TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-11
- IRS object ID
- 202331019349101283
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T15:32:32-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | 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 | 2021-12-01 | 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 | 2023-04-11 | 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 | 2023-04-11 | 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 | 2021 | 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 | $6,216,610 | 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 | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,840 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,292,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,607 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,563 | 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 |
| Accounting Fees Rev And Expnss | $2,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,811 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$245,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,266 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,133,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,949,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,949,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,192,422 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,094,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,094,493 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,438,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,216,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,216,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,438,309 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,216,560 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,438,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,216,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,438,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,216,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,438,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$245,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,192,772 | SubtotalAmt |
| Other Decreases | $976,212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,216,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | $42,462 | $42,462 | $42,462 | |||
| BLACK CREEK DIVERSIFIED | $13,734 | $529 | $529 | 2021-11-30 | $13,205 | |
| OAKMARK INTERNATIONAL INST | $9,639 | -$1,722 | -$1,722 | 2022-06-22 | $11,361 | |
| BLACKROCK STRATEGIC INCOME | $7,855 | -$426 | -$426 | 2022-08-31 | $8,281 | |
| ISHARES MSCI | $16,960 | -$3,207 | -$3,207 | 2022-11-21 | $20,167 | |
| BLACK CREEK DIVERSIFIED | $272,951 | $28,869 | $28,869 | 2021-11-30 | $244,082 | |
| OAKMARK INTERNATIONAL INST | $190,346 | -$30,214 | -$30,214 | 2022-06-22 | $220,560 | |
| BLACKROCK STRATEGIC INCOME | $17,130 | -$1,342 | -$1,342 | 2022-08-31 | $18,472 | |
| OAKMARK INTERNATIONAL INST | $404,224 | -$65,271 | -$65,271 | 2022-08-31 | $469,495 | |
| ISHARES MSCI | $233,219 | -$26,836 | -$26,836 | 2022-11-21 | $260,055 | |
| SKS CAPITAL PARTNERS, LLC | $83,765 | $83,765 | $83,765 | 2021-12-31 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,607 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $24,832 | OverpaymentAmt |
| Applied To ES Tax | $24,832 | 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 |
| 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 | $6,293,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,489,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,489,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,392,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,542 | TotalTaxAmt |
| Distributable Before Adj | $318,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $318,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $318,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $9,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,324 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,324 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,781 | 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 | $63,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $24,616 | ExcessFromYear2Amt |
| Excess From Year1 | $39,165 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIED MEDIA PROJECTS | |||||||||||
| 4126 3RD AVENUE | DETROIT | MI | 48201 | NONE | PC | SOCIAL INITIATIVE | $2,500 | ||||
| BMM 2022 CONVENTION | |||||||||||
| 1 CONVENTION BLVD | ATLANTIC CITY | NJ | 08401 | NONE | PC | PERFORMING ARTS | $50,000 | ||||
| CANCER RESEARCH INSTITUTE | |||||||||||
| 29 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | MEDICAL RESEARCH | $5,000 | ||||
| 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 | $20,000 | ||||
| DREAMALITY INC | |||||||||||
| 1250 SUSSEX TURNPIKE 40 | MT FREEDOM | NJ | 07970 | NONE | PC | MUSICAL PROGRAM | $40,000 | ||||
| ELECTRONIC FRONTIER FOUNDATION | |||||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | DIGITAL RIGHTS | $5,000 | ||||
| GIVE WELL - THE CLEAR FUND | |||||||||||
| 182 HOWARD ST | SAN FRANCISCO | CA | 94105 | NONE | PC | HIGH IMPACT CHARITABLE GIVING | $5,000 | ||||
| GREEN VILLAGE VOLUNTEER FIRE DEPAR | |||||||||||
| 529 GREEN VILLAGE RD | GREEN VILLAGE | NJ | 07935 | NONE | PC | CHARITABLE AND EDUCATIONAL | $1,000 | ||||
| GROUPMUSE FOUNDATION | |||||||||||
| NA | NA | NJ | 08827 | NONE | PC | MUSICAL | $10,000 | ||||
| INDIAN CLASSICAL MUSIC AND ARTS FOUNDATION | |||||||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | ARTS EDUCATION AND SUPPORT | $20,000 | ||||
| NWHN | |||||||||||
| 1413 K STREET NW | WASHINGTON DC | DC | 20005 | NONE | PC | REPRODUCTIVE RIGHTS | $10,000 | ||||
| PEOPLE'S ACTION INSTITUTE | |||||||||||
| PO BOX 221000 | CHICAGO | IL | 60622 | NONE | PC | SOCIAL SERVICES | $10,000 | ||||
| PRINCETON UNIVERSITY | |||||||||||
| NA | PRINCETON | NJ | 08544 | NONE | PC | ACADEMICS/EDUCATIONAL | $250 | ||||
| RIP MEDICAL DEBT | |||||||||||
| 28-07 JACKSON AVE | LONG ISLAN CITY | NY | 11101 | NONE | PC | MEDICAL DEBT ASSISTANCE | $10,000 | ||||
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | |||||||||||
| 23564 CALABASAS ROAD | CALABASAS | CA | 91302 | NONE | PC | SOCIAL SERVICES | $15,000 | ||||
| SOLIDAIRE NETWORK | |||||||||||
| 1423 BROADWAY 314 | OAKLAND | CA | 94612 | NONE | PC | SOCIAL SERVICES | $20,000 | ||||
| SUNSHINE KIDS FOUNDATION | |||||||||||
| 2814 VIRIGINIA ST | HOUSTON | TX | 77098 | NONE | PC | SUPPORT FOR KIDS WITH CANCER | $1,500 | ||||
| TECH FOR ALS FOUNDATION | |||||||||||
| 14 WALSH DRIVE | PARSIPPANY | NJ | 07054 | COMMON DIRECTOR | PC | CHARITABLE AND EDUCATIONAL | $50,000 | ||||
| THINK FOUNDATION | |||||||||||
| NONE | NC | CHARITABLE AND EDUCATIONAL | $25,000 | 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 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,750 | 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 | $116 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,563 | 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 | $2,740 | Amt |
| Net Investment Income | $1,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $4,949,801 | EOYBookValueAmt |
| EOYFMV | $4,949,851 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $269,493 | $269,493 |
| WEATHERLOW OFFSHORE - COST | AT COST | $525,000 | $525,000 |
| HARRISON STREET FUND LP - COST | AT COST | $300,000 | $300,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $976,212 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTOLIO DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $1,811 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,470 | Amt |
| Net Investment Income | $14,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $47,329 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments