ARYA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARYA FAMILY FOUNDATION (EIN 11-3296769)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202143179349101414
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T15:59:56-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273121426 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KK MEHTA CPA ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RING RD STE 300 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113296769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARYA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARYA | BusinessNameControlTxt |
| Phone | 5166635990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DEBRA COURT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YASHPAL ARYA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5166635990 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YASHPAL | PersonFirstNm |
| Person Last | ARYA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | K K MEHTA CPA | PreparerPersonNm |
| PTIN | P00286954 | PTIN |
| Phone | 5166635990 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,065,962 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $160,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,461 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,910 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,698 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,152 | CashBOYAmt |
| Cash EOY | $22,768 | CashEOYAmt |
| Cash EOYFMV | $22,768 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,645,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,399,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,043,194 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,648,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,422,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,065,962 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $200,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,448,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,422,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,448,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,422,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,648,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,422,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,448,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,378 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,422,460 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,422,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,119 | SubtotalAmt |
| