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ILA & DINESH PALIWAL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ILA & DINESH PALIWAL FOUNDATION (EIN 47-3873474)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202241319349100224
Schema version
2021v4.2
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)
Return2022-05-11T08:09:36-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473873474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ILA & DINESH PALIWAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% C/O WITHUM SMITH & BROWNInCareOfNm
Business Name ControlILADBusinessNameControlTxt
Phone2127519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WSB 1411 BROADWAY 23FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonILA PALIWALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127519100PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstILAPersonFirstNm
Person LastPALIWALPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT DEMMETT CPAPreparerPersonNm
PTINP00103809PTIN
Phone2127519100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,514,955FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,505,378ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$460,729NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,978,965GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$460,729CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,047,864TotalRevAndExpnssAmt
Total Net Invst Incm$542,486TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,450AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,804TaxesRevAndExpnssAmt
Taxes Net Invst Incm$304TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$212OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$212OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$290,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$290,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$304,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,966TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$291,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,742,948ExcessRevenueOverExpensesAmt
Net Investment Income$540,520NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,201,578SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$470,348SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$470,348SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,781,973CorporateStockBOYAmt
Corporate Stock EOY$16,544,607CorporateStockEOYAmt
Corporate Stock EOYFMV$16,544,607CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$500,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,983,551TotalAssetsBOYAmt
Total Assets EOY$17,514,955TotalAssetsEOYAmt
Total Assets EOYFMV$17,514,955TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,983,551RetainedEarningBOYAmt
Retained Earning EOY$17,514,955RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,983,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,514,955TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,983,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,514,955TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,983,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,742,948ExcessRevenueOverExpensesAmt
Other Increases$4,788,456OtherIncreasesAmt
Subtotal$17,514,955SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,514,955TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM CAPITAL GAINS - SEE ATTACHED$3,974,959$3,718,314$256,645$256,645
LONG-TERM CAPITAL GAINS - SEE ATTACHED$992,270$799,922$192,348$192,348
CAPITAL GAIN DISTRIBUTION$11,736$11,736$11,736
FieldValueIRS element (for citing)
Capital Gain Net Income$460,729CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,513InvestmentIncomeExciseTaxAmt
Subtotal$7,513SubtotalAmt
Tax Based On Investment Income$7,513TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$176EsPenaltyAmt
Tax Due$7,689TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO WITHUM SMITH & BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127519100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 23RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ILA PALIWAL
C/O WSB 1411 BROADWAY 23RD FLNEW YORKNY10018DIRECTOR; PRESIDENT0$0$0$0
DINESH PALIWAL
C/O WSB 1411 BROADWAY 23RD FLNEW YORKNY10018DIRECTOR; CHAIRMAN0$0$0$0
SHRIYA PALIWAL
C/O WSB 1411 BROADWAY 23RD FLNEW YORKNY10018DIRECTOR; VICE PRESIDENT0$0$0$0
AASHEESH PALIWAL
C/O WSB 1411 BROADWAY 23RD FLNEW YORKNY10018DIRECTOR; SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,269,821AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$711,807AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$153,846FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,135,474TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,135,474AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$197,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,938,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$646,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$646,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,513TaxBasedOnInvestmentIncomeAmt
Total Tax$7,513TotalTaxAmt
Distributable Before Adj$639,409DistributableBeforeAdjAmt
Distributable Before Ded$639,409DistributableBeforeDedAmt
Distributable As Adjusted$639,409DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$291,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$291,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$639,409DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,093ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$778,196ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$449,248ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,093ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,275,630TotalExcessDistributionCyovAmt
Qualifying Distributions$291,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$291,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$347,709ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$347,709ExcessDistributionCyovAppCYAmt
Total Corpus$927,921TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$927,921ExcessDistriCyovToNextYrAmt
Excess From Year3$433,580ExcessFromYear3Amt
Excess From Year2$449,248ExcessFromYear2Amt
Excess From Year1$45,093ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerILA AND DINESH PALIWALContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PRATHAM USA
9703 RICHMOND AVE SUITE 102HOUSTONTX77042N/APCUNRESTRICTED$30,000
Children's Hope India
7 Edgemere DrAlbertsonNY11507N/APCUNRESTRICTED$10,000
Charity Water Paper Science & Engineering
40 Worth St 330NEW YORKNY10013N/APCUNRESTRICTED$150,000
THE ASIAN AMERICAN FOUNDATION
1376 BROADWAYSan FranciscoCA94109N/APCUNRESTRICTED$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$290,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,696ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$460,729ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$542,486ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$542,486TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ILA DINESH PALIWAL
117 KHAKUM WOOD RDGREENWICHCT06831$14,400Yes (X)
ILA DINESH PALIWAL
217 KHAKUM WOOD RDGREENWICHCT06831$3,490,978Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,900Amt
Net Investment Income$1,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,450DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - EQUITIESStockNm
EOY Book Value$16,544,607EOYBookValueAmt
EOYFMV$16,544,607EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSERPA ENERGYCategoryOrItemTxt
Book Value$500,000BookValueAmt
EOYFMV$500,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$212RevenueAndExpensesPerBooksAmt
Net Investment Income$212NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGROSS UP INVESTMENTS TO FMVDesc
Amt$4,788,456Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonILA DINESH PALIWALPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 KHAKUM WOOD RDAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAXES$11,250
NY CHAR 500$250$250
FOREIGN TAXES$304$304

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