STRATEGY STUDIO / PUBLIC DATA EXPLORER

SARNA FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SARNA FAMILY CHARITABLE FOUNDATION (EIN 20-6920719)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-31
IRS object ID
202333049349100923
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-31T11:58:15-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

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)
Tax2022TaxYr
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$93,882ContriRcvdRevAndExpnssAmt
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$93,885TotalRevAndExpnssAmt
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$92,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,150ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt
Adjusted Net Income$3AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,613CashBOYAmt
Cash EOY$12,103CashEOYAmt
Sav And Temp Cash Invst BOY$29,597SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,937SavAndTempCashInvstEOYAmt
Total Assets BOY$37,210TotalAssetsBOYAmt
Total Assets EOY$41,040TotalAssetsEOYAmt
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-$26,112RetainedEarningBOYAmt
Retained Earning EOY-$22,282RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,210TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,040TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,210TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,040TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,210TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,150ExcessRevenueOverExpensesAmt
Other Increases$2,680OtherIncreasesAmt
Subtotal$41,040SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,040TotNetAstOrFundBalancesEOYAmt

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$92,735ExpensesAndContributionsAmt
Qualifying Distributions$92,735QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,328ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$53,510ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$39,830ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,012ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$139,680TotalExcessDistributionCyovAmt
Qualifying Distributions$92,735QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$92,735RemainingDistriFromCorpusAmt
Total Corpus$232,415TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,328ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$222,087ExcessDistriCyovToNextYrAmt
Excess From Year4$53,510ExcessFromYear4Amt
Excess From Year2$39,830ExcessFromYear2Amt
Excess From Year1$36,012ExcessFromYear1Amt
Excess From Current Year$92,735ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIELTZER SOCIETY
1425 TYLER AVEEAST MEADOWNY11554NONEPCFINANCIAL SUPPORT & GENERAL USE.$35
EAST HILL SYNAGOGUE
255 WALNUT STREETENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$200
NATIONAL YIDDISH THEATRE
36 BATTERY PLACENEW YORKNY10280NONENCFINANCIAL SUPPORT & GENERAL USE.$10,000
SARNA FAMILY HOLOCAUST REMEMBRANCE
210 CHESTNUTENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$400
BOYS TOWN JERUSALEM
1 PENNSYLVANIA PLAZA 6250NEW YORKNY10119NONENCFINANCIAL SUPPORT & GENERAL USE.$100
DOROT
171 WEST 85TH STREETNEW YORKNY10024NONENCFINANCIAL SUPPORT & GENERAL USE.$500
JUST ONE LIFE
587 FIFTH AVE SUITE 702NEW YORKNY10017NONENCFINANCIAL SUPPORT & GENERAL USE.$1,800
FIDV
1133 BROADWAY 232NEW YORKNY10010NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
FRIENDS OF YAD SARAH
445 PARK AVENEW YORKNY10022NONENCFINANCIAL SUPPORT & GENERAL USE.$360
MOUNT SINAI HOSPITAL
1468 MADISON AVENEW YORKNY10029NONENCFINANCIAL SUPPORT & GENERAL USE.$2,000
ENGLEWOOD HEALTH FOUNDATION
350 ENGLE STENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$1,000
LUBAVITCH ON THE PALISADES
11 HAROLD STTENAFLYNJ07670NONENCFINANCIAL SUPPORT & GENERAL USE.$1,800
ALEH FOUNDATION
5317 13TH AVEBROOKLYNNY11219NONENCFINANCIAL SUPPORT & GENERAL USE.$180
JEWISH COMMUNITY RELATIONS COUNCIL
520 8TH AVENUENEW YORKNY10017NONENCFINANCIAL SUPPORT & GENERAL USE.$18,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENEW YORKNY10017NONENCFINANCIAL SUPPORT & GENERAL USE.$25,000
ALL GENERATIONS INC
8020 BROADWAYQUEENSNY11373NONENCFINANCIAL SUPPORT & GENERAL USE.$360
RESCUERS WITHOUT BORDERS
209 SOUTH MIDLAND STGOLDSMITHTX79741NONENCFINANCIAL SUPPORT & GENERAL USE.$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,735TotalGrantOrContriPdDurYrAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LEAD ANNUITY TRUST
1210 CHESTNUT STREETENGLEWOODNJ07631$39,858Yes (X)
VARIOUS CONTRIBUTORS
2210 CHESTNUT STREETENGLEWOODNJ07631$54,024Yes (X)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,680Amt