FOOKSMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOOKSMAN FAMILY FOUNDATION (EIN 83-2645305)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349102380
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T14:48:23-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832645305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOKSMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOK | BusinessNameControlTxt |
| Phone | 4159033237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 EL CAMINO REAL NO 629 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FOOKSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033237 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | FOOKSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,050,292 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,384,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $480,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,180,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,940,812 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,901,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,976,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $128,023 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,898 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,312,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,255,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $589,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,969,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,166,566 | CashBOYAmt |
| Cash EOY | $2,755,663 | CashEOYAmt |
| Cash EOYFMV | $2,755,663 | CashEOYFMVAmt |
| Other Investments BOY | $6,462,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,294,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,294,629 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,629,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,050,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,050,292 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,750 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $13,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,615,783 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,050,292 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,615,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,050,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,629,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,050,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,615,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $589,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $845,456 | OtherIncreasesAmt |
| Subtotal | $11,050,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,050,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,115 SHARES OF FACEBOOK, INC | D | 2012-08-09 | 2020-04-06 | $1,000,388 | $20 | $1,000,368 | $1,000,368 |
| 1,885 SHARES OF FACEBOOK, INC | D | 2012-08-09 | 2020-05-07 | $398,059 | $6 | $398,053 | $398,053 |
| 2,120 SHARES OF FACEBOOK, INC | D | 2012-08-09 | 2020-05-26 | $508,800 | $7 | $508,793 | $508,793 |
| 1 SHARE OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $137 | $120 | $17 | $17 |
| 14 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $1,911 | $1,676 | $235 | $235 |
| 100 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $13,652 | $11,972 | $1,680 | $1,680 |
| 100 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $13,652 | $11,972 | $1,680 | $1,680 |
| 100 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $13,652 | $11,972 | $1,680 | $1,680 |
| 100 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $13,652 | $11,972 | $1,680 | $1,680 |
| 115 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $15,701 | $13,768 | $1,933 | $1,933 |
| 285 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $38,908 | $34,122 | $4,786 | $4,786 |
| 285 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $38,911 | $34,122 | $4,789 | $4,789 |
| 900 SHARES OF PROCTER & GAMBLE | P | 2020-03-03 | 2020-12-03 | $122,870 | $107,752 | $15,118 | $15,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,940,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,908 | 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 | $32,908 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,528 | OverpaymentAmt |
| Applied To ES Tax | $5,528 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FOOKSMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE FOOKSMAN | ||||||||
| 715 CAMBRIDGE AVENUE | MENLO PARK | CA | 94025 | PRESDIENT | 1.00 | $0 | $0 | $0 |
| MYRON G SUGARMAN | ||||||||
| TWO EMBARCADERO CENTER 2320 | SAN FRANCISCO | CA | 94111 | SECRETARY & CHIEF FINANCIA | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANESH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 EAST 91ST STREET 2A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | EXECUTIVE DIRECTOR | ServiceTypeTxt |
| Compensation | $128,023 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,372,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,177,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,549,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,549,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,406,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,380 | TotalTaxAmt |
