BETA

TARA CHAND FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TARA CHAND FOUNDATION (EIN 47-2629243)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202121379349100182
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)
Return2021-05-17T06:23:25-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lane & Company CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11717 Pennsylvania Avenue NW Suite 4AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472629243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TARA CHAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTARABusinessNameControlTxt
Phone2023652391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12339 MASSACHUSETTS AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUMAN SORGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2023652391PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUMANPersonFirstNm
Person LastSORGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E LANEPreparerPersonNm
PTINP01622353PTIN
Phone2024636500PhoneNum
Preparation2021-05-17PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$5,205,744FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$219,420ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,000DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$68,124CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$277,437TotalRevAndExpnssAmt
Total Net Invst Incm$126,141TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$20,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,322LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$7,322LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$75,698OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,577OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$56,121OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$30,000OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$30,000OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$827OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$827OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,797TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,577TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$114,270TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,797TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,577TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$114,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$139,640ExcessRevenueOverExpensesAmt
Net Investment Income$106,564NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$133,402CashBOYAmt
Cash EOY$132,730CashEOYAmt
Cash EOYFMV$132,730CashEOYFMVAmt
Sav And Temp Cash Invst EOY$187,954SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$187,954SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$1,694,496CorporateStockBOYAmt
Corporate Stock EOY$2,922,483CorporateStockEOYAmt
Corporate Stock EOYFMV$2,922,483CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,815,211OtherInvestmentsBOYAmt
Other Investments EOY$1,962,577OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,962,577OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,643,109TotalAssetsBOYAmt
Total Assets EOY$5,205,744TotalAssetsEOYAmt
Total Assets EOYFMV$5,205,744TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,643,109NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,205,744NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,643,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,205,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,643,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,205,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,643,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$139,640ExcessRevenueOverExpensesAmt
Other Increases$1,422,995OtherIncreasesAmt
Subtotal$5,205,744SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,205,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$819,181GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$751,057CostOrOtherBasisAmt
Gain Or Loss$68,124GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$68,124GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$68,124CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,481InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,481SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,649EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,649TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,649OriginalReturnOverpaymentAmt
Overpayment$168OverpaymentAmt
Applied To ES Tax$168AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHAROLD LEVYIndividualWithBooksNm
Phone3013000323PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12339 MASSACHUSETTS AVE NW APT1AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUMAN SORG
2339 MASSACHUSETTS AVE NW APT 1WASHINGTONDC20008PRESIDENT5.00$20,000$0$0
NIKKI EDWARDS
2339 MASSACHUSETTS AVE NW APT 1WASHINGTONDC20008TREASURER5.00$0$0$0
HAROLD LEVY
2339 MASSACHUSETTS AVE NW APT 1WASHINGTONDC20008SECRETARY5.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1IN 2020, THE FOUNDATION ORGANIZED A COMPLETE UNKNOWN LLC, A DISREGARDED ENTITY THAT PERFORMS CHARITABLE ACTIVITIES THROUGH ARCHITECTURE AND DESIGN SERVICES FOR THE UNDERSERVED.Description1Txt
Expenses1$114,270Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,110,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,346AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,221,002TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,221,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,157,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$207,884MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$207,884MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,481TaxBasedOnInvestmentIncomeAmt
Total Tax$1,481TotalTaxAmt
Distributable Before Adj$206,403DistributableBeforeAdjAmt
Distributable Before Ded$206,403DistributableBeforeDedAmt
Distributable As Adjusted$206,403DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,270ExpensesAndContributionsAmt
Qualifying Distributions$114,270QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$114,270AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$206,403DistributableAsAdjustedAmt
Undistributed Income PY$111,112UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$114,270QualifyingDistributionsAmt
Applied To Year1$111,112AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,158AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$203,245UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUMAN SORGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,000ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68,124ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$126,141ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,141TotalIncomeProducingActyAmt

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
SUMAN SORG
12339 MASSACHUSETTS AVE NW APT 1WASHINGTONDC20008$199,420Yes (X)Yes (X)
SATISH AJMANI
272912 WILLOW STPALM DESERTCA92260$20,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$139,420FairMarketValueAmt
Received2020-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLANE & COMPANY, CPAS FORM 990-PF PREPARATIONCategoryTxt
Amt$3,150Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALIGN TECHNOLOGY INC$17,635$17,635
APPLE INC COM$2,051,387$2,051,387
AUTOMATIC DATA PROCESSING INC COM$158,580$158,580
BOSTON BEER CO INC$7,954$7,954
CADENCE DESIGN SYSTEMS INC$14,189$14,189
LAM RESEARCH CORP$15,585$15,585
MICRON TECHNOLOGY INC$8,796$8,796
MICROSOFT CORP$578,959$578,959
NETFLIX INC$10,274$10,274
NVIDIA CORP$16,188$16,188
PAYPAL HOLDINGS INC$18,736$18,736
SERVICENOW INC$16,513$16,513
ZEBRA TECHNOLOGIES$7,687$7,687

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME INST$122,651$122,651
DIMENSIONAL FUND ADVISORS TWO-YEAR GLOBAL FIXED INC I$14,930$14,930
DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME INST$324,297$324,297
DIMENSIONAL FUND ADVISORS T.A. WORLD EX US CORE EQTY INST$185,240$185,240
DIMENSIONAL FUND ADVISORS INTL VECTOR EQTY INST$46,115$46,115
DIMENSIONAL FUND ADVISORS GLOBAL REAL ESTATE SEC INST$49,042$49,042
DIMENSIONAL FUND ADVISORS SHORT DURATION REAL RET INST$159,952$159,952
DIMENSIONAL FUND ADVISORS SELIVELY HDGD GLBL FIXED INC$173,232$173,232
DIMENSIONAL FUND ADVISORS US VECTOR EQTY INST$107,731$107,731
DIMENSIONAL FUND ADVISORS EMRG MKTS CORE EQTY INST$101,607$101,607
VANGUARD DIV APP ETF$152,040$152,040
DIMENSIONAL FUND ADVISORS US CORE EQTY 1 INST$455,454$455,454
DIMENSIONAL FUND ADVISORS INVT GRADE INST$60,140$60,140
DIMENSIONAL FUND ADVISORS INFLATION PROTECTED SEC INST$10,146$10,146

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryARNOLD & PORTER LLC LEGAL ADVICECategoryTxt
Legal Fees$7,322LegalFeesAmt
Disbursements Charitable Prps$7,322DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RECRUITMENT EXPENSES$639$639
IT EXPENSES$127$127
BANK FEES$61$61

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
REALIZED GAIN ON INVESTMENTS$68,124
UNREALIZED GAIN ON INVESTMENTS$1,354,871

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NORD DIGITAL LIMITED WEBSITE DESIGN$36,000$36,000
HEMINGTON WEALTH MANAGEMENT INVESTMENT MANAGEMENT$19,577$19,577
BRANDON PETERS ARCHITECTURAL SERVICES$11,190$11,190
MAKSIM DRAPEY ARCHITECTURAL SERVICES$2,295$2,295
SORG ARCHITECTS MANAGEMENT SERVICES$6,636$6,636

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$800Amt

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