ZOMMER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZOMMER FOUNDATION (EIN 83-2484601)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202133129349101658
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T13:01:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sagent Management | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 S Milpitas Blvd 212 | AddressLine1Txt |
| City | Milpitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | 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 | 832484601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Zommer Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NATHAN ZOMMER | InCareOfNm |
| Business Name Control | ZOMM | BusinessNameControlTxt |
| Phone | 4082631040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W Lake Vista Circle | AddressLine1Txt |
| City | Davie | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nathan Zommer | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4082631040 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nathan | PersonFirstNm |
| Person Last | Zommer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leo Yen | PreparerPersonNm |
| PTIN | P00294919 | PTIN |
| Phone | 4082631040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,716,764 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $868 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $868 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,792,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,890,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,609,479 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,909,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,727,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,191 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,000 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,180 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,056 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,056 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,044 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $82,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $898,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $898,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $898,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,928,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,644,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,855,620 | CashBOYAmt |
| Cash EOY | $8,176,695 | CashEOYAmt |
| Cash EOYFMV | $8,176,695 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,230,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,540,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,540,069 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,086,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,716,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,716,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,086,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,716,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,086,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,716,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,086,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,716,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,086,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,928,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,015,219 | SubtotalAmt |
| Other Decreases | $6,298,455 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,716,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LITTELFUSE INC. | D | 2020-01-02 | $95,910 | $17,787 | $78,123 | $78,123 |
| LITTELFUSE INC. | D | 2020-01-07 | $192,249 | $35,573 | $156,676 | $156,676 |
| LITTELFUSE INC. | D | 2020-01-08 | $194,141 | $35,573 | $158,568 | $158,568 |
| LITTELFUSE INC. | D | 2020-01-14 | $96,188 | $17,787 | $78,401 | $78,401 |
| LITTELFUSE INC. | D | 2020-08-10 | $376,000 | $71,146 | $304,854 | $304,854 |
| LITTELFUSE INC. | D | 2020-11-02 | $603,302 | $106,719 | $496,583 | $496,583 |
| LITTELFUSE INC. | D | 2020-11-03 | $415,664 | $71,146 | $344,518 | $344,518 |
| LITTELFUSE INC. | D | 2020-11-05 | $1,062,393 | $177,866 | $884,527 | $884,527 |
| LITTELFUSE INC. | D | 2020-11-06 | $428,000 | $71,146 | $356,854 | $356,854 |
| LITTELFUSE INC. | D | 2020-11-09 | $668,781 | $106,719 | $562,062 | $562,062 |
| LITTELFUSE INC. | D | 2020-11-13 | $669,310 | $106,719 | $562,591 | $562,591 |
| LITTELFUSE INC. | D | 2020-11-16 | $1,145,759 | $177,866 | $967,893 | $967,893 |
| LITTELFUSE INC | D | 2020-11-24 | $966,786 | $142,292 | $824,494 | $824,494 |
| LITTELFUSE INC | D | 2020-11-30 | $479,963 | $71,146 | $408,817 | $408,817 |
| LITTELFUSE INC | D | 2020-12-04 | $495,664 | $71,146 | $424,518 | $424,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,609,479 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,363 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,363 | SubtotalAmt |
| Tax Based On Investment Income | $92,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,505 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $101,505 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,142 | OverpaymentAmt |
| Applied To ES Tax | $9,142 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHAN ZOMMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082631040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W LAKE VISTA CIRCLE | AddressLine1Txt |
| City | Davie | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nathan Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 0 | $0 | $0 | $0 |
| Sagi Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 0 | $0 | $0 | $0 |
| Ariel Zommer | ||||||||
| 3041 W Lake Vista Circle | Davie | FL | 33328 | Director | 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 | $7,220,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,669,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,889,454 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,889,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,741,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,363 | TotalTaxAmt |
| Distributable Before Adj | $394,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $394,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $394,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $898,658 | 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 | $898,658 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $898,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $322,895 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $36,176 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $898,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $322,895 | AppliedToYear1Amt |
| Applied To Current Year | $394,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,070 | RemainingDistriFromCorpusAmt |
| Total Corpus | $181,070 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $36,176 | PriorYearUndistributedIncmAmt |
| Taxable1 | $36,176 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $181,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $181,070 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NATHAN ZOMMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohr Somayach International Inc | ||||||||||||
| POB 300462 | Brooklyn | NY | 11230 | PC | Donation for Education | $417 | ||||||
| Shilav | ||||||||||||
| PC | Donation clothing for Kids | $197 | Kinneret 1 | Airport City | IS | 70100 | ||||||
| American Committee for the Weizmann Institute | ||||||||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Donation | $500 | ||||||
| PEF Israel Endowment Funds Inc | ||||||||||||
| 630 Third Ave | New York | NY | 10017 | PC | Donation | $10,000 | RM 1500 | |||||
| Jewish National | ||||||||||||
| 78 Randall Avenue | Rockville Center | NY | 11570 | PC | Donation | $1,000 | ||||||
| Medical Ein Tal | ||||||||||||
| PC | Donation | $321 | MDC Building15 HaBarzel St | Tel Aviv | IS | 69710211 | ||||||
| Flight TLV LTD | ||||||||||||
| PC | Donation | $500,000 | 3 Idelson R S Entrance A | TEL AVIV AFFA | IS | 6900341 | ||||||
| Anne Frank Funds Basel | ||||||||||||
| PC | Donation | $180,000 | Steinengraben 18 | Basel | WZ | 4051 | ||||||
| United King Films | ||||||||||||
| PC | Donation | $30,000 | Rav Meher Building | IS | 47100 | RAMAT HASHARON | ||||||
| FIDV | ||||||||||||
| 1133 Broadway Suite 232 | New York | NY | 10010 | PC | Donation | $250 | ||||||
| Jewish National | ||||||||||||
| 78 Randall Avenue | Rockville Center | NY | 11570 | PC | Donation | $360 | ||||||
| PEF Israel Endowment Funds Inc | ||||||||||||
| 630 Third Ave | New York | NY | 10017 | PC | Donation | $30,000 | RM 1500 | |||||
| American Committee for the Weizmann Institute | ||||||||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Donation | $500 | ||||||
| PEF Israel Endowment Funds Inc | ||||||||||||
| 630 Third Ave | New York | NY | 10017 | PC | Donation | $9,900 | RM 1500 | |||||
| Israel Boutique | ||||||||||||
| 231 Southampton B | West Palm Beach | FL | 33417 | PC | Donation | $1,324 | ||||||
| Jewish National | ||||||||||||
| 78 Randall Avenue | Rockville Center | NY | 11570 | PC | Donation | $1,800 | ||||||
| America Gives Inc | ||||||||||||
| 1732 1st ave 27091 | New York | NY | 10125 | PC | Donation | $30,800 | ||||||
| George Mark Children's | ||||||||||||
| 2121 George Mark Ln | San Leandro | CA | 94578 | PC | Donation | $5,000 | ||||||
| Israel Air Force Center Foundation | ||||||||||||
| 269 South Beverly Drive | Beverly Hills | CA | 90212 | PC | Donation | $96,097 | Suite 1664 | |||||
| AFDMA | ||||||||||||
| 20 W 36th Street Suite 1100 | New York | NY | 10018 | PC | Donation | $192 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $898,658 | 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 | $868 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,941 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,792,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,909,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,909,810 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LITTELFUSE SHARES | $2,870,018 | $2,870,018 |
| EFTS | $0 | $0 |
| AGNC INVESTMENT | $28,080 | $28,080 |
| AT&T | $77,652 | $77,652 |
| CHERRY HILL MTG | $3,885 | $3,885 |
| NEW YORK COMMUNITY | $9,495 | $9,495 |
| OCCIDENTAL PETROLEUM | $51,497 | $51,497 |
| WASHINGTON PRIME GROUP | $2,174 | $2,174 |
| OTHER | $0 | $0 |
| GLOBAL SUPERDIVIDEND | $42,125 | $42,125 |
| TANGER FACTORY OUTLET | $9,960 | $9,960 |
| WELLS FARGO | $102,612 | $102,612 |
| BP PLC ADS | $20,520 | $20,520 |
| INVESCO EXCHANGE | $242,604 | $242,604 |
| EPR PPTYS | $9,750 | $9,750 |
| INTEL CORP | $14,946 | $14,946 |
| MAXIM INTEGRATED | $35,460 | $35,460 |
| TOTAL S A SPON | $16,764 | $16,764 |
| OCCIDENTAL PETE CORP WTS | $2,527 | $2,527 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SOLD/DONATED ASSETS | $1,243,278 |
| UNREALIZED GAIN/LOSS | $5,055,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $59 | $59 |
| MEALS | $485 | $485 |
| UTILITIES | $45 | $45 |
| INSURANCE | $897 | $897 |
| TELECOMMUNICATION | $1,160 | $1,160 |
| OFFICE EXPENSES | $374 | $374 |
| OFFICE SUPPLIES | $24 | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $26,191 | Amt |
| Net Investment Income | $26,191 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nathan Zommer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 W LAKE VISTA CIRCLE | AddressLine1Txt |
| City | DAVIE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |