ZOMMER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZOMMER FOUNDATION (EIN 83-2484601)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349101343
- Schema version
- 2019v5.1
- 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
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T18:25:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 511 SE 5th Ave Apt 1709 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHAN ZOMMER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4082631040 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leo Yen | PreparerPersonNm |
| PTIN | P00294919 | PTIN |
| Phone | 4082631040 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.111.137.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 77511520203145000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44A025263979574BE607555C5379A564C2591B15 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 44A025263979574BE607555C5379A564C2591B15 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,086,538 | 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 | $534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $534 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,244,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,082,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,676,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,349,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,782,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,139,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,782,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,855,620 | CashEOYAmt |
| Cash EOYFMV | $1,855,620 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,117,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,230,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,230,918 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,117,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,086,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,086,538 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,117,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,086,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,117,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,086,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,117,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,086,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,117,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,139,381 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,256,701 | SubtotalAmt |
| Other Decreases | $1,170,163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,086,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LITTELFUSE INC. | D | 2019-07-01 | $175,980 | $35,573 | $140,407 | $140,407 |
| LITTELFUSE INC. | D | 2019-07-23 | $182,120 | $35,573 | $146,547 | $146,547 |
| LITTELFUSE INC. | D | 2019-10-14 | $504,840 | $99,605 | $405,235 | $405,235 |
| LITTELFUSE INC. | D | 2019-10-16 | $552,330 | $106,719 | $445,611 | $445,611 |
| LITTELFUSE INC. | D | 2019-10-17 | $558,780 | $106,719 | $452,061 | $452,061 |
| LITTELFUSE INC. | D | 2019-12-04 | $54,207 | $10,672 | $43,535 | $43,535 |
| LITTELFUSE INC. | 2019-12-30 | $54,204 | $10,672 | $43,532 | $43,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,676,928 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,982,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,291,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,821 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,055 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,821 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,821 | SubtotalAmt |
| Tax Based On Investment Income | $17,821 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $674 | EsPenaltyAmt |
| Overpayment | $21,505 | OverpaymentAmt |
| Applied To ES Tax | $21,505 | 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 | 511 SE 5TH AVE APT 1709 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 | ||||||||
| 511 SE 5th Ave Apt 1709 | Fort Lauderdale | FL | 33301 | Director | 0 | $0 | $0 | $0 |
| Sagi Zommer | ||||||||
| 511 SE 5th Ave Apt 1709 | Fort Lauderdale | FL | 33301 | Director | 0 | $0 | $0 | $0 |
| Ariel Zommer | ||||||||
| 511 SE 5th Ave Apt 1709 | Fort Lauderdale | FL | 33301 | 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 | $10,000,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,448,632 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,448,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,291,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $514,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $514,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,821 | TotalTaxAmt |
| Distributable Before Adj | $496,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $496,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $496,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,055 | 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 | $210,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,821 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,176 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,176 | AppliedToYear1Amt |
| Applied To Current Year | $173,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $322,895 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NATHAN ZOMMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PEF Israel Endowment Funds Inc | |||||||||||
| 630 Third Ave | RM 1500 | New York | NY | 10017 | PC | Donation | $5,000 | ||||
| Israel Air Force Center Foundation | |||||||||||
| 269 South Beverly Drive | Suite 1664 | Beverly Hills | CA | 90212 | PC | Donation | $5,003 | ||||
| New Dance | |||||||||||
| PC | Donation | $85,000 | Keren Haysod 11 | Givat Shmuel | IS | 5400202 | |||||
| PEF Israel Endowment Funds Inc | |||||||||||
| 630 Third Ave | RM 1500 | New York | NY | 10017 | PC | Donation | $10,110 | ||||
| Israel Air Force Center Foundation | |||||||||||
| 269 South Beverly Drive | Suite 1664 | Beverly Hills | CA | 90212 | PC | Donation | $104,942 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,055 | 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 | $534 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,728 | 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 | $2,244,279 | 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 | $2,349,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,349,541 | 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 (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LITTELFUSE SHARES | $9,047,804 | $9,047,804 |
| EFTS | $11,865 | $11,865 |
| AGNC INVESTMENT | $14,144 | $14,144 |
| AT&T | $11,724 | $11,724 |
| CHERRY HILL MTG | $5,836 | $5,836 |
| NEW YORK COMMUNITY | $10,818 | $10,818 |
| OCCIDENTAL PETROLEUM | $21,897 | $21,897 |
| WASHINGTON PRIME GROUP | $10,920 | $10,920 |
| OTHER | $95,910 | $95,910 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SOLD/DONATED ASSETS | $435,059 |
| UNREALIZED GAIN/LOSS | $735,104 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $2 | $2 |
| MEALS | $103 | $103 |
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 | 511 SE 5th Ave Apt 1709 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |