MIMI WASHINGTON STARRETT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIMI WASHINGTON STARRETT FOUNDATION INC (EIN 86-1760106)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-29
- IRS object ID
- 202532729349100763
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-29T14:39:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861760106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIMI WASHINGTON STARRETT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIMI | BusinessNameControlTxt |
| Phone | 9084407149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH AHART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9084407149 | PhoneNum |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,715,149 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $496,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $496,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,171,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,029,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $579,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $86,056 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $86,056 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,816 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,816 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,154 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,788 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,419 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,419 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,849 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $332,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,060,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,060,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,498,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,392,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $480,371 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,651 | CashBOYAmt |
| Cash EOY | $41,812 | CashEOYAmt |
| Cash EOYFMV | $41,812 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $812,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,532 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $20,899,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,299,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,299,805 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,744,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,715,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,715,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,744,471 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,715,149 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,744,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,715,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,744,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,715,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,744,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,439,685 | OtherIncreasesAmt |
| Subtotal | $23,715,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,715,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,171,086 | $4,099,092 | $71,994 | $71,994 | |
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | -$6,484 | -$6,484 | P | ||
| ASF IX PRIVATE INVESTORS OFFSHORE SICAV-RAIF S.C.SP | $286 | $286 | P | ||
| VINTAGE 2023 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP | -$8,119 | -$8,119 | P | ||
| VINTAGE 2024 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP | -$9,001 | -$9,001 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,473 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,473 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,796 | OverpaymentAmt |
| Applied To ES Tax | $3,796 | 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 | NJ | 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 | WWW.MWSTARRETTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9084407149 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVENUE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD W AHART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GARY MAZART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELISABETH HUGHES MACDONALD | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURA LANDY | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH F AHART | ||||||||
| 220 PARK AVE | FLORHAM PARK | NJ | 07932 | PRESIDENT | 40.00 | $160,000 | $21,034 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $99,366 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,564,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,460,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,460,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,108,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,155,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,155,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,677 | TotalTaxAmt |
