MJK FAM FOUNDATION UA 12172001: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MJK FAM FOUNDATION UA 12172001 (EIN 13-7309605)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349101707
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:29:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271180831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 137309605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MJK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEREMY KRAMER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJKF | BusinessNameControlTxt |
| Phone | 3233775399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 S MUIRFIELD RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY KRAMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3233775399 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEREMY | PersonFirstNm |
| Person Last | KRAMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RESMENA O'MEALLY | PreparerPersonNm |
| PTIN | P00031248 | PTIN |
| Phone | 2124765555 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,913,730 | 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 | $170 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,386,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,122 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $406,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,796 | 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 | $38,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $491 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $558,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$214,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $291,525 | CashBOYAmt |
| Cash EOY | $388,378 | CashEOYAmt |
| Cash EOYFMV | $388,378 | CashEOYFMVAmt |
| Other Investments BOY | $7,820,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,668,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,518,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $201 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,412 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,412 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,112,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,063,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,913,730 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $8,112,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,063,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,112,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,063,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,112,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,063,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,112,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$214,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $168,588 | OtherIncreasesAmt |
| Subtotal | $8,066,812 | SubtotalAmt |
| Other Decreases | $3,660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,063,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THRU NATIONAL FINANCIAL SERVICES 040464 | P | 2022-01-01 | 2022-12-31 | $70,581 | $96,688 | -$26,107 | -$26,107 |
| THRU NATIONAL FINANCIAL SERVICES 040464 | P | 2022-01-01 | 2022-12-31 | $157,528 | $138,304 | $19,224 | $19,224 |
| 10,000 SHS FIRST CTZNS BK & TR CO RELEIGH NOTE 4.750% | P | 2021-12-08 | 2022-02-24 | $10,516 | $10,541 | -$25 | -$25 |
| THRU NATIONAL FINANCIAL SERVICES 040420 | P | 2022-01-01 | 2022-12-31 | $129,762 | $128,508 | $1,254 | $1,254 |
| CHARLES SCHWAB 7087 | P | 2022-01-01 | 2022-12-31 | $12,884 | $13,252 | -$368 | -$368 |
| CHARLES SCHWAB 7087 | P | 2022-01-01 | 2022-12-31 | $439,056 | $465,066 | -$26,010 | -$26,010 |
| CHARLES SCHWAB 7711 | P | 2022-01-01 | 2022-12-31 | $44,837 | $33,678 | $11,159 | $11,159 |
| CHARLES SCHWAB 7711 | P | 2022-01-01 | 2022-12-31 | $417,138 | $272,268 | $144,870 | $144,870 |
| .042 SHS BELLRING BRANDS INC | P | 2020-03-20 | 2022-03-11 | $11 | $8 | $3 | $3 |
| THRU MONARCH CAPITAL PARTNERS V LP | P | 2022-01-01 | 2022-12-31 | $3,762 | $3,762 | ||
| THRU MONARCH CAPITAL PARTNERS V LP | P | 2022-01-01 | 2022-12-31 | $959 | $959 | ||
| THRU MONARCH CAPITAL PARTNERS V LP | P | 2022-01-01 | 2022-12-31 | $10 | $10 | ||
| THRU MONARCH CAPITAL PARTNERS V LP | P | 2022-01-01 | 2022-12-31 | -$75 | -$75 | ||
| THRU MONARCH CAPITAL PARTNERS V LP | P | 2022-01-01 | 2022-12-31 | -$113 | -$113 | ||
| THRU PRAESIDIO LOW VOLATILITY FUND LP | P | 2022-01-01 | 2022-12-31 | -$9,053 | -$9,053 | ||
| DISPOSITION OF PRAESIDIO LOW VOLATILITY FUND LP | P | 2013-12-31 | 2022-12-31 | $281 | -$281 | -$281 | |
| THRU MONARCH CAPITAL PARTNERS V LP (LONG TERM) | P | 2022-01-01 | 2022-12-31 | $265 | $265 | $0 | $0 |
| THRU MONARCH CAPITAL PARTNERS V LP (SHORT TERM) | P | 2022-01-01 | 2022-12-31 | $1,041 | $1,041 | $0 | $0 |
| THRU MONARCH CAPITAL PARTNERS V LP (SECTION 1231) | P | 2022-01-01 | 2022-12-31 | $2 | $2 | $0 | $0 |
| THRU MONARCH CAPITAL PARTNERS V LP (SECTION 1256 - ST) | P | 2022-01-01 | 2022-12-31 | $0 | $0 | ||
| THRU MONARCH CAPITAL PARTNERS V LP (SECTION 1256 - LT) | P | 2022-01-01 | 2022-12-31 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $102,954 | $102,954 | $102,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $468 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,968 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $192 | EsPenaltyAmt |
| Overpayment | $9,004 | OverpaymentAmt |
| Applied To ES Tax | $9,004 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | CERITY PARTNERS LLC | IndividualWithBooksNm |
| Phone | 2124765555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE 16TH FLOOR | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| OLIVER KRAMER | ||||||||
| 25 EAST 9TH STREET | NEW YORK | NY | 10003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEREMY KRAMER | ||||||||
| 335 S MUIRFIELD RD | LOS ANGELES | CA | 90020 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $71,374 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,994,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $248,916 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,598,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,598,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,454,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $472,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $313 | IncomeTaxAmt |
| Total Tax | $5,085 | TotalTaxAmt |
| Distributable Before Adj | $467,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $558,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $558,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $295,787 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $558,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $295,787 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $204,622 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLEN STEVENSON SCHOOL | ||||||||
| 132 E 78TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| BAY RIDGE JEWISH CENTER | ||||||||
| 405 81ST STREET | BROOKLYN | NY | 11209 | NONE | PUBLIC CHARITY | YIZKOR DONATION | $15,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST ST NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CANAL CAFETERIA CO PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | 2022 LOS ANGELES BENEFIT | $5,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| CROHNS & COLITIS FOUNDATION | ||||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| ELNIDO FAMILY CENTERS | ||||||||
| 440 SHATTO PLACE SUITE 417 | LOS ANGELES | CA | 90020 | NONE | PUBLIC CHARITY | GARDEN GALA | $2,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 5777 W CENTURY BLVD STE 820 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | CARE & CURE BENEFIT | $1,500 | |
| JHPIEGO | ||||||||
| 1615 THAMES STREET | BALTIMORE | MD | 212313492 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LA DANCE PROJECT | ||||||||
| 2245 E WASHINGTON BLVD | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| L'CHAIM HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | KEEPERS OF THE GATE | $2,500 | |
| LOS ANGELES BALLET ACADEMY | ||||||||
| 15255 VENTURA BLVD ANNEX 3 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITY | 2022 PRODUCTION OF THE NUTCRACKER | $10,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 633 W 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | ABOVE & BEYOND AWARDS CEREMONY AND LUNCHEON | $5,000 | |
| MARLBOROUGH | ||||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | NONE | PUBLIC CHARITY | NEED 2022-2023 | $15,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $19,000 | |
| NEST INC | ||||||||
| 228 PARK AVE SOUTH SUITE 70891 | NEW YORK | NY | 100031502 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| NEW YORK PUBLIC RADIO (NYPR) | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | WNYC GENERAL OPERATIONS | $17,500 | |
| OAKWOOD SCHOOL | ||||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 916013015 | NONE | PUBLIC CHARITY | -ANNUAL FUND UNRESTRICTED $5,000-ANNUAL FUND RESTRICTED $20,000-KITCHEN PROJECT $10,000 | $35,000 | |
| ONE STORY | ||||||||
| THE OLD AMERICAN CAN FACTORY 232 | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $11,000 | 3RD STREET A108 |
| STEP UP | ||||||||
| 510 SOUTH HEWITT STREET 111 | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 | |
| STEP UP | ||||||||
