VALLAVBHAI AND SAVITABEN PATEL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VALLAVBHAI AND SAVITABEN PATEL FOUNDATION INC (EIN 22-3696763)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202401219349102250
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2024-04-30T19:25:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CRAWFORDS CORNER ROAD SUITE | AddressLine1Txt |
| Address Line2 | 2216 | AddressLine2Txt |
| City | HOLMDEL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07733 | 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 | 223696763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLAVBHAI & SAVITABEN PATEL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 2015738888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESTNUT RIDGE RD SUITE 2A | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YASHVANT PATEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015738888 | PhoneNum |
| Signature | 2024-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YASHVANT | PersonFirstNm |
| Person Last | PATEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO J RIBEIRA | PreparerPersonNm |
| PTIN | P01933346 | PTIN |
| Phone | 7323818887 | PhoneNum |
| Preparation | 2024-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,866,888 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $164,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,359,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,937 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $240,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,442 | 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 |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,991 | CashBOYAmt |
| Cash EOY | $52,790 | CashEOYAmt |
| Cash EOYFMV | $52,790 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $569,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $569,542 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,320 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,604,613 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,046,175 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,046,175 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,014,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,016,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,016,381 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $630,789 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,107,240 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,107,240 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $235,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,684,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,866,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,866,888 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $206,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $155,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $206,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,478,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,711,888 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,478,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,711,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,684,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,866,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,478,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,474,080 | OtherIncreasesAmt |
| Subtotal | $8,711,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,711,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $1,867,730 | $1,766,056 | $101,674 | $101,674 |
| CHARLES SCHWAB | P | $3,491,515 | $3,517,252 | -$25,737 | -$25,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,320 | 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 | $7,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,903 | OverpaymentAmt |
| Applied To ES Tax | $4,903 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | YASHVANT PATEL | IndividualWithBooksNm |
| Phone | 2015738888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESTNUT RIDGE RD SUITE 2A | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KIRAN PATEL | ||||||||
| 9 NEWPORT DR | PRINCETON JCT | NJ | 08550 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PARESH PATEL | ||||||||
| 4000 N OCEAN DRIVE 2502ET | SINGER ISLAND | FL | 33404 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| YASHVANT PATEL | ||||||||
| 10 HOLLY COURT | WOODCLIFF LAKE | NJ | 07677 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,035,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,394,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,394,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,268,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,417 | TotalTaxAmt |
