SCOT AND LANCE KARP FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCOT AND LANCE KARP FAMILY FOUNDATION INC (EIN 83-2437335)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-24
- IRS object ID
- 202500249349100805
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-24T11:32:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 NW BOCA RATON BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832437335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOT AND LANCE KARP FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 5614147902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 E KILBOURN AVENUE APT 1101 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT A KARP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5614417902 | PhoneNum |
| Signature | 2025-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R DEVLIN | PreparerPersonNm |
| PTIN | P01210812 | PTIN |
| Phone | 5613671040 | PhoneNum |
| Preparation | 2025-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $764,802 | 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 | $153,243 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $182,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $239 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,737 | CashBOYAmt |
| Cash EOY | $9,322 | CashEOYAmt |
| Cash EOYFMV | $9,322 | CashEOYFMVAmt |
| Corporate Stock BOY | $323,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $414,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $755,480 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $340,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $423,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $764,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$21,986 | CapitalStockBOYAmt |
| Capital Stock EOY | -$21,986 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $362,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $445,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $423,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $423,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $423,975 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $423,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITITIES | PropertyDesc |
| Gross Sales Price | $81,915 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,097 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,818 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,818 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $406 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $406 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SCOT KARP | IndividualWithBooksNm |
| Phone | 5614417902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 E KILBOURN AVENUE APT 1101 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 |
|---|---|---|---|---|---|---|---|---|
| SCOT A KARP | ||||||||
| 923 E KILBOURN AVENUE APT 1101 | MILWAUKEE | WI | 53202 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LANCE KARP | ||||||||
| 923 E KILBOURN AVENUE APT 1101 | MILWAUKEE | WI | 53202 | OFFICER | 1.00 | $0 | $0 | $0 |
| MARJORIE MARGOLIES | ||||||||
| 2355 NW 46TH STREET | BOCA RATON | FL | 33431 | OFFICER | 1.00 | $0 | $0 | $0 |
| BLAINE MINTON | ||||||||
| 120 E PALMETTO PARK ROAD | BOCA RATON | FL | 33432 | OFFICER | 1.00 | $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 | $532,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $535,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $535,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $527,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $25,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,697 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $38,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,903 | 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 | $155,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $38,903 | ExcessFromYear2Amt |
| Excess From Year1 | $44,263 | ExcessFromYear1Amt |
| Excess From Current Year | $72,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOT A KARP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $100 |
| DAP HEALTH | ||||||
| 1695 N SUNRISE WAY | PALM SPRINGS | CA | 92262 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $12,000 |
| EISENHOWER MEDICAL | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $52,000 |
| JEWISH FAMILY SERVICE | ||||||
| 1485 TEANECK RD | TEANECK | NJ | 07666 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $3,000 |
| JEWISH FEDERATION OF PALM SPRINGS | ||||||
| 69710 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $5,300 |
| JNF | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $1,200 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 61 BROADWAY STE 400 | NEW YORK | NY | 10006 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $100 |
| MANILOW FUND | ||||||
| 9696 CULVER BLDV | CULVER CITY | CA | 90232 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $2,286 |
| MCCALLUM THEATER | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $1,000 |
| MILWAUKEE JEWISH FEDERATION | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $5,000 |
| PALM SPRINGS ART MUSEUM | ||||||
| 300 S PALM CANYON DR | PALM SPRINGS | CA | 92262 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $1,100 |
| PALM SPRINGS FILM FESTIVAL | ||||||
| 1700 E TAHQUITZ CANYON WAY | PALM SPRINGS | CA | 92262 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $5,000 |
| PALM SPRINGS PLAZA THEATER | ||||||
| 128 2 PLAM CANYON DR | PALM SPRINGS | CA | 92262 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $8,333 |
| PARKINSONS FOUNDATION | ||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $180 |
| PRESERVATION MIRAGE | ||||||
| 37715 THOMPSON RD | RANCHO MIRAGE | MA | 92270 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $1,500 |
| PS MODERN | ||||||
| POBOX 4738 | PALM SPRINGS | CA | 92263 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $50 |
| RANCHO MIRAGE LIBRARY FOUNDATION | ||||||
| 71-100 HWY 111 | RANCHO MIRAGE | CA | 92270 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $100 |
| SECOND HARVEST | ||||||
| 1234 EAST FRONT AVENUE | SPOKANE | WA | 99202 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $228 |
| TOMORROWS HOPE FOUNDATION | ||||||
| 50 CHARLES LINDBERGH BLVD STE 500 | UNIONDALE | NY | 11553 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $100 |
| USMODERNIST | ||||||
| 5409 PELHAM RD | DURHAM | NC | 27713 | PC | UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATIOIN'S EXEMPT PURPOSE | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,697 | 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 | $9,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,424 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOT A KARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 E KILBOURN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $153,243 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 403 SHARES VANGUARD | NoncashPropertyDesc |
| Fair Market Value | $153,243 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $78,400 | $160,904 |
| MICROSOFT CORP | $3,336 | $45,501 |
| ALIBABA GROUP HOLDING | $11,404 | $7,751 |
| META PLATFORMS INC | $5,024 | $10,619 |
| FIDELITY CONTRAFUND | $74,714 | $143,141 |
| EXELIXIS INC | $21,253 | $94,401 |
| AIR PRODUCTS&CHEM | $19,421 | $19,987 |
| BROADCOM INC | $39,222 | $111,625 |
| JOHNSON & JOHNSON COM | $8,635 | $8,307 |
| FIDELITY LOW PRICED | $57,644 | $57,644 |
| VANGUARD TOTLA STK MKT | $95,600 | $95,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE | Desc |
| Revenue And Expenses Per Books | $239 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |