TARA CHAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TARA CHAND FOUNDATION (EIN 47-2629243)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-26
- IRS object ID
- 202241169349102044
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2022-04-26T19:10:17-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521738520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lane & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5335 Wisconsin Ave NW Ste 440 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472629243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TARA CHAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARA | BusinessNameControlTxt |
| Phone | 2023652391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUMAN SORG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023652391 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUMAN | PersonFirstNm |
| Person Last | SORG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E LANE | PreparerPersonNm |
| PTIN | P01622353 | PTIN |
| Phone | 2026172615 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,459,740 | 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 | $261,310 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,507 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,507 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,395 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $407,573 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $125,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $125,460 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $476,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,475 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $125,460 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,030 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,517 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $23,367 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $274,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $119,196 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,159 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,650 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $300 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $78,900 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $78,900 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $888 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $450 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $438 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,489 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,489 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $5,814 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $445,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $125,460 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $286,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $125,460 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,730 | CashBOYAmt |
| Cash EOY | $43,270 | CashEOYAmt |
| Cash EOYFMV | $43,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $187,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,821 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,922,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,092,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,092,080 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,962,577 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,267,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,267,569 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,205,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,459,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,459,740 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,205,744 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,459,740 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,205,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,459,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,205,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,459,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,205,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,222,717 | OtherIncreasesAmt |
| Subtotal | $6,459,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,459,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $565,457 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $157,884 | CostOrOtherBasisAmt |
| Gain Or Loss | $407,573 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $407,573 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,518 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,518 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,518 | OriginalReturnTaxPaidAmt |
| Tax Due | $5,030 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | Yes (true) | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAROLD LEVY | IndividualWithBooksNm |
| Phone | 3013000323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW APT1 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SUMAN SORG | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | PRESIDENT | 5.00 | $18,333 | $0 | $0 |
| NIKKI EDWARDS | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | TREASURER | 5.00 | $0 | $0 | $0 |
| HAROLD LEVY | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRANDON S PETERS | |||||
| 233 CHRISTIE LN | TWIN LAKES | WI | 53181 | ARCHITECTURAL SERVICES | $126,620 |
| SORG ARCHITECTS | |||||
| 918 U ST | WASHINGTON | DC | 20001 | MANAGEMENT SERVICES ACCOUNTING SERVICES ARCHITECTURAL SERVICES | $55,324 |
| MAKSIM DRAPEY | |||||
| 5754 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | ARCHITECTURAL SERVICES | $52,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2021, THE FOUNDATION CONTINUED TO PERFORM DIRECT CHARITABLE ACTIVITIES THROUGH ITS DISREGARDED ENTITY, A COMPLETE UNKNOWN LLC, WHICH PROVIDES ARCHITECTURAL SERVICES TO HOUSE THE UNDERSERVED. | Description1Txt |
| Expenses1 | $289,471 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,393,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,463,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,463,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,381,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,548 | TotalTaxAmt |
| Distributable Before Adj | $262,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,017 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $286,017 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,245 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,245 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $179,758 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUMAN SORG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,507 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $407,573 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE DESIGN SERVICES FEES | Desc |
| Related Or Exempt Function Incm | $125,460 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $497,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $125,460 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $622,935 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | DESIGN SERVICES FEES FACILITATE THE DESIGN AND CREATION OF HOUSING FOR UNDERSERVED POPULATIONS, WHICH IS THE EXEMPT PURPOSE OF THE FOUNDATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUMAN SORG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW APT 1 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $261,254 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $261,254 | FairMarketValueAmt |
| Received | 2021-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LANE & COMPANY, CPAS TAX SERVICES | $6,150 | |
| KP BUSINESS SERVICES, LLC ACCOUNTING SERVICES | $7,124 | $7,124 |
| SORG ARCHITECTS ACCOUNTING SERVICES | $16,243 | $16,243 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $32,322 | $32,322 |
| AMAZON COM INC | $20,006 | $20,006 |
| APPLE INC COM | $2,734,578 | $2,734,578 |
| APPLIED MATERIALS INC | $23,132 | $23,132 |
| AUTOMATIC DATA PROCESSING INC COM | $221,922 | $221,922 |
| BROADCOM INC | $9,316 | $9,316 |
| CIENA CORP | $5,080 | $5,080 |
| CSX CORP | $13,874 | $13,874 |
| DANAHER CORP | $23,031 | $23,031 |
| DEERE & CO | $12,344 | $12,344 |
| GXO LOGISTICS INC | $2,362 | $2,362 |
| INTUIT INC | $30,231 | $30,231 |
| INTUITIVE SURGICAL INC | $16,169 | $16,169 |
| MICROSOFT CORP | $875,441 | $875,441 |
| NETFLIX INC | $6,627 | $6,627 |
| S&P GLOBAL | $15,102 | $15,102 |
| THERMO FISHER SCIENTIFIC INC | $26,022 | $26,022 |
| UNITED RENTALS INC | $6,646 | $6,646 |
| XPO LOGISTICS INC | $2,013 | $2,013 |
| ZOETIS INC | $15,862 | $15,862 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME INST | $122,413 | $122,413 |
| DIMENSIONAL FUND ADVISORS TWO-YEAR GLOBAL FIXED INC I | $38,274 | $38,274 |
| DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME INST | $306,859 | $306,859 |
| DIMENSIONAL FUND ADVISORS INTL VECTOR EQTY INST | $52,811 | $52,811 |
| DIMENSIONAL FUND ADVISORS GLOBAL REAL ESTATE SEC INST | $60,019 | $60,019 |
| DIMENSIONAL FUND ADVISORS SHORT DURATION REAL RET INST | $166,927 | $166,927 |
| DIMENSIONAL FUND ADVISORS SELIVELY HDGD GLBL FIXED INC | $208,767 | $208,767 |
| DIMENSIONAL FUND ADVISORS US VECTOR EQTY INST | $125,546 | $125,546 |
| DIMENSIONAL FUND ADVISORS EMRG MKTS CORE EQTY INST | $81,670 | $81,670 |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | $212,431 | $212,431 |
| VANGUARD DIV APP ETF | $88,279 | $88,279 |
| DIMENSIONAL FUND ADVISORS US CORE EQTY 1 INST | $582,749 | $582,749 |
| DIMENSIONAL FUND ADVISORS INVT GRADE INST | $173,147 | $173,147 |
| DIMENSIONAL FUND ADVISORS INFLATION PROTECTED SEC INST | $47,677 | $47,677 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARNOLD & PORTER LLC LEGAL ADVICE | CategoryTxt |
| Legal Fees | $9,030 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,030 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RECRUITMENT EXPENSES | $1,926 | $1,926 | |
| IT EXPENSES | $4,181 | $1,821 | $2,360 |
| BANK FEES | $441 | $441 | |
| INSURANCE | $3,734 | $280 | $3,454 |
| OFFICE EXPENSES | $2,880 | $2,880 | |
| MARKETING & PROMOTIONAL | $14,009 | $14,009 | |
| EQUIPMENT | $3,644 | $3,644 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE DESIGN SERVICES FEES | Desc |
| Revenue And Expenses Per Books | $125,460 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $125,460 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAIN ON INVESTMENTS | $407,573 |
| UNREALIZED GAIN ON INVESTMENTS | $815,144 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HEMINGTON WEALTH MANAGEMENT INVESTMENT MANAGEMENT | $26,416 | $26,416 | ||
| BRANDON PETERS ARCHITECTURAL SERVICES | $126,620 | $51,027 | $75,593 | |
| MAKSIM DRAPEY ARCHITECTURAL SERVICES | $52,467 | $25,376 | $27,091 | |
| DAVID OTIENO ARCHITECTURAL SERVICES | $30,077 | $25,778 | $4,299 | |
| D.STUDIO, LLC ARCHITECTURAL SERVICES | $14,700 | $14,700 | ||
| MODEL MAKERS, LLC ARCHITECTURAL SERVICES | $2,075 | $2,075 | ||
| HANG CHO ARCHITECTURAL SERVICES | $240 | $240 | ||
| SAMANTHA CORNICK ARCHITECTURAL SERVICES | $1,428 | $1,428 | ||
| SORG ARCHITECTS MANAGEMENT SERVICES | $20,748 | $20,748 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAX PAYMENTS | $1,350 | |
| OTHER TAXES | $300 | $300 |
Comments