Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
SONO AND VICTOR ELMALEH FOUNDATION
C/O BERDON LLP
Number and street (or P.O. box number if mail is not delivered to street address)100 JERICHO QUADRANGLE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

35-2354358
B Telephone number (see instructions)

(212) 832-0400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,865,945
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 310,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,771 14,771  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 168,351
b Gross sales price for all assets on line 6a 659,267
7 Capital gain net income (from Part IV, line 2)... 168,351
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 7 7  
12 Total. Add lines 1 through 11........ 493,129 183,129  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 570 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,505 3,143   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,075 3,143   0
25 Contributions, gifts, grants paid....... 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 163,075 3,143   150,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 330,054
b Net investment income (if negative, enter -0-) 179,986
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 49,386 304,892 304,892
2 Savings and temporary cash investments......... 803,438 125,000 125,000
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 277,974 Click to see attachment1,089,621 1,217,628
c Investments—corporate bonds (attach schedule)....... 264,139 Click to see attachment205,478 218,425
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,394,937 1,724,991 1,865,945
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,394,937 1,724,991
29 Total net assets or fund balances (see instructions)..... 1,394,937 1,724,991
30 Total liabilities and net assets/fund balances (see instructions). 1,394,937 1,724,991
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,394,937
2
Enter amount from Part I, line 27a .....................
2
330,054
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,724,991
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,724,991
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a TREASURY 1683 - LT COVERED P 2016-06-14 2021-12-31
b TREASURY 3978 - ST COVERED P 2020-05-20 2021-03-30
c TREASURY 3978 - LT COVERED P 2016-08-18 2021-12-31
d TREASURY 2880 - ST COVERED P 2021-04-01 2021-12-31
e CHARLES SCHWAB P 2012-05-09 2021-03-05
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 81,770   79,558 2,212
b 78,609   60,000 18,609
c 364,059   210,215 153,844
d 132,329   133,384 -1,055
e 2,500   7,759 -5,259
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,212
b       18,609
c       153,844
d       -1,055
e       -5,259
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 168,351
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,502
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,502
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 380
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,380
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,878
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,878 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWORLD WIDE GROUP Telephone no.bullet (212) 832-0400

    Located atbullet100 JERICHO QUADRANGLENEW YORKNY ZIP+4bullet11753
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NIKO ELMALEH PRESIDENT
    0.00
    0 0 0
    C/O BERDON LLP 100 JERICHO
    QUADRANGLE
    JERICHO,NY11753
    MARK BOSSWICK DIRECTOR AND TREASURER
    0.00
    0 0 0
    360 MADISON AVENUE
    NEW YORK,NY10022
    JOEL I PAPERNIK DIRECTOR
    0.00
    0 0 0
    666 THIRD AVENUE
    NEW YORK,NY10017
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,080,122
    b
    Average of monthly cash balances.......................
    1b
    524,855
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,604,977
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,604,977
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    24,075
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,580,902
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    79,045
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    79,045
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,502
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,502
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,543
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    76,543
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    76,543
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 76,543
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 12,485
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 12,485
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 150,000
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 76,543
    e Remaining amount distributed out of corpus 73,457
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 85,942
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    12,485
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    73,457
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 73,457
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NEW YORK EDGE
    58-12 QUEENS BLVD STE 1
    WOODSIDE,NY11377
    NONE 501(C)3 GENERAL 65,000
    THE ACTORS FUND
    729 7TH AVE 10TH FLOOR
    NEW YORK,NY10019
    NONE 501(C)3 GENERAL 85,000
    Total .................................bullet 3a 150,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 168,351  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 183,129 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    183,129
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SONO AND VICTOR ELMALEH FOUNDATION
     
    C/O BERDON LLP
    EIN:
    35-2354358
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BLACKROCK INC NT 1.900% 01/28/31 B/E DTD 05/06/20 30/360 7,852 7,892
    GOLDMAN SACHS GROUP INC SR GLOBAL NT FLTF 1.992% 01/27/32 7,601 7,679
    UNITEDHEALTH GROUP INC NT 2.875% 08/15/29 B/E DTD 07/25/19 8,385 8,471
    AMERICAN TOWER CORP NEW FXD RT SR NT 2.250% 01/15/22 B/E 5,719 6,003
    WESTPAC BKG CORP SR NT ISIN#US961214CX95 2.850% 05/13/26 5,780 6,322
    GOLDMAN SACHS GROUP INC FXD RT SR NT 3.750% 02/25/26 B/E 8,196 8,619
    KROGER CO FXD RT SR NT 2.650% 10/15/26 B/E DTD 10/03/16 6,544 7,273
    AT&T INC FXD RT SR NT 4.300% 02/15/30 B/E DTD 08/15/18 30/360 6,639 7,886
    SIMON PPTY GROUP L P GTD FXD RT SR NT 3.300% 01/15/26 B/E 6,964 7,411
    QUALCOMM INC FXD RT NT 3.000% 05/20/22 B/E DTD 05/20/15 7,015 7,070
    VALERO ENERGY CORP NEW SR NT 4.000% 04/01/29 B/E DTD 7,326 7,624
    MARSH & MCLENNAN COS INC SR NT 4.375% 03/15/29 B/E DTD 7,638 7,986
    ANHEUSER-BUSCH INBEV WORLDWIDE INC GTD NT 4.900% 7,993 8,414
    MORGAN STANLEY FXD RT SR NT SER I 3.625% 01/20/27 B/E DTD 8,118 8,679
    COMCAST CORP GTD FXD RT R NOTE 4.250% 10/15/30 B/E DTD 8,309 9,242
    WELLS FARGO & CO MEDIUM TERM SR NTS 4.478% 04/04/31 B/E 8,317 8,140
    CBS CORP NEW GTD FXD RT NOTE 2.900% 01/15/27 B/E DTD 07/11/16 9,199 10,419
    BANK AMER CORP FXD TO FLTG RT NT SER N 4.271% 07/23/29 B/E 9,195 10,042
    CITIGROUP INC FXD TO FLTG SR NT 3.668% 07/24/28 B/E DTD 9,459 10,793
    JPMORGAN CHASE & CO FXD RT SUB NT 3.625% 12/01/27 B/E DTD 9,648 10,781
    SHELL INTL FIN B V GTD NT ISIN#US822582BT82 2.875% 05/10/26 9,655 10,613
    CVS HEALTH CORP SR NT 2.750% 12/01/22 B/E DTD 11/29/12 30/360 9,797 10,139
    WELLS FARGO & CO NEW MEDIUM TERM SR NTS FIXED RT NTS SER 9,971 10,289
    CITIGROUP INC FIXED RT NT 4.500% 01/14/22 B/E DTD 11/01/11 10,006 10,012
    BANK AMER CORP FXD RT SER L 4.125% 01/22/24 B/E DTD 01/21/14 10,152 10,626

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SONO AND VICTOR ELMALEH FOUNDATION
     
    C/O BERDON LLP
    EIN:
    35-2354358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DISCOVER FINL SVCS COM INC 4,155 4,969
    AMAZON COM INC 16,435 16,672
    HOME DEPOT INC COM 5,241 7,055
    FLOOR & DECOR HLDGS INC COM CL A 2,853 2,990
    FIVE BELOW INC COM 5,913 6,414
    EVOLUTION AB ADR ISIN# US30051E1047 2,313 1,716
    DOLLAR GEN CORP NEW COM 8,599 9,433
    D R HORTON INC COM 9,338 11,062
    COSTCO WHOLESALE CORP NEW COM 1,782 2,839
    BLACKROCK INC COM 7,099 8,240
    COPART INC COM 4,612 5,913
    CHEESECAKE FACTORY INC COM 6,139 4,032
    RPM INTL INC 2,584 2,828
    SCOTTS MIRACLE-GRO CO CL A 11,858 8,694
    SHERWIN WILLIAMS CO COM 13,740 17,960
    FERRARI N V SHS ISIN#NL0011585146 2,080 2,587
    LVMH MOET HENNESSY LOUIS VUITTON ADR 3,652 4,469
    LESLIES INC COM 6,774 6,767
    ARMSTRONG WORLD INDS INC NEW COM 3,675 4,645
    NIKE INC CL B 14,407 17,501
    CHEVRON CORP NEW COM 3,377 3,755
    THOR INDS INC 8,930 6,953
    STARBUCKS CORP COM 16,193 16,961
    POOL CORP COM 2,846 3,396
    OLLIES BARGAIN OUTLET HLDGS INC COM 6,265 3,583
    AMERIPRISE FINL INC COM 3,988 5,128
    BANK HAWAII CORP COM 5,088 4,691
    PHILLIPS 66 COM 3,906 3,406
    AIA GROUP LTD SPONSORED ADR ISIN#US0013172053 2,268 1,855
    MIDDLEBY CORP 1,480 1,771
    LULULEMON ATHLETICA INC COM 1,509 1,957
    LOWES COS INC COM 8,590 10,856
    FIRST FINL BANKSHARES INC COM 4,031 4,372
    FIRST REP BK SAN FRANCISCO CALIF NEW COM 3,337 4,130
    GALLAGHER ARTHUR J & CO 3,028 4,072
    HOULIHAN LOKEY INC CL A 5,027 7,453
    JP MORGAN CHASE & CO COM ISIN#US46625H1005 6,118 6,334
    MARKETAXESS HLDGS INC COM 5,330 4,113
    PRIMERICA INC COM 3,132 3,219
    RLI CORP COM 3,382 3,363
    RYAN SPECIALTY GROUP HLDGS INC CL A COM 6,395 8,110
    US BANCORP DEL COM 4,056 4,100
    MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 2,965 2,586
    ALCON SA ACT NOM ISIN#CH0432492467 1,640 2,038
    AMN HEALTHCARE SVCS INC COM 1,426 2,324
    ABBOTT LABS COM 13,639 16,185
    ABBVIE INC COM 13,364 16,654
    AGILENT TECHNOLOGIES INC COM 6,289 7,504
    ALIGN TECHNOLOGY INC COM 2,727 3,286
    AMEDISYS INC COM 6,274 4,695
    BIO-TECHNE CORP COM 3,893 5,173
    CSL LTD SPONSORED ADR ISIN#US12637N2045 1,306 1,375
    CHARLES RIV LABORATORIES INTL INC COM 2,054 2,637
    COOPER COS INC COM NEW 3,097 3,352
    ELANCO ANIMAL HEALTH INC COM 2,871 2,753
    ENSIGN GROUP INC COM 1,850 1,679
    GLOBUS MED INC CL A NEW 6,177 6,137
    ILLUMINA INC COM 3,455 3,424
    INTUITIVE SURGICAL INC COM NEW 2,995 4,312
    MERCK & CO INC NEW COM 3,887 4,062
    NEOGEN CORP COM 2,235 2,271
    OAK STR HEALTH INC COM 2,474 1,292
    ORTHOPEDIATRICS CORP COM 1,206 1,437
    REPLIGEN CORP COM 2,917 2,384
    SILK RD MED INC COM 8,161 6,732
    STRYKER CORP COMMON 7,284 7,755
    THERMO FISHER SCIENTIFIC INC COM 3,686 5,338
