KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION (EIN 77-0525858)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349103145
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T17:50:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770297075 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOGIES SKIRTICH & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | 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 | 770525858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEDAR FAMILY AND | BusinessNameLine1Txt |
| Business Name Line2 | ZOLTAN SONESH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEDA | BusinessNameControlTxt |
| Phone | 4087731387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA J SONESH-KEDAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4087731387 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVA | PersonFirstNm |
| Person Last | SONESH-KEDAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN A LOGIES | PreparerPersonNm |
| PTIN | P01411139 | PTIN |
| Phone | 4087731387 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $4,304,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,037,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,079 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,473 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $51,473 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $132,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,587 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,508 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,134 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $41,945 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $41,945 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,189 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $675 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,353 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,790 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,790 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $65,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $65,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,361 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,763 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,763 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,596 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,485,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,837,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,790,875 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $121,159 | OtherAssetsBOYAmt |
| Other Assets EOY | $396,120 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $396,120 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,642,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,350,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,304,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,642,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,350,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,642,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,350,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,642,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,350,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,642,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,350,735 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,350,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 25,000 SHS US TREASURY BILL | P | $24,992 | $24,902 | $90 | $90 |
| 60,000 SHS US TREASURY BILL | P | $59,999 | $59,764 | $235 | $235 |
| 60,000 SHS US TREASURY BILL | P | $59,981 | $58,908 | $1,073 | $1,073 |
| 75,000 SHS US TREASURY BILL | P | $74,978 | $73,635 | $1,343 | $1,343 |
| 100,00 SHS US TREASURY BILL | P | $99,967 | $100,000 | -$33 | -$33 |
| 65,000 SHS US TREASURY BILL | P | $64,983 | $65,000 | -$17 | -$17 |
| US TREASURY NOTE | P | $175,000 | $174,703 | $297 | $297 |
| US TREASURY NOTE | P | $150,000 | $149,600 | $400 | $400 |
| US TREASURY NOTE | P | $100,000 | $100,000 | $0 | $0 |
| 332.326 SHS DFA EMERGING MARKETS FUND | P | $8,790 | $4,096 | $4,694 | $4,694 |
| 4,731.458 SHS INTERNATIONAL VALUE FUN | P | $73,990 | $62,021 | $11,969 | $11,969 |
| 1,213.483 SHS DFA US MICRO CAP FD | P | $26,990 | $13,912 | $13,078 | $13,078 |
| 820 SHS VANECK VECTORS GOLD MINERS | P | $23,293 | $17,187 | $6,106 | $6,106 |
| 506.329 SHS VANGUARD SECTOR INDEX FDS | P | $12,381 | $13,919 | -$1,538 | -$1,538 |
| 177.122 SHS VANGUARD EUROPEAN STK INDEX | P | $11,981 | $8,808 | $3,173 | $3,173 |
| 554.529 SHS VANGUARD LGE CAP INDEX | P | $47,981 | $16,134 | $31,847 | $31,847 |
| 287.1 SHS VANGUARD FTSE PACIFIC STK | P | $22,481 | $14,140 | $8,341 | $8,341 |
| AG HOLDINGS FUND LP | P | $21 | $21 | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,079 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,691 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,026 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,026 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $1,047 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LOGIES SKIRTICH CO | IndividualWithBooksNm |
| Phone | 4087731387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EVA J SONESH-KEDAR | ||||||||
| C/O 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR/PRESIDENT | 20.00 | $0 | $0 | $0 |
| OFIR KEDAR | ||||||||
| C/O 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR/SECRETARY/CFO | 40.00 | $0 | $0 | $0 |
| ORI KEDAR | ||||||||
| C/O 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| TOM KEDAR | ||||||||
| C/O 1723 KARAMEOS DRIVE | SUNNYVALE | CA | 94087 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT AND DISTRIBUTION OF EDUCATIONAL MATERIALS, INCLUDING SOCIAL FILMS AND PUBLICATIONS TO FOSTER AWARENESS OF THE PLIGHT OF WORLD POVERTY, INCLUDING RELATED ADMINISTRATIVE AND PROGRAM INVESTMENTS. | Description1Txt |
| Expenses1 | $274,263 | Expenses1Amt |
| Description2 | SUPPORT FOR CHARITABLE ORGANIZATIONS BENEFITTING THE GLOBAL COMMUNITY, INCLUDING RELATED ADMINISTRATIVE AND PROGRAM INVESTMENTS. | Description2Txt |
| Expenses2 | $91,421 | Expenses2Amt |
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 | $3,794,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,762 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,066,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,066,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,005,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,026 | TotalTaxAmt |
| Distributable Before Adj | $199,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $365,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $365,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $607,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $485,647 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,423,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,449 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,589,626 | 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 | $607,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $981,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $485,647 | ExcessFromYear4Amt |
| Excess From Year3 | $199,878 | ExcessFromYear3Amt |
| Excess From Year2 | $90,335 | ExcessFromYear2Amt |
| Excess From Year1 | $39,427 | ExcessFromYear1Amt |
| Excess From Current Year | $166,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVA J SONESH-KEDAR | ContributingManagerNm |
| Contributing Manager | OFIR KEDAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHABAD OF SOUTHAMPTON | ||||||||
| 214 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $1,060 | |
| HAIRTOSTAY | ||||||||
| 2234 BEACH ST | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $1,104 | |
| WORKING IN SUPPORT OF EDUCATION | ||||||||
| PO BOX 1315 | WATER MILL | NY | 11976 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $10,000 | |
| JEWISH CENTER OF THE HAMPTONS | ||||||||
| 227 E 56TH ST 201 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $500 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $500 | 100 |
| GIVEBACK EMEK HEFER | ||||||||
| 265 CAMBRIDGE AVE 60808 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $2,084 | |
| COLDCAPSASS (AKA BREASTCANCERORG) | ||||||||
| 120 EAST LANCASTER AVENUE SUITE 201 | ARDMORE | PA | 19003 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $3,000 | |
| MEET AC | ||||||||
| 2314 PACIFIC AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $30,000 | |
| SUFFOLK PAL | ||||||||
| PO BOX 26 | YAPHANK | NY | 11980 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $250 | |
| TENDREL | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $162,481 | |
| SOUTHAMPTON VILLAGE POLICE BENEVOLENT ASSOCIATION | ||||||||
| 168 OLD COUNTRY RD | SPEONK | NY | 11972 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $100 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | SUPPORT OF OTHER CHARITABLE ORGANIZATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,079 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,587 | 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 | $6,750 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $675 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,075 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TD AMERITRADE PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,837,019 | BookValueAmt |
| EOYFMV | $3,790,875 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL SERVICES | $41,945 | $41,945 | $41,945 | $0 |
| FINANCIAL MANAGEMENT | $36,250 | $0 | $0 | $36,250 |
| ADMINISTRATION | $18,939 | $0 | $0 | $18,939 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENIGMA LLC CHARITABLE PROGRAM INVESTMENT | $100,762 | $152,260 | $152,260 |
| SECURITY DEPOSIT | $20,397 | $20,397 | $20,397 |
| AG HOLDINGS FUND LP | $223,463 | $223,463 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $60 | $0 | $0 | $60 |
| DUES AND SUBSCIPTIONS | $150 | $0 | $0 | $150 |
| BANK FEES | $170 | $0 | $0 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG HOLDINGS FUND LP | Desc |
| Revenue And Expenses Per Books | $51,473 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51,473 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,473 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,353 | Amt |
| Net Investment Income | $8,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,353 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,790 | Amt |
| Net Investment Income | $7,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,790 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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