| Distributable Before Adj | $1,148,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,148,750 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,148,750 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,392,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,392,378 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,148,750 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $59,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $286,213 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $345,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,392,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,148,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $243,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $589,136 | 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 | $589,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $59,295 | ExcessFromYear3Amt |
| Excess From Year2 | $286,213 | ExcessFromYear2Amt |
| Excess From Current Year | $243,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH F AHART | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVENUE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9084407149 | RecipientPhoneNum |
| Recipient Email Address | SAHART@MWSTARRETTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WWW.MWSTARRETTFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WWW.MWSTARRETTFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WWW.MWSTARRETTFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALFRE | |||||||
| 56 MOUNT KEMBLE AVE | MORRISTOWN | NJ | 079605152 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ART IN THE ATRIUM | |||||||
| 1 GREENHILL RD | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ASSOCIATION OF NEW JERSEY ENVIRONMENTAL COMMISSIONS | |||||||
| PO BOX 157 | MENDHAM | NJ | 07945 | N/A | PC | SUPPORT COLLABORATIVE WORK BEING DONE IN MORRIS COUNTY | $15,000 |
| CASA OF MORRIS AND SUSSEX COUNTIES INC | |||||||
| 18 CATTANO AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | FOSTERING FUTURES PROGRAM | $10,000 |
| CENTER FOR EVALUATION AND COUNSELING INC | |||||||
| 1719 STATE RT 10 EAST SUITE 129 | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHESHIRE HOME INC | |||||||
| 9 RIDGEDALE AVE | FLORHAM PARK | NJ | 07932 | N/A | PC | MENTAL HEALTH SUPPORT FOR RESIDENTS | $15,000 |
| COMMUNITY HOPE INC | |||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP SUSTAIN MENTAL HEALTH AND VETERANS PROGRAMS | $15,000 |
| CORNERSTONE FAMILY PROGRAMS | |||||||
| 12 FLAGLER ST | MORRISTOWN | NJ | 07960 | N/A | PC | TEEN MENTAL HEALTH FIRST AID | $10,000 |
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | |||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | MENTAL HEALTH SUPPORT FOR RESIDENTS | $25,000 |
| EDGE NEW JERSEY INC | |||||||
| 3 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| FAMILY PROMISE OF MORRIS COUNTY INC | |||||||
| PO BOX 1494 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | |||||||
| 475 SOUTH STREET 1ST FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | BEHAVIOR HEALTH FACILITY STAFF EXPANSION | $10,000 |
| FREEDOM HOUSE INC | |||||||
| 2004 ROUTE 31 N SUITE 9 | CLINTON | NJ | 08809 | N/A | PC | IN SUPPORT OF THE FAMILY AFTERWARD PROGRAM | $10,000 |
| GOOD GRIEF INC | |||||||
| 38 ELM ST | MORRISTOWN | NJ | 07960 | N/A | PC | NIGHTS OF SUPPORT PEER PROGRAM | $10,000 |
| GREAT SWAMP WATERSHED ASSOCIATION | |||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GROWING STAGE THEATRE FOR YOUNG AUDIENCES INC | |||||||
| 7 LEDGEWOOD AVENUE | NETCONG | NJ | 07857 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HARMONIUM A CLASSICAL CHORAL SOCIETY INC | |||||||
| PO BOX 1317 | MORRISTOWN | NJ | 07962 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HOMELESS SOLUTIONS INC | |||||||
| 3 WING DRIVE SUITE 245 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | EMERGENCY SHELTER | $10,000 |
| INTERFAITH FOOD PANTRY INC | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PC | HELP CLOSE FOOD INSECURITY GAP IN MORRIS COUNTY | $20,000 |
| JERSEY BATTERED WOMEN'S SERVICE INC | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | N/A | PC | DATING ABUSE PREVENTION PROGRAM | $25,000 |
| LAKE HOPATCONG FOUNDATION | |||||||
| 125 LANDING ROAD | LANDING | NJ | 07850 | N/A | PC | SUPPORT EDUCATION PROGRAMS FOR MORRIS COUNTY STUDENTS | $15,000 |
| MACCULLOCH HALL HISTORICAL MUSEUM | |||||||
| 45 MACCULLOCH AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| MARKET STREET MISSION INC | |||||||
| 9 MARKET ST | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MATHENY SCHOOL AND HOSPITAL INC | |||||||
| 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | N/A | PC | ARTS ACCESS PROGRAM | $15,000 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | CAPITAL CAMPAIGN | $500,000 |
| MORRIS ARTS | |||||||
| 14 MAPLE AVE STE 301 | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| MORRIS COUNTY HISTORICAL SOCIETY | |||||||
| 68 MORRIS AVE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT IN PREPARATION FOR AMERICA250 | $10,000 |
| MORRIS HABITAT FOR HUMANITY | |||||||
| 274 SOUTH SALEM ST | RANDOLPH | NJ | 07869 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NOURISH NJ INC | |||||||
| 57 E PARK PLACE 2 FL | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| POSTIVE PATHWAYS COUNSELING INC | |||||||
| PO BOX 1606 | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ROOTS & WINGS FOUNDATION | |||||||
| 75 BLOOMFIELD AVE SUITE 303 | DENVILLE | NJ | 07834 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ST HUBERTS ANIMAL WELFARE CENTER | |||||||
| 575 WOODLAND AVE | MADISON | NJ | 07940 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TABLE TO TABLE INC | |||||||
| 160 PEHLE AVE SUITE 303 | SADDLE BROOK | NJ | 07663 | N/A | PC | EXPANSION INTO MORRIS COUNTY | $10,000 |
| THE 11TH HOUR ANIMAL RESCUE INC | |||||||
| PO BOX 218 | ROCKAWAY | NJ | 07866 | N/A | PC | HELP OFFSET COSTS OF VETERINARY CARE | $5,000 |
| THE ARC MORRIS COUNTY CHAPTER NJ INC | |||||||
| PO BOX 123 | MORRIS PLAINS | NJ | 07950 | N/A | PC | SUPPORT HOUSING FOR FOR AGING INDIVIDUALS WITH INTELLECUTAL AND PHYSICAL DISABILITIES | $40,000 |
| THE DISCOVERY ORCHESTRA INC | |||||||
| OAKES CENTER 120 MORRIS AVE | SUMMIT | NJ | 07901 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| THE MORRIS MUSEUM INC | |||||||
| 6 NORMANDY HEIGHTS RD | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| THE SHAKESPEARE THEATRE OF NEW JERSEY INC | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | N/A | PC | ARTS EDUCATION PROGRAM | $10,000 |
| VISION LOSS ALLIANCE OF NEW JERSEY INC | |||||||
| 155 MORRIS AVE STE 2 | DENVILLE | NJ | 07834 | N/A | PC | SUPPORT MENTAL HEALTH INITIATIVE | $5,000 |
| ZUFALL HEALTH CENTER | |||||||
| 18 W BLACKWELL STREET | DOVER | NJ | 07801 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,060,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496,770 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $579,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,737 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MARIAN STARRETT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 PARK AVENUE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $15,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASF IX PRIVATE INVESTORS OFFSHORE SICAV-RAIF S.C.SP | FMV | $40,308 | $40,308 |
| BLACKROCK II FLOAT RAT-K (BFRKX) 18,379.340 QTY | FMV | $177,912 | $177,912 |
| FIDELITY 500 INDEX FUND (FXAIX) 19,852.130 QTY | FMV | $4,053,606 | $4,053,606 |
| FIDELITY INTL INDX-INST PRM (FSPSX) 5,438.243 QTY | FMV | $258,534 | $258,534 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 13,789.000 QTY | FMV | $666,422 | $666,422 |
| INDUSTRIAL SELECT SECTOR SPDR (XLI) 633.000 QTY | FMV | $83,404 | $83,404 |
| ISHARES CORE S&P MIDCAP ETF (IJH) 5,550.000 QTY | FMV | $345,821 | $345,821 |
| ISHARES INTL AGGREGATE BOND (IAGG) 67,835.300 QTY | FMV | $617,760 | $617,760 |
| ISHARES JP MORGAN USD EMERGING (EMB) 1,280.000 QTY | FMV | $113,971 | $113,971 |
| ISHARES US TREASURY BOND ETF (GOVT) 10,279.000 QTY | FMV | $236,211 | $236,211 |
| JPM MTGE BACKED SEC FD (JMBUX) 45,976.320 QTY | FMV | $461,602 | $461,602 |
| JPMORGAN BETABUILDERS CANADA (BBCA) 5,438.243 QTY | FMV | $441,046 | $441,046 |
| JPMORGAN BETABUILDERS DEVELOP (BBAX) 5,238.000 QTY | FMV | $255,353 | $255,353 |
| JPMORGAN BETABUILDERS EUROPE ETF (BBEU) 2,672.000 QTY | FMV | $148,082 | $148,082 |
| JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 11,103.000 QTY | FMV | $609,444 | $609,444 |
| SIX CIRCLE MGD EQ INTL UNCON (CMIUX) 193,815.214 QTY | FMV | $2,496,340 | $2,496,340 |
| SIX CIRCLE MGD EQ US UNCON (CMEUX) 380,633.989 QTY | FMV | $7,882,930 | $7,882,930 |
| SIX CIRCLES CREDIT OPPS (CRDOX) 45,753.260 QTY | FMV | $406,289 | $406,289 |
| SIX CIRCLES GLOBAL BOND (CGLBX) 164,187.580 QTY | FMV | $1,392,311 | $1,392,311 |
| VANGUARD I/T INVEST GRD (VFIDX) 26,509.050 QTY | FMV | $226,918 | $226,918 |
| VANGUARD LONG-TERM CORP BOND (VCLT) 2,277.000 QTY | FMV | $170,274 | $170,274 |
| VANGUARD TTL BD MKT IDX-ADM (VBTLX) 61,534.490 QTY | FMV | $583,347 | $583,347 |
| VANGUARD TTL INTL BND-ADM (VTABX) 67,835.300 QTY | FMV | $1,331,607 | $1,331,607 |
| VINTAGE 2022 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $205,572 | $205,572 |
| VINTAGE 2023 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $62,690 | $62,690 |
| VINTAGE 2024 PRIVATE INVESTMENT OFFSHORE SICAV-RAIF S.C.SP. | FMV | $32,051 | $32,051 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $500 | $0 | $500 |
| CREDIT CARD FEES | $95 | $0 | $95 |
| FILING FEES | $31 | $0 | $31 |
| INSURANCE | $2,972 | $0 | $2,972 |
| MEMBERSHIP FEES | $5,300 | $0 | $5,300 |
| OFFICE EXPENSES AND SUPPLIES | $14,621 | $0 | $14,621 |
| PAYROLL PROCESSING | $2,646 | $0 | $2,646 |
| WEBSITE DEVELOPMENT | $3,684 | $0 | $3,684 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,439,685 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SERVICES | $9,788 | $0 | $9,788 |
| INVESTMENT MANAGEMENT FEES | $99,366 | $99,366 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |