SARAS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SARAS FOUNDATION (EIN 83-2686548)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202121339349100712
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T08:38:01-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411360831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OLSEN THIELEN & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12675 LONG LAKE ROADAddressLine1Txt
CityROSEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP551131117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832686548EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone2039523304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039523304PhoneNum
Signature2021-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSURESHPersonFirstNm
Person LastKRISHNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN VETTRUS CPAPreparerPersonNm
PTINP01243596PTIN
Phone6514834521PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$702,417FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$317,242ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,691NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$250,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,691CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$368,301TotalRevAndExpnssAmt
Total Net Invst Incm$51,059TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,198OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$237TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,198TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,910TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,198TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$351,391ExcessRevenueOverExpensesAmt
Net Investment Income$49,861NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$118,934CashBOYAmt
Cash EOY$18,372CashEOYAmt
Cash EOYFMV$18,372CashEOYFMVAmt
Corporate Stock BOY$161,680CorporateStockBOYAmt
Corporate Stock EOY$660,593CorporateStockEOYAmt
Corporate Stock EOYFMV$660,593CorporateStockEOYFMVAmt
Other Investments BOY$33,264OtherInvestmentsBOYAmt
Other Investments EOY$23,452OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,452OtherInvestmentsEOYFMVAmt
Total Assets BOY$313,878TotalAssetsBOYAmt
Total Assets EOY$702,417TotalAssetsEOYAmt
Total Assets EOYFMV$702,417TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$313,878RetainedEarningBOYAmt
Retained Earning EOY$702,417RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$313,878TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$702,417TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$313,878TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$702,417TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$313,878TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$351,391ExcessRevenueOverExpensesAmt
Other Increases$37,148OtherIncreasesAmt
Subtotal$702,417SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$702,417TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
600 SHARES CEDAR FAIR LP2019-09-202020-06-04$19,812$33,005-$13,193-$13,193
2100 SHARES SERVICE PPTYS TR2020-06-082020-08-10$15,312$19,068-$3,756-$3,756
4500 SHARES SLEEP NUMBER CORP2020-08-072020-08-17$215,095$158,455$56,640$56,640
FieldValueIRS element (for citing)
Capital Gain Net Income$39,691CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$693InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$693SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$693TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$697TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SARASFOUND.ORGWebsiteAddressTxt
Individual With BooksBHUVANA NANDAKUMARIndividualWithBooksNm
Phone2039523304PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SURESH KRISHNA
105 MOUND AVEEXCELSIORMN55331PRESIDENT1.00$0$0$0
BHUVANA NANDAKUMAR
105 MOUND AVEEXCELSIORMN55331SECRETARY AND TREASURER1.00$0$0$0
PARTHIV KRISHNA
105 MOUND AVEEXCELSIORMN55331DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$338,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,452FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$378,276TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$378,276AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,674CashDeemedCharitableAmt
Net Vl Noncharitable Assets$372,602NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,630MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,630MinimumInvestmentReturnAmt
Tax Based On Investment Income$693TaxBasedOnInvestmentIncomeAmt
Total Tax$693TotalTaxAmt
Distributable Before Adj$17,937DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,937DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,937DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,475QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,937DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$8,598ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,598TotalExcessDistributionCyovAmt
Qualifying Distributions$15,475QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,475AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,462ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,462ExcessDistributionCyovAppCYAmt
Total Corpus$6,136TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,136ExcessDistriCyovToNextYrAmt
Excess From Year1$6,136ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSURESH KRISHNAContributingManagerNm
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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
LAKE MINNETONKA ASSOCIATION
PO BOX 248EXCELSIORMN55331NONEPCGENERAL SUPPORT$750
SRI AUROBINDO ASHRAM DELHI BRANCH
NONEPCGENERAL SUPPORT$1,200BEGUMPUR ROAD SARVODAYA ENCLAVENEW DELHIIN110016
NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT
2211 CAMPUS DREVANSTONIL60208NONEPCGENERAL SUPPORT$10,000
CREATING HEALTHIER COMMUNITIES
1199 NORTH FAIRFAX STREETALEXANDRIAVA22314NONEPCGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,691ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$51,059ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,059TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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
SURESH KRISHNA
1105 MOUND AVEEXCELSIORMN55331$216,315Yes (X)Yes (X)
SURESH KRISHNA
2105 MOUND AVEEXCELSIORMN55331$67,330Yes (X)Yes (X)
SURESH KRISHNA
3105 MOUND AVEEXCELSIORMN55331$33,597Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14500 SHARES SNBR$216,3152020-08-07
221 SHARES AMAZON.COM$67,3302020-12-21
363 SHARES NVIDIA CORP$33,5972020-12-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SHARES AXA EQUITABLE 5.25% PFD$53,280$53,280
2000 SHARES SFL CORP LTD$12,560$12,560
2000 SHARES TRITON INTL LTD$97,020$97,020
1000 SHARES ADVANCED MICRO DEVIC$91,710$91,710
41 SHARES AMAZON.COM INC.$133,534$133,534
313 SHARES NVIDIA CORP$163,449$163,449
1000 SHARES TAIWAN SEMICONDUCTR$109,040$109,040

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item275 SHARES SIMON PPTY GROUPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$23,452BookValueAmt
EOYFMV$23,452EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FAIR MARKET VALUEDesc
Amt$37,148Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER INVESTMENT FEESCategoryTxt
Amt$1,198Amt
Net Investment Income$1,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$25$0$0
FEDERAL TAXES$212$0$0

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