KARMA FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
KARMA FOUNDATION (EIN 22-3478433)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201423219349102667
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T15:40:54-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100172703ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223478433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KARMA FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% Dina elkinsInCareOfNm
Business Name ControlKARMBusinessNameControlTxt
Phone6099245939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 ARRETON ROADAddressLine1
Address Line2SuiteAddressLine2
CityPRINCETONCity
StateNJState
ZIP Code08540ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA KNEEPersonNm
Person TitleCPAPersonTitleTxt
Phone2129498700PhoneNum
Signature2014-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE ARRIGOPreparerPersonNm
PTINP00058583PTIN
Phone2129498700PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,041,085FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$148,346ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$141,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,545DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$434,962NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,361,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$434,962CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$724,856TotalRevAndExpnssAmt
Total Net Invst Incm$576,510TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$112,152CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,916CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$85,236CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,060AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$764TaxesRevAndExpnssAmt
Taxes Net Invst Incm$764TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$72,545OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$62,940OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,079OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$187,521TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$96,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$837,383ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$837,383ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,024,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,620TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$933,758TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$300,048ExcessRevenueOverExpensesAmt
Net Investment Income$485,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,105CashBOYAmt
Cash EOY$35,845CashEOYAmt
Cash EOYFMV$35,845CashEOYFMVAmt
Sav And Temp Cash Invst BOY$26,439SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$225,854SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$225,854SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,067AcctRcvblAmt
Acct Rcvbl BOY$4,067AcctRcvblBOYAmt
Acct Rcvbl EOY$4,067AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,067AcctRcvblEOYFMVAmt
Corporate Stock BOY$4,555,693CorporateStockBOYAmt
Corporate Stock EOY$4,248,076CorporateStockEOYAmt
Corporate Stock EOYFMV$5,189,066CorporateStockEOYFMVAmt
Other Investments BOY$1,622,799OtherInvestmentsBOYAmt
Other Investments EOY$1,405,213OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,586,253OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,219,103TotalAssetsBOYAmt
Total Assets EOY$5,919,055TotalAssetsEOYAmt
Total Assets EOYFMV$7,041,085TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$6,219,103CapitalStockBOYAmt
Capital Stock EOY$5,919,055CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,219,103TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,919,055TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,219,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,919,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,219,103TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$300,048ExcessRevenueOverExpensesAmt
Subtotal$5,919,055SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,919,055TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$131,507$123,694$7,813$7,813
PUBLICLY TRADED SECURITIES$125,355$89,733$35,622$35,622
PUBLICLY TRADED SECURITIES$184,059$115,955$68,104$68,104
PUBLICLY TRADED SECURITIES$128,588$153,033-$24,445-$24,445
PUBLICLY TRADED SECURITIES$426,967$374,505$52,462$52,462
PUBLICLY TRADED SECURITIES$39,828$37,493$2,335$2,335
PUBLICLY TRADED SECURITIES$33,752$22,892$10,860$10,860
PUBLICLY TRADED SECURITIES$214,296$109,662$104,634$104,634
PUBLICLY TRADED SECURITIES$95,256$94,919$337$337
PUBLICLY TRADED SECURITIES$320,820$295,952$24,868$24,868
PUBLICLY TRADED SECURITIES$39,995$39,995
PUBLICLY TRADED SECURITIES$1,053,009$1,035,879$17,130$17,130
PUBLICLY TRADED SECURITIES$502,810$433,188$69,622$69,622
CAPITAL GAIN DIVIDENDS$57,252P
FieldValueIRS element (for citing)
Capital Gain Net Income$434,962CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,203,332AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,210,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.166886DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,078,990AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,325,123NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.129606DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,241,491AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,207,465NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.151264DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,141,237AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,910,678NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.144265DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,373,579AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,552,844NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.160599DistributionYr5Rt
Total Distribution0.75262TotalDistributionRt
Average Distribution0.150524AverageDistributionRt
Net Vl Noncharitable Assets$7,131,503NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,073,462AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,859NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,078,321AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$933,758QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,718InvestmentIncomeExciseTaxAmt
Subtotal$9,718SubtotalAmt
Tax Based On Investment Income$9,718TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,472EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,472TotalPaymentsAndCreditsAmt
Overpayment$4,754OverpaymentAmt
Applied To ES Tax$4,754AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Website AddressWWW.KARMAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Dina elkinsBusinessNameLine1
FieldValueIRS element (for citing)
Phone6099245939PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 ARRETON ROADAddressLine1
CityPRINCETONCity
StateNJState
ZIP Code08540ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHARON KARMAZIN
6 COMBS PLACEMILLTOWNNJ08850DIRECTOR, AS REQUIRED20.0$0$0$0
DINA K ELKINS
140 ARRETON ROADPRINCETONNJ08540DIRECTOR40.0$112,152$0$0
CRAIG KARMAZIN
100 STODDART STREETBEAVER DAMWI53916DIRECTOR, AS REQUIRED5.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,428,639AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$225,213AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,586,253FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,240,105TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,240,105AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,602CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,131,503NetVlNoncharitableAssetsAmt
Minimum Investment Return$356,575MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$356,575MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,718TaxBasedOnInvestmentIncomeAmt
Total Tax$9,718TotalTaxAmt
Distributable Before Adj$346,857DistributableBeforeAdjAmt
Distributable Before Ded$346,857DistributableBeforeDedAmt
Distributable As Adjusted$346,857DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$933,758ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$933,758QualifyingDistributionsAmt
Adjusted Qualifying Distri$933,758AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$346,857DistributableAsAdjustedAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr5$991,125ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$747,915ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$844,106ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,078,990ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,205,432ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,867,568TotalExcessDistributionCyovAmt
Qualifying Distributions$933,758QualifyingDistributionsAmt
Applied To Current Year$346,857AppliedToCurrentYearAmt
Remaining Distri From Corpus$586,901RemainingDistriFromCorpusAmt
Total Corpus$5,454,469TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$991,125ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,463,344ExcessDistriCyovToNextYrAmt
Excess From Year4$747,915ExcessFromYear4Amt
Excess From Year3$844,106ExcessFromYear3Amt
Excess From Year2$1,078,990ExcessFromYear2Amt
Excess From Year1$1,205,432ExcessFromYear1Amt
Excess From Current Year$586,901ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHARON KARMAZINContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE ATTACHEDBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE SCHEDULE ATTACHEDAddressLine1
CityPRINCETONCity
StateNJState
ZIP Code08540ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE PURPOSESGrantOrContributionPurposeTxt
Amt$837,383Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$837,383TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141,545ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$434,962ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$576,510ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$576,510TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSHARON KARMAZIN CHAR LEAD ANNUITYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16 COMBS PLACEAddressLine1
CityMILLTOWNCity
StateNJState
ZIP Code08850ZIPCode
FieldValueIRS element (for citing)
Total Contributions$148,346TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,060Amt
Disbursements Charitable Prps$2,060DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$4,248,076EOYBookValueAmt
EOYFMV$5,189,066EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
METROPOLITAN REAL ESTATE EQUITAT COST$368,475$188,572
SILVERCREEK LOW VOL STRATEGIESAT COST$386,738$474,276
BARLOW PARTNERS OFFSHOREAT COST$650,000$923,405

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$30$30
INVESTMENT ADVISORY FEES$50,150$50,150
ADR FEES$10$10
PAYROLL SERVICE FEES$1,786$1,340$446
INSURANCE$5,482$5,482
MEALS$1,052$526
CREDIT CARD FEES$291$291
MISCELLANEOUS EXPENSES$585$585
TELEPHONE$1,099$825$274
INVESTMENT FEES - MREEP K-1$5,994$5,994
INVESTMENT FEES - SILVER K-1$6,066$6,066

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMETROPOLITAN REAL ESTATE EQUITY K-1Desc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt
Net Investment Income$3NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$764Amt
Net Investment Income$764NetInvestmentIncomeAmt

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