TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-12
- IRS object ID
- 201842859349100424
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T14:57:00-04:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223338510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBER SHAPIRO & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 TICE BLVD 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 | 2016-12-01 | 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 | 2018-10-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S WEBER | PreparerPersonNm |
| PTIN | P00020318 | PTIN |
| Phone | 2013270400 | PhoneNum |
| Preparation | 2018-10-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 43154BEFF86EC195FD56B66BC8793C20F8CD7163 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2DC4E76549F34B3C84351B7F884E04902E02D0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,232,982 | 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 | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,235 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $368,743 | GrossSalesPriceAmt |
| Total Rev And Expnss | $154,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,314 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,760 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $2,000 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $23,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $515 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,275 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $318,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $318,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,275 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$191,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,454 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,433,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,228,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,216,267 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $964,209 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $993,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $993,261 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,397,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,245,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,232,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,397,794 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,245,197 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,397,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,245,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,397,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,245,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,397,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$191,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,555 | OtherIncreasesAmt |
| Subtotal | $5,245,197 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,245,197 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $278,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,199,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,821,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $286,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,053,578 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $265,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,526,358 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048050 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,929 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,675,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039339 | DistributionYr5Rt |
| Total Distribution | 0.254714 | TotalDistributionRt |
| Average Distribution | 0.050943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,919,967 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $941 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,250 | 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 | $941 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $941 | SubtotalAmt |
| Tax Based On Investment Income | $941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,246 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,246 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,305 | OverpaymentAmt |
| Applied To ES Tax | $5,305 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIDHYA TUNGARE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,228,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $756,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,010,119 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,010,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,919,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $941 | TotalTaxAmt |
| Distributable Before Adj | $295,057 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,057 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $318,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $941 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $317,309 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,422 | UndistributedIncomePYAmt |
| Qualifying Distributions | $318,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,422 | AppliedToYear1Amt |
| Applied To Current Year | $194,828 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $100,229 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE DENAN PROJECT | |||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | 6TH FLOOR |
| GIVE WELL | |||||||
| 182 HOWARD ST | SAN FRANCISCO | CA | 94105 | NONE | CHARITABLE AND EDUCATIONAL | $35,000 | SUITE 208 |
| PRINCETON ALUMNICORPS | |||||||
| 12 STOCKSTON ST | PRINCETON | NJ | 08540 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |
| DREAMALITY | |||||||
| 53 AVIGNON DR | MORRIS PLAINS | NJ | 07950 | NONE | CHARITABLE AND EDUCATIONAL | $25,000 | |
| PRINCETON UNIVERSITY PARENTS FUND | |||||||
| P O BOX 5357 | PRINCETON | NJ | 08544 | NONE | CHARITABLE AND EDUCATIONAL | $10,000 | |
| THE PINGRY ANNUAL FUND | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | CHARITABLE AND EDUCATIONAL | $15,000 | |
| MANAVI INC | |||||||
| 104 CHURCH ST | NEW BRUNSWICK | NJ | 08901 | NONE | CHARITABLE AND EDUCATIONAL | $2,500 | |
| TECH FOR ALS FOUNDATION | |||||||
| 14 WALSH DRIVE | PARSIPPANY | NJ | 07054 | COMMON DIRECTOR | CHARITABLE AND EDUCATIONAL | $200,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |
| WMNYC | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |
| JTB FOUNDATION | |||||||
| PO BOX 698 | CHATHAM | NJ | 07928 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |
| CENTER EFFECTIVE ALTRUISM | |||||||
| 2030 ADDISON SUITE 650 | BERKELEY | CA | 94704 | NONE | CHARITABLE AND EDUCATIONAL | $5,000 | |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |
| LAWFARE INSTITUTE | |||||||
| PO BOX 33226 | WASHINGTON DC | DC | 20033 | NONE | CHARITABLE AND EDUCATIONAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,235 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,284 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,760 | Amt |
| Adjusted Net Income | $1,760 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SCHWAB - 9062 | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $368,743 | GrossSalesPriceAmt |
| Basis | $331,459 | BasisAmt |
| Total Net | $37,284 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUTAL FUNDS | StockNm |
| EOY Book Value | $4,228,212 | EOYBookValueAmt |
| EOYFMV | $5,216,267 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRISMA | AT COST | $13,100 | $13,100 |
| SKS CAPITAL | AT COST | $52,635 | $52,365 |
| WEATHERLOW OFFSHORE | AT COST | $625,000 | $625,000 |
| VANGUARD TOTAL STOCK | AT COST | ||
| DIVIDENDS CAPITAL | AT COST | $219,603 | $219,603 |
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $66,081 | $66,081 |
| PRISMA UNREALIZED GAIN/LOSS | FMV | $17,112 | $17,112 |
| VANGUARD TOTAL STOCK UNREALIZED | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $23,225 | $23,225 | |
| ANNUAL FEES | $515 | $515 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| WEATHERLOW UNREALIZED | $42,214 |
| PRISMA UNREALIZED | $551 |
| DIVIDEND CAPITAL UNREALIZED | -$4,210 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $2,000 | Amt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
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