THE SWAMINATHAN AND GARG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SWAMINATHAN AND GARG FOUNDATION (EIN 30-0405066)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-26
- IRS object ID
- 202242999349100519
- Schema version
- 2021v4.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-26T15:11:37-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200066212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREFOCAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 DETROIT ROAD SUITE 150 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441452543 | 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 | 300405066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWAMINATHAN AND GARG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAM | BusinessNameControlTxt |
| Phone | 4408921317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DRIVE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANJAY GARG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4408921317 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANJAY | PersonFirstNm |
| Person Last | GARG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T GUZOWSKI CPA | PreparerPersonNm |
| PTIN | P00324727 | PTIN |
| Phone | 4403489200 | PhoneNum |
| Preparation | 2022-10-26 | PreparationDt |
| 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 | $713,014 | 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 | $90,514 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $902 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $902 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,619 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $599 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,661 | CashBOYAmt |
| Cash EOY | $56,205 | CashEOYAmt |
| Cash EOYFMV | $56,205 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,076 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $424,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $507,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $622,733 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,448 | OtherAssetsBOYAmt |
| Total Assets BOY | $480,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $597,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $713,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $480,958 | RetainedEarningBOYAmt |
| Retained Earning EOY | $597,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $480,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $597,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $480,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $597,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $480,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $597,971 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $597,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL - DETAIL ON FILE | P | $224,181 | $168,775 | $55,406 | $55,406 |
| NORTHWESTERN MUTUAL - DETAIL ON FILE | P | $291,352 | $276,572 | $14,780 | $14,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,791 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,780 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,301 | SubtotalAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $1,314 | TaxDueAmt |
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 | false | 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 |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | SANJAY GARG | IndividualWithBooksNm |
| Phone | 4405901261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DRIVE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SANJAY GARG | ||||||||
| 28853 WOODMILL DRIVE | WESTLAKE | OH | 44145 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| MALAVIKA N GARG | ||||||||
| 28853 WOODMILL DRIVE | WESTLAKE | OH | 44145 | VICE PRESIDE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $590,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $625,505 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $625,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $616,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,301 | TotalTaxAmt |
| Distributable Before Adj | $29,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,505 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,053 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $19,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,201 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,195 | RemainingDistriFromCorpusAmt |
| Total Corpus | $176,396 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $151,896 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,123 | ExcessFromYear4Amt |
| Excess From Year3 | $86,053 | ExcessFromYear3Amt |
| Excess From Year1 | $19,525 | ExcessFromYear1Amt |
| Excess From Current Year | $2,195 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANJAY GARG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SOS CHILDREN'S VILLAGE | ||||||||
| 1620 I STREET NW | SUITE 220 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $4,700 |
| GO LAADLI | ||||||||
| 5200 IRON HORSE PARKWAY | APT 515 | DUBLIN | CA | 94568 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1228 EUCLID AVE | STE 200 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| ST MARTIN DE PORRES | ||||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $11,500 | |
| REFUGEE RESPONSE | ||||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| HOMES OF HOPE INDIA | ||||||||
| 1413 HAWTHORNE ROAD | WILMINGTON | NC | 28403 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $902 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,248 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SANJAY MALAVIKA GARG | |||||||
| 1 | 28853 WOODMILL DRIVE | WESTLAKE | OH | 44145 | $80,870 | Yes (X) | |
| SAVINAY CHADRASEKHAR | |||||||
| 2 | 4985 CLAY STREET | DENVER | CO | 80221 | $7,644 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 ISHARES TR CORE | $26,658 | 2021-09-22 |
| 1 | 746 ISHARES TR GLOBAL | $54,212 | 2021-09-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,450 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $507,690 | EOYBookValueAmt |
| EOYFMV | $622,733 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| BOY Book Value | $2,448 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OHIO FILING FEE | $100 | $100 |
| OTHER EXPENSES | $499 | $499 |
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