    UNITEDHEALTH GROUP INC COM 13,752 18,077
    WEST PHARMACEUTICAL SVCS INC COM 17,288 24,389
    WUXI BIOLOGICS CAYMAN INC ADR ISIN#US98260N1081 2,262 1,969
    ZOETIS INC COM 11,893 17,326
    KORNIT-DIGITAL LTD SHS ISIN#IL0011216723 4,605 6,395
    ALBANY INTL CORP NEW CL A 3,896 4,069
    ATLAS COPCO AB SPON ADR NEW REPSTG ISIN#US0492557063 2,808 3,119
    BADGER METER INC COM 1,631 1,812
    CANADIAN NATL RY CO COM ISIN#CA1363751027 6,383 6,634
    CARRIER GLOBAL CORP COM 6,345 7,485
    COGNEX CORP 2,029 1,866
    CONSTRUCTION PARTNERS INC CL A 2,053 2,029
    EVERTEC INC COM 3,237 4,248
    EXPONENT INC 1,972 2,335
    FACTSET RESH SYS INC COM 3,107 4,860
    FASTENAL CO COM 3,815 4,805
    GRACO INC 9,429 10,561
    HEALTHCARE SVCS GROUP INC COM 1,912 1,192
    HEICO CORP NEW COM 3,314 3,750
    HEICO CORP NEW CL A 9,134 9,896
    JOHN BEAN TECHNOLOGIES CORP COM 3,004 3,378
    LANDSTAR SYSTEMS INC COM 4,014 4,296
    LOCKHEED MARTIN CORP COM 3,711 3,554
    MSCI INC COM 5,109 6,740
    OLD DOMINION FREIGHT LINE INC COM 12,514 17,561
    PAYCHEX INC COM 5,300 7,371
    PROTO LABS INC COM 1,094 462
    RBC BEARINGS INC COM 4,548 4,645
    RITCHIE BROS AUCTIONEERS INC COM ISIN#CA7677441056 3,716 3,795
    ROLLINS INC 2,485 2,429
    S&P GLOBAL INC COM 6,406 8,023
    SNAP ON INC COM 4,142 3,877
    TERMINIX GLOBAL HLDGS INC COM 4,341 4,071
    TRANSUNION COM 3,671 4,506
    UNIFIRST CORP MASS COM 2,469 2,314
    UNION PAC CORP COM 4,840 5,542
    WATSCO INC CL A 9,080 10,638
    ALTRIA GROUP INC COM 3,573 3,317
    CHURCH & DWIGHT CO INC 2,416 2,870
    HONEYWELL INTL INC COM 2,383 2,294
    ILLINOIS TOOL WORKS INC COM 1,991 2,221
    LAMB WESTON HLDGS INC COM 3,214 2,599
    NATIONAL BEVERAGE CORP COM 3,730 3,490
    PEPSICO INC COM 2,836 3,474
    PERNOD RICARD S A SPONSORED ADR ISIN#US7142643060 2,284 2,909
    PHILIP MORRIS INTL INC COM 5,637 5,890
    PROCTER & GAMBLE CO COM 2,567 3,108
    SITEONE LANDSCAPE SUPPLY INC COM 13,164 17,444
    WD 40 CO COM 4,029 3,180
    ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 16,963 24,458
    NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 916 769
    GLOBANT S A COM ISIN#LU0974299876 6,390 8,795
    FIVERR INTL LTD ORD SHS ISIN#IL0011582033 1,783 910
    ADOBE SYS INC COM 10,365 11,341
    ADYEN N V ADR 2,392 2,685
    AIRBNB INC CL A COM 3,572 3,996
    ALARM COM HLDGS INC COM 3,060 2,968
    ALPHABET INC CAP STK CL C 13,357 17,362
    ALPHABET INC CL A 4,241 5,794
    AMPHENOL CORP NEW CL A 3,150 4,111
    ANSYS INC COM 4,576 5,215
    APPLE INC COM 3,067 4,439
    ASPEN TECHNOLOGY INC COM 1,525 1,522
    AUTODESK INC COM 5,400 5,343
    AUTOMATIC DATA PROCESSING INC COM 6,352 8,137
    AVALARA INC COM 10,339 8,650
    BENTLEY SYS INC CL B 7,337 6,815
    BLACKLINE INC COM 2,767 2,589
    AZENTA INC COM 9,582 10,620
