TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-07-20
- IRS object ID
- 202142019349100069
- Schema version
- 2019v5.2
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-20T16:04:32-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 2021-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK WEBER | PreparerPersonNm |
| PTIN | P00020318 | PTIN |
| Phone | 2013270400 | PhoneNum |
| Preparation | 2021-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,506,866 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,178 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,746 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,820 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,616 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,496 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,038,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,925,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,360,204 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $948,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,086,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,086,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,010,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,072,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,506,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,010,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,072,257 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,010,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,072,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,010,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,072,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,010,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $164,275 | OtherIncreasesAmt |
| Subtotal | $5,072,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,072,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD ST ADMIRAL | 2020-04-17 | $6,081 | $6,116 | -$35 | -$35 | ||
| VANGUARD ST ADMIRAL | 2020-06-04 | $13,431 | $13,909 | -$478 | -$478 | 2019-12-23 | |
| VANGUARD ST ADMIRAL | 2020-04-17 | $14,434 | $14,500 | -$66 | -$66 | 2014-04-07 | |
| VANGUARD ST ADMIRAL | 2020-06-04 | $36,411 | $29,397 | $7,014 | $7,014 | ||
| VANGUARD TOTAL STOCK MKT | 2020-11-20 | $124,985 | $65,324 | $59,661 | $59,661 | 2014-04-07 | |
| VANGUARD ST ADMIRAL | 2020-09-14 | $152,388 | $92,938 | $59,450 | $59,450 | ||
| CAPITAL GAINS DIVIDENDS | $9,632 | $9,632 | $9,632 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,178 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $392,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,134,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $328,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,241,221 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $317,309 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,919,967 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053600 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,199,296 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $387,323 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,821,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066533 | DistributionYr5Rt |
| Total Distribution | 0.290245 | TotalDistributionRt |
| Average Distribution | 0.058049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,729,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $332,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $334,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,383 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,383 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,077 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,577 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,194 | OverpaymentAmt |
| Applied To ES Tax | $5,194 | 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 | 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 | $5,765,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,816,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,816,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,729,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,383 | TotalTaxAmt |
| Distributable Before Adj | $282,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $307,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $282,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,354 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,940 | 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 | $34,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,586 | ExcessFromYear1Amt |
| Excess From Current Year | $25,354 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION INC | ||||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | HUMAN RIGHTS | $15,000 | |||||
| ALLIED MEDIA PROJECTS | ||||||||||||
| 4126 THIRD AVE | DETROIT | MI | 48201 | NONE | PC | MEDIA DEMOCRACY AND HUMAN RIGHTS | $5,000 | |||||
| CENTER FOR POPULAR DEMOCRACY | ||||||||||||
| 449 TROUTMAN ST | BROOKLYN | NY | 11237 | NONE | PC | INCLUSIVITY AND HUMAN RIGHTS | $5,000 | |||||
| COMMUNITY FOOD BANK OF NJ | ||||||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | ANTI-HUNGER AND ANTI-POVERTY | $5,000 | |||||
| DREAMALITY | ||||||||||||
| 53 AVIGNON DR | MORRIS PLAINS | NJ | 07950 | NONE | PC | CHARITABLE AND EDUCATIONAL | $20,000 | |||||
| DRUG POLICY ALLIANCE | ||||||||||||
| 131 WEST 33RD ST 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | HUMAN RIGHTS, ADDICTION EDUCATION | $15,000 | |||||
| ELECTRONIC FRONTIER FOUNDATION | ||||||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | DIGITAL RIGHTS | $10,000 | |||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | EDUCATION REGARDING GUN SAFETY | $1,000 | |||||
| GIVE WELL - THE CLEAR FUND | ||||||||||||
| 182 HOWARD ST | SAN FRANCISCO | CA | 94105 | NONE | PC | HIGH IMPACT CHARITABLE GIVING | $20,000 | |||||
| GREEN VILLAGE VOLUNTEER FIRE DEPAR | ||||||||||||
| 529 GREEN VILLAGE RD | GREEN VILLAGE | NJ | 07935 | NONE | PC | CHARITABLE AND EDUCATIONAL | $1,500 | |||||
| GROUPMUSE FOUNDATION | ||||||||||||
| 4 WASHINGTON SQUARE VILLAGE UNIT | NEW YORK | NY | 10012 | NONE | PC | ARTS EDUCATION AND SUPPORT | $10,000 | 1-O | ||||
| INDIAN CLASSICAL MUSIC AND ARTS FOUNDATION | ||||||||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | PC | ARTS EDUCATION AND SUPPORT | $30,000 | |||||
| INNOCENCE PROJECT | ||||||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | HUMAN RIGHTS | $5,000 | |||||
| M4BL FUND - COMMON COUNSEL FOUNDATION | ||||||||||||
| 1624 FRANKLIN ST 1022 | OAKLAND | CA | 94612 | NONE | PC | HUMAN RIGHTS | $20,000 | |||||
| MOVEMENT STRATEGY CENTER | ||||||||||||
| 436 14TH ST STE 500 | OAKLAND | CA | 94612 | NONE | PC | HUMAN RIGHTS AND COMMUNITY DEVELOPMENT | $10,000 | |||||
| NEW VERNON VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 22 VILLAGE RD | NEW VERNON | NJ | 07976 | NONE | PC | CHARITABLE AND EDUCATIONAL | $1,500 | |||||
| NORTH STAR FUND | ||||||||||||
| 520 8TH AVE 1800 | NEW YORK | NY | 10018 | NONE | PC | HUMAN RIGHTS | $2,500 | |||||
| PEOPLE'S ACTION INSTITUTE | ||||||||||||
| 1130 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | PC | RACIAL, ECONCOMIC AND GENDER JUSTICE | $10,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | REPODUCTIVE AND HEALTHCARE ACCESS | $15,000 | |||||
| PRINCETON ALUMNICORPS | ||||||||||||
| 12 STOCKSTON ST | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| PRINCETON UNIVERSITY PARENTS FUND | ||||||||||||
| P O BOX 5357 | PRINCETON | NJ | 08544 | NONE | PC | CHARITABLE AND EDUCATIONAL | $150 | |||||
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION (RAICES) | ||||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | IMMIGRANTS AND REFUGEES RIGHTS AND LEGAL AID | $15,000 | |||||
| RESOURCE GENERATION | ||||||||||||
| 1216 BROADWAY 2ND FLR | NEW YORK | NY | 10001 | NONE | PC | ANTI-DISCRIMINATION | $250 | |||||
| SOUTHERN POVERTY LAW CENTER | ||||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | HUMAN RIGHTS | $5,000 | |||||
| SUNRISE MOVEMENT EDUCATION FUND | ||||||||||||
| 50 F STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION ABOUT CLIMATE CHANGE | $15,000 | |||||
| SUNSHINE KIDS FOUNDATION | ||||||||||||
| 2814 VIRIGINIA ST | HOUSTON | TX | 77098 | NONE | PC | SUPPORT FOR KIDS WITH CANCER | $500 | |||||
| SURJ EDUCATION FUND | ||||||||||||
| PO BOX 1053 | BUFFALO | NY | 14205 | NONE | PC | HUMAN RIGHTS | $2,500 | |||||
| THE PINGRY SCHOOL - ANNUAL FUND | ||||||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | EDUCATION | $50 | |||||
| THINK FOUNDATION | ||||||||||||
| NONE | NC | CHARITABLE AND EDUCATIONAL | $50,000 | 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 | $307,450 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,178 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,746 | 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 | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUTAL FUNDS | StockNm |
| EOY Book Value | $3,925,595 | EOYBookValueAmt |
| EOYFMV | $5,360,204 | 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 | $14,973 | $14,973 |
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $263,341 | $263,341 |
| BLACKCREEK DIVERSIFIED - COST | AT COST | $244,082 | $244,082 |
| WEATHERLOW OFFSHORE - COST | AT COST | $525,000 | $525,000 |
| SKS CAPITAL | AT COST | $38,770 | $38,770 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $164,275 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,820 | Amt |
| Net Investment Income | $14,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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