MARK E CARBONE EDUCATION FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARK E CARBONE EDUCATION FOUNDATION INC (EIN 46-2559459)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202421579349100207
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-05T15:27:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117473146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462559459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK E CARBONE EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2127509700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 29TH ST 33A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK E CARBONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127509700 | PhoneNum |
| Signature | 2024-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | CARBONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ANN MENDEL | PreparerPersonNm |
| PTIN | P00551302 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2024-06-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $393,091 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,644 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $548,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $197 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $99 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $98 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,413 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,412 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163 | CashBOYAmt |
| Cash EOY | $183 | CashEOYAmt |
| Cash EOYFMV | $183 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $487 | TotalAssetsBOYAmt |
| Total Assets EOY | $509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $487 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $509 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $153,942 | SubtotalAmt |
| Other Decreases | $153,433 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHARES OF WMT STOCKS | 2021-02-19 | 2023-12-14 | $15,217 | $14,018 | $1,199 | $1,199 |
| 100 SHARES OF AAPL STOCKS | 2019-08-07 | 2023-12-14 | $19,811 | $4,951 | $14,860 | $14,860 |
| 100 SHARES OF AMP STOCKS | 2020-07-02 | 2023-12-14 | $37,998 | $14,886 | $23,112 | $23,112 |
| 100 SHARES OF CVX STOCKS | 2021-05-17 | 2023-12-14 | $14,993 | $11,160 | $3,833 | $3,833 |
| 100 SHARES OF MET STOCKS | 2020-07-16 | 2023-12-14 | $6,690 | $3,848 | $2,842 | $2,842 |
| 100 SHARES OF XOM STOCKS | 2021-01-13 | 2023-12-14 | $10,158 | $4,854 | $5,304 | $5,304 |
| 100 SHARES OF COST STOCKS | 2020-05-29 | 2023-12-26 | $67,462 | $30,842 | $36,620 | $36,620 |
| 200 SHARES OF LLY STOCKS | 2022-08-03 | 2023-12-26 | $114,134 | $63,621 | $50,513 | $50,513 |
| 100 SHARES OF MSFT STOCKS | 2022-07-25 | 2023-12-26 | $37,466 | $26,092 | $11,374 | $11,374 |
| 500 SHARES OF CLOU STOCKS | 2020-06-08 | 2023-12-26 | $11,490 | $10,058 | $1,432 | $1,432 |
| 100 SHARES OF MTUM STOCKS | 2020-08-03 | 2023-12-26 | $15,724 | $14,283 | $1,441 | $1,441 |
| 100 SHARES OF WAL STOCKS | 2020-07-02 | 2023-12-26 | $6,709 | $3,595 | $3,114 | $3,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $2,179 | OverpaymentAmt |
| Applied To ES Tax | $2,179 | 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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127509700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 29TH ST APT 33A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK E CARBONE | ||||||||
| 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | PRESIDENT,CFO,DIRECTOR | 5.00 | $0 | $0 | $0 |
| THOMAS R CALIFANO | ||||||||
| 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | SECRETARY,DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER P SMITH | ||||||||
| 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,110 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $391,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $385,232 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $176,516 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $953,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $391,465 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,344,634 | 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 | $385,232 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $959,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,146 | ExcessFromYear4Amt |
| Excess From Year3 | $83,878 | ExcessFromYear3Amt |
| Excess From Year2 | $176,516 | ExcessFromYear2Amt |
| Excess From Year1 | $147,397 | ExcessFromYear1Amt |
| Excess From Current Year | $391,465 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK E CARBONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | DONATIONS TO PROVIDE MEALS TO ELDERLY AND DISABLED | $5,000 | |
| EAST END HOSPICE | ||||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD PO | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | GENERAL SUPPORT | $3,255 | BOX 1048 |
| NEW YORK JUNIOR TENNIS LEAGUE | ||||||||
| 36-36 33RD STREET 5TH FLOOR | ASTORIA | NY | 11106 | NONE | PC | GENERAL SUPPORT | $3,590 | |
| QUOGUE CHAMBER MUSIC INC | ||||||||
| PO BOX 1984 | QUOGUE | NY | 11959 | NONE | PC | GENERAL SUPPORT | $440 | |
| THE SURF CLUB OF QUOGUE SCHOLARSHIP FUNDS | ||||||||
| 54 DUNE RD BOX 844 | QUOGUE | NY | 11959 | NONE | PC | GENERAL SUPPORT | $7,513 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | NONE | PC | SCHOLARSHIPS | $104,867 | |
| MATT AND LISA ALLEN FAMILY FOUNDATION INC | ||||||||
| 1420 NE 101ST STREET | MIAMI SHORES | FL | 33431 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | NONE | PC | SCHOLARSHIPS | $252,985 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,650 | 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 | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,646 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARK E CARBONE | |||||||
| 1 | 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | $103,355 | Yes (X) | Yes (X) |
| MARK E CARBONE | |||||||
| 2 | 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | $37,450 | Yes (X) | |
| MARK E CARBONE | |||||||
| 3 | 30 EAST 29TH ST APT 33A | NEW YORK | NY | 10016 | $252,286 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHARES WMT, 100 SHARES AAPL, 100 SHARES AMP, 100 SHARES CVX, 100 SHARES MET, 100 SHARES XOM | $103,355 | 2023-12-13 |
| 3 | 100 SHARES COST, 200 SHARES LLY, 100 SHARES MSFT, 500 SHARES CLOU, 100 SHARES MTUM, 100 SHARES WAL | $252,286 | 2023-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,825 | Amt |
| Net Investment Income | $3,413 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,412 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO STATE REGISTRATION REQUIREMENT | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERCK & CO. INC - CHARLES SCHWAB | StockNm |
| EOY Book Value | $27 | EOYBookValueAmt |
| EOYFMV | $39 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $197 | LegalFeesAmt |
| Net Investment Income | $99 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $98 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON DONATED SECURITIES | Desc |
| Amt | $153,433 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $195 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTRATION FEE | CategoryTxt |
| Amt | $220 | Amt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK E CARBONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186A MILBANK AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
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