KARP FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KARP FAMILY FOUNDATION (EIN 82-2432655)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201921309349100627
- Schema version
- 2018v3.1
- 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
- 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 | 2019-05-10T07:35:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-29 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.209.178.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 16:13:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39B946E0F61AE3058FA5D0369FBF8960389C6618 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39B946E0F61AE3058FA5D0369FBF8960389C6618 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $267,099 | 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 | $398,926 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,287 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $564,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,413 | 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 | $4,039 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,039 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,699 | 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 | $21,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,054 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $266,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $266,848 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $111 | OtherAssetsBOYAmt |
| Other Assets EOY | $251 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $251 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $117,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $117,964 | CapitalStockBOYAmt |
| Capital Stock EOY | $267,099 | 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 | $117,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $424,897 | SubtotalAmt |
| Other Decreases | $157,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 236 SHS ADOBE SYSTEMS INC | P | 2018-03-08 | $51,620 | $23,627 | $27,993 | $27,993 |
| 94 SHS ALIGN TECHNOLOGY INC | P | 2018-03-08 | $24,959 | $8,854 | $16,105 | $16,105 |
| 35 SHS ALPHABET INC | P | 2018-03-08 | $39,200 | $25,716 | $13,484 | $13,484 |
| 296 SHS VISA INC | P | 2018-03-08 | $36,181 | $23,489 | $12,692 | $12,692 |
| 96 SHS ALPHABET INC | P | 2018-12-13 | $103,260 | $61,561 | $41,699 | $41,699 |
| 401 SHS LILLY ELI & CO | P | 2018-12-13 | $45,966 | $21,033 | $24,933 | $24,933 |
| 352 SHS LOCKHEED MARTIN CORP | P | 2018-12-13 | $103,219 | $76,838 | $26,381 | $26,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $145,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.408443 | DistributionYr1Rt |
| Total Distribution | 0.408443 | TotalDistributionRt |
| Average Distribution | 0.408443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,557 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,652 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $255,455 | 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 | $1,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,696 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,696 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $31 | OverpaymentAmt |
| Applied To ES Tax | $31 | 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 | ||||||||
| 5313 PEMBROKE PLACE | 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 | ||||||||
| 5313 PEMBROKE PLACE | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,652 | TotalTaxAmt |
| Distributable Before Adj | $4,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,652 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $253,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $58,437 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $251,408 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $309,845 | 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 | $309,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $58,437 | ExcessFromYear1Amt |
| Excess From Current Year | $251,408 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | PC | UGANDAN CHILDREN MEDICAL PROJECT | $90,666 |
| JEWISH FEDERATION OF GREAT PITTSBURGH | ||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | PC | JBURGH | $25,000 |
| CHABAD HOUSE ON CAMPUS INC | ||||||
| 4710 WALLINGFORD STREET | PITTSBURGH | PA | 15213 | PC | UNITE-IT ISRAEL TRIP | $5,000 |
| THE FRIENDSHIP CIRCLE OF PGH INC | ||||||
| 1922 MURRAY AVENUE | PITTSBURGH | PA | 15217 | PC | ANNUAL PROGRAMMINGMING | $10,000 |
| UNIVERSITY OF PITTSBURGH UPMC HILLMAN CANCER CENTER | ||||||
| 5150 CENTTRE AVENUE SUITE 1B | PITTSBURGH | PA | 15232 | PC | STANLEY M. MARKS, MD ENDOWED RESEARCH FUND | $10,000 |
| HEART HEALERS INTERNATIONAL | ||||||
| 9601 HALL ROAD | POTOMAC | MD | 20854 | PC | PROGRAM TO RAISE AWARENESS OF RHEUMATIC HEART DISEASE | $85,735 |
| CHABAD LUBOVITCH OF THE SOUTH HILLS | ||||||
| 1701 MCFARLAND ROAD | PITTSBURGH | PA | 15216 | PC | OUTREACH ACTIVITIES, UPGRADE SECURITY AND TARGET HARDENING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,401 | 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 | $2,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,287 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,413 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SIMONE F KARP | ||||||
| 1 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $50,034 | Yes (X) |
| SIMONE F KARP | ||||||
| 2 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $24,061 | Yes (X) |
| SIMONE F KARP | ||||||
| 3 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $38,327 | Yes (X) |
| SIMONE F KARP | ||||||
| 4 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $35,834 | Yes (X) |
| SIMONE F KARP | ||||||
| 5 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $101,918 | Yes (X) |
| SIMONE F KARP | ||||||
| 6 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $45,915 | Yes (X) |
| SIMONE F KARP | ||||||
| 7 | 3901 SOCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $102,837 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 236 SHS ADOBE SYSTEMS INC | $50,034 | 2018-03-07 |
| 2 | 94 SHS ALIGN TECHNOLOGY INC | $24,061 | 2018-03-07 |
| 3 | 35 SHS ALPHABET INC | $38,327 | 2018-03-07 |
| 4 | 296 SHS VISA INC | $35,834 | 2018-03-07 |
| 5 | 96 SHS ALPHABET INC | $101,918 | 2018-12-12 |
| 6 | 401 SHS LILLY ELI & CO. | $45,915 | 2018-12-12 |
| 7 | 352 SHS LOCKHEED MARTIN CORP | $102,837 | 2018-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LBHM | CategoryTxt |
| Amt | $4,039 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,039 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $111 | BOYBookValueAmt |
| EOY Book Value | $251 | EOYBookValueAmt |
| EOYFMV | $251 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $157,798 | 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 | $252 | $252 | $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 | $1,699 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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