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ADISH AND ASHA JAIN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ADISH AND ASHA JAIN FOUNDATION INC (EIN 47-1833801)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-02-13
IRS object ID
202300449349100425
Schema version
2022v4.1
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)
Return2023-02-13T12:22:48-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-02-13SignatureDt
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

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)
Tax2022TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,695,549FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,358,567ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$42,169DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,169DividendsNetInvstIncmAmt
Dividends Adj Net Incm$42,169DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,400,746TotalRevAndExpnssAmt
Total Net Invst Incm$42,179TotalNetInvstIncmAmt
Total Adj Net Incm$42,169TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$488LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$488LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,725AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,725AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$435TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$8,826TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$8,827TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$213OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$193OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,233TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,933ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,933ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$578,620TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$578,166TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$822,126ExcessRevenueOverExpensesAmt
Net Investment Income$42,159NetInvestmentIncomeAmt
Adjusted Net Income$42,169AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$707,404SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$338,970SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$338,970SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,867,242CorporateStockBOYAmt
Corporate Stock EOY$4,057,802CorporateStockEOYAmt
Corporate Stock EOYFMV$6,356,579CorporateStockEOYFMVAmt
Total Assets BOY$3,574,646TotalAssetsBOYAmt
Total Assets EOY$4,396,772TotalAssetsEOYAmt
Total Assets EOYFMV$6,695,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,574,646NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,396,772NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,574,646TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,396,772TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,574,646TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,396,772TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,574,646TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$822,126ExcessRevenueOverExpensesAmt
Subtotal$4,396,772SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,396,772TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property.467 WARNER BROS DISCVPropertyDesc
How AcquiredPHowAcquiredCd
Acquired1995-01-27AcquiredDt
Sold2022-04-13SoldDt
Gross Sales Price$13GrossSalesPriceAmt
Cost Or Other Basis$3CostOrOtherBasisAmt
Gain Or Loss$10GainOrLossAmt
Gains Minus Excess Or Losses$10GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$586InvestmentIncomeExciseTaxAmt
Subtotal$586SubtotalAmt
Tax Based On Investment Income$586TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$602TaxDueAmt
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$5,833,871AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$358,951AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,192,822TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,192,822AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,892CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,099,930NetVlNoncharitableAssetsAmt
Minimum Investment Return$304,997MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$304,997MinimumInvestmentReturnAmt
Tax Based On Investment Income$586TaxBasedOnInvestmentIncomeAmt
Total Tax$586TotalTaxAmt
Distributable Before Adj$304,411DistributableBeforeAdjAmt
Distributable Before Ded$304,411DistributableBeforeDedAmt
Distributable As Adjusted$304,411DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$578,166ExpensesAndContributionsAmt
Qualifying Distributions$578,166QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$304,411DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$29,271ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$29,271TotalExcessDistributionCyovAmt
Qualifying Distributions$578,166QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$304,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$273,755RemainingDistriFromCorpusAmt
Total Corpus$303,026TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$303,026ExcessDistriCyovToNextYrAmt
Excess From Year3$29,271ExcessFromYear3Amt
Excess From Current Year$273,755ExcessFromCurrentYearAmt

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 (9 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$100,000
AKSHAYA PATRA FOUNDATION
6800 OWENSMOUTH AVECANOGA PARKCA91303NonePCCONSTRUCT KITCHEN FACILITIES IN GHAZIABAD, INDIA$250,000
CT VALLEY HINDU TEMPLE SOCIETY
11 TRAINING HILL RDMIDDLETOWNCT06457NonePCCOLLEGE SCHOLARSHIPS$4,000
INDIAN CULTURAL CENTER
820 ROUTE 73 SOUTHMARLTONNJ08053NonePCFUNDS FOR CONSTRUCTION IMPROVEMENTS AND MORTGAGE PAYDOWN$100,000
SRI RAM GOBURDHUN CHARITABLE TRUST
NoneNCFUND OPERATIONS FOR A COACHING CENTER THAT BENEFITS CHILDREN IN SOUTH DEHLI, INDIA$54,200C-15 CHIRAGH ENCLAVENEW DEHLIDEHLIIN110048
LIONS EYE HOSPITAL
NoneNCFUNDS TO ACQUIRE A LASER MACHINE FOR EYECARE$21,732BLOCK E SECTOR 18 KAVI NAGARGHAZIABADUTTAR PRADESHIN201002
CT VALLEY HINDU TEMPLE SOCIETY
11 TRAINING HILL RDMIDDLETOWNCT06457NonePCFUND OPERATIONS OF LOCAL RELIGIOUS ORGANIZATION$16,001
JAIN ACADEMIC FOUNDATION OF NORTH A
4410 5TH STREETLUBBOCKTX79414NonePCFACILITIES IMPROVEMENTS TO GIRLS SCHOOL IN DEHLI, INDIA$15,000
ROUNDGLASS FOUNDATION
1756 114TH AVE SEBELLEVUEWA98004NonePCFINANCIAL SUPPORT FOR VILLAGE IN PUNJAB, INDIA$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,933TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,169ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,169ExclusionAmt
Related Or Exempt Function Incm$10RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,179TotalIncomeProducingActyAmt

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$350,673Yes (X)
ASHA JAIN
236 REMINGTON DRIVEWEST BERLINNJ08091$100,000Yes (X)
ASHA JAIN
336 REMINGTON DRIVEWEST BERLINNJ08091$907,894Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash Property3350 SHARES DANAHER CORPORATIONNoncashPropertyDesc
Fair Market Value$907,894FairMarketValueAmt
Received2022-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCHOKSHI, MUND & RACZKOWSKI, P.C - TAXCategoryTxt
Amt$2,725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5000 FORD$79,275$58,150
906 JOHN DEERE$81,431$388,457
932 AT&T$43,897$17,158
19380 DANAHER$3,380,103$5,143,840
65 FORTIVE$4,176
1276 HERSHEY$142,274$295,483
2284 INTEL$80,419$60,366
694 CISCO$20,848$33,062
621 GENERAL ELECTRIC$83,517$52,034
523 MICROSOFT$32,745$125,426
627 PROCTOR AND GAMBLE$52,568$95,028
261 RAYTHEON$16,311$26,340
1071 UNILEVER$44,414$53,925
5 WABTAC$499
26 VONTIER CORPORATION$502
225 WARNER BROTHERS$2,133

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryAARON HERSHMAN - CORPORATE REPORTINGCategoryTxt
Legal Fees$488LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$488DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COSTS$20$20
MEETING$24$24
OUTSIDE SERVICES$169$169

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySECTION 4940 EXCISE TAXESCategoryTxt
Amt$435Amt

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