KARP FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KARP FAMILY FOUNDATION (EIN 82-2432655)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-02
- IRS object ID
- 202001549349100500
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-02T06:54:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030498867 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVETT BOOKMAN HARMON MARKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LIBERTY AVENUE SUITE 1150 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822432655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARP FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARP | BusinessNameControlTxt |
| Phone | 4125124413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FIFTH AVENUE 27TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMONE F KARP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4125124413 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S LANG | PreparerPersonNm |
| PTIN | P00144610 | PTIN |
| Phone | 4123922220 | PhoneNum |
| 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 | $269,057 | 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 | $449,341 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $571,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,601 | 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 | $4,331 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,331 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $266,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,667 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $203,240 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $251 | OtherAssetsBOYAmt |
| Other Assets EOY | $150 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $267,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $267,099 | CapitalStockBOYAmt |
| Capital Stock EOY | $199,822 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $267,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $199,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $267,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $267,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,775 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $394,874 | SubtotalAmt |
| Other Decreases | $195,052 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $199,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 64 SHS AMAZON COM INC. | P | 2016-10-31 | 2019-07-30 | $120,988 | $49,805 | $71,183 | $71,183 |
| 146 SHS AUTOMATIC DATA PROCESSING INC. | P | 2000-12-31 | 2019-08-05 | $23,751 | $13,455 | $10,296 | $10,296 |
| 195 SHS DOLLAR GENERAL | P | 2000-12-31 | 2019-08-05 | $25,853 | $15,277 | $10,576 | $10,576 |
| 140 SHS MASTERCARD INC. | P | 2000-12-31 | 2019-08-05 | $36,395 | $22,128 | $14,267 | $14,267 |
| 353 SHS STARBUCKS CORP | P | 2000-12-31 | 2019-08-05 | $33,351 | $19,621 | $13,730 | $13,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,052 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $113,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.226616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.408443 | DistributionYr2Rt |
| Total Distribution | 2.635059 | TotalDistributionRt |
| Average Distribution | 1.317530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $139,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,114 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,731 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,731 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $509 | OverpaymentAmt |
| Applied To ES Tax | $509 | 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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4125124413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TOWER AT PNC PLAZA 300 FIFTH | AddressLine1Txt |
| Address Line2 | AVENUE 27TH FLOOR | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SIMONE F KARP | ||||||||
| 3901 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PRESIDENT, SECRETARY, TREA | 1.00 | $0 | $0 | $0 |
| EMILY PERLOW | ||||||||
| 1101 SHADY AVENUE | PITTSBURGH | PA | 15232 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARISSA KARP | ||||||||
| 1402 BEECHWOOD BLVD | PITTSBURGH | PA | 15217 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ADAM PERLOW | ||||||||
| 1101 SHADY AVENUE | PITTSBURGH | PA | 15232 | VICE PRESIDENT | 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 | $18,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,222 | TotalTaxAmt |
| Distributable Before Adj | $5,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,114 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,222 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $58,437 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $251,408 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $309,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $436,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $746,213 | 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 | $746,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $58,437 | ExcessFromYear2Amt |
| Excess From Year1 | $251,408 | ExcessFromYear1Amt |
| Excess From Current Year | $436,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHABAD LUBOVITCH OF THE SOUTH HILLSINC | ||||||
| 1701 MCFARLAND ROAD | PITTSBURGH | PA | 15216 | PC | OUTREACH ACTIVITIES, UPGRADE SECURITY AND TARGET HARDENING | $10,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | PC | UGANDAN CHILDREN MEDICAL PROJECT | $75,003 |
| HEART HEALERS INTERNATIONAL | ||||||
| 9601 HALL ROAD | POTOMAC | MD | 20854 | PC | PROGRAM TO RAISE AWARENESS OF RHEUMATIC HEART DISEASE | $25,000 |
| JEWISH FEDERATION OF GREAT PITTSBURGH | ||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | PC | 2020 COMMUNITY CAMPAIGN | $50,000 |
| THE FRIENDSHIP CIRCLE OF PGH INC | ||||||
| 1922 MURRAY AVENUE | PITTSBURGH | PA | 15217 | PC | 2019 FRIENDS ALL AROUND GALAMING | $5,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 5150 CENTRE AVENUE SUITE 1B | PITTSBURGH | PA | 15232 | EDUCATION | STANLEY M. MARKS, MD ENDOWED RESEARCH FUND | $10,000 |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | ||||||
| 5738 FORBES AVENUE | PITTSBURGH | PA | 15217 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||
| 9901 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | PC | 2019 ANNUAL CAMPAIGN | $36,000 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | PC | COMMUNITY CAMPAIGN | $18,000 |
| HEART HEALERS INTERNATIONAL | ||||||
| 9601 HALL ROAD | POTOMAC | MD | 20854 | PC | PROGRAM TO RAISE AWARENESS OF RHEUMATIC HEART DISEASE | $23,765 |
| CHABAD LUBOVITCH OF THE SOUTH HILLS INC | ||||||
| 1701 MCFARLAND ROAD | PITTSBURGH | PA | 15216 | PC | OUTREACH ACTIVITIES, UPGRADE SECURITY AND TARGET HARDENING | $10,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 152133402 | EDUCATION | HENRY S. KARP NEURO-ONCOLOGY FELLOWSHIP | $50,000 |
| CHABAD LUBOVITCH OF THE SOUTH HILLS INC | ||||||
| 1701 MCFARLAND ROAD | PITTSBURGH | PA | 15216 | PC | OUTREACH ACTIVITIES, UPGRADE SECURITY AND TARGET HARDENING | $10,000 |
| HEART HEALERS INTERNATIONAL | ||||||
| 9601 HALL ROAD | POTOMAC | MD | 20854 | PC | COMPLICATED BUT NOT IMPOSSIBLE | $5,000 |
| THE PEACE INIATIVE | ||||||
| 420 FT DUQUESNE BLVD SUITE 1900 | PITTSBURGH | PA | 15222 | PC | NATIONAL ACADEMY OF SCIENCES | $25,000 |
| JUNIOR ACHIEVEMENT OF WESTERN PA | ||||||
| 90 EMERSON LANE SUITE 1403 | BRIDGEVILLE | PA | 150173473 | PC | JA I CAN! INITIATIVE | $5,000 |
| CHABAD LUBOVITCH OF THE SOUTH HILLS INC | ||||||
| 1701 MCFARLAND ROAD | PITTSBURGH | PA | 15216 | PC | OUTREACH ACTIVITIES, UPGRADE SECURITY AND TARGET HARDENING | $10,000 |
| EMORY HEART AND VASCULAR CENTER | ||||||
| 1599 CLIFTON ROAD 3RD FL SUITE | ATLANTA | GA | 303224250 | EDUCATION | MARKETING SUPPORT FOR STRUCTURAL HEART PROGRAM | $25,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 152133402 | EDUCATION | H.S. KARP NEURO-ONCOLOGY FELLOWSHIP | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,768 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,601 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SIMONE F KARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 S OCEAN BLVD | AddressLine1Txt |
| City | HIGHLAND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $449,341 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 64 SHS AMAZON | $124,355 | 2019-07-29 |
| 1 | 146 SHS AUTOMATIC DATA PROCESSING | $23,900 | 2019-08-02 |
| 1 | 195 SHS DOLLAR GENERAL | $25,996 | 2019-08-02 |
| 1 | 140 SHS MASTERCARD INC | $37,673 | 2019-08-02 |
| 1 | 353 SHS STARBUCKS | $33,683 | 2019-08-02 |
| 1 | 1,036 SHS JPMORGAN CHASE & CO. | $144,232 | 2019-12-27 |
| 1 | 852 SHS LAS VEGAS SANDS | $59,502 | 2019-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LBHM | CategoryTxt |
| Amt | $4,331 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,331 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $134,005 | EOYBookValueAmt |
| EOYFMV | $203,240 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $251 | BOYBookValueAmt |
| EOY Book Value | $150 | EOYBookValueAmt |
| EOYFMV | $150 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $195,052 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $353 | $353 | $0 |
| PNC ADVISOR FEES | $15,000 | $0 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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