TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-15
- IRS object ID
- 202002899349101300
- Schema version
- 2018v3.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T15:35:41-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-10-15 | 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 | 2020-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.47.103.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-15 | IPDt |
| IP Tm | 14:22:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 64F4A90D9F138FDD26A452A3BA20D7365AC992D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,062,054 | 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 | $238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,445 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $306,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,994 | 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 | $720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,064 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,604 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,154,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,038,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,089,519 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $909,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $948,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $948,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,078,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,010,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,062,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,078,044 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,010,722 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,078,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,078,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,010,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,078,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,945 | OtherIncreasesAmt |
| Subtotal | $5,010,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,722 | 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT INDEX FD ADMIRAL SHARE: VTSAX | P | 2014-04-07 | 2019-03-19 | $100,000 | $65,845 | $34,155 | $34,155 |
| SCHWAB GOVERNMENT MONEY FUND INVESTOR SHARES | P | 2018-06-17 | 2019-06-18 | $15,000 | $15,000 | $0 | $0 |
| SCHWAB GOVERNMENT MONEY FUND INVESTOR SHARES | P | 2018-11-17 | 2019-11-18 | $70,752 | $70,917 | -$165 | -$165 |
| VANGUARD TOTAL STOCK MKT INDEX FD ADMIRAL SHARE: VTSAX | P | 2018-11-17 | 2019-11-18 | $327,537 | $197,790 | $129,747 | $129,747 |
| PRISMA | P | $14,292 | -$14,292 | -$14,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,241,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052650 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,309 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,919,967 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,119 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,199,296 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $387,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,821,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $286,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,053,578 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047300 | DistributionYr5Rt |
| Total Distribution | 0.273575 | TotalDistributionRt |
| Average Distribution | 0.054715 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,134,652 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $335,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,814 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $338,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,250 | 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 | $2,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $109 | EsPenaltyAmt |
| Overpayment | $3,077 | OverpaymentAmt |
| Applied To ES Tax | $3,077 | 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 |
| 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 | $5,311,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $897,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,228,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,228,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,134,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,814 | TotalTaxAmt |
| Distributable Before Adj | $303,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $303,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $303,919 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,814 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $392,436 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,745 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,745 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $303,919 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,586 | 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 | $9,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLUNION FOUNDATION | |||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | CHARITABLE AND EDUCATIONAL | $10,000 | |||||
| CANCER RESEARCH INSTITUTE | |||||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | NONE | CHARITABLE AND EDUCATIONAL | $22,500 | |||||
| DRAGON FUND | |||||||||||
| 3980 BROADWAY SUITE 103-164 | BOULDER | CO | 80304 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| DREAMALITY | |||||||||||
| 53 AVIGNON DR | MORRIS PLAINS | NJ | 07950 | NONE | CHARITABLE AND EDUCATIONAL | $12,500 | |||||
| DRUG POLICY ALLIANCE | |||||||||||
| 131 WEST 33RD ST 15TH FLOOR | NEW YORK | NY | 10001 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| ELECTRONIC FRONTIER | |||||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |||||
| EMMA'S TORCH | |||||||||||
| 257 15TH STREET SUITE 404 | BROOKLYN | NY | 11215 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| EVERYTOWN FOR GUN SAFETY | |||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | CHARITABLE AND EDUCATIONAL | $7,500 | |||||
| GIVE WELL | |||||||||||
| 182 HOWARD ST | SAN FRANCISCO | CA | 94105 | NONE | CHARITABLE AND EDUCATIONAL | $55,000 | |||||
| GREEN VILLAGE VOLUNTEER FIRE DEPAR | |||||||||||
| 529 GREEN VILLAGE RD | GREEN VILLAGE | NJ | 07935 | NONE | CHARITABLE AND EDUCATIONAL | $1,500 | |||||
| HUMAN RIGHTS WATCH | |||||||||||
| 350 5TH AVE | NEW YORK | NY | 10118 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |||||
| INDIAN CLASSICAL MUSIC AND ARTS FOUNDATION | |||||||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | NONE | CHARITABLE AND EDUCATIONAL | $25,000 | |||||
| INNOCENCE PROJECT | |||||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | CHARITABLE AND EDUCATIONAL | $7,500 | |||||
| MANAVI INC | |||||||||||
| 104 CHURCH ST | NEW BRUNSWICK | NJ | 08901 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| NEW VERNON VOLUNTEER FIRE DEPARTMENT | |||||||||||
| 22 VILLAGE RD | NEW VERNON | NJ | 07976 | NONE | CHARITABLE AND EDUCATIONAL | $1,500 | |||||
| PLANNED PARENTHOOD FEDERATION | |||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CHARITABLE AND EDUCAITONAL | $10,000 | |||||
| PRINCETON ALUMNICORPS | |||||||||||
| 12 STOCKSTON ST | PRINCETON | NJ | 08540 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |||||
| PRINCETON UNIVERSITY PARENTS FUND | |||||||||||
| P O BOX 5357 | PRINCETON | NJ | 08544 | NONE | CHARITABLE AND EDUCATIONAL | $250 | |||||
| RAICES TEXAS | |||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | CHARITABLE AND EDUCATIONAL | $7,500 | |||||
| SNEHALAYA | |||||||||||
| 30 SHERYL DR | EDISON | NJ | 08820 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | CHARITABLE AND EDUCATIONAL | $7,500 | |||||
| SUSAN G KOMEN FOR THE CURE | |||||||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | NONE | CHARITABLE AND EDUCATIONAL | $250 | |||||
| TECH FOR ALS FOUNDATION | |||||||||||
| 14 WALSH DRIVE | PARSIPPANY | NJ | 07054 | COMMON DIRECTOR | CHARITABLE AND EDUCATIONAL | $100,000 | |||||
| THE PINGRY ANNUAL FUND | |||||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | CHARITABLE AND EDUCATIONAL | $100 | |||||
| THINK FOUNDATION | |||||||||||
| NONE | CHARITABLE AND EDUCATIONAL | $100,000 | A-101 VALMIKI APARTMENTS | KALINA | IN | 400098 | NC | ||||
| VIA BROOKLYN | |||||||||||
| 138 S OXFORD STREET | BROOKLYN | NY | 11217 | NONE | CHARITABLE AND EDUCATIONAL | $150 | |||||
| VIBHA | |||||||||||
| 1030 E EL CAMINO REAL 424 | SUNNYVALE | CA | 94087 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |||||
| WIKIMEDIA FOUNDATION | |||||||||||
| 149 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |||||
| WNYC-FM | |||||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,250 | 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 | $238 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,445 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $6,360 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,360 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,354 | 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 | $720 | Amt |
| Net Investment Income | $0 | 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 | $4,038,187 | EOYBookValueAmt |
| EOYFMV | $5,089,519 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKCREEK DIVERSIFIED | FMV | $21,358 | $21,358 |
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $117,698 | $117,698 |
| BLACKCREEK DIVERSIFIED | AT COST | $219,571 | $219,571 |
| WEATHERLOW OFFSHORE | AT COST | $525,000 | $525,000 |
| SKS CAPITAL | AT COST | $65,304 | $65,304 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $16,500 | $16,500 | $0 |
| ADMINISTRATIVE EXPENSE | $2,087 | $2,087 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $6,360 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,360 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WEATHERFLOW UNREALIZED | $45,614 |
| BLACK CREEK DIVERSIFIED | $6,331 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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