| 510 SOUTH HEWITT STREET 111 | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,500 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| THE BUSHWICK STARR | ||||||||
| 419 ELDERT STREET | BROOKLYN | NY | 11237 | NONE | PUBLIC CHARITY | CAMPAIGN FOR A PERMANENT HOME AND FLOURISHING FUTURE | $77,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 101281599 | NONE | PUBLIC CHARITY | 2022-23 ANNUAL FUND | $50,000 | |
| THE FIRST PRESBYTERIAN NURSEY SCHOOL | ||||||||
| 12 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| THE LYNNE COHEN FOUNDATION | ||||||||
| 1112 MONTANA AVE 861 | SAN FRANCISCO | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| TUFTS UNIVERSITY | ||||||||
| 80 GEORGE ST | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | -BLAST PROGRAM $10,000-KAYE AND JEREMY KRAMER ENDOWED SCHOLARSHIP $10,000 | $20,000 | |
| US AGAINST ALZHEIMER'S | ||||||||
| PO BOX 34565 | WASHINGTON | DC | 20043 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| VASSAR COLLEGE | ||||||||
| 161 COLLEGE AVENUE BOX 14 | POUGHKEEPSIE | NY | 12603 | NONE | PUBLIC CHARITY | JEREMY S. KRAMER '91 EXPENDABLE SCHOLARSHIP | $35,000 | |
| VIOLENCE INTERVENTION PROGRAM | ||||||||
| PO BOX 1161 TRIBOROUGH STATION | NEW YORK | NY | 10035 | NONE | PUBLIC CHARITY | 2022 POWER OF RESILIENCE AWARDS BENEFIT | $17,500 | |
| VISIONARY WOMEN | ||||||||
| 9663 SANTA MONICA BLVD 851 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,500 | 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 | $73 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,748 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $94 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,044 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,273 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $222,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,065 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $401,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $109 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,115 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4E | TAX-EXEMPT INTEREST FROM SCHEDULE K-1 |
| 7E | TAX-EXEMPT INCOME FROM SCHEDULE K-1 |
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 | $38,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,400 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | I, OLIVER KRAMER, AS A FOUNDATION MANAGER OF THE MJK FAMILY FOUNDATION HEREBY ELECTS THAT THE EXCESS QUALIFYING DISTRIBUTIONS FROM 2019 BE APPLIED TO REDUCE THE UNDISTRIBUTED INCOME FROM 2015 AND 2016. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB A/C 4386-7711 | AT COST | $819,208 | $954,050 |
| CHARLES SCHWAB A/C 7250-7087 | AT COST | $4,276,853 | $4,840,364 |
| MONARCH CAPITAL PARTNERS V, LP | AT COST | $249,694 | $236,365 |
| NEUBERGER BERMAN A/C 550-03933 | AT COST | $685,733 | $639,849 |
| NEUBERGER BERMAN A/C 550-03967 | AT COST | $529,377 | $754,888 |
| BROOKFIELD INFRASTRUTURE PARTNERS LP | AT COST | $5,755 | $12,551 |
| ALLIANCE BERNSTEIN US EQUITY BVI LTD. (CS 7250-7087) | AT COST | $1,101,742 | $1,080,873 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARRYOVER ACCRUED INTEREST PAID | $201 | $0 | $0 |
| DIVIDEND RECEIVABLE | $6,412 | $6,412 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,660 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYLJ ANNUAL AD | $170 | $0 | $170 |
| NEW YORK STATE FILING FEES | $750 | $0 | $750 |
| INVESTMENT ADVISORY FEES - NFS 040420 | $2,089 | $2,089 | $0 |
| THRU PRAESIDIO LOW VOLATILITY FUND LP | -$135 | -$135 | $0 |
| THRU BROOKFIELD INFRASTRUCTURE PARTNERS LP | $171 | $171 | $0 |
| INVESTMENT ADVISORY FEES - NFS 040464 | $8,219 | $8,219 | $0 |
| INVESTMENT ADVISORY FEES - SCHWAB 4386-7711 | $8,604 | $8,604 | $0 |
| INVESTMENT ADVISORY FEES - CP | $32,974 | $32,974 | $0 |
| THRU MONARCH CAPITAL PARTNERS V LP | $5,908 | $5,908 | $0 |
| MAINTENANCE FEE - SCHWAB #7087 | $150 | $150 | $0 |
| TAX PENALTIES | $23 | $0 | $0 |
| THRU MONARCH CAPITAL PARTNERS V LP (NON-DEDUCTIBLE EXPENSES) | $1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU MONARCH CAPITAL PARTNERS V | $1,828 | $1,828 | $1,828 |
| THRU MONARCH CAPITAL PARTNERS V (UBTI) | $1,044 | $0 | $1,044 |
| LITIGATION SETTLEMENTS RECEIVED | $89 | $89 | $89 |
| THRU BROOKFIELD INFRASTRUCTURE PARTNERS LP | $1 | $1 | $1 |
| IRS REFUND CHECK | $145 | $0 | $145 |
| THRU MONARCH CAPITAL PARTNERS V - TAX-EXEMPT INCOME | $15 | $0 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $1,366 |
| PRIOR PERIOD ADJUSTMENT | $4,762 |
| PRIOR PERIOD ADJUSTMENT - ALLIANCE BERNSTEIN US EQUIY BVI LTD | $162,460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,917 | $0 | $0 |
| FOREIGN TAX PAID | $491 | $491 | $0 |
| NEW YORK STATE TAXES | $492 | $0 | $0 |