SARNA FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SARNA FAMILY CHARITABLE FOUNDATION (EIN 20-6920719)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-21
- IRS object ID
- 202402959349100715
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-21T10:38:59-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811113161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KB Financial Advisory Partners LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Carnegie Center Suite 240 | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206920719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARNA FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARN | BusinessNameControlTxt |
| Phone | 2018161200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CHESTNUT STREET | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SARNA | PersonNm |
| Person Title | DIRECTOR/TRUSTEE | PersonTitleTxt |
| Signature | 2024-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE GALLO JR | PreparerPersonNm |
| PTIN | P01238904 | PTIN |
| Phone | 6099247250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $67,652 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $67,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2 | TotalAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,103 | CashBOYAmt |
| Cash EOY | $6,965 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $28,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,441 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $41,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $63,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $63,322 | CapitalStockEOYAmt |
| Retained Earning BOY | -$22,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$50,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,406 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,406 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 | MARK SARNA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2018161200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CHESTNUT STREET | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SARNA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CHESTNUT STREET | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,288 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,288 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $39,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $222,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,288 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $96,288 | RemainingDistriFromCorpusAmt |
| Total Corpus | $318,375 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $264,865 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $39,830 | ExcessFromYear3Amt |
| Excess From Year2 | $36,012 | ExcessFromYear2Amt |
| Excess From Year1 | $92,735 | ExcessFromYear1Amt |
| Excess From Current Year | $96,288 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KIELTZER SOCIETY | |||||||
| 1425 TYLER AVE | EAST MEADOW | NY | 11554 | NONE | PC | FINANCIAL SUPPORT & GENERAL USE. | $100 |
| EAST HILL SYNAGOGUE | |||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $200 |
| NATIONAL YIDDISH THEATRE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $13,600 |
| SARNA FAMILY HOLOCAUST REMEMBRANCE | |||||||
| 210 CHESTNUT | ENGLEWOOD | NJ | 07631 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $400 |
| BOYS TOWN JERUSALEM | |||||||
| 1 PENNSYLVANIA PLAZA 6250 | NEW YORK | NY | 10119 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $100 |
| FRIENDS OF YAD VASHEM | |||||||
| 455 PARK AVE 1702 | NEW YORK | NY | 10022 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $390 |
| TOMCHEI SHABBOS OF BERGEN COUNTY | |||||||
| 13 FOSTER STREET | BERGENFIELD | NJ | 07621 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $500 |
| SELFHELP | |||||||
| 520 8TH AVE 5TH FLOOR | NEW YORK | NY | 10018 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $1,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $360 |
| MOUNT SINAI HOSPITAL | |||||||
| 1468 MADISON AVE | NEW YORK | NY | 10029 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $1,000 |
| ALEH FOUNDATION | |||||||
| 5317 13TH AVE | BROOKLYN | NY | 11219 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $180 |
| ONE ISRAEL FUND | |||||||
| 445 CENTRAL AVENUE | CEDARHUST | NY | 11516 | NONE | EOF | FINANCIAL SUPPORT & GENERAL USE. | $5,000 |
| CHAI LIFELINE | |||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $1,800 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGON | DC | 20024 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $40,658 |
| US FRIENDS OF DROR ISRAEL | |||||||
| 2901 CLINT MOORE RD SUITE 421 | BOCA RATON | FL | 33496 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $20,000 |
| MEMRI | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $1,000 |
| AMERICAN FRIENDS OF SHEBA MEDICAL C | |||||||
| 575 MADISON AVE 10TH FL | NEW YORK | NY | 10022 | NONE | NC | FINANCIAL SUPPORT & GENERAL USE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,288 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEAD ANNUITY TRUST | ||||||
| 1 | 210 CHESTNUT STREET | ENGLEWOOD | NJ | 07631 | $39,858 | Yes (X) |
| VARIOUS CONTRIBUTORS | ||||||
| 2 | 210 CHESTNUT STREET | ENGLEWOOD | NJ | 07631 | $27,794 | Yes (X) |