TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2023-01-12
- IRS object ID
- 202340129349101504
- Schema version
- 2020v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T16:27:05-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221430039 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL & CO LLC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 TICE BOULEVARD SUITE 175 | AddressLine1Txt |
| City | WOODCLIFF LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223537431 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUNGARE MANOHAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUNG | BusinessNameControlTxt |
| Phone | 9735816277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 JAMES STREET - 2ND FLOOR | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDEEP TUNGARE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735816277 | PhoneNum |
| Signature | 2022-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDEEP | PersonFirstNm |
| Person Last | TUNGARE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUZMARIA CONCANNON | PreparerPersonNm |
| PTIN | P00145883 | PTIN |
| Phone | 2013270400 | PhoneNum |
| Preparation | 2022-11-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,438,309 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,820,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,383,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,820,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,899,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,899,063 | 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 | $216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $108 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,697 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,489,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,878,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,253 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,925,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,133,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,133,634 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,086,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,192,422 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,192,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,072,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,438,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,438,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,072,257 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,438,309 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,072,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,438,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,072,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,438,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,072,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,489,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $876,632 | OtherIncreasesAmt |
| Subtotal | $7,438,309 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,438,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INT'L STOCK INDEX | 2021-02-24 | $27,624 | $23,146 | $4,478 | $4,478 | |
| VANGUARD TOTAL STOCK MKT | 2021-02-24 | $40,408 | $30,612 | $9,796 | $9,796 | |
| CALVERT BOND | 2021-07-09 | $203,237 | $201,475 | $1,762 | $1,762 | |
| VANGUARD TOTAL INT'L STOCK INDEX | 2021-02-24 | $1,150,944 | $936,298 | $214,646 | $214,646 | |
| VANGUARD TOTAL STOCK MKT | 2021-02-24 | $2,899,344 | $1,350,221 | $1,549,123 | $1,549,123 | |
| DFA US SMALL CAP | 2021-11-24 | $29,985 | $21,285 | $8,700 | $8,700 | |
| CAPITAL GAINS DIVIDENDS | $631 | $631 | $631 | |||
| SKS CAPITAL PARNTERS, LLC | 2020-12-31 | $31,571 | $31,571 | $31,571 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,820,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,186 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,844 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,112 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $82 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIDHYA TUNGARE | IndividualWithBooksNm |
| Phone | 9735816277 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 JAMES STREET | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 |
|---|---|---|---|---|---|---|---|---|
| SANDEEP TUNGARE | ||||||||
| 501 JAMES STREET | MORRISTOWN | NJ | 07960 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| VIDHYA TUNGARE | ||||||||
| 501 JAMES STREET | MORRISTOWN | NJ | 07960 | VP/TREASURER | 5.00 | $0 | $0 | $0 |
| AJAY TUNGARE | ||||||||
| 501 JAMES STREET | MORRISTOWN | NJ | 07960 | SECRETARY | 5.00 | $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 | $7,089,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,395,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,395,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,284,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,112 | TotalTaxAmt |
| Distributable Before Adj | $338,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $377,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $377,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $9,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,105 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,586 | ExcessFromYear2Amt |
| Excess From Year1 | $25,354 | ExcessFromYear1Amt |
| Excess From Current Year | $39,165 | 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 Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION INC | |||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | HUMAN RIGHTS | $10,000 | ||||
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | REPRODUCTIVE RIGHTS | $5,000 | ||||
| CLEAN AIR TASK FORCE | |||||||||||
| 114 STATE STREET | BOSTON | MA | 02109 | NONE | PC | CLEAN AIR/POLLUTION CONTROL | $25,000 | ||||
| CLIMATE EMERGENCY FUND | |||||||||||
| NA | NA | NY | 10001 | NONE | PC | CLIMATE CHANGE | $25,000 | ||||
| DRUG POLICY ALLIANCE | |||||||||||
| 131 WEST 33RD ST 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | HUMAN RIGHTS, ADDICTION EDUCATION | $10,000 | ||||
| ELECTRONIC FRONTIER FOUNDATION | |||||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | DIGITAL RIGHTS | $10,000 | ||||
| GIVE WELL - THE CLEAR FUND | |||||||||||
| 182 HOWARD ST | SAN FRANCISCO | CA | 94105 | NONE | PC | HIGH IMPACT CHARITABLE GIVING | $15,000 | ||||
| GREEN VILLAGE VOLUNTEER FIRE DEPAR | |||||||||||
| 529 GREEN VILLAGE RD | GREEN VILLAGE | NJ | 07935 | NONE | PC | CHARITABLE AND EDUCATIONAL | $1,500 | ||||
| INDIAN CLASSICAL MUSIC AND ARTS FOUNDATION | |||||||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | ARTS EDUCATION AND SUPPORT | $25,000 | ||||
| INNOCENCE PROJECT | |||||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | HUMAN RIGHTS | $5,000 | ||||
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | REPRODUCTIVE RIGHTS | $5,000 | ||||
| NEW VERNON VOLUNTEER FIRE DEPARTMENT | |||||||||||
| 22 VILLAGE RD | NEW VERNON | NJ | 07976 | NONE | PC | CHARITABLE AND EDUCATIONAL | $1,500 | ||||
| NWHN | |||||||||||
| 1413 K STREET NW | WASHINGTON DC | DC | 20005 | NONE | PC | REPRODUCTIVE RIGHTS | $5,000 | ||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | REPODUCTIVE AND HEALTHCARE ACCESS | $5,000 | ||||
| PRINCETON ALUMNICORPS | |||||||||||
| 12 STOCKSTON ST | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE AND EDUCATIONAL | $2,500 | ||||
| PRINCETON UNIVERSITY | |||||||||||
| NA | PRINCETON | NJ | 08544 | NONE | PC | ACADEMICS/EDUCATIONAL | $250 | ||||
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION (RAICES) | |||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | IMMIGRANTS AND REFUGEES RIGHTS AND LEGAL AID | $10,000 | ||||
| SOGONEA TE LAND TRUST | |||||||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | NONE | PC | WOMENS RIGHTS | $1,000 | ||||
| SUNSHINE KIDS FOUNDATION | |||||||||||
| 2814 VIRIGINIA ST | HOUSTON | TX | 77098 | NONE | PC | SUPPORT FOR KIDS WITH CANCER | $500 | ||||
| TECH FOR ALS FOUNDATION | |||||||||||
| 14 WALSH DRIVE | PARSIPPANY | NJ | 07054 | COMMON DIRECTOR | PC | CHARITABLE AND EDUCATIONAL | $100,000 | ||||
| THE PINGRY SCHOOL - ANNUAL FUND | |||||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | EDUCATION | $50 | ||||
| THINK FOUNDATION | |||||||||||
| NONE | NC | CHARITABLE AND EDUCATIONAL | $100,000 | A-101 VALMIKI APARTMENTS | KALINA | IN | 400098 | ||||
| WIKIMEDIA FOUNDATION | |||||||||||
| 149 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | NONE | PC | ACCESS TO EDUCATIONAL CONTENT | $2,500 | ||||
| WIND OF THE SPIRIT IMMIGRANT RESOURCE CENTER | |||||||||||
| 40 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | NONE | PC | HUMAN RIGHTS | $10,000 | ||||
| WNYC-FM - NY PUBLIC RADIO | |||||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | RADIO - ARTS AND EDUCATION | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,300 | 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 | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,820,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,899,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,899,063 | 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 | $10,480 | Amt |
| Net Investment Income | $5,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN DESCRIPTION | IdentifierTxt |
| Form And Line Reference | 990-PF PART X LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | AMENDED TO REVISE CALCULATION ON PG 8 PART X MINIMUM INVESTMENT RETURN AND PART XI DISTRIBUTABLE AMOUNT. THIS AMENDED RETURN INCLUDES THE CORRECTED AVERAGE MONTHLY FMV OF SECURITIES AND CASH BALANCES HELD. IN ADDITION, THE DISTRIBUTABLE AMOUNT HAS BEEN ADJUSTED ACCORDINGLY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $6,133,634 | EOYBookValueAmt |
| EOYFMV | $6,133,634 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKCREEK DIVERSIFIED UNREALIZED GAIN/LOSS | FMV | $29,398 | $29,398 |
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $347,510 | $347,510 |
| BLACKCREEK DIVERSIFIED - COST | AT COST | $257,287 | $257,287 |
| WEATHERLOW OFFSHORE - COST | AT COST | $525,000 | $525,000 |
| SKS CAPITAL | AT COST | $33,227 | $33,227 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $216 | LegalFeesAmt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTOLIO DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $1,697 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $876,632 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,450 | Amt |
| Net Investment Income | $13,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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