FOOKSMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FOOKSMAN FAMILY FOUNDATION (EIN 83-2645305)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349105101
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T18:55:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832645305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOKSMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOK | BusinessNameControlTxt |
| Phone | 4159033237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 EL CAMINO REAL 629 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FOOKSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033237 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $18,591,050 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,043,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,960,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,391,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,119,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,466,705 | 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 | $18,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $526,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $526,409 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38,420 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,697 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,697 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $603,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $593,948 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,584,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,584,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,188,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,178,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,069,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,457,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $430,447 | CashBOYAmt |
| Cash EOY | $148,191 | CashEOYAmt |
| Cash EOYFMV | $148,191 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $9,744 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,744 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $18,061,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,433,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,433,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,492,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,591,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,591,050 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $231,277 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $234,377 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $231,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $234,377 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,260,782 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,356,673 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,260,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,356,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,492,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,591,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,260,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,069,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,165,141 | OtherIncreasesAmt |
| Subtotal | $18,356,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,356,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2020-06-08 | 2025-11-26 | $20,543 | $20,025 | $518 | $518 |
| AT&T INC | P | 2020-06-08 | 2025-11-26 | $108,982 | $106,202 | $2,780 | $2,780 |
| AT&T INC | P | 2020-06-08 | 2025-06-12 | $140,925 | $126,221 | $14,704 | $14,704 |
| CVS HEALTH CORP | P | 2025-05-01 | 2025-05-13 | $1,825 | $2,105 | -$280 | -$280 |
| CVS HEALTH CORP | P | 2025-02-03 | 2025-05-01 | $2,601 | $2,081 | $520 | $520 |
| CVS HEALTH CORP | P | 2024-11-01 | 2025-05-01 | $2,545 | $2,057 | $488 | $488 |
| CVS HEALTH CORP | P | 2024-08-01 | 2025-05-01 | $2,394 | $2,034 | $360 | $360 |
| CVS HEALTH CORP | P | 2024-05-01 | 2025-05-01 | $2,607 | $2,009 | $598 | $598 |
