REGENERATIONAL ROOTS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REGENERATIONAL ROOTS FOUNDATION INC (EIN 87-1410153)
- Tax period
- 2022-02-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202333109349101113
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T13:09:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871410153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENERATIONAL ROOTS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REGE | BusinessNameControlTxt |
| Phone | 9178154689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 HUDSON ST APT 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERI JACKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178154689 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERI | PersonFirstNm |
| Person Last | JACKSON | 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 | DANE DICKLER | PreparerPersonNm |
| PTIN | P00444049 | PTIN |
| Phone | 7322437000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $8,528,045 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,999,937 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $108,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,977 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,187,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,971,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,141,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,080,780 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,553 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,277 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,276 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $510 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $255 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $255 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,038 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,519 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,519 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,383 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,383 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,903 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,466 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $745 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $743 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,934,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,046,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,189 | CashBOYAmt |
| Cash EOY | $26,206 | CashEOYAmt |
| Cash EOYFMV | $26,206 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,260,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $519,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $519,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,961,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,924,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $235,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,111,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,057,350 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,684,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,618,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,528,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,684,338 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,618,694 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,684,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,618,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,684,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,618,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,684,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,934,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,618,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,618,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS 076-6 | P | 2022-10-13 | $131,587 | $150,000 | -$18,413 | -$18,413 |
| GOLDMAN SACHS 152-0 | D | 2022-06-02 | $1,615 | $1,938 | -$323 | -$323 |
| GOLDMAN SACHS 077-4 | D | 2022-04-20 | $1,999,622 | $17,255 | $1,982,367 | $1,982,367 |
| GOLDMAN SACHS 077-4 | D | 2022-04-20 | $4,999,121 | $43,138 | $4,955,983 | $4,955,983 |
| GOLDMAN SACHS 152-0 | D | 2022-11-01 | $3,000 | $3,080 | -$80 | -$80 |
| GOLDMAN SACHS 152-0 TAX ADJ | D | 2022-11-01 | $70 | -$70 | -$70 | |
| CAPITAL GAINS DIVIDENDS | P | $52,339 | $52,339 | $52,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,971,803 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,963,631 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $109,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $109,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4,259 | EsPenaltyAmt |
| Overpayment | $6,793 | OverpaymentAmt |
| Applied To ES Tax | $6,793 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KERI JACKSON | IndividualWithBooksNm |
| Phone | 9178154689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 HUDSON ST APT 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KERI JACKSON | ||||||||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ADRIAN KUNZLE | ||||||||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALEXANDRA KUNZLE | ||||||||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TRISTAN KUNZLE | ||||||||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 | OFFICER | 0.00 | $0 | $0 | $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 | $3,703,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,142,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,845,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,845,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,742,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,948 | TotalTaxAmt |
| Distributable Before Adj | $210,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,719 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,957 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,957 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,882 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KERI JACKSON | ContributingManagerNm |
| Contributing Manager | ADRIAN KUNZLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KERI JACKSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 HUDSON ST APT 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9178154689 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS REPRODUCTIVE CARE (ARC) | |||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | NONE | PC | SUPPORT | $5,000 |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 W 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | SUPPORT | $7,500 |
| BRIDGE FUND OF NEW YORK INC | |||||||
| 271 MADISON AVE NO 907 | NEW YORK | NY | 10016 | NONE | PC | SUPPORT | $10,000 |
| CONCERT ARTISTS GUILD | |||||||
| 135 EAST 57TH ST 7TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | SUPPORT | $5,000 |
| DIGDEEP RIGHT TO WATER PROJECT | |||||||
| 3308 DESCANSO DRIVE | LOS ANGELES | CA | 90026 | NONE | PC | SUPPORT | $4,950 |
| DRIVE CHANGE | |||||||
| 630 FLUSHING AVE 5TH FLOOR | BROOKLYN | NY | 11206 | NONE | PC | SUPPORT | $5,000 |
| IMMIGRANT ALLIANCE FOR JUSTICE AND EQUITY | |||||||
| 510 GEORGE STREET | JACKSON | MS | 39202 | NONE | PC | SUPPORT | $5,000 |
| JUMPSTART | |||||||
| 308 CONGRESS ST 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | SUPPORT | $10,000 |
| NATIONAL NETWORK OF ABORTION | |||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | NONE | PC | SUPPORT | $10,000 |
| OPERATION OPPORTUNITY FOUNDATION (DBA) WARRIOR-SCHOLAR PROJECT | |||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | SUPPORT | $25,000 |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK | NORWALK | CT | 06851 | NONE | PC | SUPPORT | $5,000 |
| SOUL FIRE FARM | |||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | NONE | PC | SUPPORT | $25,000 |
| SYLVIA RIVERA LAW PROJECT | |||||||
| 147 W 24TH ST 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | SUPPORT | $25,000 |
| THE AFIYA CENTER | |||||||
| 7220 S WESTMORELAND RD | DALLAS | TX | 75237 | NONE | PC | SUPPORT | $1,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PC | SUPPORT | $5,000 |
| WORKSHOPS FOR WARRIORS INC | |||||||
| 2528 MARKET ST | SAN DIEGO | CA | 92102 | NONE | PC | SUPPORT | $5,000 |
| WIKIPEDIA | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,460 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,301 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ADRIAN KUNZLE & KERI JACKSON | ||||||
| 1 | 110 HUDSON STREET APT 6 | NEW YORK | NY | 10013 | $4,999,973 | Yes (X) |
| THE ALEXANDRA KUNZLE TRUST | ||||||
| 2 | 110 HUDSON STREET APT 6 | NEW YORK | NY | 10013 | $999,982 | Yes (X) |
| THE TRISTAN EDWARD KUNZLE TRUST | ||||||
| 3 | 110 HUDSON STREET APT 6 | NEW YORK | NY | 10013 | $999,982 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 76,581 SHS ANAPLAN, INC. STOCK | $4,999,973 | 2022-04-19 |
| 2 | 15,316 SHS ANAPLAN, INC. STOCK | $999,982 | 2022-04-19 |
| 3 | 15,316 SHS ANAPLAN, INC. STOCK | $999,982 | 2022-04-19 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS 152-0 | $214,470 | $194,827 |
| GOLDMAN SACHS 077-4 | $1,500,000 | $1,513,105 |
| GOLDMAN SACHS 076-6 | $1,396,229 | $1,379,103 |
| GOLDMAN SACHS 660-7 | $3,001,131 | $2,970,315 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS 076-6 | StockNm |
| EOY Book Value | $1,961,134 | EOYBookValueAmt |
| EOYFMV | $1,924,846 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,038 | LegalFeesAmt |
| Net Investment Income | $1,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,519 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL FEES | $611 | $306 | $0 | $305 |
| TRAVEL EXPENSES | $801 | $401 | $0 | $400 |
| OTHER EXPENSES | $76 | $38 | $0 | $38 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,081 | Amt |
| Net Investment Income | $6,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THE ALEXANDRA KUNZLE TRUST | |||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 |
| TRISTIAN EDWARD KUNZLE TRUST | |||
| 110 HUDSON ST APT 6 | NEW YORK | NY | 10013 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $4,933 | $2,467 | $0 | $2,466 |
| FOREIGN TAXES | $436 | $436 | $0 | $0 |