TUNGARE MANOHAR FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TUNGARE MANOHAR FAMILY FOUNDATION INC (EIN 22-3537431)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349106017
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:02:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY 2ND FLOOR | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUIS CUNHA | PreparerPersonNm |
| PTIN | P01764534 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,057,686 | 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 | $660 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $660 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,536,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,628,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,536,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,647,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,646,041 | 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 | $10,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $210 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $210 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,599 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,205,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,621,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $115,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,837 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,823,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,239,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,048,585 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,099,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $802,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $890,003 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,261 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,261 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,038,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,160,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,057,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,038,750 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,160,465 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,038,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,160,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,038,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,160,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,038,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,205,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,244,043 | SubtotalAmt |
| Other Decreases | $83,578 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,160,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BLACKROCK STRATEGIC INCOME OPPS INSTL | 2024-11-07 | $152,233 | $161,155 | -$8,922 | -$8,922 | |
| DFA US SMALL CAP I | 2024-11-07 | $662,828 | $406,373 | $256,455 | $256,455 | |
| ISHARES ESG AWARE MSCI EAFE ETF | 2024-11-07 | $192,055 | $182,895 | $9,160 | $9,160 | |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | 2024-11-07 | $2,069,172 | $1,633,746 | $435,426 | $435,426 | |
| PIMCO TOTAL RETURN ESG INSTITUTIONAL | 2024-11-07 | $178,831 | $220,536 | -$41,705 | -$41,705 | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL | 2024-11-06 | $2,705,098 | $1,823,597 | $881,501 | $881,501 | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | 2024-11-07 | $285,278 | $295,332 | -$10,054 | -$10,054 | |
| BLACKROCK STRATEGIC INCOME OPPS INSTL | 2024-11-07 | $110,694 | $108,602 | $2,092 | $2,092 | |
| DFA US SMALL CAP I | 2024-11-07 | $7,906 | $4,425 | $3,481 | $3,481 | |
| ISHARES ESG AWARE MSCI EAFE ETF | 2024-11-07 | $3,696 | $3,534 | $162 | $162 | |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | 2024-11-07 | $20,677 | $15,623 | $5,054 | $5,054 | |
| PIMCO TOTAL RETURN ESG INSTITUTIONAL | 2024-11-07 | $5,779 | $5,787 | -$8 | -$8 | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL | 2024-11-06 | $23,841 | $19,983 | $3,858 | $3,858 | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | 2024-11-07 | $9,998 | $9,924 | $74 | $74 | |
| WEATHERLOW - REDEMPTION | 2024-04-01 | $200,000 | $200,000 | $0 | $0 | P |
| FROM K-1 - HARRISON STREET FUND | 2024-12-31 | $4 | $4 | $4 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,536,578 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,123 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,123 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $591 | OverpaymentAmt |
| Applied To ES Tax | $591 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIDHYA TUNGARE | BusinessNameLine1Txt |
| 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 | 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 | TRUSTEE | 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 | $6,908,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,008,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,008,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,903,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,532 | TotalTaxAmt |
| Distributable Before Adj | $322,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $322,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $322,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,165 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $31,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,235 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $322,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $230,804 | 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 | $24,616 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,165 | ExcessFromYear4Amt |
| Excess From Year2 | $31,202 | ExcessFromYear2Amt |
| Excess From Year1 | $58,252 | ExcessFromYear1Amt |
| Excess From Current Year | $77,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | ||||||||||||
| 8333 GREENWOOD BLVD 120 | DENVER | CO | 80221 | NONE | PC | TO PROVIDE SUPPORT IN SCHOLARSHIPS FOR NATIVE AMERICAN STUDENTS | $25,000 | |||||
| ARTS ON SITE | ||||||||||||
| 12 ST MARKS PLACE | NEW YORK | NY | 10003 | NONE | PC | TO PROVIDE SUPPORT FOR THE DANCE AND CHOREOGRAPHY COMMUNITY AND TO ADVANCE PUBLIC INTEREST AND APPRECIATION | $5,000 | |||||
| CENTER FOR EMPOWERED POLITICS EDUCATION FUND | ||||||||||||
| 1212 BROADWAY STE 700 | OAKLAND | CA | 946121941 | NONE | PC | TO PROVIDE SUPPORT FOR POLITICAL CONNECTION AND GROWTH FOR ORGANIZATIONS AND NEW LEADERS | $5,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | TO PROVIDE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH SERVICES | $20,000 | |||||
| CLEAN AIR TASK FORCE | ||||||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | TO PROVIDE SUPPORT FOR CLIMATE ACTIVISM | $5,000 | |||||
| CLIMATE EMERGENCY FUND | ||||||||||||
| 8383 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PC | CLIMATE ACTIVISM | $15,000 | |||||
| DORRANCE DANCE | ||||||||||||
| 520 8TH AVENUE RM 363 | NEW YORK | NY | 10018 | NONE | PC | TO PROVIDE SUPPORT FOR THE DANCE AND CHOREOGRAPHY COMMUNITY AND TO ADVANCE PUBLIC INTEREST AND APPRECIATION | $5,000 | |||||
| DRUG POLICY ALLIANCE | ||||||||||||
| 131 W 33RD ST | NEW YORK | NY | 10001 | NONE | PC | DRUG PREVENTION | $5,000 | |||||
| ELECTRONIC FRONTIER FOUNDATION | ||||||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | DIGITAL RIGHTS | $5,000 | |||||
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | SOCIAL ACTIVISM | $10,000 | |||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| 94450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | REPRODUCTIVE RIGHTS | $20,000 | |||||
| PILOBOLUS | ||||||||||||
| 6 KIRBY RD | WASHINGTON | CT | 06793 | NONE | PC | TO PROVIDE SUPPORT FOR ARTS AND EDUCATION | $5,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PC | TO PROVIDE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH SERVICES | $5,000 | |||||
| PRINCETON ALUMNICORPS | ||||||||||||
| 12 STOCKTON STREET | PRINCETON | NJ | 08549 | NONE | PC | ACADEMICS/ EDUCATIONAL | $2,500 | |||||
| PRINCETON UNIVERSITY | ||||||||||||
| NA | PRINCETON | NJ | 08544 | NONE | PC | ACADEMICS/ EDUCATIONAL | $500 | |||||
| RIP MEDICAL DEBT | ||||||||||||
| PO BOX 411675 | BOSTON | MA | 022411675 | NONE | PC | TO PROVIDE SUPPORT FOR ALLEVIATING THE BURDEN OF MEDICAL DEBT ON INDIVIDUALS FACING FINANCIAL HARDSHIP | $15,000 | |||||
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PC | TO PROVIDE SUPPORT TO START-UP NONPROFITS | $25,000 | |||||
| TECH FOR ALS FOUNDATION | ||||||||||||
| 14 WALSH DRIVE | PARSIPPANY | NJ | 07054 | COMMON DIRECTOR | PC | CHARITABLE AND EDUCATIONAL | $100,000 | |||||
| THE JOYCE THEATER | ||||||||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | TO PROVIDE SUPPORT FOR THE DANCE AND CHOREOGRAPHY COMMUNITY AND TO ADVANCE PUBLIC INTEREST AND APPRECIATION | $25,000 | |||||
| THE PINGRY SCHOOL | ||||||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | EDUCATION | $200 | |||||
| THE SUNSHINE KIDS FOUNDATION | ||||||||||||
| 2814 VIRGINIA | HOUSTON | TX | 77098 | NONE | PC | TO PROVIDE SUPPORT FOR ORGANIZING PROGRAMS AND EVENTS FOR YOUNG CANCER PATIENTS | $2,000 | |||||
| THINK FOUNDATION | ||||||||||||
| NONE | PC | BLOOD COLLECTION | $100,000 | A-101 VALMIKI APARTMENTS SUNDER | NAGAR KALINA SANTACRUZ EAST | MUMBAI | IN | 400 098 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,200 | 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 | $660 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,455 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,536,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,647,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,647,693 | 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 | $10,080 | 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 | MUTUAL FUNDS | StockNm |
| EOY Book Value | $6,239,150 | EOYBookValueAmt |
| EOYFMV | $6,048,585 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEATHERLOW OFFSHORE - COST | AT COST | $325,000 | $325,000 |
| WEATHERLOW UNREALIZED GAIN/LOSS | FMV | $241,160 | $241,160 |
| HARRISON STREET FUND LP - COST | AT COST | $236,057 | $323,843 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| EOY Book Value | $4,261 | EOYBookValueAmt |
| EOYFMV | $4,261 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $83,578 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 PASSTHROUGH LOSS | $7,093 | $0 | $0 |
| INVESTMENT FEES | $19,720 | $19,720 | $0 |
| K-1 PORTFOLIO DEDUCTIONS | $3,879 | $3,879 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,218 | Amt |
| Net Investment Income | $1,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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