STRATEGY STUDIO / PUBLIC DATA EXPLORER

SARNA FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SARNA FAMILY CHARITABLE FOUNDATION (EIN 20-6920719)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-05
IRS object ID
201641269349100714
Schema version
2015v2.0
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)
Return2016-05-05T08:55:29-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14390 US Route 1 Ste 121AddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLawrence Gallo JrPreparerPersonNm
PTINP01238904PTIN
Phone6094545385PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,174FMVAssetsEOYAmt
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$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$16InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$39,874TotalRevAndExpnssAmt
Total Net Invst Incm$16TotalNetInvstIncmAmt
Total Adj Net Incm$16TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,535TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,339ExcessRevenueOverExpensesAmt
Net Investment Income$16NetInvestmentIncomeAmt
Adjusted Net Income$16AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,832CashBOYAmt
Cash EOY$4,155CashEOYAmt
Cash EOYFMV$4,155CashEOYFMVAmt
Sav And Temp Cash Invst BOY$30,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,019SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$31,835TotalAssetsBOYAmt
Total Assets EOY$34,174TotalAssetsEOYAmt
Total Assets EOYFMV$34,174TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$63,322CapitalStockBOYAmt
Capital Stock EOY$63,322CapitalStockEOYAmt
Retained Earning BOY-$31,487RetainedEarningBOYAmt
Retained Earning EOY-$29,148RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$31,835TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,835TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,835TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,339ExcessRevenueOverExpensesAmt
Subtotal$34,174SubtotalAmt
Tot Net Ast Or Fund Balances EOY$34,174TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,343NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.03628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,122NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.25197DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,573NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.68648DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,950AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$80,665AdjustedQlfyDistriYr5Amt
Total Distribution4.974720TotalDistributionRt
Average Distribution0.994944AverageDistributionRt
Net Vl Noncharitable Assets$33,647NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,477AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$33,477AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$34,159FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,159TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$34,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,647NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,682MinimumInvestmentReturnAmt
Distributable Before Adj$1,682DistributableBeforeAdjAmt
Distributable Before Ded$1,682DistributableBeforeDedAmt
Distributable As Adjusted$1,682DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,525ExpensesAndContributionsAmt
Qualifying Distributions$37,525QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,682DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$48,950ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,421ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,994ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,913ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,278TotalExcessDistributionCyovAmt
Qualifying Distributions$37,525QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,682AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,843RemainingDistriFromCorpusAmt
Total Corpus$183,121TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$183,121ExcessDistriCyovToNextYrAmt
Excess From Year4$48,950ExcessFromYear4Amt
Excess From Year3$38,421ExcessFromYear3Amt
Excess From Year2$28,994ExcessFromYear2Amt
Excess From Year1$30,913ExcessFromYear1Amt
Excess From Current Year$35,843ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE$1,275
SCS FOUNDATION
520 8TH AVENUE 5NEW YORKNY10018NONEPCFINANCIAL SUPPORT & GENERAL USE.$100
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$50
EAST HILL SYNAGOGUE
255 WALNUT STREETENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$50
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRLOS ANGELESCA90035NONEPCFINANCIAL SUPPORT & GENERAL USE.$10,000
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631NONENCFINANCIAL SUPPORT & GENERAL USE.$50
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCFINANCIAL SUPPORT & GENERAL USE.$1,500
KIELTZER SOCIETY
15 WEST 16TH STREETNEW YORKNY10011NONENCFINANCIAL SUPPORT & GENERAL USE.$100
NATIONAL YIDDISH THEATRE
36 BATTERY PLACENEW YORKNY10280NONENCFINANCIAL SUPPORT & GENERAL USE.$2,500
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCFINANCIAL SUPPORT & GENERAL USE.$20,000
THE FRIENDSHIP CIRCLE
419 EAST 77TH STREETNEW YORKNY10075NONEPCFINANCIAL SUPPORT & GENERAL USE.$1,800
EYES FROM THE ASHES EDUCATIONAL FOU
PO BOX 1136BRYN MAWRPA19010NONENCFINANCIAL SUPPORT & GENERAL USE.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16TotalIncomeProducingActyAmt

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt