BETA

DRS KIRAN & PALLAVI PATEL FAMILYFOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DRS KIRAN & PALLAVI PATEL FAMILYFOUNDATION INC (EIN 20-3916634)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-07
IRS object ID
202313119349101306
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-11-07T10:24:05-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593592794PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD L BIRCH CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112901 SAULSTON PLAddressLine1Txt
CityHUDSONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34669ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203916634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DRS KIRAN & PALLAVI PATELBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDRSKBusinessNameControlTxt
Phone8135066083PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREET STE 200AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPALLAVI C PATEL MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8135066083PhoneNum
Signature2023-11-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDR PALLAVI CPersonFirstNm
Person LastPATELPersonLastNm
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 PersonGERALD L BIRCH CPAPreparerPersonNm
PTINP00290598PTIN
Phone8138308868PhoneNum
Preparation2023-11-07PreparationDt
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$55,527,629FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$376,111InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,487InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$376,111InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$148,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,289GrossSalesPriceAmt
Other Income Rev And Expnss-$437,220OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$437,220OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$94,480TotalRevAndExpnssAmt
Total Net Invst Incm$5,487TotalNetInvstIncmAmt
Total Adj Net Incm-$61,109TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$900LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$900LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$840OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$840OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$274,667InterestRevAndExpnssAmt
Interest Net Invst Incm$274,667InterestNetInvstIncmAmt
Taxes Rev And Expnss$425TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$425TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$476PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$476PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,962,617OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,961,564OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,053OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,239,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,236,231TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,694TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$872,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$872,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,112,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,236,231TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$876,194TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,017,945ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,540,170CashBOYAmt
Cash EOY$341,146CashEOYAmt
Cash EOYFMV$314,146CashEOYFMVAmt
Other Investments BOY$12,940,539OtherInvestmentsBOYAmt
Other Investments EOY$12,175,513OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,175,513OtherInvestmentsEOYFMVAmt
Other Assets BOY$38,049,674OtherAssetsBOYAmt
Other Assets EOY$31,673,970OtherAssetsEOYAmt
Other Assets EOYFMV$43,037,970OtherAssetsEOYFMVAmt
Total Assets BOY$52,530,383TotalAssetsBOYAmt
Total Assets EOY$44,190,629TotalAssetsEOYAmt
Total Assets EOYFMV$55,527,629TotalAssetsEOYFMVAmt
Accounts Payable EOY$516AccountsPayableEOYAmt
Other Liabilities BOY$1,400,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,400,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,400,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,400,516TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$51,130,383NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$42,790,113NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$51,130,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,790,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,530,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,190,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,130,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,017,945ExcessRevenueOverExpensesAmt
Subtotal$43,112,438SubtotalAmt
Other Decreases$322,325OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$42,790,113TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 AddressKANDPHOLDINGS.COMWebsiteAddressTxt
Individual With BooksBHARATI SHAHIndividualWithBooksNm
Phone8135941026PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREETAddressLine1Txt
Address Line2SUITE 227AddressLine2Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PALLAVI C PATEL MD
5600 MARINER STSUITE 200TAMPAFL33609PRESIDENT000.00$0$0$0
SHILEN PATEL
5600 MARINER STSUITE 200TAMPAFL33609V PRESIDENT000.00$0$0$0
KIRAN C PATEL MD
5600 MARINER STSUITE 200TAMPAFL33609SEC/TREAS000.00$0$0$0
SONALI JUDD
5600 MARINER STSUITE 200TAMPAFL33609TRUSTEE000.00$0$0$0
SHEETAL PATEL
5600 MARINER STSUITE 200TAMPAFL33609TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SHAW ELEMENTARY LEARNING CENTERS SEE WEBSITE FOR PROGRAM DETAILSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$876,194ExpensesAndContributionsAmt
Qualifying Distributions$876,194QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$6,696,120ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$6,696,120TotalExcessDistributionCyovAmt
Qualifying Distributions$876,194QualifyingDistributionsAmt
Remaining Distri From Corpus$876,194RemainingDistriFromCorpusAmt
Total Corpus$7,572,314TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,572,314ExcessDistriCyovToNextYrAmt
Excess From Year4$6,696,120ExcessFromYear4Amt
Excess From Current Year$876,194ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKIRAN C PATEL MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREETAddressLine1Txt
Address Line2SUITE 227AddressLine2Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8138068500RecipientPhoneNum
Recipient Email AddressBHARATI@KANDPHOLDINGS.COMRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
USF FOUNDATION
4202 EAST FOWLER AVETAMPAFL33620501 (C) (3)PROGRAMS$505,000
JAIN SOCIETY
5511 LYNN RDTAMPAFL33624501 (C) (3)PROGRAMS$75,000
AFRICAN COLLEGE FUND
204 RADIACE CIRCLEFAIRFIELDIA52556501 (C) (3)PROGRAMS$40,000
SHERIFF'S INDIAN ADVISORY COUNCIL
2008 E 8TH AVETAMPAFL33605501 (C) (3)PROGRAMS$2,500
HUAN SERVICE TRUST ZAMBIA
PO BOX 50431LUSAKAMAKENIFL33609501 (C) (3)PROGRAMS$20,000
TIE TAMPA BAY ANGLE FUND LP
13234 TELECOM DRTAMPAFL33637501 (C) (3)PROGRAMS$15,000
MIND BODY & SOUL
907 N PARSON AVEBRANDONFL33510501(C) (3)PROGRAMS$25,000
PATEL INSTITUTE FOR INNOVATION
6279 DUPONT STATION COURTJACKSONVILLEFL32217501 (C) (3)PROGRAMS$190,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$872,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$370,624UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$5,487RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$148,289UnrelatedBusinessTaxblIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER NONOPERATING REVENUE900099$17
TIE TAMPA BAY ANGEL FUND900099-$43,659
DFN ALPHA 90-10 FUND900099-$393,578

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$81,693UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$5,487RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,180TotalIncomeProducingActyAmt

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 PersonCONRIBUTIONS UNDER 5000ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STAddressLine1Txt
Address Line2STE 200AddressLine2Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,300TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset900099AssetDesc
Gross Sales Price$148,289GrossSalesPriceAmt
Total Net$148,289TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFN ALPHA 90-10 FUND LLCAT COST$11,327,493$11,327,493
TIE TAMPA ANGEL FUNDAT COST$848,020$848,020
ACE INVESTMENTSAT COST

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$900LegalFeesAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$1,262,496$1,262,496$12,626,496
OTHER LONG TERM ASSETS$36,787,178$30,411,474$30,411,474

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
ACE ENDOWMENT$259,219
PY ACE ENDOWMENT UNREALIZED GAIN$27,458
NON-DEDUCTIBLE FEDERAL TAX$35,648

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$1,137$1,137
POSTAGE$678$678
OFFICE EXPENSE$375$375
PASS-THORUGH EXPENSE$143,345$143,345
OTHER ADMINISTRATIVE EXPENSE$2,005$2,005
LOSS ON SALE OF SUBSIDIARY$6,815,077$6,815,077

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER NONOPERATING REVENUE$17$17
TIE TAMPA BAY ANGEL FUND-$43,659-$43,659
DFN ALPHA 90-10 FUND-$393,578-$393,578

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLINE OF CREDIT DFN ALPHA 90-10 LOANDesc
BOY Book Value$1,400,000BOYBookValueAmt
EOY Book Value$1,400,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$840Amt
Disbursements Charitable Prps$840DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$425Amt
Disbursements Charitable Prps$425DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.