| CVS HEALTH CORP | P | 2024-02-02 | 2025-05-01 | $1,899 | $1,991 | -$92 | -$92 |
| CVS HEALTH CORP | P | 2023-11-02 | 2025-05-01 | $1,811 | $1,796 | $15 | $15 |
| CVS HEALTH CORP | P | 2023-08-02 | 2025-05-01 | $1,632 | $1,782 | -$150 | -$150 |
| CVS HEALTH CORP | P | 2023-05-02 | 2025-05-01 | $1,704 | $1,767 | -$63 | -$63 |
| CVS HEALTH CORP | P | 2023-02-02 | 2025-05-01 | $1,422 | $1,755 | -$333 | -$333 |
| CVS HEALTH CORP | P | 2022-11-02 | 2025-05-01 | $1,132 | $1,587 | -$455 | -$455 |
| CVS HEALTH CORP | P | 2022-08-02 | 2025-05-01 | $1,956 | $2,671 | -$715 | -$715 |
| CVS HEALTH CORP | P | 2022-05-03 | 2025-05-01 | $1,921 | $2,656 | -$735 | -$735 |
| CVS HEALTH CORP | P | 2022-02-02 | 2025-05-01 | $1,723 | $2,643 | -$920 | -$920 |
| CVS HEALTH CORP | P | 2021-11-02 | 2025-05-01 | $1,843 | $2,390 | -$547 | -$547 |
| CVS HEALTH CORP | P | 2021-08-03 | 2025-05-01 | $2,018 | $2,375 | -$357 | -$357 |
| CVS HEALTH CORP | P | 2021-05-04 | 2025-05-01 | $2,067 | $2,361 | -$294 | -$294 |
| CVS HEALTH CORP | P | 2021-02-02 | 2025-05-01 | $2,285 | $2,344 | -$59 | -$59 |
| CVS HEALTH CORP | P | 2020-11-03 | 2025-05-01 | $2,732 | $2,325 | $407 | $407 |
| CVS HEALTH CORP | P | 2020-08-04 | 2025-05-01 | $2,504 | $2,307 | $197 | $197 |
| CVS HEALTH CORP | P | 2020-05-05 | 2025-05-01 | $2,647 | $2,288 | $359 | $359 |
| CVS HEALTH CORP | P | 2020-02-04 | 2025-05-01 | $2,347 | $2,272 | $75 | $75 |
| CVS HEALTH CORP | P | 2019-10-31 | 2025-05-01 | $178,747 | $168,027 | $10,720 | $10,720 |
| EVENTBRITE INC A | D | 2016-10-26 | 2025-05-01 | $7,322 | $23,766 | -$16,444 | -$16,444 |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-10-02 | $159,595 | $1 | $159,594 | $159,594 |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-06-30 | $111,485 | $111,485 | $111,485 | |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-06-25 | $178,250 | $1 | $178,249 | $178,249 |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-06-09 | $280,028 | $1 | $280,027 | $280,027 |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-05-13 | $195,912 | $1 | $195,911 | $195,911 |
| META PLATFORMS INC A | D | 2012-08-09 | 2025-01-28 | $269,586 | $1 | $269,585 | $269,585 |
| META PLATFORMS INC CLASS A | D | 2012-08-09 | 2025-11-26 | $241,680 | $1 | $241,679 | $241,679 |
| WARNER BROS DISCOVER | P | 2020-06-08 | 2025-05-20 | $1,767 | $6,144 | -$4,377 | -$4,377 |
| WARNER BROS DISCOVER | P | 2020-06-08 | 2025-05-20 | $20,512 | $71,312 | -$50,800 | -$50,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,391,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,745 | OverpaymentAmt |
| Applied To ES Tax | $9,745 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | FOOKSMANFOUNDATION.ORG | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE FOOKSMAN | ||||||||
| 715 CAMBRIDGE AVENUE | MENLO PARK | CA | 94025 | PRESDIENT | 1.00 | $0 | $0 | $0 |
| MYRON G SUGARMAN | ||||||||
| TWO EMBARCADERO CENTER 2320 | SAN FRANCISCO | CA | 94111 | SECRETARY & CHIEF FINANCIA | 0.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANESH LLC | |||||
| 26 EAST 91ST STREET 2A | NEW YORK | NY | 10128 | EXECUTIVE DIRECTOR | $325,063 |
| ARTTHINQ LLC | |||||
| 242 EAST 4TH STREET | BROOKLYN | NY | 11218 | SENIOR PROGRAM DIRECTOR | $196,136 |
| 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 | $19,474,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,788,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,788,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,491,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $974,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $974,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,255 | TotalTaxAmt |
