MIMI WASHINGTON STARRETT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MIMI WASHINGTON STARRETT FOUNDATION INC (EIN 86-1760106)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-23
- IRS object ID
- 202402979349100910
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-23T10:25:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | 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 | 861760106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIMI WASHINGTON STARRETT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIMI | BusinessNameControlTxt |
| Phone | 9084407149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH AHART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9084407149 | PhoneNum |
| Signature | 2024-10-23 | 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 | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2024-10-17 | PreparationDt |
| 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 | $21,744,471 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $14,631 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,631 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $538,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $538,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$802,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,556,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$248,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,131 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,131 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,355 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,045 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,045 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,355 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,060 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,835 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,079 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $382,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,025,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $918,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,274,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,318 | CashBOYAmt |
| Cash EOY | $32,651 | CashEOYAmt |
| Cash EOYFMV | $32,651 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $859,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $812,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $812,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,615,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,563,887 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,899,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,899,158 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,074,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,744,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,744,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,074,820 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,744,471 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,074,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,744,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,074,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,744,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,074,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,274,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,943,658 | OtherIncreasesAmt |
| Subtotal | $21,744,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,744,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PFIZER INC (PFE) 31,520.000 SHARES | D | 2022-01-27 | 2023-11-16 | $929,477 | $1,149,534 | -$220,057 | -$220,057 |
| PUBLICLY TRADED SECURITIES | P | $2,627,217 | $2,664,053 | -$36,836 | -$36,836 | ||
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | P | -$6,122 | -$6,122 | ||||
| ASF IX PRIVATE INVESTORS OFFSHORE SICAV-RAIF S.C.SP | P | -$5,413 | -$5,413 | ||||
| VINTAGE 2023 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP | P | -$1,069 | -$1,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$269,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,894 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,894 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,473 | OverpaymentAmt |
| Applied To ES Tax | $5,473 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.MWSTARRETTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9084407149 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVENUE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD W AHART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GARY MAZART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELISABETH HUGHES MACDONALD | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURA LANDY | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH F AHART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | PRESIDENT | 40.00 | $145,100 | $20,939 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $91,355 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $20,383,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $530,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,913,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,913,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,599,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,030,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,030,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,421 | TotalTaxAmt |
| Distributable Before Adj | $1,023,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,023,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,023,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $918,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $918,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,023,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $164,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $450,292 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $918,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $918,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $104,784 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $104,784 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $345,508 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $345,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $59,295 | ExcessFromYear2Amt |
| Excess From Year1 | $286,213 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH F AHART | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVENUE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9084407149 | RecipientPhoneNum |
| Recipient Email Address | SAHART@MWSTARRETTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WWW.MWSTARRETTFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WWW.MWSTARRETTFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WWW.MWSTARRETTFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S NEW JERSEY INC | |||||||
| 425 EAGLE ROCK AVENUE SUITE 203 | ROSELAND | NJ | 07068 | N/A | PC | IN SUPPORT OF THE RESPITE CARE AND WELLNESS PROGRAM | $10,000 |
| BIG BROTHERS BIG SISTERS OF COASTAL & NORTHERN NEW JERSEY INC | |||||||
| 350 BOND STREET 2ND FLOOR | ASBURY PARK | NJ | 07712 | N/A | PC | TO SUPPORT ENGAGEMENT OF AT-PROMISE YOUTH IN MORRIS COUNTY | $50,000 |
| CANCER HOPE NETWORK INC | |||||||
| 2 NORTH ROAD SUITE A | CHESTER | NJ | 07930 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CENTER FOR EVALUATION AND COUNSELING INC | |||||||
| 1719 STATE RT 10 EAST SUITE 129 | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | MORRIS COUNTY FUNDERS GROUP - IN SUPPORT OF MENTAL HEALTH ASSOCIATION OF NJ | $25,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | MORRISTOWN FESTIVAL OF BOOKS- GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY HOPE INC | |||||||
| 959 ROUTE 46 EAST SUITE 202 | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| COUNTY COLLEGE OF MORRIS FOUNDATION | |||||||
| 214 CENTER GROVE ROAD | RANDOLPH | NJ | 07869 | N/A | PC | COLLEGE PROMISE PROGRAM IN MORRISTOWN | $25,000 |
| COURT APPOINTED SPECIAL AVOCATES OF MORRIS AND SUSSEX COUNTIES INC | |||||||
| 18 CATTANO AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FAMILY PROMISE OF MORRIS COUNTY INC | |||||||
| PO BOX 1494 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FREEDOM HOUSE INC | |||||||
| 2004 ROUTE 31 N SUITE 9 | CLINTON | NJ | 08809 | N/A | PC | IN SUPPORT OF THE FAMILY AFTERWARD PROGRAM | $10,000 |
| GIRL SCOUTS OF NORTHERN NJ | |||||||
| 95 NEWARK POMPTON TURNPIKE | RIVERDALE | NJ | 07457 | N/A | PC | IN SUPPORT OF THE RESILIENT, READY, STRONG PROGRAM | $5,340 |
| GOOD GRIEF INC | |||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | N/A | PC | IN SUPPORT OF THE MORRISTOWN NIGHTS OF SUPPORT PROGRAM | $50,000 |
| GREAT SWAMP WATERSHED ASSOCIATION | |||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| INTERFAITH FOOD PANTRY INC | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PC | IN SUPPORT OF THE HEALTHY CHOICES MARKETPLACES AND MOBILE NETWORK PROGRAM | $20,000 |
| JERSEY BATTERED WOMEN'S SERVICE INC | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | N/A | PC | IN SUPPORT OF THE DATING ABUSE PREVENTION PROGRAM | $25,000 |
| LAKE HOPATCONG FOUNDATION | |||||||
| 125 LANDING ROAD | LANDING | NJ | 07850 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| LEGAL SERVICES OF NORTHWEST JERSEY INC | |||||||
| 90 EAST MAIN STREET | SOMERVILLE | NJ | 08876 | N/A | PC | IN SUPPORT OF LIBRE-MORRIS | $25,000 |
| LITERACY VOLUNTEERS OF AMERICA | |||||||
| 16 ELM STREET | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MACCULLOCH HALL HISTORICAL MUSEUM | |||||||
| 45 MACCULLOCH AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MARKET STREET MISSION INC | |||||||
| 9 MARKET STREET | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MATHENY SCHOOL AND HOSPITAL INC | |||||||
| 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | N/A | PC | IN SUPPORT OF ARTS ACCESS | $15,900 |
| MORRIS COUNTY HISTORICAL SOCIETY | |||||||
| 68 MORRIS AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MORRIS EDUCATIONAL FOUNDATION INC | |||||||
| 50 EARLY STREET | MORRISTOWN | NJ | 07960 | N/A | PC | IN SUPPORT OF THE CULTURAL ARTS PROGRAM | $10,000 |
| MORRIS HABITAT FOR HUMANITY | |||||||
| 274 SOUTH SALEM STREET | RANDOLPH | NJ | 07869 | N/A | PC | IN SUPPORT OF THE DEVELOPMENT AND GROWTH OF THE REVOLVER FACILITY | $25,000 |
| MT PLEASANT ANIMAL SHELTER INC | |||||||
| 194 ROUTE 10 WEST | EAST HANOVER | NJ | 07936 | N/A | PC | TO PROVIDE SUPPORT FOR VETERINARY CARE | $10,000 |
| MUSEUM OF MAKERS AND INNOVATORS | |||||||
| PO BOX 227 | BASKING RIDGE | NJ | 07920 | N/A | PC | IN SUPPORT OF MORRIS MARKETPLACE THINKSPACE | $10,000 |
| NEWBRIDGE SERVICES INC | |||||||
| 7 INDUSTRIAL ROAD | POMPTON PLAINS | NJ | 07444 | N/A | PC | IN SUPPORT OF THE JOBSPLUS PROGRAM | $21,450 |
| NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC | |||||||
| 350 MARSHALL STREET | PHILLIPSBURG | NJ | 08865 | N/A | PC | IN SUPPORT OF ENGAGEMENT PARTNERS | $15,000 |
| NOURISH NJ INC | |||||||
| 57 EAST PARK PLACE 2ND FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PG CHAMBERS SCHOOL INC | |||||||
| 15 HALKO DRIVE | CEDAR KNOLLS | NJ | 07927 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PRESCHOOL ADVANTAGE INC | |||||||
| 25 LINDSLEY DRIVE SUITE 307 | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SUMMIT SPEECH SCHOOL | |||||||
| 706 CEMTRA AVEMIE | NEW PROVIDENCE | NJ | 07974 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE SEEING EYE INC | |||||||
| 1 SEEING EYE WAY PO BOX 375 | MORRISTOWN | NJ | 079630375 | N/A | PC | IN SUPPORT OF VETERINARY CARE | $25,000 |
| THE TRUSTEES OF THE MORRISTOWN GREEN INCORPORATED | |||||||
| 44 MAPLE AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | TO REPLACE SOME PARK BENCHES IN MORRISTOWN GREEN | $10,000 |
| ZUFALL HEALTH CENTER | |||||||
| 18 W BLACKWELL STREET | DOVER | NJ | 07801 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,690 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FREEDOM HOUSE INC | |||||||
| 2004 ROUTE 31 N SUITE 9 | CLINTON | NJ | 08809 | N/A | PC | IN SUPPORT OF THE FAMILY AFTERWARD PROGRAM | $10,000 |
| GREAT SWAMP WATERSHED ASSOCIATION | |||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ZUFALL HEALTH CENTER | |||||||
| 18 W BLACKWELL STREET | DOVER | NJ | 07801 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,631 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $538,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$802,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$248,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$248,857 | 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 AND TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $15,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASF IX PRIVATE INVESTORS OFFSHORE SICAV-RAIF S.C.SP | FMV | $37,647 | $37,647 |
| FIDELITY 500 INDEX FUND (FXAIX) 24,807.480 QTY | FMV | $4,105,390 | $4,105,390 |
| FIDELITY INTL INDX-INST PRM (FSPSX) 7,902.513 QTY | FMV | $374,184 | $374,184 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 12,461.000 QTY | FMV | $468,534 | $468,534 |
| ISHARES 20+ YEAR TREASURY BOND (TLT) 1,777.000 QTY | FMV | $175,710 | $175,710 |
| ISHARES 7-10 YEAR TREASURY BOND (IEF) 4,206.000 QTY | FMV | $405,416 | $405,416 |
| ISHARES CORE S&P MIDCAP ETF (IJH) 1,110.000 QTY | FMV | $307,637 | $307,637 |
| ISHARES MBS ETF (MBB) 4,417.000 QTY | FMV | $415,551 | $415,551 |
| JPM INCOME FUND (JMSFX) 20,854.160 QTY | FMV | $174,132 | $174,132 |
| JPMORGAN BETABUILDERS CANADA (BBCA) 6,248.000 QTY | FMV | $400,622 | $400,622 |
| JPMORGAN BETABUILDERS DEVELOP (BBAX) 5,238.000 QTY | FMV | $259,333 | $259,333 |
| JPMORGAN BETABUILDERS EUROPE ETF (BBEU) 2,672.000 QTY | FMV | $151,208 | $151,208 |
| JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 11,103.000 QTY | FMV | $583,130 | $583,130 |
| SIX CIRCLE MGD EQ INTL UNCON (CMIUX) 200,520.513 QTY | FMV | $2,588,720 | $2,588,720 |
| SIX CIRCLE MGD EQ US UNCON (CMEUX) 340,073.705 QTY | FMV | $5,692,834 | $5,692,834 |
| SIX CIRCLES CREDIT OPPS (CRDOX) 13,240.800 QTY | FMV | $115,989 | $115,989 |
| SIX CIRCLES GLOBAL BOND (CGLBX) 148,008.150 QTY | FMV | $1,255,109 | $1,255,109 |
| VANGUARD TTL BD MKT IDX-ADM (VBTLX) 122,216.880 QTY | FMV | $1,186,726 | $1,186,726 |
| VANGUARD TTL INTL BND-ADM (VTABX) 105,095.280 QTY | FMV | $2,072,478 | $2,072,478 |
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $103,456 | $103,456 |
| VINTAGE 2023 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $25,352 | $25,352 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,045 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,045 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND MARKETING | $1,000 | $0 | $1,000 |
| CREDIT CARD FEES | $98 | $0 | $98 |
| FILING FEES | $432 | $0 | $432 |
| INSURANCE | $3,080 | $0 | $3,080 |
| MEMBERSHIP FEES | $4,295 | $0 | $4,295 |
| OFFICE EXPENSES AND SUPPLIES | $14,114 | $0 | $14,114 |
| PAYROLL PROCESSING | $410 | $0 | $410 |
| WEBSITE DEVELOPMENT | $5,650 | $0 | $5,650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,943,658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SERVICES | $11,060 | $0 | $11,060 |
| INVESTMENT MANAGEMENT FEES | $91,355 | $91,355 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |