2022-11-10T14:09:31-06:00 2021-12-31 871353108 EISNER ADVISORY GROUP LLC 111 WOOD AVENUE SOUTH ISELIN NJ 088302700 990PF 2021-01-01 223478433 THE KARMA FOUNDATION KARM 6099245939 140 ARRETON ROAD PRINCETON NJ 08540 DINA ELKINS OFFICER 6099245939 2022-11-15 1 DINA ELKINS 999009999 DANE DICKLER P00444049 7322437000 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7771254 X 137789 16847 16757 102583 102583 238773 1145093 249209 4144 720 0 500136 369269 0 124605 31151 0 93454 25368 6342 0 19026 1486 1486 0 0 9445 3404 0 3542 51882 39112 0 12770 212786 81495 0 128792 116355 116355 329141 81495 0 245147 170995 287774 0 7795 13631 13631 143846 141327 141327 3849 3332 2214 2253 4243624 4358444 6596542 897707 857702 861978 0 155523 155523 5300153 5528841 7771254 45 1228 45 1228 X 0 0 0 0 5300108 5527613 5300108 5527613 5300153 5528841 5300108 170995 56510 5527613 0 5527613 MERRILL LYNCH 7EG-02216 2021-01-01 2021-12-31 205 203 2 2 MERRILL LYNCH 7EG-02216 2020-01-01 2021-12-31 207 205 2 2 MERRILL LYNCH 7EG-02216 2021-01-01 2021-12-31 19491 18495 996 996 MERRILL LYNCH 7EG-02216 2020-01-01 2021-12-31 532493 489090 43403 43403 MERRILL LYNCH 7EG-02216 2020-01-01 2021-12-31 19666 1886 17780 17780 MERRILL LYNCH 7EG-02216 2020-01-01 2021-12-31 32390 9225 23165 23165 MERRILL LYNCH 7EG-02328 2021-01-01 2021-12-31 44396 44942 -546 -546 MERRILL LYNCH 7EG-02328 2020-01-01 2021-12-31 244783 242124 2659 2659 MERRILL LYNCH 7EG-02329 2021-01-01 2021-12-31 5020 5281 -261 -261 MERRILL LYNCH 7EG-02329 2020-01-01 2021-12-31 123085 99968 23117 23117 MERRILL LYNCH 7EG-02201 2020-01-01 2021-12-31 1064 1064 0 0 THRU K-1 2020-01-01 2021-12-31 16599 16599 CAPITAL GAINS DIVIDENDS P 122293 122293 122293 249209 191 4000 0 4000 0 4000 5000 0 6500 0 11500 0 7500 7500 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.KARMAFOUNDATION.ORG DINA ELKINS 6099245939 140 ARRETON ROAD PRINCETON NJ 08540 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON KARMAZIN 6 COMBS PLACE MILLTOWN NJ 08850 PRESIDENT 1.00 0 0 0 DINA K ELKINS 140 ARRETON ROAD PRINCETON NJ 08540 EXECUTIVE DIRECTOR 35.00 124605 0 0 CRAIG KARMAZIN 100 STODDART STREET BEAVER DAM WI 53916 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 7149618 137990 59629 7347237 0 0 7347237 110209 7237028 361851 361851 4000 4000 357851 0 357851 0 357851 245147 0 245147 357851 0 0 604434 256907 224247 75821 34003 1195412 245147 0 0 0 245147 0 112704 112704 1082708 0 0 0 0 0 0 491730 590978 256907 224247 75821 34003 X SEE ATTACHED STATEMENT A SEE ATTACHED STATEMENT A PRINCETON NJ 08540 NONE PC CHARITABLE PURPOSES 116355 116355 0 14 16847 14 102583 14 4144 14 238773 0 362347 0 362347 0 0 0 0 0 0 0 0 0 0 X X 1 SHARON E KARMAZIN 6 COMBS PLACE MILLTOWN NJ 08850 137789 X 1 3.04008% PARTNERSHIP INTEREST IN GIFT KARMA LEGACY LLC 137789 2021-07-01 MERRILL LYNCH 02201 9106 9039 MERRILL LYNCH 02328 848596 852939 68 SHS ALPHABET INC 63432 246248 75 SHS AMAZON COM INC 71117 250075 310 SHS META PLATFORMS (FACEBOOK INC CL A) 47263 104269 762 SHS JPMORGAN CHASE & CO 66340 120633 ML 02201 11823 39997 ML 02216 3458192 4889073 ML 02329 640277 946247 2214 2253 0 0 GIFT KARMA LEGACY 2021 LLC AT COST 155523 155523 FILING FEES 10 0 0 10 INVESTMENT ADVISORY FEES 38346 38346 0 0 PAYROLL SERVICE FEES 2555 639 0 1916 TELEPHONE 1360 0 0 1360 OFFICE EXPENSE 1028 0 0 1028 WEBSITE FEES 8000 0 0 8000 CREDIT CARD FEES 75 0 0 75 INSURANCE 508 127 0 381 MISCELLANEOUS INCOME 1017 720 0 NON TAXABLE DISTRIBUTION 3127 0 0 PRIOR PERIOD ADJUSTMENT 56131 BOOK TO TAX DIFFERENCE 379 FOREIGN TAXES 2223 2223 0 0 PAYROLL TAXES 4722 1181 0 3542 FEDERAL TAXES 2500 0 0 0