THE KARL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE KARL FOUNDATION (EIN 91-1362028)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-02-21
IRS object ID
202420529349100512
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-21T11:25:32-06:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472454666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRISSETTE ACCOUNTING SOLUTIONS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 8TH STREET SUITE 220AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911362028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KARL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKARLBusinessNameControlTxt
Phone2062320747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14631 FOREST AVENUE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRV KARLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2062320747PhoneNum
Signature2024-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIRVPersonFirstNm
Person LastKARLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENNIS J MORRISSETTE EAPreparerPersonNm
PTINP01236911PTIN
Phone4252785601PhoneNum
Preparation2024-02-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$667,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,085DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,085DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,085TotalRevAndExpnssAmt
Total Net Invst Incm$15,085TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,520TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$1,200OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,200OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,045TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,065ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,065ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,630TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,110TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,545ExcessRevenueOverExpensesAmt
Net Investment Income$15,085NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,149CashBOYAmt
Cash EOY$41,789CashEOYAmt
Cash EOYFMV$52,243CashEOYFMVAmt
Corporate Stock BOY$313,288CorporateStockBOYAmt
Corporate Stock EOY$305,103CorporateStockEOYAmt
Corporate Stock EOYFMV$614,772CorporateStockEOYFMVAmt
Total Assets BOY$375,437TotalAssetsBOYAmt
Total Assets EOY$346,892TotalAssetsEOYAmt
Total Assets EOYFMV$667,015TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$386,194CapitalStockBOYAmt
Capital Stock EOY$386,194CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$10,757RetainedEarningBOYAmt
Retained Earning EOY-$39,302RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$375,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$375,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$346,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$375,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,545ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$346,892SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$346,892TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$210InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$210SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$210TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$210TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRVIN H KARLIndividualWithBooksNm
Phone2062320747PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14631 FOREST AVE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980404306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVIN H KARL
4631 FOREST AVENUE SEMERCER ISLANDWA98040DIRECTOR0.00$0$0$0
LAURA I KARL
4631 FOREST AVENUE SEMERCER ISLANDWA98040DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ONLY ACTIVITY OF THE KARL FOUNDATION IS TO MAKE CHARITABLE DONATIONS TO 501(C)(3) ORGANIZATIONSDescription1Txt
Expenses1$4,565Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$628,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,596AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$688,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$688,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$678,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,916MinimumInvestmentReturnAmt
Tax Based On Investment Income$210TaxBasedOnInvestmentIncomeAmt
Total Tax$210TotalTaxAmt
Distributable Before Adj$33,706DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,706DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,706DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,110ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,110QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,706DistributableAsAdjustedAmt
