KARMA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KARMA FOUNDATION (EIN 22-3478433)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349103258
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:55:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | 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 | 223478433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARMA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARM | BusinessNameControlTxt |
| Phone | 6099245939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ARRETON ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DINA ELKINS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6099245939 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANE DICKLER | PreparerPersonNm |
| PTIN | P00444049 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,745,679 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $672,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,246 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,368 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $423 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $326,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,759 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,990 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,997 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,993 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,339 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,835 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,505 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,336 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,334 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,002 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,707 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,035 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $506,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,117 | CashBOYAmt |
| Cash EOY | $21,456 | CashEOYAmt |
| Cash EOYFMV | $21,456 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $108,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,418 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $837 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,888,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,736,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,390,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $787,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $762,258 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $742,669 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $491,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $515,982 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,278,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,103,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,745,679 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,119 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,260 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,260 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,277,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,097,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,277,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,097,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,278,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,103,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,277,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,097,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,097,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 7EG-02201 | 2022-01-01 | 2023-12-31 | $509 | $509 | $0 | $0 | |
| MERRILL LYNCH 7EG-02216 | 2022-01-01 | 2023-12-31 | $333,384 | $196,006 | $137,378 | $137,378 | |
| MERRILL LYNCH 7EG-02216 | 2022-01-01 | 2023-12-31 | $444 | $404 | $40 | $40 | |
| MERRILL LYNCH 7EG-02328 | 2022-01-01 | 2023-12-31 | $155,848 | $156,290 | -$442 | -$442 | |
| MERRILL LYNCH 7EG-02329 | 2022-01-01 | 2023-12-31 | $24,519 | $33,016 | -$8,497 | -$8,497 | |
| MERRILL LYNCH 7EG-02329 | 2022-01-01 | 2023-12-31 | $129,808 | $116,054 | $13,754 | $13,754 | |
| THRU K-1 | 2022-01-01 | 2023-12-31 | $1,315 | $1,315 | |||
| THRU K-1 | 2022-01-01 | 2023-12-31 | $9,461 | $9,461 | |||
| CAPITAL GAINS DIVIDENDS | $28,237 | $28,237 | $28,237 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,246 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,182 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,287 | OverpaymentAmt |
| Applied To ES Tax | $4,287 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KARMAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DINA ELKINS | IndividualWithBooksNm |
| Phone | 6099245939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ARRETON ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON KARMAZIN | ||||||||
| 6 COMBS PLACE | MILLTOWN | NJ | 08850 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DINA K ELKINS | ||||||||
| 140 ARRETON ROAD | PRINCETON | NJ | 08540 | EXECUTIVE DIRECTOR | 35.00 | $119,990 | $0 | $0 |
| CRAIG KARMAZIN | ||||||||
| 100 STODDART STREET | BEAVER DAM | WI | 53916 | TRUSTEE | 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 | $6,168,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,244 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,441,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,441,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,345,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,334 | TotalTaxAmt |
| Distributable Before Adj | $313,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $313,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $224,247 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,003 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $334,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $441,681 | 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 | $224,247 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $217,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,821 | ExcessFromYear4Amt |
| Excess From Year3 | $34,003 | ExcessFromYear3Amt |
| Excess From Current Year | $107,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $1,860 | |
| BILDNER CENTER - RUTGERS UNIVERSITY | ||||||||
| 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $33,600 | |
| BROADWAY CARESEQUITY FIGHTSAIDS | ||||||||
| 165 WEST 46TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $375 | |
| ARS NOVA THEATER | ||||||||
| 511 W 54TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WHEATON ARTS AND CULTURAL CENTER | ||||||||
| 1501 GLASSTOWN ROAD | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GEORGE STREET PLAYHOUSE | ||||||||
| 11 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $65,220 | |
| AMERICAN FRIENDS OF LIBI | ||||||||
| 2001 BEACON STREET SUIT 107 | BRIGHTON | MA | 02135 | NONE | PC | GENERAL SUPPORT | $1,041 | |
| NEXT FOR AUTISM | ||||||||
| 1177 AVENUE OF THE AMERICAS 5TH | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $5,250 | FLOOR |
| THE NATIONAL CENTER FOR JEWISH FILM | ||||||||
| BRANDEIS UNIVERSITY LOWN 102 MS053 | WALTHAM | MA | 02454 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WOMEN IN FILM & VIDEO DC | ||||||||
| 1200 18TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTER FOR CREATIVE CHANGE | ||||||||
| 4115 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ENTERTAINMENT COMMUNITY FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| RIDGEFIELD PARK PUBLIC LIBRARY | ||||||||
| 107 CEDAR ST | RIDGEFIELD PARK | NJ | 07660 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MATAN | ||||||||
| 333 MAMARONECK AVE PO BOX 342 | WHITE PLAINS | NY | 10605 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WBEVWXRO CHILDREN'S RADIOTHON | ||||||||
| 301 W WISCONSIN AVE SUITE 200 | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SOUTHERN OCEAN COUNTY MEDICAL CENTER | ||||||||
| 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | NONE | PC | GENERAL SUPPORT | $2,700 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION | ||||||||
| 2001 TIMBERLOCH PLACE SUITE 500 | WOODLANDS | TX | 77380 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHILDREN'S SPECIALIZED HOSPITAL | ||||||||
| 200 SOMERSET STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NJ COALITION TO END HOMELESSNESS | ||||||||
| 10 MERCER STREET | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $1,300 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CONGREGATION SINAI | ||||||||
| 128 SHERMAN AVENUE | JERSEY CITY | NJ | 07307 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FULL OF GRACE FOUNDATION | ||||||||
| 1204 SUNCAST LN 2 | EL DORADO HILLS | CA | 95762 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ANSHE EMETH MEMORIAL TEMPLE | ||||||||
| 222 LIVINGSTON AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,596 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,636 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,263 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,246 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,336 | Amt |
| Net Investment Income | $8,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,002 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH 02328 | BondNm |
| EOY Book Value | $762,258 | EOYBookValueAmt |
| EOYFMV | $742,669 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1635 SHS ALPHABET INC | $76,258 | $216,687 |
| 1050 SHS AMAZON COM INC | $49,782 | $153,395 |
| 762 SHS JPMORGAN CHASE & CO | $66,340 | $118,933 |
| ML 02201 | $11,823 | $30,269 |
| ML 02216 | $2,974,609 | $4,049,040 |
| ML 02329 | $557,421 | $822,211 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $884 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $837 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GIFT KARMA LEGACY 2021 LLC | AT COST | $158,801 | $158,801 |
| MERRILL LYNCH 02485 | AT COST | $350,000 | $357,181 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME RECEIVABLE | Desc |
| BOY Book Value | $3 | BOYBookValueAmt |
| EOY Book Value | $5 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $8 | $0 | $0 | $8 |
| INVESTMENT ADVISORY FEES | $35,986 | $35,986 | $0 | $0 |
| PAYROLL SERVICE FEES | $2,975 | $744 | $0 | $2,231 |
| TELEPHONE | $1,316 | $0 | $0 | $1,316 |
| OFFICE EXPENSE | $14,176 | $0 | $0 | $14,176 |
| MANAGEMENT FEES | $150 | $150 | $0 | $0 |
| CREDIT CARD FEES | $139 | $0 | $0 | $139 |
| INSURANCE | $621 | $155 | $0 | $466 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $423 | $423 | $0 |
| NON TAXABLE DISTRIBUTION | $945 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,340 | $1,340 | $0 | $0 |
| PAYROLL TAXES | $9,467 | $2,367 | $0 | $7,100 |
| FEDERAL TAXES | $2,000 | $0 | $0 | $0 |
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