    CDW CORP COM 10,388 11,877
    CERTARA INC COM 2,554 1,961
    CISCO SYSTEMS INC 3,792 4,626
    CLEARWATER ANALYTICS HLDGS INC CL A 5,753 5,033
    COSTAR GROUP INC COM 3,375 3,161
    DOCUSIGN INC COM 940 914
    DUCK CREEK TECHNOLOGIES INC COM 3,396 2,409
    ENTEGRIS INC COM 2,159 2,494
    META PLATFORMS INC CL A 11,329 12,445
    FAIR ISAAC CORPORATION COM 6,877 6,071
    FIVE9 INC COM 4,386 3,433
    GARTNER INC COM 3,598 5,349
    GODADDY INC CL A 3,209 3,394
    GRID DYNAMICS HLDGS INC CL A 1,688 2,126
    GUIDEWIRE SOFTWARE INC COM 2,365 2,611
    HEALTHEQUITY INC COM 4,364 2,743
    HENRY JACK & ASSOC INC COM 9,149 9,685
    IAC/INTERACTIVECORP NEW COM NEW 1,850 1,569
    LAM RESEARCH CORP 4,453 5,034
    MASTERCARD INC CL A COM 16,642 16,529
    MEDIAALPHA INC CL A 3,516 1,559
    METTLER-TOLEDO INTL INC COM 3,748 5,092
    MICROSOFT CORP COM 13,490 17,825
    NATIONAL INSTRS CORP COM 1,680 1,659
    NCINO INC COM 2,889 2,249
    NETFLIX INC COM 4,282 4,820
    OLO INC CL A 3,062 2,185
    PAYCOM SOFTWARE INC COM 4,535 4,567
    PAYLOCITY HLDG CORP COM 2,834 3,779
    PAYPAL HLDGS INC COM 5,173 3,960
    PEGASYSTEMS INC COM 3,312 3,131
    RIGHTMOVE PLC ADR 3,720 4,815
    ROPER TECHNOLOGIES INC COM 6,378 7,378
    SALESFORCE.COM INC COM STOCK 7,194 8,386
    SERVICENOW INC COM 11,067 12,982
    SHOPIFY INC CL A ISIN#CA82509L1076 5,924 6,887
    TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 3,715 3,609
    TELEDYNE TECHNOLOGIES INC COM 4,244 4,369
    TEXAS INSTRUMENTS INC 6,213 6,220
    2U INC COM 1,855 923
    TYLER TECHNOLOGIES INC COM 10,961 13,449
    VERIZON COMMUNICATIONS INC COM 3,554 3,170
    VERISK ANALYTICS INC COM 9,691 11,894
    VIMEO INC COM 837 341
    VISA INC COM CL A 12,490 12,352
    WORKIVA INC COM CL A 2,749 3,915
    DUKE ENERGY CORP NEW COM NEW 1,057 1,154
    NEXTERA ENERGY INC COM 3,020 3,734
    AMERICAN TOWER CORP NEW COM 6,197 7,313
    CROWN CASTLE INTL CORP NEW COM 3,619 4,384
    GRAND CANYON ED INC COM 4,277 3,343
    MGM GROWTH PPTYS LLC CL A COM 4,493 5,515
    PROLOGIS INC COM 3,203 5,051
    ISHARES TR RUSSELL 1000 GROWTH ETF 116,711 135,071

    TY 2021 OtherExpensesSchedule
    Name:
    SONO AND VICTOR ELMALEH FOUNDATION
     
    C/O BERDON LLP
    EIN:
    35-2354358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 3,143 3,143   0
    MISCELANEOUS EXPENSES 9,362 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    SONO AND VICTOR ELMALEH FOUNDATION
     
    C/O BERDON LLP
    EIN:
    35-2354358
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 7 7 7


    TY 2021 TaxesSchedule
    Name:
    SONO AND VICTOR ELMALEH FOUNDATION
     
    C/O BERDON LLP
    EIN:
    35-2354358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS TAX PAYMENT 250 0   0
    FOREIGN TAX 70 0   0
    NY CHAR 500 TAX 250 0   0