Undistributed Income PY$34,862UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Total For Prior Years$3,683TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,110QualifyingDistributionsAmt
Applied To Year1$34,862AppliedToYear1Amt
Applied To Prior Years$3,683AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,565AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$30,141UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVIN H KARLContributingManagerNm
Contributing ManagerLAURA I KARLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2Txt
911 MEMORIAL & MUSEUM
PO BOX 96126WASHINGTON DCDC20090GENERAL OPERATIONS$100
ADAT SHALOM
3030 WETWOOD BLVDLOS ANGELESCA90034GENERAL OPERATIONS$103
ALS
19226 66TH AVE S L-105KENTWA98032GENERAL OPERATIONS$363
ALZEHIEMERS ASSOCIATION
19031 33RD AVE W SUITE 301LYNNWOODWA98036GENERAL OPERATIONS$100
AMERICAN CANCER SOCIETY
PO BOX 34475SEATTLEWA98124GENERAL OPERATIONS$200
AMERICAN CIVIL LIBERTIES UNION
PO BOX 2728SEATTLEWA98111GENERAL OPERATIONS$200
AMERICAN FRIENDS OF MAGEN DAVID ADOM
6505 WILSHIRE BLVD STE 650LOS ANGELESCA90048GENERAL OPERATIONS$3,000
AMERICAN HEART ASSOC
PO BOX 78851PHOENIXAZ85062GENERAL OPERATIONS$100
AMERICAN ISRAELI PUBLIC AFFAIRS
251 H ST NWWASHINGTON DCDC20001GENERAL OPERATIONS$200
AMERICAN JEWISH COMMITTEE (AJC)
165 EAST 56 STNEW YORKNY10022GENERAL OPERATIONS$180
AMERICAN RED CROSS
PO BOX 91210SEATTLEWA98111GENERAL OPERATIONS$100
AMERICANS FOR BEN GURION UNIV - NEGEV STRONG FUND
1001 AVENUE OF THE AMERICASNEW YORKNY10018GENERAL OPERATIONS$378
ANTI DEFAMATION LEAGUE
2200 6TH AVESEATTLEWA98121GENERAL OPERATIONS$521
B'NAI B'RITH
4414 E 2ND STTUSCONAZ85711GENERAL OPERATIONS$100
BELLEVUE ARTS MUSEUM
510 BELLEVUE WAY NEBELLEVUEWA98004GENERAL OPERATIONS$25
BELLEVUE KIWANIS
13033 BEL-RED RDREDMONDWA98052GENERAL OPERATIONS$100
CEDARS CANCER CENTRE
GENERAL OPERATIONS$1841310 GREEN AVE SUITE 520WESTMOUNTQUEBECCA
CHABAD MERCER ISLAND
9010 SE 40TH STMERCER ISLANDWA98040GENERAL OPERATIONS$180
COMMUNITY SERVICES INC
14215 NW SCIENCE PARK DRIVEPORTLANDOR97229GENERAL OPERATIONS$200
CYSTIC FIBROSIS
4500 MONTGOMERY AVEBETHESDAMD20814GENERAL OPERATIONS$100
FEEDING AMERICA
PO BOX 96749WADC20090GENERAL OPERATIONS$100
FRED HUTCHINSON CANCER RESEARCH
1100 FAIRVIEW AVE NSEATTLEWA98109GENERAL OPERATIONS$250
FRIENDS OF YAD SARAH
445 PARK AVE SUITE 1702NYNY10022GENERAL OPERATIONS$380
HILLEL FOUNDATION
4745 17TH AVE ESEATTLEWA98105GENERAL OPERATIONS$2,057
HOLOCAUST CENTER FOR HUMANITY
2045 2ND AVESEATTLEWA98121GENERAL OPERATIONS$180
JEWISH FAMILY SERVICE
1601 16TH AVESEATTLEWA98122GENERAL OPERATIONS$15,100
KLINE GALLAND
7500 SEWARD PARK AVE SSEATTLEWA98118GENERAL OPERATIONS$10,000
MAKE-A-WISH
PO BOX 97104WASHINGTONDC20090GENERAL OPERATIONS$200
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD21741GENERAL OPERATIONS$200
PARKINSON'S FOUNDATION OF OREGON
8880 SW NIMBUS AVE SUITE BBEAVERTONOR97008GENERAL OPERATIONS$530
PROSTATE CANCER FOUNDATION
1250 FOURTH STSANTA MONICACA90401GENERAL OPERATIONS$100
SEATTLE JEWISH COMMUNITY CENTER
3801 EAST MERCER WAY MERCER ISLANDMERCER ISLANDWA98040GENERAL OPERATIONS$36WA 98040
SOUND GENERATIONS
2208 2ND AVE 100SEATTLEWA98121GENERAL OPERATIONS$200
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104GENERAL OPERATIONS$200
SWEDISH MEDICAL FOUNDATION
747 BROADWAYSEATTLEWA98122GENERAL OPERATIONS$1,000
TEMPLE DE HIRSCH SINAI
1511 E PIKE STSEATTLEWA98122GENERAL OPERATIONS$1,200
TURNER SYNDROME FOUNDATION
1 BETHANY RD BLDG 1 SUITE 5HAZLETNJ07730GENERAL OPERATIONS$103
UNICEF
125 MAIDEN LANENEW YORKNY10038GENERAL OPERATIONS$100
US HOLOCAUST MEMORIAL
100 RAUL WALLENBERG PL SWWASHINGTON DCDC20024GENERAL OPERATIONS$515
YAD VASHEM AMERICAN SOCIETY FOR
500 FIFTH AVE 42ND FLNEW YORKNY10110GENERAL OPERATIONS$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,065TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,085ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,085ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,085TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionWITHIN THE MEANING OF SECTION 4946(B)(1)) - FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH THE CURRENT YEAR DISTRIBUTION IS MADE OUT OF UNDISTRIBUTED INCOME FOR THE PRIOR TAX YEAR, TAX YEAR 2021.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #742StockNm
EOY Book Value$305,103EOYBookValueAmt
EOYFMV$614,772EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSESDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$45DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,520Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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