MULCHAND & PARPATI THADMANI FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MULCHAND & PARPATI THADMANI FOUNDATION INC (EIN 13-4126170)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-04-15
IRS object ID
202441069349100319
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-15T11:27:06-04:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUMMEL & BUTLER CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1562 COMMERCE STREETAddressLine1Txt
CityThornwoodCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10594ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134126170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Mulchand & Parpati Thadhani FndBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMULCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 Maria LaneAddressLine1Txt
CityOssiningCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10562ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNeil PrabuPersonNm
Person TitlePresidentPersonTitleTxt
Phone9147695429PhoneNum
Signature2024-03-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNeilPersonFirstNm
Person LastPrabuPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph D ButlerPreparerPersonNm
PTINP01349937PTIN
Phone9147698419PhoneNum
Preparation2024-04-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,482,381FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,531,518ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$102,864DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,864DividendsNetInvstIncmAmt
Dividends Adj Net Incm$102,864DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,435,236NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,240,131GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,435,236CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,435,236NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,069,639TotalRevAndExpnssAmt
Total Net Invst Incm$1,538,121TotalNetInvstIncmAmt
Total Adj Net Incm$1,538,121TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,650AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,650AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,754OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$41,754OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,387TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,387TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$887TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$887TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,309OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,309OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,987TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,675ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,675ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$436,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$436,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,632,977ExcessRevenueOverExpensesAmt
Net Investment Income$1,538,121NetInvestmentIncomeAmt
Adjusted Net Income$1,538,121AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$465,866CashBOYAmt
Cash EOY$345,354CashEOYAmt
Cash EOYFMV$345,354CashEOYFMVAmt
Sav And Temp Cash Invst BOY$58,994SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$177,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$177,594SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,778,276CorporateStockBOYAmt
Corporate Stock EOY$6,413,165CorporateStockEOYAmt
Corporate Stock EOYFMV$6,959,433CorporateStockEOYFMVAmt
Total Assets BOY$2,303,136TotalAssetsBOYAmt
Total Assets EOY$6,936,113TotalAssetsEOYAmt
Total Assets EOYFMV$7,482,381TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,303,136NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,936,113NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,303,136TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,936,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,303,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,936,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,303,136TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,632,977ExcessRevenueOverExpensesAmt
Subtotal$6,936,113SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,936,113TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVarious See SchedulePropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-06-01AcquiredDt
Sold2023-05-31SoldDt
Gross Sales Price$7,240,131GrossSalesPriceAmt
Cost Or Other Basis$5,804,895CostOrOtherBasisAmt
Gain Or Loss$1,435,236GainOrLossAmt
Gains Minus Excess Or Losses$1,435,236GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,435,236CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,435,236NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,380InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,380SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,380TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Tax Due$19,380TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksNeil PrabhuIndividualWithBooksNm
Phone9147698419PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 Maria LaneAddressLine1Txt
CityOssiningCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10562ZIPCd

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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jacquiline Shapiro
16 Maria LaneOssiningNY10562Vice President10.00$0$0$0
Neil Prabhu
16 Maria LaneOssiningNY10562President10.00$0$0$0
Kara Prabhu
16 Maria LaneOssiningNY10562Secretary10.00$0$0$0
Liberato Bautista
16 Maria LaneOssiningNY10562Treasurer10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1To facilitate capacity building of non-governmental organizations through training consultation networkingDescription1Txt
Expenses1$100,000Expenses1Amt
Description2To provide assistance in writing grant seeking proposals and accessing national & international resourcesDescription2Txt
Expenses2$95,000Expenses2Amt
Description3To provide grants for innovate program models focused on mainstreaming disadvantaged women and childrenDescription3Txt
Expenses3$90,000Expenses3Amt
Description4To teach methods to integrate holistic health care and nuttrition with community development education and econimicDescription4Txt
Expenses4$95,675Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$579,953AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$615,131TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$615,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$605,904NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,295MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,295MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,380TaxBasedOnInvestmentIncomeAmt
Total Tax$21,380TotalTaxAmt
Distributable Before Adj$8,915DistributableBeforeAdjAmt
Distributable Before Ded$8,915DistributableBeforeDedAmt
Distributable As Adjusted$8,915DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$436,662ExpensesAndContributionsAmt
Qualifying Distributions$436,662QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,915DistributableAsAdjustedAmt
Undistributed Income PY$6,862UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$30TotalForPriorYearsAmt
Qualifying Distributions$436,662QualifyingDistributionsAmt
Applied To Year1$6,862AppliedToYear1Amt
Applied To Current Year$8,915AppliedToCurrentYearAmt
Remaining Distri From Corpus$420,885RemainingDistriFromCorpusAmt
Total Corpus$420,885TotalCorpusAmt
Prior Year Undistributed Incm$30PriorYearUndistributedIncmAmt
Taxable1$30Taxable1Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$420,885ExcessDistriCyovToNextYrAmt
Excess From Current Year$420,885ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJacquiline ShapiroRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1562 Commerce StreetAddressLine1Txt
CityThornwoodCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10594ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9142412361RecipientPhoneNum
Form And Info And MaterialsWritten Requests Explaining ProgramsFormAndInfoAndMaterialsTxt
Submission DeadlinesNASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFE Foundation
2292 Faraday Suite 100-30CarlsbadCA92008NonePCClinical Concepts in Obstetrics$100,000
Apne AAP Woman Worlwide
New York UniversityNew YorkNY10001NonePCA grassroots movement to end sex trafficking$170,675
Women First International Fund
125 Park Avenue 25th FloorNew YorkNY10017NonePCWomens Equality in the Global South India$90,000
Unicef
125 Maiden Lane- 10th FloorNew YorkNY10038NonePCUkraine Relief$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,675TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFE Foundation
2292 Faraday Suite 100-30CarlsbadCA92008NonePCClinical Concepts in Obstetrics$100,000
Women First International Fund
125 Park Avenue 25th FloorNew YorkNY10017NONEPCWomens Equality in the Gobal South India$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$190,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$102,885ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,435,236ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,538,121ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,538,121TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number04LineNumberTxt
Relationship StatementAll Income derived from the above sources is used for Contributionsand grantsRelationshipStatementTxt

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 PersonSajni M Thadhani Revocable IV TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1MacDonald Esq 1940 Commerce StreetAddressLine1Txt
CityYorktown HeightsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10598ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,531,518TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly Traded SecuritiesNoncashPropertyDesc
Fair Market Value$3,531,518FairMarketValueAmt
Received2023-02-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$4,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,650DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPMorgan Investments-BrokerageStockNm
EOY Book Value$6,413,165EOYBookValueAmt
EOYFMV$6,959,433EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$78$0$0$78
Website Fees$2,915$0$0$2,915
Interest & Penalties$245$0$0$245
Insurance$1,071$0$0$1,071

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Advisory Fees$25,754$0$0$25,754
Auditing Fees$16,000$0$0$16,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$2,068$0$0$2,068
Foreign Withholding Tax$93$0$0$93
Form 990PF Investment Tax$1,951$0$0$1,951
NY Tax Filing Fees$275$0$0$275

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