MIMI WASHINGTON STARRETT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MIMI WASHINGTON STARRETT FOUNDATION INC (EIN 86-1760106)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202341259349101244
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T13:12:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | 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 | 2022-01-01 | 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 | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | AHART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,074,820 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,703,694 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,957 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,957 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $460,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$248,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,796,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,919,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $748,247 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $133,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,171 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,171 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,790 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,790 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,141 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,025 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,025 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $556,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $811,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,108,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $722,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,066 | CashBOYAmt |
| Cash EOY | $36,318 | CashEOYAmt |
| Cash EOYFMV | $36,318 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $859,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $859,530 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,615,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,615,085 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,563,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,563,887 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,074,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,074,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,074,820 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,074,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,074,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,108,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,187,262 | SubtotalAmt |
| Other Decreases | $112,442 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,074,820 | 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 | 2022-11-16 | $1,517,924 | $1,149,534 | $368,390 | $368,390 |
| VIATRIS INC (VTRS) 7,821.000 SHARES | D | 2022-01-27 | 2022-11-16 | $86,146 | $114,108 | -$27,962 | -$27,962 |
| PUBLICLY TRADED SECURITIES | P | $1,188,107 | $1,237,847 | -$49,740 | -$49,740 | ||
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | P | -$11,008 | -$11,008 | ||||
| CAPITAL GAINS DIVIDENDS | P | $4,556 | $4,556 | $4,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,236 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Tax Due | $10,106 | TaxDueAmt |
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 (6 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 |
| JORDAN M WASSEL | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | SECRETARY - THROUGH 03.2022 | 1.00 | $0 | $0 | $0 |
| ELISABETH HUGHES MACDONALD | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE - AS OF 01.2022 | 1.00 | $0 | $0 | $0 |
| LAURA LANDY | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE - AS OF 03.2022 | 1.00 | $0 | $0 | $0 |
| SARAH F AHART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | PRESIDENT | 40.00 | $133,750 | $17,761 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,782,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $550,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,332,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,332,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,177,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,039 | TotalTaxAmt |
| Distributable Before Adj | $498,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $785,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $164,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $164,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $498,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $450,292 | 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 | $450,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $164,079 | ExcessFromYear1Amt |
| Excess From Current Year | $286,213 | ExcessFromCurrentYearAmt |
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 (25 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 | TO SUPPORT RESPITE PROGRAMS FOR CAREGIVERS | $10,000 |
| BIG BROTHERS BIG SISTERS OF COASTAL & NORTHERN NEW JERSEY INC | |||||||
| 305 BOND STREET 2ND FLOOR | ASBURY PARK | NJ | 07712 | N/A | PC | TO SUPPORT PROGRAMS ENGAGING AT-PROMISE YOUTH IN MORRIS COUNTY | $50,000 |
| CENTER FOR EVALUATION AND COUNSELING INC | |||||||
| 1719 STATE RT 10 EAST STE 129 | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL OPERATING SUPPORT AND TO SUPPORT SUSTAINABILITY PROGRAMMING VIA A 3RD PARTY CONSULTANT | $50,000 |
| CHESHIRE HOME INC | |||||||
| 9 RIDGEDALE AVENUE | FLORHAM PARK | NJ | 07932 | N/A | PC | TO SUPPORT A NEW HVAC SYSTEM | $25,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 079630338 | N/A | PC | BOOK FESTIVAL OF MORRISTOWN - TO SUPPORT KIDSFEST STAGING, BILINGUAL MATERIALS AND OUTREACH EFFORTS | $10,000 |
| COMMUNITY HOPE INC | |||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | IN SUPPORT OF A HOUSING PROGRAM FOR FEMALE VETERANS | $15,000 |
| CORNERSTONE FAMILY PROGRAMS | |||||||
| 80 WASHINGTON STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT TEEN AMBASSADORS FOR MENTAL HEALTH PROGRAM | $10,000 |
| COUNTY COLLEGE OF MORRIS FOUNDATION | |||||||
| 214 CENTER GROVE ROAD | RANDOLPH | NJ | 07869 | N/A | PC | TO SUPPORT THE COLLEGE PROMISE PROGRAM | $50,000 |
| COURT APPOINTED SPECIAL ADVOCATES OF MORRIS AND SUSSEX COUNTIES INC | |||||||
| 222 RIDGEDALE AVENUE SUITE 300 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILY PROMISE OF MORRIS COUNTY INC | |||||||
| PO BOX 1494 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GOOD GRIEF INC | |||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE MORRISTOWN NIGHTS OF SUPPORT PROGRAM | $50,000 |
| HOMELESS SOLUTIONS INC | |||||||
| 3 WING DRIVE SUITE 245 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | TO SUPPORT THE EMERGENCY SHELTER | $15,000 |
| INTERFAITH FOOD PANTRY INC | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PC | TO SUPPORT HEALTH CHOICES COMMUNITY HEALTH INITIATIVE | $30,000 |
| JERSEY BATTERED WOMEN'S SERVICE INC | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | N/A | PC | TO SUPPORT THE DATING ABUSE PREVENTION PROGRAM | $25,000 |
| MARKET STREET MISSION INC | |||||||
| 9 MARKET STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE LIFE CHANGE PROGRAM | $10,000 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE ARTS ON THE ROAD PROGRAMMING | $25,000 |
| MENDHAM BOROUGH LIBRARY | |||||||
| 10 HILLTOP ROAD | MENDHAM | NJ | 07945 | N/A | PC | IN SUPPORT OF NEW DIGITAL OFFERINGS | $6,756 |
| MORRIS HABITAT FOR HUMANITY | |||||||
| 274 SOUTH SALEM STREET | RANDOLPH | NJ | 07869 | N/A | PC | TO SUPPORT THE REVOLVER FACILITY INITIATIVE | $25,000 |
| MT PLEASANT ANIMAL SHELTER INC | |||||||
| 194 STATE ROUTE 10 WEST | EAST HANOVER | NJ | 07936 | N/A | PC | TO SUPPORT THE BEHAVIOR MODIFICATION PROGRAM | $10,000 |
| NEWBRIDGE SERVICES INC | |||||||
| 7 INDUSTRIAL ROAD | PEQUANNOCK | NJ | 07440 | N/A | PC | IN SUPPORT OF CAREGIVER SUPPORT | $7,500 |
| NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC | |||||||
| 350 MARSHALL STREET | PHILLIPSBURG | NJ | 08865 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NOURISH NJ INC | |||||||
| 57 E PARK PLACE 2ND FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PRESCHOOL ADVANTAGE INC | |||||||
| 25 LINDSLEY DRIVE SUITE 307 | MORRISTOWN | NJ | 07960 | N/A | PC | IN SUPPORT OF PRESCHOOL TUITION PROGRAMMING | $10,000 |
| THE ADULT SCHOOL OF THE CHATHAMS MADISON AND FLORHAM PARK | |||||||
| 28 WALNUT STREET PO BOX 125 | MADISON | NJ | 079400125 | N/A | PC | IN SUPPORT OF FREE ESL CLASS OFFERINGS | $2,550 |
| THE SEEING EYE INC | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 079630375 | N/A | PC | IN SUPPORT OF VETERINARY CARE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $556,806 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,957 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$248,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,559 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,559 | 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 |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF MARIAN STARRETT | |||||||
| 1 | 220 PARK AVENUE | FLORHAM PARK | NJ | 07932 | $18,280,584 | Yes (X) | |
| ESTATE OF MARIAN STARRETT | |||||||
| 2 | 220 PARK AVENUE | FLORHAM PARK | NJ | 07932 | $2,423,110 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PFIZER INC (PFE) 63,040.000 SHARES; VIATRIS INC (VTRS) 7,821.000 SHARES | NoncashPropertyDesc |
| Fair Market Value | $2,423,110 | FairMarketValueAmt |
| Received | 2022-01-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PFIZER INC (PFE) 31,520.000 SHARES | StockNm |
| EOY Book Value | $1,615,085 | EOYBookValueAmt |
| EOYFMV | $1,615,085 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY 500 INDEX FUND (FXAIX) 26,715.241 SHARES | FMV | $3,556,333 | $3,556,333 |
| FIDELITY INTL INDX-INST (FSPSX) 7,782.758 SHARES | FMV | $320,572 | $320,572 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 3,512.000 SHARES | FMV | $120,110 | $120,110 |
| INDUSTRIAL SELECT SEC SPDR (XLI) 1,249.000 SHARES | FMV | $122,664 | $122,664 |
| ISHARES 20+ YEAR TREASURY BOND (TLT) 1,137.000 SHARES | FMV | $113,200 | $113,200 |
| ISHARES 7-10 YEAR TREASURY BOND (IEF) 1,776.000 SHARES | FMV | $170,105 | $170,105 |
| ISHARES CORE S&P MIDCAP ETF (IJH) 997.000 SHARES | FMV | $241,164 | $241,164 |
| ISHARES MBS ETF (MBB) 3,066.000 SHARES | FMV | $284,372 | $284,372 |
| ISHARES TRUST ISHARE 1-5 YEAR (IGSB) 3,460.000 SHARES | FMV | $172,376 | $172,376 |
| JPM CORPORATE BOND FUND (CBFVX) 27,918.540 SHARES | FMV | $226,140 | $226,140 |
| JPM INCOME FUND (JMSFX) 34,547.330 SHARES | FMV | $283,979 | $283,979 |
| JPMORGAN BETABUILDERS CANADA (BBCA) 6,248.000 SHARES | FMV | $357,948 | $357,948 |
| JPMORGAN BETABUILDERS DEVELOP (BBAX) 5,238.000 SHARES | FMV | $256,348 | $256,348 |
| JPMORGAN BETABUILDERS EUROPE ETF (BBEU) 2,613.000 SHARES | FMV | $126,731 | $126,731 |
| JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 11,103.000 SHARES | FMV | $498,525 | $498,525 |
| SIX CIRCLE MGD EQ (CMEUX) 333,996.215 SHARES | FMV | $4,382,030 | $4,382,030 |
| SIX CIRCLE MGD EQ INTL (CMIUX) 188,894.397 SHARES | FMV | $2,077,838 | $2,077,838 |
| SIX CIRCLES CREDIT OPPS (CRDOX) 13,240.800 SHARES | FMV | $115,063 | $115,063 |
| SIX CIRCLES GLOBAL BOND (CGLBX) 133,940.380 SHARES | FMV | $1,083,578 | $1,083,578 |
| VANGUARD TTL BD MKT IDX (VBTLX) 150,098.260 SHARES | FMV | $1,422,931 | $1,422,931 |
| VANGUARD TTL INTL BD (VTABX) 84,590.520 SHARES | FMV | $1,602,144 | $1,602,144 |
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $29,736 | $29,736 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,476 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,476 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $112,442 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND MARKETING | $1,000 | $0 | $1,000 |
| BANK FEES | $77 | $77 | $0 |
| CREDIT CARD FEES | $134 | $0 | $134 |
| FILING FEES | $33 | $0 | $33 |
| INSURANCE | $3,064 | $0 | $3,064 |
| MEMBERSHIP FEES | $1,735 | $0 | $1,735 |
| OFFICE EXPENSES AND SUPPLIES | $11,068 | $0 | $11,068 |
| PAYROLL PROCESSING | $709 | $0 | $709 |
| WEBSITE DEVELOPMENT | $1,163 | $0 | $1,163 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DESIGN SERVICES | $1,040 | $0 | $1,040 |
| IT SERVICES | $9,480 | $0 | $9,480 |
| GENERAL CONTRACT SERVICES | $1,621 | $0 | $1,621 |
| INVESTMENT MANAGEMENT FEES | $25,975 | $25,975 | $0 |