4,827 |
| LIBERTY MEDIA CORPORATION - SE | $6,452 | $7,462 |
| LIBERTY SIRIUS XM CORP - SER C | $7,660 | $7,933 |
| LOCKHEED MARTIN CORP | $5,791 | $5,367 |
| LONZA GROUP AG UNSP/ADR | $3,869 | $5,177 |
| LULULEMON ATHLETICA INC | $5,123 | $7,829 |
| LVMH MOET HENN UNSP | $7,402 | $14,895 |
| M&T BANK CORP | $5,598 | $5,682 |
| MARKETAXESS HOLDINGS, INC | $4,452 | $3,701 |
| MASTERCARD INC | $6,967 | $11,858 |
| MATCH GROUP INC | $2,068 | $1,719 |
| MEDTRONIC PLC | $4,605 | $3,724 |
| MERCK & CO INC | $4,537 | $4,445 |
| META PLATFORMS INC | $14,643 | $20,181 |
| METTLER-TOLEDO INTL | $8,027 | $13,578 |
| MICROSOFT CORP | $11,809 | $32,287 |
| MSC INDUSTRIAL DRCT | $4,589 | $4,539 |
| MSCI INC | $6,753 | $8,578 |
| NESTLE S.A | $2,984 | $5,896 |
| NETAPP, INC | $6,280 | $6,163 |
| NETFLIX INC | $1,162 | $3,615 |
| NIKE INC-CL B | $8,029 | $8,500 |
| NORDSTROM INC | $4,476 | $3,597 |
| NORTHEAST UTIL | $1,185 | $994 |
| NORTHROP GRUMMAN CORP | $6,710 | $6,580 |
| NVIDIA CORP | $1,582 | $5,294 |
| OKTA INC | $7,862 | $6,949 |
| OLD DOMINION FREIGHT LINE | $6,984 | $8,243 |
| PAYPAL HOLDINGS, INC | $4,406 | $4,903 |
| PERNOD RICARD S A SPONSORED AD | $7,691 | $9,744 |
| PLANET FITNESS INC | $5,973 | $6,612 |
| RAYTHEON TECHNOLOGIES CORP | $4,545 | $4,303 |
| REGENERON PHARMACEUTICALS INC | $6,096 | $6,947 |
| REPLIGEN CORP | $4,280 | $4,237 |
| RESMED INC | $3,508 | $9,117 |
| ROBERT HALF INTL INC | $5,582 | $5,688 |
| ROBLOX ORD SHS CLASS A | $846 | $1,135 |
| ROSS STORES, INC | $2,067 | $2,171 |
| SALESFORCE.COM | $951 | $4,066 |
| SERVICE NOW | $24,019 | $24,666 |
| SHENZHOU INTL GROUP HOLDINGS A | $3,733 | $3,418 |
| SHERWIN-WILLIAMS CO | $10,891 | $14,086 |
| SHOPIFY INC | $7,912 | $15,151 |
| SIKA AG BEARER SHS | $2,895 | $6,982 |
| SIMON PPTY GROUP INC | $4,490 | $5,113 |
| SKYWORKS SOLUTIONS, INC | $5,156 | $4,964 |
| SPDR DOW JONES INDUSTRIAL AVER | $166,295 | $171,487 |
| SPOTIFY TECHNOLOGY SA | $3,668 | $3,510 |
| STARBUCKS CORP COM | $1,000 | $1,053 |
| STERIS PLC | $2,910 | $6,085 |
| STRYKER CORPORATION | $9,835 | $9,895 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,403 | $15,881 |
| TELADOC INC | $6,058 | $3,856 |
| THE COCA-COLA CO | $4,519 | $4,914 |
| THE TRADE DESK INC | $6,879 | $8,064 |
| THERMO FISHER SCIENTIFIC INC | $7,030 | $14,679 |
| TIMKEN CO COM | $5,998 | $5,751 |
| TRANE TECHNOLOGIES PLC | $3,832 | $4,445 |
| TRANSUNION COM USD0.01 | $1,825 | $2,727 |
| TWILIO INC | $5,649 | $4,213 |
| UNITY SOFTWARE INC | $6,357 | $6,435 |
| VEEVA SYSTEMS INC | $7,721 | $6,387 |
| VERISK ANALYTICS, INC | $2,264 | $5,032 |
| VERIZON COMMUNICATIONS | $4,499 | $4,469 |
| VISA INC | $17,962 | $19,504 |
| VULCAN MATERIALS CO | $3,020 | $3,529 |
| WAL-MART STORES INC | $5,326 | $5,498 |
| WELLS FARGO & CO | $10,477 | $10,412 |
| WEST PHARMA SVCS INC | $7,685 | $8,911 |
| WESTERN UNION CO | $4,513 | $3,782 |
| WORKDAY INC | $7,600 | $7,649 |
| WUXI BIOLOGICS INC ADR | $8,685 | $7,266 |
| ZIMMER BIOMET HOLDINGS | $4,538 | $3,938 |
| ZOETIS INC | $1,713 | $4,881 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L | $4,263 | $4,085 |
| MAGELLAN MIDSTREAM PARTNERS LP | $4,339 | $4,319 |
| PLAINS ALL AMERICAN PIPELINE L | $4,294 | $3,792 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $3,000 | $3,000 | |
| Bank Charges | $55 | $55 | |
| K-1 Exp PLAINS ALL AMERICAN PI | $5 | $5 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | -$174 | -$2 |
| K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP | -$91 | |
| K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP | -$133 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,982 | Amt |
| Net Investment Income | $19,982 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $600 | |
| 990-PF Extension for 2020 | $2,050 | |
| Foreign Tax Paid | $192 | $192 |
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