| Distributable Before Adj | $442,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,255,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,255,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,255,534 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $400,506 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $123,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,255,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $400,506 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $535,401 | 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 | $535,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $123,309 | ExcessFromYear1Amt |
| Excess From Current Year | $412,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE FOOKSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADDISON-PENZAK JCC | |||||||
| 14855 OKA ROAD | LOS GATOS | CA | 95032 | PC | GENERAL SUPPORT | $35,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $40,000 | |
| ARLEKIN PLAYERS THEATRE | |||||||
| 368 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL SUPPORT | $20,000 | |
| CLUB Z | |||||||
| 20 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | PC | GENERAL SUPPORT | $200,000 | |
| HILLEL OF SILICON VALLEY | |||||||
| 44 S 11TH ST | SAN JOSE | CA | 95112 | PC | GENERAL SUPPORT | $20,000 | |
| JEWISH LEARNINGWORKS | |||||||
| 44 PAGE STREET SUITE 604 | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $15,000 | |
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | PC | GENERAL SUPPORT | $25,000 | |
| REVITALIZATION COMMUNITY INVOLVEMENT INITIATIVE (JEWISH PARENT ACADEMY) | |||||||
| 130 BEAUMONT STREET | BROOKLYN | NY | 11235 | PC | GENERAL SUPPORT | $60,000 | |
| THE AREIVIM PHILANTHROPIC GROUP | |||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $50,000 | |
| THE LAWFARE PROJECT | |||||||
| 633 3RD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $25,000 | |
| UNITED NATIONS WATCH - USA | |||||||
| POB 5872 | WASHINGTON | DC | 20016 | PC | GENERAL SUPPORT | $20,000 | |
| ISRAEL INSTITUTE | |||||||
| 1250 EYE ST NW SUITE 710 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,200 | |
| FRIENDS OF IMPJ MEHANA JAFFA | |||||||
| 1155 ALVIRA STREET | LOS ANGELES | CA | 90035 | PC | GENERAL SUPPORT | $25,000 | |
| JEWISH NEWS SERVICES | |||||||
| PO BOX 610100 | NEWTON | MA | 02461 | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH AGENCY FOR ISRAEL NA | |||||||
| 633 THIRD AVENUE 21ST FLOOR SUITE C | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $60,000 | |
| CHABAD OF MID PENINSULA | |||||||
| PO BOX 610055 | REDWOOD CITY | CA | 94061 | PC | GENERAL SUPPORT | $10,000 | |
| ARTIS CONTEMPORARY ISRAEL ART FUND | |||||||
| PO BOX 979 | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $20,000 | |
| AMERICA GIVES INC | |||||||
| 1732 1ST AVE 27091 | NEW YORK | NY | 10125 | PC | GENERAL SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | GENERAL SUPPORT | $50,000 | |
| FRIENDS OF IR DAVID | |||||||
| 575 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $50,000 | |
| WECODE | |||||||
| 142 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $50,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $15,000 | |
| HEBREW PUBLIC | |||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $40,000 | |
| HEBREW FREE LOAN ASSOCIATION OF SF | |||||||
| 131 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $20,000 | |
| DIGITAL CULTURE JHN | |||||||
| 505 8TH AVE ROOM 12A05 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $11,436 | |
| JFCS SF | |||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $20,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | PC | GENERAL SUPPORT | $20,000 | |
| AFSNC SPACEGIRLS PROJECT | |||||||
| 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $20,000 | |
| BIRDS FOR GOOD PROJECT | |||||||
| 56 WEST 22ND STREET | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $5,000 | |
| AFSNC | |||||||
| 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $40,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 10018 | PC | GENERAL SUPPORT | $25,000 | |
| QUEENS COLLEGE FOUNDATION | |||||||
| 65-30 KISSENA BLVD KIELY HALL 9TH | QUEENS | NY | 11367 | PC | GENERAL SUPPORT | $3,000 | FLOOR |
| SCHALEM FOUNDATION COLLEGE | |||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | |
| THEATER YOU | |||||||
| 1045B LINDA VISTA AVE | MOUNTAIN VIEW | CA | 94043 | PC | GENERAL SUPPORT | $15,000 | |
| MERONA LEADERSHIP FOUNDATION | |||||||
| 16027 VENTURA BLVD SUITE 550 | ENCINO | CA | 91436 | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,636 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $480,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $516,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $516,802 | 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 |
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 | EUGENE FOOKSMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 CAMBRIDGE AVENUE | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,384,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHARES OF FACEBOOK | NoncashPropertyDesc |
| Fair Market Value | $1,357,400 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,750 | Amt |
| Net Investment Income | $6,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,875 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,294,629 | BookValueAmt |
| EOYFMV | $8,294,629 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $240 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS - FACEBOOK | $537,502 |
| UNREALIZED GAINS - SECURITIES | $307,954 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR - EXECUTIVE DIRECTOR | $128,023 | $0 | $128,023 |
| COACHING AND DEVELOPMENT | $12,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $37,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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