ADISH AND ASHA JAIN FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ADISH AND ASHA JAIN FOUNDATION INC (EIN 47-1833801)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-30
IRS object ID
202101209349100910
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-30T07:36:09-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061442302PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Chokshi Mund & Raczkowski PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 Cold Spring Road Suite 424AddressLine1Txt
CityRocky HillCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471833801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADISH AND ASHA JAIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADISBusinessNameControlTxt
Phone8602185269PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADISH JAINPersonNm
Person TitlePresidentPersonTitleTxt
Phone8602185269PhoneNum
Signature2021-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstADISHPersonFirstNm
Person LastJAINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames D RaczkowskiPreparerPersonNm
PTINP00183396PTIN
Phone8605632854PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,325,791FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$769,894ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$33,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,943DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,943DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$87,119NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$144,789GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87,119CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$5,839NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$740OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$740OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$891,696TotalRevAndExpnssAmt
Total Net Invst Incm$121,802TotalNetInvstIncmAmt
Total Adj Net Incm$39,782TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,619LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,619LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,425AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,425AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$574TaxesRevAndExpnssAmt
Taxes Net Invst Incm$297TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$484TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$484TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,919OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,869OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,021TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,578TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,521TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,166TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$129,078TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$755,175ExcessRevenueOverExpensesAmt
Net Investment Income$114,636NetInvestmentIncomeAmt
Adjusted Net Income$39,782AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$272,817CashBOYAmt
Cash EOY$420,705CashEOYAmt
Cash EOYFMV$614,150CashEOYFMVAmt
Corporate Stock BOY$1,664,009CorporateStockBOYAmt
Corporate Stock EOY$2,241,993CorporateStockEOYAmt
Corporate Stock EOYFMV$3,711,641CorporateStockEOYFMVAmt
Total Assets BOY$1,936,826TotalAssetsBOYAmt
Total Assets EOY$2,662,698TotalAssetsEOYAmt
Total Assets EOYFMV$4,325,791TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,936,826NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,936,826TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,662,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,936,826TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,662,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,936,826TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$755,175ExcessRevenueOverExpensesAmt
Subtotal$2,692,001SubtotalAmt
Other Decreases$29,303OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,662,698TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
130 DANAHER CORPORATIONP1998-10-152020-03-26$18,060$742$17,318$17,318
870 DANAHER CORPORATIONP2016-01-152020-03-26$120,862$56,914$63,948$63,948
.498 RAYTHEON TECHNOLOGIESP1995-01-272020-04-06$28$14$14$14
PAPYRUS CAPITAL PATINA FUND LP (STCG)P$4,078$4,078$4,078
PAPYRUS CAPITAL PATINA FUND LP (LTCG)P$1,761$1,761$1,761
FieldValueIRS element (for citing)
Capital Gain Net Income$87,119CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,839NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,593InvestmentIncomeExciseTaxAmt
Subtotal$1,593SubtotalAmt
Tax Based On Investment Income$1,593TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$1,598TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressADISHANDASHAJAINFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ADISH JAINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602185269PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ADISH JAIN
36 REMINGTON DRIVEWEST BERLINNJ08091President5.00$0
ASHA JAIN
36 REMINGTON DRIVEWEST BERLINNJ08091Vice President1.00$0
SAMIR JAIN
39 ORCHARD FARM LANEAVONCT06001Director1.00$0
SAPNA VASISHT
13 KNOTTINGHAM DRIVEVOORHEESNJ08043Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,923,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$390,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,313,858TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,313,858AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,708CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,264,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$163,208MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$163,208MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,593TaxBasedOnInvestmentIncomeAmt
Total Tax$1,593TotalTaxAmt
Distributable Before Adj$161,615DistributableBeforeAdjAmt
Distributable Before Ded$161,615DistributableBeforeDedAmt
Distributable As Adjusted$161,615DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$129,078ExpensesAndContributionsAmt
Qualifying Distributions$129,078QualifyingDistributionsAmt
Adjusted Qualifying Distri$129,078AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,615DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,137ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,360ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,645ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,321ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$113,480ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$166,943TotalExcessDistributionCyovAmt
Qualifying Distributions$129,078QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$129,078AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$32,537ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$32,537ExcessDistributionCyovAppCYAmt
Total Corpus$134,406TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$134,406ExcessDistriCyovToNextYrAmt
Excess From Year2$20,926ExcessFromYear2Amt
Excess From Year1$113,480ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerADISH JAINContributingManagerNm
Contributing ManagerASHA JAINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonADISH AND ASHA JAIN FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line136 REMINGTON DRIVEAddressLine1Txt
CityWEST BERLINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08091ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8602185269RecipientPhoneNum
Recipient Email AddressADISHANDASHAJAINFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAN INITIAL APPLICATION IS AVAILABLE ONLINE AT ADISHANDASHAJAINFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesBY SEPTEMBER 30 OF CURRENT ANNUAL YEARSubmissionDeadlinesTxt
Restrictions On AwardsAWARDS WILL GENERALLY BE MADE TO U.S TAX EXEMPT ORGANIZATIONS FOCUSING ON MEDICAL CARE AND EDUCATION IN DEVELOPING COUNTRIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
EKAL VIDYALAYA FOUNDATION OF USA
1712 HWY 6 SOUTH STE AHOUSTONTX77077NonePCMOBILE COMPUTER LAB$100,000
AKSHAYA PATRA FOUNDATION
NoneNCLUNCH FOR UNDERPRIVILEGED CHILDREN IN INDIA$5,000YESHWANTHPUR INDUSTRIAL SUBURBBENGALURURAJAJINAGAR WARDIN560022
CT VALLEY HINDU TEMPLE SOCIETY
11 TRAINING HILL RDMIDDLETOWNCT06457NonePCCOLLEGE SCHOLARSHIPS$16,000
FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVDPENNSAUKEN TOWNSHIPNJ08110NonePCFINANCIAL NEED$1,000
PROJECT HOPE OF CAMDEN
519 WEST STREETCAMDENNJ08103NonePCFINANCIAL NEED$1,500
INDIA TEMPLE ASSOCIATION
25 EAST TAUNTON AVEBERLINNJ08009NonePCFINANCIAL NEED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$87,119ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPAPYRUS CAPITAL PATINA FUND LPDesc
Exclusion1ExclusionCd
Exclusion$740ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$121,802ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,802TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ADISH JAIN
136 REMINGTON DRIVEWEST BERLINNJ08091$205,000Yes (X)
ASHA JAIN
236 REMINGTON DRIVEWEST BERLINNJ08091$45,000Yes (X)
ADISH JAIN
336 REMINGTON DRIVEWEST BERLINNJ08091$519,360Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash Property3200 SHARES DANAHER CORPORATIONNoncashPropertyDesc
Fair Market Value$519,360FairMarketValueAmt
Received2020-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHOKSHI, MUND & RACZKOWSKI, P.C - GEN'L$675$0$0$675
CHOKSHI, MUND & RACZKOWSKI, P.C - TAX$1,750$0$0$1,750

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5000 FORD$79,275$43,950
906 JOHN DEERE$81,431$243,759
932 AT&T$43,897$26,804
11530 DANAHER$1,423,916$2,561,274
65 FORTIVE$4,603
1276 HERSHEY$142,274$194,373
2284 INTEL$80,420$113,789
694 CISCO$20,848$31,057
970 GENERAL ELECTRIC$30,448$10,476
523 MICROSOFT$32,745$116,326
627 PROCTOR AND GAMBLE$52,568$87,241
261 RAYTHEON$16,312$18,664
1071 UNILEVER$44,414$64,646
PAPURUS CAPITAL PATINA FUND$193,445$193,445
5 WABTAC$366
26 VONTIER CORPORATION$868

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryAARON HERSHMAN - CORPORATE REPORTINGCategoryTxt
Legal Fees$1,619LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,619DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK VERSUS TAX GAIN ON ASSETS$28,081
PRIOR PERIOD ADJUSTMENT$1,222

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSES, FEES & REGISTRATIONS$50$50
PAPYRUS CAPITAL PATINA FUND LP$6,869$6,869

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPAPYRUS CAPITAL PATINA FUND LPDesc
Revenue And Expenses Per Books$740RevenueAndExpensesPerBooksAmt
Net Investment Income$740NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$297$297
SECTION 4940 EXCISE TAXES$277

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