ZOMMER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZOMMER FOUNDATION (EIN 83-2484601)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-22
- IRS object ID
- 202522349349100407
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-22T14:21:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leo Yen | PreparerPersonNm |
| PTIN | P00294919 | PTIN |
| Phone | 4082631040 | PhoneNum |
| Preparation | 2025-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,910,823 | 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 | $259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $458,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $458,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,321 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,117 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $527,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $508,548 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,000 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,068 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,068 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,253 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,653,211 | CashBOYAmt |
| Cash EOY | $6,761,605 | CashEOYAmt |
| Cash EOYFMV | $6,761,605 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,675,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,149,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,149,218 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,328,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,910,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,910,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,328,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,910,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,328,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,910,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,328,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,910,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,328,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,377,838 | SubtotalAmt |
| Other Decreases | $467,015 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,910,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| ANALOG DEVICES INC (ADI) | P | $58,872 | $20,332 | $38,540 | $38,540 | |
| WELLS FARGO & CO NEW | P | $23,609 | $19,443 | $4,166 | $4,166 | |
| JUNIPER NETWORKS | P | $37,923 | $25,376 | $12,547 | $12,547 | 2024-07-31 |
| INTEL CORP | P | $7,489 | $15,421 | -$7,932 | -$7,932 | 2024-11-14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,689 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,689 | SubtotalAmt |
| Tax Based On Investment Income | $6,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,630 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,941 | OverpaymentAmt |
| Applied To ES Tax | $10,941 | 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 |
| 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 (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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,369,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,805,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,175,003 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,175,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,022,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,689 | TotalTaxAmt |
| Distributable Before Adj | $494,430 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,430 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,622 | 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 | $450,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $181,070 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,685 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,712 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $450,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,808 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,808 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $676,540 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $676,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,262 | ExcessFromYear4Amt |
| Excess From Year3 | $143,685 | ExcessFromYear3Amt |
| Excess From Year2 | $315,881 | ExcessFromYear2Amt |
| Excess From Year1 | $79,712 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NATHAN ZOMMER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Israel Air Force Center Foundation | |||||||||||
| 269 South Beverly Drive | Suite 1664 | Beverly Hills | CA | 90212 | PC | Donation | $150,000 | ||||
| The Central Fund of Israel | |||||||||||
| 461 Central Ave | Cedarhurst | NY | 11516 | PC | Donation | $9,100 | |||||
| America Gives Inc | |||||||||||
| 1732 1st ave 27091 | New York | NY | 10125 | PC | Donation | $30,000 | |||||
| Shenkar Engineering Design | |||||||||||
| PC | Donation | $25,000 | Anne Frank St 12 | Ramat Gan | IS | 52526 | |||||
| Squadron USA Inc | |||||||||||
| 250 Greenwich | NEW YORK | NY | 10007 | PC | Donation | $175,000 | |||||
| Gadi Bitton | |||||||||||
| PC | Donation | $6,628 | Keren Hayesod 11/31 Ramat Ilan | Givat Shmuel | IS | 54052 | |||||
| Betar Nordia Jerusalem | |||||||||||
| PC | Donation | $5,000 | PO Box 23623 | JERUSALEM | IS | 9123601 | |||||
| The Central Fund of Israel | |||||||||||
| 461 Central Avenue | cedarhurst | NY | 11516 | PC | Donation | $29,994 | |||||
| Druze Technical College Center | |||||||||||
| PC | Donation | $10,000 | PO Box 5013 | Daliyat Al Karm | IS | 3005600 | |||||
| Amautat Hel Haavir | |||||||||||
| PC | Donation | $9,900 | Jabotinsky Street 15 | Herzelia | IS | 4610000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,622 | 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 | $259 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $458,851 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,227 | 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 |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FOREIGN CONVERSION GAIN/LOSS | 01 | $16 |
| OTHER INCOME | 01 | $2,101 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $527,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $527,454 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LITTELFUSE SHARES | $1,921,961 | $1,921,961 |
| AGNC INVESTMENT | $81,048 | $81,048 |
| AT&T | $61,479 | $61,479 |
| CHERRY HILL MTG | $1,122 | $1,122 |
| FLAGSTAR FINANCIAL | $33,896 | $33,896 |
| OCCIDENTAL PETROLEUM | $146,995 | $146,995 |
| GLOBAL SUPERDIVIDEND | $45,077 | $45,077 |
| TANGER FACTORY OUTLET | $34,130 | $34,130 |
| WELLS FARGO | $210,720 | $210,720 |
| BP PLC ADS | $29,560 | $29,560 |
| INVESCO EXCHANGE | $214,916 | $214,916 |
| EPR PPTYS | $13,284 | $13,284 |
| INTEL CORP | $42,105 | $42,105 |
| TOTAL S A SPON | $21,800 | $21,800 |
| OCCIDENTAL PETE CORP WTS | $10,221 | $10,221 |
| JOHN HANCOCK PFD EQ | $33,260 | $33,260 |
| LOCKHEED MARTIN | $48,594 | $48,594 |
| GLAXOSMITHKLINE PLC ADR | $27,056 | $27,056 |
| DOW | $28,091 | $28,091 |
| CARDINAL HEALTH INC | $24,837 | $24,837 |
| NEWTEK BUSINESS SVCS INC | $25,540 | $25,540 |
| SIXTH STREET SPECIALTY LENDNIN | $42,600 | $42,600 |
| WARNER BROS DISCOVERY | $6,902 | $6,902 |
| BLACKSTONE | $34,484 | $34,484 |
| HALEON PLC ADR | $9,540 | $9,540 |
| NEW YORK COMMUNITY | $0 | $0 |
| ANALOG DEVICES INC | $0 | $0 |
| JUNNIPER NETWORKS | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SOLD/DONATED ASSETS | $1,423 |
| UNREALIZED GAIN/LOSS | $465,592 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $320 | $320 |
| MEALS | $53 | $53 |
| TELEPHONE AND INTERNET | $114 | $114 |
| CONSULTING | $141 | $141 |
| MISCELLANEOUS EXPENSES | $11,625 | $11,625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Conversion Gain/Loss | $16 | $16 |
| Other Income | $2,101 | $2,101 |
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 | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |