STRATEGY STUDIO / PUBLIC DATA EXPLORER

SARNA FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SARNA FAMILY CHARITABLE FOUNDATION (EIN 20-6920719)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-10-31
IRS object ID
202313049349100421
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-31T09:20:27-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811113161PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KB Financial Advisory Partners LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Carnegie Center Suite 240AddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206920719EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SARNA FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARNBusinessNameControlTxt
Phone2018161200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 CHESTNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK SARNAPersonNm
Person TitleDIRECTOR/TRUSTEEPersonTitleTxt
Signature2023-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastSARNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE GALLO JRPreparerPersonNm
PTINP01238904PTIN
Phone6099247250PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,858ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$39,861TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Total Adj Net Incm$3TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,012ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,012ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,012TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,012TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,849ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt
Adjusted Net Income$3AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,837CashBOYAmt
Cash EOY$7,613CashEOYAmt
Sav And Temp Cash Invst BOY$34,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,597SavAndTempCashInvstEOYAmt
Total Assets BOY$35,860TotalAssetsBOYAmt
Total Assets EOY$37,210TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$63,322CapitalStockBOYAmt
Capital Stock EOY$63,322CapitalStockEOYAmt
Retained Earning BOY-$27,462RetainedEarningBOYAmt
Retained Earning EOY-$26,112RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,860TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,210TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,860TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,210TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,860TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,849ExcessRevenueOverExpensesAmt
Subtotal$39,709SubtotalAmt
Other Decreases$2,499OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,210TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK SARNABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2018161200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1210 CHESTNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARK SARNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 CHESTNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,012ExpensesAndContributionsAmt
Qualifying Distributions$36,012QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$38,107ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,328ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,510ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$39,830ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$141,775TotalExcessDistributionCyovAmt
Qualifying Distributions$36,012QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$36,012RemainingDistriFromCorpusAmt
Total Corpus$177,787TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$38,107ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$139,680ExcessDistriCyovToNextYrAmt
Excess From Year4$10,328ExcessFromYear4Amt
Excess From Year3$53,510ExcessFromYear3Amt
Excess From Year1$39,830ExcessFromYear1Amt
Excess From Current Year$36,012ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
EYES FROM THE ASHES FOUNDATION
PO BOX 1136BRYN MAWRPA19010NONENCFINANCIAL SUPPORT & GENERAL USE$250
KIELTZER SOCIETY
1425 TYLER AVEEAST MEADOWNY11554NONEPCFINANCIAL SUPPORT & GENERAL USE.$35
AMERICAN FRIENDS OF MEIR PANIM
315 5TH AVENUENEW YORKNY10016NONENCFINANCIAL SUPPORT & GENERAL USE.$500
EAST HILL SYNAGOGUE
255 WALNUT STREETENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$200
CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516NONENCFINANCIAL SUPPORT & GENERAL USE.$360
SARNA FAMILY HOLOCAUST REMEMBRANCE
210 CHESTNUTENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$400
JEWISH HOME FOUNDATION
10 LINK DRIVEROCKLEIGHNJ07647NONENCFINANCIAL SUPPORT & GENERAL USE.$100
BOYS TOWN JERUSALEM
1 PENNSYLVANIA PLAZA 6250NEW YORKNY10119NONENCFINANCIAL SUPPORT & GENERAL USE.$100
DOROT
171 WEST 85TH STREETNEW YORKNY10024NONENCFINANCIAL SUPPORT & GENERAL USE.$500
FRIENDS OF YAD VASHEM
455 PARK AVE 1702NEW YORKNY10022NONENCFINANCIAL SUPPORT & GENERAL USE.$1,947
JUST ONE LIFE
587 FIFTH AVE SUITE 702NEW YORKNY10017NONENCFINANCIAL SUPPORT & GENERAL USE.$1,800
FRIENDS OF ISRAEL FORCES
PO BOX 4224NEW YORKNY10163NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
TOMCHEI SHABBOS OF BERGEN COUNTY
13 FOSTER STREETBERGENFIELDNJ07621NONENCFINANCIAL SUPPORT & GENERAL USE.$500
THE FRIENDSHIP CIRCLE
10 MICROLAB ROADLIVINGSTONNJ07039NONENCFINANCIAL SUPPORT & GENERAL USE.$2,500
CHABAD OF ENGLEWOOD
157 VAN NOSTRAND AVENUEENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$1,500
FIDV
1133 BROADWAY 232NEW YORKNY10010NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
STUDENT LEADERSHIP INSTITUTE
1149 S HILL STREETLOS ANGELESCA90015NCFINANCIAL SUPPORT & GENERAL USE.$5,000
SELFHELP
520 8TH AVE 5TH FLOORNEW YORKNY10018NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
AFGHAN WOMEN'S FUND
1509 16TH STREETWASHINGONDC20036NCFINANCIAL SUPPORT & GENERAL USE.$10,000
FRIENDS OF YAD SARAH
445 PARK AVENEW YORKNY10022NONENCFINANCIAL SUPPORT & GENERAL USE.$360
AFRICAN STUDENTS ORGANIZATION IN IS
NONENCFINANCIAL SUPPORT & GENERAL USE.$1,80023 SHOKEN STTEL AVIVTEL AVIVIS23 SHOKEN ST
JEWISH PARTISANS EDUCATIONAL
2266 CALIFORNIA STREETSAN FRANCISCOCA94115NONENCFINANCIAL SUPPORT & GENERAL USE.$2,500
MOUNT SINAI HOSPITAL
1468 MADISON AVENEW YORKNY10029NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
ST JUDES HOSPITAL
220 E 42ND STNEW YORKNY10017NONENCFINANCIAL SUPPORT & GENERAL USE.$100
THE COMMUNITY CHEST
122 S VAN BRUNTENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$100
ENGLEWOOD HEALTH FOUNDATION
350 ENGLE STENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
JFCS-NJ
1485 TEANECK RDTEANECKNJ07666NONENCFINANCIAL SUPPORT & GENERAL USE.$360
CENTER FOR FOOD ACTION
192 W DEMAREST AVEENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,012TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLEAD ANNUITY TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1210 CHESTNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Total Contributions$39,858TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$2,499Amt