I MICHAEL & BETH KASSER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- I MICHAEL & BETH KASSER FOUNDATION (EIN 27-2608894)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-24
- IRS object ID
- 202622059349100607
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-24T10:33:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272608894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE I MICHAEL AND BETH KASSER FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMIC | BusinessNameControlTxt |
| Phone | 8083296060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-5706 HANAMA PLACE 104 | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | I MICHAEL KASSER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8083296060 | PhoneNum |
| Signature | 2026-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JARRAD BROWN | PreparerPersonNm |
| PTIN | P00017578 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,507,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $467,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,019,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $467,028 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $528 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $538,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $537,731 | 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 |
| Legal Fees Rev And Expnss | $653 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $653 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,481 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,336 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,336 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $583,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,951 | CashBOYAmt |
| Cash EOY | $261,719 | CashEOYAmt |
| Cash EOYFMV | $261,719 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $415,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,573 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $357 | AcctRcvblAmt |
| Acct Rcvbl BOY | $402 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $357 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $357 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,018,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,957,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,192,015 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $639,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $831,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $981,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,248,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,122,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,507,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,248,320 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,122,936 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,248,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,122,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,248,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,122,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,248,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,122,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,122,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,019,661 | $552,800 | $466,861 | $466,861 | |
| CAPITAL GAINS DIVIDENDS | $167 | $167 | $167 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $467,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,510 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $7,094 | OverpaymentAmt |
| Applied To ES Tax | $7,094 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | I MICHAEL KASSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8083296060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-5706 HANAMA PLACE SUITE 104 | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| I MICHAEL KASSER | ||||||||
| 75-5706 HANAMA PLACE SUITE 104 | KAILUAKONA | HI | 96740 | OFFICER | 5.00 | $0 | $0 | $0 |
| BETH KASSER | ||||||||
| 75-5706 HANAMA PLACE SUITE 104 | KAILUAKONA | HI | 96740 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 BOYLSTON ST 10TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | WEALTH MANAGEMENT | ServiceTypeTxt |
| Compensation | $75,230 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,023,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,451,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,451,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,369,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,379 | TotalTaxAmt |
| Distributable Before Adj | $262,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $583,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $583,506 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $583,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $321,414 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $321,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $321,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | I MICHAEL KASSER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | I MICHAEL OR BETH KASSER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-5706 HANAMA PLACE SUITE 104 | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8083296060 | RecipientPhoneNum |
| Form And Info And Materials | SECTION 501(C)(3) LETTERHEAD SUBMITTING THEIR REQUEST WITH SUPPORTING DOCUMENTATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PUBLIC CHARITABLE ORGANIZATIONS THAT ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE IRC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH NATIONAL FUND USA | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PC | FOR KASSER JOINT INSTITUTE FOR FOOD, WATER & ENERGY SECURITY | $100,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | FOR FLANDRAU PLANETARIUM OPERATION | $97,003 |
| ARIZONA JEWISH HISTORICAL SOCIETY | |||||||
| 122 E CULVER STREET | PHOENIX | AZ | 85004 | N/A | PC | FOR EDUCATIONAL PROGRAMS, EXHIBITS, AND RESOURCES | $33,333 |
| STAND TOGETHER TRUST | |||||||
| PO BOX 45193 | BALTIMORE | MD | 212975913 | N/A | PC | GENERAL SUPPORT | $250,000 |
| ARIZONA THEATRE COMPANY | |||||||
| 330 S SCOTT AVE | TUCSON | AZ | 85701 | N/A | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,336 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA JEWISH HISTORICAL SOCIETY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 E CULVER STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | FOR EDUCATIONAL PROGRAMS, EXHIBITS, AND RESOURCES | GrantOrContributionPurposeTxt |
| Amt | $66,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $66,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,752 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $467,028 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOLSTICE SPIN OFF | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $538,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $538,259 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,481 | Amt |
| Net Investment Income | $2,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,240 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOR TAXABLE YEARS 2018 AND AFTER: TAX EXEMPT ORGANIZATIONS WILL NO LONGER NEED TO FILE THEIR TAX RETURNS WITH AZ. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CRH PLC SHS ISIN#IE0001827041 | $48,380 | $68,016 |
| ABBVIE INC COM | $42,136 | $101,678 |
| ADOBE SYS INC COM | $29,068 | $34,999 |
| ALPHABET INC CAP STK CL C | $6,676 | $222,798 |
| AMAZON COM INC | $53,241 | $163,882 |
| APPLE INC COM | $48,876 | $265,064 |
| BANK OF AMERICA CORP COM | $31,174 | $62,425 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $85,910 | $133,202 |
| BLACKROCK INC COM | $49,001 | $96,331 |
| BROADCOM INC COM | $12,945 | $167,859 |
| BUILDERS FIRSTSOURCE INC COM | $34,502 | $31,381 |
| CASEYS GEN STORES INC COM | $35,175 | $63,562 |
| CHENIERE ENERGY INC COM NEW | $29,894 | $40,822 |
| CORPAY INC COM | $30,265 | $39,121 |
| COSTCO WHOLESALE CORP NEW COM | $22,977 | $68,987 |
| DANAHER CORP COM | $14,009 | $35,483 |
| EXXON MOBIL CORP COM | $72,792 | $90,255 |
| META PLATFORMS INC CL A | $65,876 | $135,318 |
| GENERAL ELEC CO COM NEW | $28,061 | $83,476 |
| GENUINE PARTS CO COM | $30,871 | $28,896 |
| HONEYWELL INTL INC COM | $39,094 | $49,748 |
| JP MORGAN CHASE & CO COM | $35,285 | $124,055 |
| JOHNSON & JOHNSON COM - COVERED | $35,859 | $80,504 |
| LILLY ELI & CO COM | $38,366 | $54,809 |
| MCDONALDS CORP | $24,170 | $39,732 |
| MICROSOFT CORP COM | $15,293 | $307,099 |
| MONDELEZ INTL INC CL A | $65,323 | $56,522 |
| NEXTERA ENERGY INC COM | $30,940 | $46,161 |
| NVIDIA CORP COM | $15,258 | $328,240 |
| ORACLE CORP COM | $22,901 | $61,397 |
| PG&E CORP COM | $36,846 | $41,300 |
| PALO ALTO NETWORKS INC COM | $50,617 | $51,576 |
| PEPSICO INC COM | $40,271 | $42,338 |
| PROCTER & GAMBLE CO COM | $18,409 | $30,812 |
| PROGRESSIVE CORP OH COM | $25,608 | $45,544 |
| QUANTA SVCS INC COM | $39,272 | $78,081 |
| SALESFORCE INC COM | $44,486 | $42,386 |
| TESLA INC COM | $20,611 | $47,221 |
| TJX COS INC NEW COM | $22,085 | $72,197 |
| T-MOBILE US INC COM | $36,168 | $48,730 |
| UBER TECHNOLOGIES INC COM | $34,613 | $37,587 |
| VERTEX PHARMACEUTICALS INC COM | $44,754 | $61,204 |
| VISA INC COM CL A | $26,391 | $75,403 |
| WABTEC COM | $43,442 | $51,228 |
| LINDE PLC | $61,145 | $55,431 |
| ASTRAZENECA PLC | $36,516 | $44,586 |
| BERKLEY W R CORP COM | $43,580 | $42,773 |
| EBAY INC COM | $45,522 | $43,115 |
| MCKESSON CORP COM | $32,386 | $40,194 |
| NETFLIX INC COM | $37,716 | $42,192 |
| SERVICENOW INC COM | $47,085 | $38,298 |
| WASTE MGMT INC DEL COM | $75,336 | $77,997 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMDEN PPTY TR COM | FMV | $32,923 | $37,427 |
| DIMENSIONAL ETF TR U S SM CAP ETF | FMV | $249,542 | $266,000 |
| ISHARES TR MSCI ACWI EX US ETF | FMV | $210,457 | $265,768 |
| VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD | FMV | $215,270 | $286,884 |
| ISHARES TR CORE MSCI EAFE ETF | FMV | $122,918 | $125,244 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $653 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $653 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE & FEES | $197 | $0 | $197 |
| BANK CHARGES | $80 | $0 | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOLSTICE SPIN OFF | Desc |
| Revenue And Expenses Per Books | $528 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $528 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $75,230 | Amt |
| Net Investment Income | $75,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,330 | $1,330 | $0 |
| FEDERAL INCOME TAX | $1,336 | $0 | $0 |