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ADISH AND ASHA JAIN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ADISH AND ASHA JAIN FOUNDATION INC (EIN 47-1833801)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202421229349101127
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-01T08:04:43-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061442302PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHOKSHI MUND & RACZKOWSKI PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 COLD SPRING RD STE 424AddressLine1Txt
CityRocky HillCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471833801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADISH AND ASHA JAIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADISBusinessNameControlTxt
Phone8602185269PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADISH JAINPersonNm
Person TitlePresidentPersonTitleTxt
Phone8602185269PhoneNum
Signature2024-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstADISHPersonFirstNm
Person LastJAINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames D RaczkowskiPreparerPersonNm
PTINP00183396PTIN
Phone8605632854PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,657,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,266,515ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$64,733DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,733DividendsNetInvstIncmAmt
Dividends Adj Net Incm$64,733DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$52GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,331,300TotalRevAndExpnssAmt
Total Net Invst Incm$64,785TotalNetInvstIncmAmt
Total Adj Net Incm$64,733TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$443LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$443LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,075AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$606TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$19,530TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$19,532TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$622OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$601OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,276TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,651TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$299,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$299,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$322,756TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$322,131TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,008,544ExcessRevenueOverExpensesAmt
Net Investment Income$64,764NetInvestmentIncomeAmt
Adjusted Net Income$64,733AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$338,970SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$521,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$521,988SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,057,802CorporateStockBOYAmt
Corporate Stock EOY$4,883,328CorporateStockEOYAmt
Corporate Stock EOYFMV$7,135,921CorporateStockEOYFMVAmt
Total Assets BOY$4,396,772TotalAssetsBOYAmt
Total Assets EOY$5,405,316TotalAssetsEOYAmt
Total Assets EOYFMV$7,657,909TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,396,772NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,405,316NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,396,772TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,405,316TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,396,772TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,405,316TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,396,772TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,008,544ExcessRevenueOverExpensesAmt
Subtotal$5,405,316SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,405,316TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property.667 CASH IN LIEU VERALTO CORPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-01-15AcquiredDt
Sold2023-10-04SoldDt
Gross Sales Price$52GrossSalesPriceAmt
Gain Or Loss$52GainOrLossAmt
Gains Minus Excess Or Losses$52GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$52CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$900InvestmentIncomeExciseTaxAmt
Subtotal$900SubtotalAmt
Tax Based On Investment Income$900TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$33EsPenaltyAmt
Tax Due$933TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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 AddressADISHANDASHAJAINFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ADISH JAINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602185269PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ADISH JAIN
36 REMINGTON DRIVEWEST BERLINNJ08091President5.00$0
ASHA JAIN
36 REMINGTON DRIVEWEST BERLINNJ08091Vice President1.00$0
SAMIR JAIN
39 ORCHARD FARM LANEAVONCT06001Director1.00$0
SAPNA VASISHT
13 KNOTTINGHAM DRIVEVOORHEESNJ08043Director1.00$0
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$6,391,204AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$400,641AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,791,845TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,791,845AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$101,878CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,689,967NetVlNoncharitableAssetsAmt
Minimum Investment Return$334,498MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$334,498MinimumInvestmentReturnAmt
Tax Based On Investment Income$900TaxBasedOnInvestmentIncomeAmt
Total Tax$900TotalTaxAmt
Distributable Before Adj$333,598DistributableBeforeAdjAmt
Distributable Before Ded$333,598DistributableBeforeDedAmt
Distributable As Adjusted$333,598DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$322,131ExpensesAndContributionsAmt
Qualifying Distributions$322,131QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$333,598DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$29,271ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$273,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$303,026TotalExcessDistributionCyovAmt
Qualifying Distributions$322,131QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$322,131AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,467ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,467ExcessDistributionCyovAppCYAmt
Total Corpus$291,559TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$291,559ExcessDistriCyovToNextYrAmt
Excess From Year4$17,804ExcessFromYear4Amt
Excess From Year1$273,755ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerADISH JAINContributingManagerNm
Contributing ManagerASHA JAINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonADISH AND ASHA JAIN FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8602185269RecipientPhoneNum
Recipient Email AddressADISHANDASHAJAINFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAN INITIAL APPLICATION IS AVAILABLE ONLINE AT ADISHANDASHAJAINFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesBY SEPTEMBER 30 OF CURRENT ANNUAL YEARSubmissionDeadlinesTxt
Restrictions On AwardsAWARDS WILL GENERALLY BE MADE TO U.S TAX EXEMPT ORGANIZATIONS FOCUSING ON MEDICAL CARE AND EDUCATION IN DEVELOPING COUNTRIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
EKAL VIDYALAYA FOUNDATION OF USA
1712 HWY 6 SOUTH STE AHOUSTONTX77077NonePCDIGITAL LEARNING CTR TO PROVIDE COACHING FOR HIGH SCHOOL STUDENTS IN INDIA$50,000
AKSHAYA PATRA FOUNDATION
6800 OWENSMOUTH AVECANOGA PARKCA91303NonePCCONSTRUCT KITCHEN FACILITIES IN GHAZIABAD, INDIA$150,000
CT VALLEY HINDU TEMPLE SOCIETY
11 TRAINING HILL RDMIDDLETOWNCT06457NonePCSPONSORSHIP$5,000
INDIAN CULTURAL CENTER
820 ROUTE 73 SOUTHMARLTONNJ08053NonePCSPONSORSHIP - DANCE$9,500
SRI RAM GOBURDHUN CHARITABLE TRUST
NoneNCFUND OPERATIONS FOR A COACHING CENTER THAT BENEFITS CHILDREN IN SOUTH DEHLI, INDIA$40,000C-15 CHIRAGH ENCLAVENEW DEHLIDEHLIIN110048
CT VALLEY HINDU TEMPLE SOCIETY
11 TRAINING HILL RDMIDDLETOWNCT06457NonePCSCHOLARSHIP$2,000
AKSHAYA PATRA FOUNDATION
6800 OWENSMOUTH AVECANOGA PARKCA91303NonePCDIGITAL EDUC TRAINING$11,980
EKAL VIDYALAYA FOUNDATION OF USA
1712 HWY 6 SOUTH STE AHOUSTONTX77077NonePCIVD SUPPORT$31,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$299,480TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,733ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$64,733ExclusionAmt
Related Or Exempt Function Incm$52RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,785TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ADISH JAIN
136 REMINGTON DRIVEWEST BERLINNJ08091$300,989Yes (X)
ASHA JAIN
236 REMINGTON DRIVEWEST BERLINNJ08091$140,000Yes (X)
ASHA JAIN
336 REMINGTON DRIVEWEST BERLINNJ08091$825,526Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash Property3200 SHARES DANAHER CORPORATIONNoncashPropertyDesc
Fair Market Value$825,526FairMarketValueAmt
Received2023-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCHOKSHI, MUND & RACZKOWSKI, P.C - TAXCategoryTxt
Amt$2,075Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,075DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5000 FORD$79,275$60,950
906 JOHN DEERE$81,431$362,282
932 AT&T$43,897$15,639
22580 DANAHER$3,713,150$5,223,657
65 FORTIVE$4,786
1276 HERSHEY$142,274$237,897
2284 INTEL$80,419$114,771
694 CISCO$20,848$35,061
621 GENERAL ELECTRIC$66,087$79,258
523 MICROSOFT$32,745$196,669
627 PROCTOR AND GAMBLE$52,568$91,881
261 RTX CORPORATION$16,311$21,961
1071 UNILEVER$44,414$51,922
5 WABTAC$635
26 VONTIER CORPORATION$898
225 WARNER BROTHERS$2,560
7526 VERALTO CORP$492,479$619,089
207 GE HEALTHCARE TECHNOLOGIES INC$17,430$16,005

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryAARON HERSHMAN - CORPORATE REPORTINGCategoryTxt
Legal Fees$443LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$443DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$287$287
INVESTMENT COSTS$21$21
LICENSES, FEES & REGISTRATIONS$165$165
MEALS$101$101
PARKING$48$48

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySECTION 4940 EXCISE TAXESCategoryTxt
Amt$606Amt

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