| Distributable Before Adj | $411,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $411,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $411,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $457,973 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $200,564 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $200,564 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $153,602 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIRAN PATEL | ContributingManagerNm |
| Contributing Manager | PARESH PATEL | ContributingManagerNm |
| Contributing Manager | YASHVANT PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14 PLUS FOUNDATION INC | |||||||||||
| 14 WALL STREET 2ND FLOOR | NEW YORK | NY | 10005 | 501(C)(3) | SCHOOL SUPPLIES FOR CHIPAKATA CHILDREN'S ACADEMY, ZAMBIA | $5,000 | |||||
| ANEKANT COMMUNITY CENTER | |||||||||||
| 45 CASTLETREE | RANCHO SANTA MARGARITA | CA | 92688 | 501(C)(3) | FUNDING TOWARDS REPLACEMENT OF AN AIRCRAFT ENGINE USED FOR MEDICAL MISSIONS IN ZAMBIA | $10,000 | |||||
| BAPS ENDOWMENT INC | |||||||||||
| PO BOX 60 | WINDSOR | NJ | 08561 | 501(C)(3) | SUPPORT FOR RELIGIOUS ACTIVITIES | $22,222 | |||||
| HOMES FOR OUR TROOPS | |||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | BUILD HOMES FOR SEVERELY INJURED SERVICEMEN & WOMEN OF THE US ARMED FORCES | $5,000 | |||||
| INJURED MARINE SEMPER FI FUND | |||||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | 501(C)(3) | PROVIDE FINANCIAL SUPPORT FOR INJURED & CRITICALLY ILL MEMBERS OF THE US ARMED FORCES & THEIR FAMILIES | $5,000 | |||||
| MANU FOUNDATION | |||||||||||
| 74 CHASMA | IRVINE | CA | 92618 | 501(C)(3) | BUILDING CLASSROOMS IN RUEAL ZAMBIA | $50,000 | |||||
| MASOMO EDUCATION FOUNDATION | |||||||||||
| RROOO1 | SCHOLARSHIPS FOR STUDENTS IN ZAMBIA | $5,000 | 222 QUEEN STREET SUITE 1500 | OTTAWA | ONTARIO | CA | KIP 5VP | ||||
| ORBIS | |||||||||||
| 520 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | MEDICAL SUPPLIES FOR PEDIATRIC HOSPITAL IN KITWE ZAMBIA | $5,000 | |||||
| SANKARA EYE FOUNDATION | |||||||||||
| 1900 MCCARTHY BLVD SUITE 302 | MILPITAS | CA | 95035 | 501(C)(3) | BUILDING EYE HOSPITAL IN INDIA | $85,000 | |||||
| THE SMILE TRAIN | |||||||||||
| 245 FIFTH AVE SUITE 2201 | NEW YORK | NY | 10016 | 501(C)(3) | SURGERY ON CHILDREN WITH CLEFT LIPS, WORLDWIDE | $15,000 | |||||
| ZAMBIA'S SCHOLARSHIP FUND | |||||||||||
| PO BOX 515 | BRIGHAM CITY | UT | 84302 | 501(C)(3) | PURCHASE OF SOLAR PANELS AT KASAMA ORPHANAGE, ZAMBIA | $10,000 | |||||
| BAPS ENDOWMENT INC | |||||||||||
| PO BOX 60 | WINDSOR | NJ | 08561 | 501(C)(3) | CONSTRUCTION OF TEMPLE COMPLEX | $206,000 | |||||
| SHIVA SHAKTI CENTER | |||||||||||
| 92 PIERRE AVE | GARFIELD | NJ | 07026 | 501(C)(3) | RELIGIOUS ACTIVITIES | $501 | |||||
| SPARK VENTURES | |||||||||||
| 134 NORTH LASALLE ST 5TH FLOOR | CHICAGO | IL | 60602 | 501(C)(3) | SCHOLARSHIPS FOR 72 STUDENTS IN HOPE SCHOOL,NDOLA,ZAMBIA | $13,000 | |||||
| MANU FOUNDATION | |||||||||||
| 74 CHASMA | IRVINE | CA | 92618 | 501(C)(3) | CONTAINER OF BOOKS TO RURAL ZAMBIA | $11,000 | |||||
| MANU FOUNDATION | |||||||||||
| 74 CHASMA | IRVINE | CA | 92618 | 501(C)(3) | CONSTRUCTION OF TOILET BLOCKS FOR SCHOOL IN RURAL ZAMBIA | $7,000 | |||||
| NEW EYES FOR THE NEEDY | |||||||||||
| PO BOX 332 | SHORT HILLS | NJ | 07078 | 501(C)(3) | PRESCRIPTION GLASSES FOR FINANCIALLY STRUGGLING CHILDREN & ADULTS | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,223 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPS ENDOWMENT INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60 | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CONSTRUCTION OF TEMPLE COMPLEX | GrantOrContributionPurposeTxt |
| Amt | $155,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $155,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,490 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,442 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $1,107,240 | EOYBookValueAmt |
| EOYFMV | $1,107,240 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $6,016,381 | EOYBookValueAmt |
| EOYFMV | $6,016,381 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,046,175 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,046,175 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THE SOUTHERN CO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $67,440 | BookValueAmt |
| EOYFMV | $67,440 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIQUIDATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUES | Desc |
| Amt | $1,474,080 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INV. ADVISORY FEES | CategoryTxt |
| Amt | $64,526 | Amt |
| Net Investment Income | $64,526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7,292 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments