MARK E CARBONE EDUCATION FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MARK E CARBONE EDUCATION FOUNDATION INC (EIN 46-2559459)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-10
IRS object ID: 202323149349102782
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
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
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-10T18:03:04-06:00	ReturnTs
Tax Period End	2022-12-31	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	100 EAGLE ROCK AVENUE SUITE 200	AddressLine1Txt
City	EAST HANOVER	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07936	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	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	2023-11-10	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	JERALD JACOBIK	PreparerPersonNm
PTIN	P01301004	PTIN
Phone	9739293500	PhoneNum
Preparation	2023-11-10	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	2022	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	$500	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	$145,098	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$295	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$295	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,144	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$109,575	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,144	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$159,537	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,439	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	$219	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$22	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$197	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,650	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$565	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,085	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$160	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,620	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$27	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,593	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,649	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$614	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$6,875	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$140,535	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$140,535	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$148,184	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$614	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$147,410	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$11,353	ExcessRevenueOverExpensesAmt
Net Investment Income	$13,825	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$122	CashBOYAmt
Cash EOY	$163	CashEOYAmt
Sav And Temp Cash Invst BOY	$398	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$298	SavAndTempCashInvstEOYAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$26	CorporateStockEOYAmt
Total Assets BOY	$520	TotalAssetsBOYAmt
Total Assets EOY	$487	TotalAssetsEOYAmt
Total Assets EOYFMV	$500	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$520	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$487	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$520	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$487	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$520	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$487	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$520	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$11,353	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$11,873	SubtotalAmt
Other Decreases	$11,386	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$487	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	300 SHARES OF ELI LILLY & CO	PropertyDesc
Acquired	2022-08-03	AcquiredDt
Sold	2022-11-25	SoldDt
Gross Sales Price	$109,575	GrossSalesPriceAmt
Cost Or Other Basis	$95,431	CostOrOtherBasisAmt
Gain Or Loss	$14,144	GainOrLossAmt
Gains Minus Excess Or Losses	$14,144	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,144	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$192	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$192	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$192	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$192	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	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	$31	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,125	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,156	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,156	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$62	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,094	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$205	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$205	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$192	TaxBasedOnInvestmentIncomeAmt
Total Tax	$192	TotalTaxAmt
Distributable Before Adj	$13	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$13	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$13	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$147,410	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$147,410	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$160,761	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$385,232	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$160,146	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$83,878	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$176,516	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$966,533	TotalExcessDistributionCyovAmt
Qualifying Distributions	$147,410	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$13	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$147,397	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,113,930	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	$160,761	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$953,169	ExcessDistriCyovToNextYrAmt
Excess From Year4	$385,232	ExcessFromYear4Amt
Excess From Year3	$160,146	ExcessFromYear3Amt
Excess From Year2	$83,878	ExcessFromYear2Amt
Excess From Year1	$176,516	ExcessFromYear1Amt
Excess From Current Year	$147,397	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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	$4,800
QUOGUE CHAMBER MUSIC INC
PO BOX 1984	QUOGUE	NY	11959	NONE	PC	GENERAL SUPPORT	$1,000
UNIVERSITY OF MIAMI
PO BOX 248073	CORAL GABLES	FL	33124	NONE	PC	SCHOLARSHIPS	$109,575
TOWN OF BELMONT
143 MAIN STREET PO BOX 310	BELMONT	NH	03220	NONE	PC	GENERAL SUPPORT	$500
CROCKETT FOUNDATION
5101 NW 21ST AVENUE SUITE 530M	FORT LAUDERDALE	FL	33309	NONE	PC	GENERAL SUPPORT	$4,510
EAST END HOSPICE
481 WESTHAMPTON-RIVERHEAD ROAD PO	WESTHAMPTON BEACH	NY	11978	NONE	PC	GENERAL SUPPORT	$9,000	BOX 1048
NEW YORK JUNIOR TENNIS LEAGUE
36-36 33RD STREET 5TH FLOOR	ASTORIA	NY	11106	NONE	PC	GENERAL SUPPORT	$750
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY ROAD	QUOGUE	NY	11959	NONE	PC	GENERAL SUPPORT	$1,500
THE SURF CLUB OF QUOGUE SCHOLARSHIP FUNDS
54 DUNE RD BOX 844	QUOGUE	NY	11959	NONE	PC	GENERAL SUPPORT	$5,000
METROPOLITAN OPERA CLUB
30 LINCOLN CENTER	NEW YORK	NY	10023	NONE	PC	GENERAL SUPPORT	$2,900
THE NYSPCC
520 8TH AVE SUITE 1401	NEW YORK	NY	10018	NONE	PC	GENERAL SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$140,535	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	$295	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$14,144	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$14,439	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$14,439	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 (2 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	$106,818	Yes (X)	Yes (X)
MARK E CARBONE
2	30 EAST 29TH ST APT 33A	NEW YORK	NY	10016	$38,280	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	300 SHARES OF ELI LILLY & CO STOCK	NoncashPropertyDesc
Fair Market Value	$106,818	FairMarketValueAmt
Received	2022-11-14	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEE	CategoryTxt
Amt	$5,650	Amt
Net Investment Income	$565	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,085	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	$26	EOYBookValueAmt
EOYFMV	$39	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEE	CategoryTxt
Legal Fees	$219	LegalFeesAmt
Net Investment Income	$22	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$197	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT ON DONATED SECURITIES	Desc
Amt	$11,386	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$270	$27	$243
EVENT ATTENDANCE FEE	$1,350	$0	$1,350

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	UNITED STATES TREASURY	CategoryTxt
Amt	$160	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MARK E CARBONE EDUCATION FOUNDATION INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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