| Distributable Before Adj | $954,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $954,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $954,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,178,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,178,893 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $954,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $412,092 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $329,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,010,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $844,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $749,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,345,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,178,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $954,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,224,556 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,570,400 | 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 | $412,092 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,158,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $329,488 | ExcessFromYear4Amt |
| Excess From Year3 | $1,010,316 | ExcessFromYear3Amt |
| Excess From Year2 | $844,845 | ExcessFromYear2Amt |
| Excess From Year1 | $749,103 | ExcessFromYear1Amt |
| Excess From Current Year | $1,224,556 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE FOOKSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AID COALITION | |||||||||||
| 543 FOXGLOVE LN | WYNNEWOOD | PA | 19096 | PC | IN SUPPORT OF THE BUILDERS INITIATIVE OF THE NYC BROTHERS AND SISTERS | $40,045 | |||||
| AMERICARES | |||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | OPERATING SUPPORT FOR HUMANITARIAN EFFORTS IN UKRAINE AND WHERE NEEDED MOST | $40,000 | |||||
| AREIVIM PHILANTHROPIC GROUP | |||||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | YEARLY MEMBERSHIP | $25,000 | |||||
| ARLEKIN PLAYERS THEATRE | |||||||||||
| 368 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING SUPPORT | $55,000 | |||||
| ARTIS | |||||||||||
| PO BOX 1536 | NEW YORK | NY | 10276 | PC | GENERAL OPERATING SUPPORT | $40,100 | |||||
| BLUECHECK | |||||||||||
| 201 ALLEN STREET UNIT 10016 | NEW YORK | NY | 10002 | PC | TOLERSPACE PROGRAMMING | $8,800 | |||||
| BOUNDLESS ISRAEL INC | |||||||||||
| 464 COMMON STREET 329 | BELMONT | MA | 02478 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| CHABAD MID-PENINSULA | |||||||||||
| 523 TOPAZ ST | REDWOOD CITY | CA | 94062 | PC | GENERAL OPERATING SUPPORT | $18,000 | |||||
| CLUB Z RIMON CLUB | |||||||||||
| 20 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE | |||||||||||
| 7802 BAY PARKWAY | BROOKLYN | NY | 11214 | PC | TUT THEATER PROJECT | $20,000 | |||||
| FEDERATION CJA MONTREAL | |||||||||||
| PC | TEEN ISRAEL EDUCATION PROGRAM | $40,000 | 1 CUMMINGS SQUARE | MONTREAL | QUEBEC | CA | H3W 1M6 | ||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||||||
| 1800 M ST NW SUITE 800-S | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| FRACTURED ATLAS | |||||||||||
| POBOX 55 | HARTSDALE | NY | 10530 | PC | IN SUPPORT OF YEDA THEATER SARAJEVO STORIES | $30,000 | |||||
| GIDEON HAUSNER JEWISH DAY SCHOOL | |||||||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | |||||||||||
| 131 STEUART STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $40,000 | |||||
| HEBREW PUBLIC | |||||||||||
| 25 W 39TH ST 7TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $25,000 | |||||
| HOPEWELL FUND | |||||||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | EARLY CHILDHOOD EDUCATION INITIATIVE | $30,000 | |||||
| IMPACT FORUM FOUNDATION | |||||||||||
| 15910 VENTURA BLVD 700 | ENCINO | CA | 91436 | PC | YEARLY MEMBERSHIP | $216,000 | |||||
| JEWBELONG | |||||||||||
| 37 W 20TH ST STE 307 | NEW YORK | NY | 10011 | PC | BAY AREA BILLBOARD PROJECT | $15,000 | |||||
| JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND | |||||||||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60675 | PC | IN SUPPORT OF BACCA | $40,000 | |||||
| JEWISH EDUCATION PROJECT- ROOTONE | |||||||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | PC | BROADENING AND DEEPENING ROOTONE EDUCATIONAL EXPERIENCES | $40,000 | |||||
| JEWISH MAJORITY | |||||||||||
| 1763 COLUMBIA RD NW SUITE 100 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| JEWISH SILICON VALLEY | |||||||||||
| 14855 OKA RDSUITE 201 | LOS GATOS | CA | 95032 | PC | SECURITY NEEDS AND PROJECT SUPPORT | $30,000 | |||||
| LELEKA | |||||||||||
| 380 HAMILTON AVE UNIT 291 | PALO ALTO | CA | 94301 | PC | IN SUPPORT OF HUMANITARIAN EFFORTS IN UKRAINE WITH SVOYII | $150,000 | |||||
| NOVA UKRAINE | |||||||||||
| 963 MEARS CT | STANFORD | CA | 94305 | PC | SUPPORT FOR HUMANITARIAN EFFORTS IN UKRAINE | $60,000 | |||||
| OPENDOR MEDIA INC | |||||||||||
| 11110 W OAKLAND PARK BLVD STE 288 | SUNRISE | FL | 33351 | PC | ASK HAVIV ANYTHING PODCAST | $50,000 | |||||
| PLAYGROUNDNYC | |||||||||||
| 33 PARK PL 350 | NEW YORK | NY | 10007 | PC | IN SUPPORT OF "DAY AT KIBBUTZ" PROGRAMS | $10,000 | |||||
| RAJMN | |||||||||||
| 3538 BIRCHPOND RD | ST PAUL | MN | 55122 | PC | IN SUPPORT OF A TEEN ISRAEL EDUCATION PROGRAM | $10,000 | |||||
| RAZOM UKRAINE | |||||||||||
| 140 SECOND AVE SUITE 305 | NEW YORK | NY | 10003 | PC | IN SUPPORT OF BERNARD-HENRI LEVY DOCUMENTARY FILM | $50,000 | |||||
| REVITALIZATION COMMUNITY INVOLVEMENT INITIATIVE JPA | |||||||||||
| 130 BEAUMONT STREET | BROOKLYN | NY | 11235 | PC | BAY AREA EXPANSION INITIATIVE | $20,000 | |||||
| RONALD C WORNICK JEWISH DAY SCHOOL | |||||||||||
| 800 FOSTER CITY BLVD | FOSTER CITY | CA | 94404 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| RUSSIAN SPEAKING JEWISH COMMUNITY SF BAY AREA | |||||||||||
| 3739 BALBOA ST 140 | SAN FRANCISCO | CA | 94121 | PC | CAMP SCHOLARSHIPS | $15,000 | |||||
| TAMID GROUP | |||||||||||
| 625 KENMOOR AVE SE STE 350 | GRAND RAPIDS | MI | 49546 | PC | TAMID ALUMNI ENGAGEMENT EXPANSION | $40,000 | |||||
| THE BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| 711 3RD AVE FL 10 | NEW YORK | NY | 10017 | PC | IN SUPPORT OF THE EXCEL FELLOWSHIP PROGRAM | $25,000 | |||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | PC | GENERAL GRANT - ISRAEL SUPPORT | $60,000 | |||||
| UPSTART BAY AREA | |||||||||||
| 1111 BROADWAY FL 3 | OAKLAND | CA | 94607 | PC | IN SUPPORT OF PROJECT ACTIVATE PROGRAMMING | $50,000 | |||||
| WORLDWIDE ORPHANS FOUNDATION (RISE) | |||||||||||
| 244 FIFTH AVENUE SUITE K298 | NEW YORK | NY | 10001 | PC | IN SUPPORT OF FAMILY AND CHILDREN PROGRAMS IN UKRAINE | $15,000 | |||||
| YOUNG JUDAEA | |||||||||||
| 578 8TH AVE | NEW YORK | NY | 10018 | PC | SUMMER CAMP -EMERGENCY TRAVEL NEEDS | $37,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,584,945 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,055 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,043,422 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,119,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,119,118 | 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 FEES | CategoryTxt |
| Amt | $18,950 | Amt |
| Net Investment Income | $9,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,475 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,433,115 | BookValueAmt |
| EOYFMV | $18,433,115 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,947 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,947 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDENDS DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $641 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $641 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS - META | $885,669 |
| UNREALIZED GAINS - SECURITIES | $272,828 |
| OTHER INCREASE - DEFERRED TAX EXPENSE REVERSAL | $6,644 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $231,277 | BOYBookValueAmt |
| EOY Book Value | $234,377 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR - EXECUTIVE DIRECTOR | $325,063 | $0 | $325,063 |
| CONTRACTOR - ARTTHINQ LLC | $196,136 | $0 | $196,136 |
| CONTRACTOR - FOUNDANT TECHNOLOGIES | $4,435 | $0 | $4,435 |
| CONTRACTOR - ALON ZEEV HARRIS | $775 | $0 | $775 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $38,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,420 | DisbursementsCharitablePrpsAmt |
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