KARMA FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KARMA FOUNDATION (EIN 22-3478433)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-07
IRS object ID
202642509349100104
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-07T15:31:27-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 WOOD AVENUE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088302700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223478433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KARMA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKARMBusinessNameControlTxt
Phone6099245939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 ARRETON ROADAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDINA ELKINSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6099245939PhoneNum
Signature2026-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANE DICKLERPreparerPersonNm
PTINP00444049PTIN
Phone7322437000PhoneNum
Preparation2026-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,366,348FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$30,392InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30,392InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$196,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$196,515DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$225,763NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$740,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$225,763CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$54,013OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$49,449OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$506,683TotalRevAndExpnssAmt
Total Net Invst Incm$502,119TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$119,990CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$29,997CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$89,993CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$17,277PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,319PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,958PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,113AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,278AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$18,835AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16,990TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,378TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,112TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,855TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,855TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$56,705OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,484OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,688OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$239,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,456TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$149,441TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,299ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,299ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$443,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,456TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$352,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,454ExcessRevenueOverExpensesAmt
Net Investment Income$418,663NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,945CashBOYAmt
Cash EOY$1,534CashEOYAmt
Cash EOYFMV$1,534CashEOYFMVAmt
Sav And Temp Cash Invst BOY$297,510SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,246SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$450USGovernmentObligationsBOYAmt
US Government Obligations EOY$157USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$152USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,363,976CorporateStockBOYAmt
Corporate Stock EOY$3,415,785CorporateStockEOYAmt
Corporate Stock EOYFMV$6,705,428CorporateStockEOYFMVAmt
Corporate Bonds BOY$756,105CorporateBondsBOYAmt
Corporate Bonds EOY$787,505CorporateBondsEOYAmt
Corporate Bonds EOYFMV$805,626CorporateBondsEOYFMVAmt
Other Investments BOY$546,409OtherInvestmentsBOYAmt
Other Investments EOY$599,582OtherInvestmentsEOYAmt
Other Investments EOYFMV$603,362OtherInvestmentsEOYFMVAmt
Other Assets BOY$3OtherAssetsBOYAmt
Other Assets EOY$3OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,988,398TotalAssetsBOYAmt
Total Assets EOY$5,054,812TotalAssetsEOYAmt
Total Assets EOYFMV$8,366,348TotalAssetsEOYFMVAmt
Accounts Payable EOY$2,960AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,960TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,988,398RetainedEarningBOYAmt
Retained Earning EOY$5,051,852RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,988,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,051,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,988,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,054,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,988,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,454ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,051,852SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,051,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
ML 2201 LT2025-12-31$39,803$11,823$27,980$27,980
ML 2201 SUPPLEMENTAL2025-12-31$275$275$0$0
ML 2216 ST2025-12-31$17,890$17,462$428$428
ML 2216 LT2025-12-31$316,490$280,552$35,938$35,938
ML 2216 SUPPLEMENTAL2025-12-31$770$390$380$380
ML 2328 LT2025-12-31$165,000$165,000$0$0
ML 2329 ST2025-12-31$7,464$14,698-$7,234-$7,234
ML 2329 LT2025-12-31$69,278$24,601$44,677$44,677
CAPITAL GAINS DIVIDENDS$123,594$123,594$123,594P
FieldValueIRS element (for citing)
Capital Gain Net Income$225,763CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,819InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,819SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,819TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,379EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,379TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,560OverpaymentAmt
Applied To ES Tax$8,560AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.KARMAFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDINA ELKINSIndividualWithBooksNm
Phone6099245939PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 ARRETON ROADAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHARON KARMAZIN
6 COMBS PLACEMILLTOWNNJ08850PRESIDENT1.00$0$0$0
DINA K ELKINS
140 ARRETON ROADPRINCETONNJ08540EXECUTIVE DIRECTOR35.00$119,990$0$0
CRAIG KARMAZIN
100 STODDART STREETBEAVER DAMWI53916TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,189,929AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$308,225AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$222,996FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,721,150TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,721,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$115,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,605,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$380,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$380,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,819TaxBasedOnInvestmentIncomeAmt
Total Tax$5,819TotalTaxAmt
Distributable Before Adj$374,448DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$374,448DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$374,448DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$352,740ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$352,740QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$374,448DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$34,003ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$107,610ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,753ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$153,366TotalExcessDistributionCyovAmt
Qualifying Distributions$352,740QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$352,740AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$21,708ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,708ExcessDistributionCyovAppCYAmt
Total Corpus$131,658TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,295ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$119,363ExcessDistriCyovToNextYrAmt
Excess From Year2$107,610ExcessFromYear2Amt
Excess From Year1$11,753ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN REPERATORY BALLET
60 BAYARD STNEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$2,500
ANSHE EMETH MEMORIAL TEMPLE
222 LIVINGSTON AVENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$850
BNAI ISRAEL
160 MILLBURN AVEMILLBURNNJ07041NONEPCGENERAL SUPPORT$513
CHILDREN'S RADIOTHON
3959 BROADWAYNEW YORKNY10032NONEPCGENERAL SUPPORT$33,000
GEORGE STREET PLAYHOUSE
11 LIVINGSTON AVENUENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$45,000
IRISH REPERTORY THEATRE
132 W 22ND STNEW YORKNY10011NONEPCGENERAL SUPPORT$650
MANHATTAN THEATRE
131 W 55TH ST STAGE 1NEW YORKNY10019NONEPCGENERAL SUPPORT$3,200
MATAN
333 MAMARONECK AVE PO BOX 342WHITE PLAINSNY10605NONEPCGENERAL SUPPORT$10,000
CENTER FOR CREATIVE CHANGE
4115 WISCONSIN AVENUE NW SUITE LL10WASHINTONDC20016NONEPCGENERAL SUPPORT$15,000
ROUNDABOUT THEATRE
227 WEST 42ND STREETNEW YORKNY10036NONEPCGENERAL SUPPORT$3,000
RUTGERS HILLEL
70 COLLEGE AVENUENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$3,600
SIGNATURE THEATRE COMPANY
480 W 42ND STNEW YORKNY10036NONEPCGENERAL SUPPORT$1,250
THE PUBLIC THEATRE
425 LAFAYETTE STNEW YORKNY10003NONEPCGENERAL SUPPORT$3,000
YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002NONEPCGENERAL SUPPORT$180
DANCE POWER
812 2ND STSECAUCUSNJ07094NONEPCGENERAL SUPPORT$2,500
ELIJAH'S PROMISE
18 NEILSON STNEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$6,545
NEW JERSEY LIBRARY ASSOCIATION
163 US-130 1CBORDENTOWNNJ08505NONEPCGENERAL SUPPORT$18,375
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL SUPPORT$250
PAPER MILL PLAYHOUSE
22 BROOKSIDE DRMILLBURNNJ07041NONEPCGENERAL SUPPORT$5,669
RAISERIGHT
PO BOX 8518KENTWOODMI49518NONEPCGENERAL SUPPORT$735
SECOND STAGE THEATER
240 W 44TH STNEW YORKNY10036NONEPCGENERAL SUPPORT$3,546
SP 7 FOR ALL MANKIND
394 W BROADWAYNEW YORKNY10036NONEPCGENERAL SUPPORT$186
STATE THEATRE OF NJ
15 LIVINGSTON AVENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$3,500
RUTGERS UNIVERSITY
70 COLLEGE AVENUENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$250
RUTGERS UNIVERSITY BILDNER CENTER
70 COLLEGE AVENUENEW BRUNSWICKNJ08901NONEPCGENERAL SUPPORT$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,299TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,392ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$196,515ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,013ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$225,763ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$506,683ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$506,683TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$25,113Amt
Net Investment Income$6,278NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,835DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 02328BondNm
EOY Book Value$787,505EOYBookValueAmt
EOYFMV$805,626EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1635 SHS ALPHABET INC$76,258$511,755
950 SHS AMAZON COM INC$45,041$219,279
762 SHS JPMORGAN CHASE & CO$66,340$245,532
ML 02216$2,602,909$4,717,685
ML 02329$625,237$1,011,177

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$157USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$152USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GIFT KARMA LEGACY 2021 LLCAT COST$249,582$249,582
BLUE OWL CREDIT INCOME FUNDAT COST$350,000$353,780

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT INCOME RECEIVABLEDesc
BOY Book Value$3BOYBookValueAmt
EOY Book Value$3EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$10$0$10
PAYROLL FEES$3,134$784$2,350
INVESTMENT ADVISORY FEES$38,542$38,542$0
TELEPHONE$1,547$0$1,547
OFFICE EXPENSE$2,233$0$2,233
ACCOUNT FEES$369$0$249
INSURANCE$632$158$474
PROFESSIONAL FEES$321$0$321
COMPUTER & INTERNET$9,504$0$9,504
NON-DIVIDEND DISTRIBUTION$413$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTION$841$0$0
GIFT KARMA LEGACY$53,172$49,449$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,008$1,008$0
PAYROLL TAXES$9,482$2,370$7,112
FEDERAL TAXES$6,500$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.