KAPANI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAPANI FAMILY CHARITABLE FOUNDATION (EIN 47-2298390)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349102387
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:59:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472298390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPANI FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPA | BusinessNameControlTxt |
| Phone | 3012316200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 NELSONS WALK | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY KAPANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3012316200 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROY | PersonFirstNm |
| Person Last | KAPANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANATOLI PILCHTCHIKOV CPA | PreparerPersonNm |
| PTIN | P01350273 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Preparation | 2023-11-08 | 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 | 2022 | 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 | $26,840,815 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $135,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,745 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,745 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $412,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $412,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,582,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $844,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $708,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,503 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,252 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,251 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175,686 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,391,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,391,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,635,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,400,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$790,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,396,918 | CashBOYAmt |
| Cash EOY | $1,151,153 | CashEOYAmt |
| Cash EOYFMV | $1,151,153 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,279,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,190,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,079,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $935,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,479,914 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,359,873 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,862,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,071,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,840,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,862,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,071,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,862,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,071,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,862,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,071,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,862,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$790,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,071,455 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,071,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #8441 | P | 2021-10-07 | 2022-08-30 | $504,186 | $636,523 | -$132,337 | -$132,337 |
| FIDELITY #8441 | P | 2017-01-01 | 2022-12-31 | $1,065,654 | $690,337 | $375,317 | $375,317 |
| FIDELITY #0962 | P | 2021-01-01 | 2022-12-31 | $2,470 | $2,577 | -$107 | -$107 |
| FIDELITY #0962 | P | 2021-06-23 | 2022-12-31 | $4,043 | $9,856 | -$5,813 | -$5,813 |
| FIDELITY #0713 | P | 2022-01-01 | 2022-12-31 | $2,470 | $2,578 | -$108 | -$108 |
| FIDELITY #0713 | P | 2021-06-23 | 2022-12-31 | $4,024 | $9,864 | -$5,840 | -$5,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,535 | 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 | $30,535 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,237 | OverpaymentAmt |
| Applied To ES Tax | $7,320 | AppliedToESTaxAmt |
| Refund | $15,917 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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 | ROY KAPANI | IndividualWithBooksNm |
| Phone | 3012316200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 NELSONS WALK | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SANJEEV ROY KAPANI | ||||||||
| 411 WALNUT ST 13782 | GREEN COVE SPRINGS | FL | 32043 | PRESIDENT, TREASURER, DIRE | 1.00 | $0 | $0 | $0 |
| MANISHA KAPANI | ||||||||
| 411 WALNUT ST 13782 | GREEN COVE SPRINGS | FL | 32043 | VICE PRESIDENT AND SECRETA | 1.00 | $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 | $26,795,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,288,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,083,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,083,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $421,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,662,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,383,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,383,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,298 | TotalTaxAmt |
| Distributable Before Adj | $1,375,825 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,375,825 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,375,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,400,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,400,173 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,375,825 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,879 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $246,319 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $434,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $855,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,400,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,375,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,348 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $880,237 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,879 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $817,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,665 | ExcessFromYear4Amt |
| Excess From Year3 | $246,319 | ExcessFromYear3Amt |
| Excess From Year1 | $434,026 | ExcessFromYear1Amt |
| Excess From Current Year | $24,348 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANJEEV ROY KAPANI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANJEEV ROY KAPANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WALNUT ST 13782 | AddressLine1Txt |
| City | GREEN COVE SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3012316200 | RecipientPhoneNum |
| Form And Info And Materials | SIGNED LETTER INCLUDING THE FOLLOWING INFORMATION: NATURE OF THE PROGRAM, OBJECTIVES, TARGETED POPULATION, AMOUNT OF GRANT REQUESTED, PERIOD THE GRANT WILL COVER, DATE WHEN APPLICATION IS SUBMITTED, AND A BUDGET, IF APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED ONLY TO ORGANIZATIONS FOR PROGRAMS AND PROJECTS BENEFITING (I) EDUCATIONAL PROGRAMS, ACTIVITIES, SCHOLARSHIPS AND ENDOWMENTS (PARTICULARLY FOR THESE BETWEEN THE AGES OF 3 TO 10), (II) SCIENTIFIC RESEARCH AND DEVELOPMENT SERVICES, AND (III) PROGRAMS THAT PROMOTE LITERARY, ARTISTIC, AND/OR RELIGIOUS CAUSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | |||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS | |||||||
| 601 13TH ST NW STE 1050 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $180,000 |
| COLLEGIATE DIRECTIONS INC | |||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| DC POLICE FOUNDATION | |||||||
| 1201 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HEROES INC | |||||||
| 1200 29TH ST NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| HINDU TEMPLE OF METROPOLITAN WASHINGTON | |||||||
| 10001 RIGGS RD | ADELPHI | MD | 20783 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HUMANE SOCIETY NAPLES | |||||||
| 370 AIRPORT- PULLING ROAD N | NAPLES | FL | 34104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| KARUNA CHARITIES WASHINGTON INC | |||||||
| PO BOX 60241 | POTOMAC | MD | 20859 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MERIDIAN INTERNATIONAL CENTER | |||||||
| 1630 CRESCENT PL NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NATIONAL CATHEDRAL SCHOOL | |||||||
| 3612 WOODLEY RD NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| SANT NIRANKARI MISSION | |||||||
| 4501 PLEASANT VALLEY RD | CHANTILLY | VA | 20151 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $209,922 |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 300 | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING SUPPORT | $650,000 |
| CENTRAL UNION MISSION | |||||||
| 65 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | |||||||
| 11 CROOKED LN | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE MARY FOUNDATION | |||||||
| PO BOX 714 | GAITHERSBURG | MD | 20884 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| US JCI SENATE FOUNDATION | |||||||
| 200 BRIDLE PATH LN | FOX RIVER GROVE | IL | 60021 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,391,922 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,745 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $708,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $708,993 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SANJEEV ROY KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 609 RIVERCREST DR | MCLEAN | VA | 22101 | $67,720 | Yes (X) |
| MANISHA KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 609 RIVERCREST DR | MCLEAN | VA | 22101 | $67,720 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,503 | Amt |
| Net Investment Income | $8,252 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,251 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #8441 - CORPORATE BONDS | $1,151,259 | $1,051,913 |
| FIDELITY #0962 CORPORATE BONDS | $164,339 | $153,980 |
| FIDELITY #0713 CORPORATE BONDS | $164,316 | $153,980 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY #8441 - CORPORATE STOCK | StockNm |
| EOY Book Value | $16,190,388 | EOYBookValueAmt |
| EOYFMV | $24,079,789 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE- PFF, LLC | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $45 | $0 | $0 | $0 |
| ACCRUED INTEREST PAID | $19,836 | $19,836 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $155,850 | $155,850 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $51,272 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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