KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEDAR FAMILY AND ZOLTAN SONESH FOUNDATION (EIN 77-0525858)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202513079349100806
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T10:01:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 ZOLTAN SONESH | BusinessNameLine1Txt |
| Business Name Line2 | 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 | 1801 PAGE MILL ROAD SUITE 100 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA J SONESH-KEDAR | PersonNm |
| Person Title | DIRECTOR/SECRETARY/CFO | PersonTitleTxt |
| Phone | 4087731387 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A VALLADAO | PreparerPersonNm |
| PTIN | P00534214 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2025-10-30 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,832,549 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $488,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $489,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $368,685 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,353 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,353 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,027,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,865 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,510 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $910 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $333,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $547,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $486,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,068 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $75,000 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $3,178,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,039,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,039,112 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $914,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,418,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,418,566 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,397 | OtherAssetsBOYAmt |
| Other Assets EOY | $96,803 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $96,803 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,302,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,832,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,832,549 | 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 | $4,302,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,832,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,302,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,832,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,302,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,832,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,302,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $547,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $982,625 | OtherIncreasesAmt |
| Subtotal | $5,832,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,832,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14.772 SHARES OF ISHARES TR MSCI USA QLT FCT | 2024-03-25 | 2024-03-25 | $2,427 | $2,426 | $1 | $1 | |
| 285.225 SHARES OF ISHARES TR MSCI USA QLT FCT | 2021-03-23 | 2024-03-25 | $46,861 | $34,501 | $12,360 | $12,360 | |
| CAPITAL GAIN DISTRIBUTIONS | 2024-12-31 | 2024-12-31 | $82 | $82 | $82 | ||
| AG CSF2A (ANNEX) DISLOCATION HOLDINGS FUND, LP | 2024-12-31 | 2024-12-31 | $3,504 | $3,504 | $3,504 | P | |
| 157 SHARES OF ISHARES RUSSELL 1000 GROWTH | 1926-08-18 | 2024-10-02 | $58,128 | $16,497 | $41,631 | $41,631 | |
| 113 SHARES OF ISHARES RUSSELL 1000 GROWTH | 2016-11-23 | 2024-10-02 | $41,837 | $11,819 | $30,018 | $30,018 | |
| 1148.633 SHARES OF VANGUARD TAX-MANAGED SMALL CAP | 2001-09-21 | 2024-01-29 | $99,955 | $15,658 | $84,297 | $84,297 | |
| 1131.862 SHARES OF VANGUARD TAX-MANAGED SMALL CAP | 2001-09-21 | 2024-08-06 | $99,955 | $15,430 | $84,525 | $84,525 | |
| 1332.07 SHARES OF VANGUARD TAX-MANAGED SMALL CAP | 2001-07-19 | 2024-11-11 | $136,426 | $18,159 | $118,267 | $118,267 | |
| ENIGMA LLC | 2024-12-31 | $6,000 | -$6,000 | -$6,000 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $368,685 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,768 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,543 | 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 | $2,543 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $191 | EsPenaltyAmt |
| Tax Due | $4,416 | 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 | Yes (1) | 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 | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | ||||||||
| 1801 PAGE MILL ROAD SUITE 100 | PALO ALTO | CA | 94304 | DIRECTOR/PRESIDENT | 20.00 | $0 | $0 | $0 |
| OFIR KEDAR | ||||||||
| 1801 PAGE MILL ROAD SUITE 100 | PALO ALTO | CA | 94304 | DIRECTOR/SECRETARY/CFO | 40.00 | $0 | $0 | $0 |
| ORI KEDAR | ||||||||
| 1801 PAGE MILL ROAD SUITE 100 | PALO ALTO | CA | 94304 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| TOM KEDAR | ||||||||
| 1801 PAGE MILL ROAD SUITE 100 | PALO ALTO | CA | 94304 | 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 |
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 | $5,337,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,505,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,505,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,423,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,768 | TotalTaxAmt |
| Distributable Before Adj | $264,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $333,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $333,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,427 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,940 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $672,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $333,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,574 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,344 | 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 | $39,427 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $702,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,449 | ExcessFromYear4Amt |
| Excess From Year3 | $182,940 | ExcessFromYear3Amt |
| Excess From Year2 | $128,533 | ExcessFromYear2Amt |
| Excess From Year1 | $155,421 | ExcessFromYear1Amt |
| Excess From Current Year | $69,574 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NEW YORK CITY FOUNDATION INC | |||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $856 |
| BIRTHRIGHT ISRAEL FDN | |||||||
| 711 3RD AVE STE 10 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $516 |
| CALO GLOBAL FOUNDATION | |||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| CHABAD OF SOUTHAMPTON JEWISH CENTER | |||||||
| 214 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,800 |
| FOUNDATION FOR FIGHTING BLINDNESS | |||||||
| 6928 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| GAVIN FARRELL FOUNDATION | |||||||
| 140 WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,523 |
| HAIR TO STAY | |||||||
| 2234 BEACH ST | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HEALTH NETWORK FOUNDATION | |||||||
| 3550 LANDER RD STE 225 | PEPPER PIKE | OH | 44124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,618 |
| HOLOCAUST MEMORIAL AND TOLERANCE CENTER OF NASSAU COUNTY | |||||||
| 100 CRESCENT BEACH ROAD | GLEN COVE | NY | 11542 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,010 |
| AMERICA GIVES INC | |||||||
| 1732 1ST AVENUE 27091 | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| JGIVE FRIENDS OF ASOR FUND USA INC | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| JORDAN RIVER VILLAGE | |||||||
| 111 CLEARVIEW LANE | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MEET | |||||||
| 68 HARRISON AVE 605 PMB 43558 | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PEF ISRAEL ENDOWMENT | |||||||
| 317 MADISON AVENUE SUITE 604 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,146 |
| SUNRISE ASSOCIATION | |||||||
| 11 NEIL CT | OCEANSIDE | NY | 11572 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| TIBET FUND | |||||||
| 241 E 32ND ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| WORKING IN SUPPORT OF EDUCATION (WISE) | |||||||
| 227 E 56TH ST STE 201 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,969 | 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 | $3,252 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,575 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $368,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $539,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,865 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OFIR AND EVA KEDAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DO NOT DISCLOSE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $488,090 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,420 SHS ISHARES RUSSELL 1000 GROWTH ETF | NoncashPropertyDesc |
| Fair Market Value | $488,090 | FairMarketValueAmt |
| Received | 2024-05-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JANUS DETROUT STR TR HENDERSON AAA CL | $645,102 | $645,102 |
| VANGUARD 500 INDEX ADMIR | $199,736 | $199,736 |
| FIDELITY INTERNTL INDEX FUND | $229,439 | $229,439 |
| ISHARES TR MSCI INTL QUALITY | $237,444 | $237,444 |
| FIDELITY TOTAL MARKET INDEX FUND | $1,160,658 | $1,160,658 |
| ISHARES TR MSCI USA QLT FCT | $1,106,959 | $1,106,959 |
| ISHARES RUSSELL 1000 GROWTH EFT | $459,774 | $459,774 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KAYNE ANDERSON BDC INC | FMV | $271,831 | $271,831 |
| AG CS HOLDINGS FUND, LP | FMV | $215,740 | $215,740 |
| AG CS HOLDINGS FUND II, LP | FMV | $427,936 | $427,936 |
| AG CSF2A (ANNEX) DISOLATION HOLDINGS FUND, LP | FMV | $38,986 | $38,986 |
| ARDENT FINANCIAL FUND IV | FMV | $118,167 | $118,167 |
| SAGE-MTN TIGER GLOBAL | FMV | $345,873 | $345,873 |
| KA CREDIT ADVISORS HOLDCO LLC | FMV | $33 | $33 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $20,397 | $20,397 | $20,397 |
| ENIGMA LLC - CHARITABLE PROGRAM INVESTMENT | $6,000 | $0 | $0 |
| OTHER CHARITABLE PROGRAM INVESTMENTS | $0 | $75,000 | $75,000 |
| OTHER ASSETS | $0 | $1,406 | $1,406 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $266 | $0 | $0 |
| OFFICE EXPENSES | $439 | $0 | $0 |
| EDUCATION & TRAINING | $65,511 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $2,394 | $0 | $0 |
| ARDENT FINANCIAL FUND IV, LP | $267 | $267 | $0 |
| AG CS HOLDINGS FUND LP | $291 | $291 | $0 |
| KA CREDIT ADVISORS HOLDCO LLC | $16 | $16 | $0 |
| OTHER EXPENSES | $3,618 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG CS HOLDINGS FUND II, LP | $31,216 | $31,216 | $31,216 |
| AG CSF2A (ANNEX) DISLOCATION HOLDINGS FUND, LP | $12,752 | $12,752 | $12,752 |
| KA CREDIT ADVISORS HOLDCO LLC | $385 | $385 | $385 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $982,625 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $51,510 | Amt |
| Net Investment Income | $51,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFIR KEDAR AND EVA J SONESH-KEDAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD SUITE 100 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,500 | $0 | $0 |
| CA STATE TAXES | $75 | $0 | $0 |
| FOREIGN TAXES | $910 | $910 | $0 |
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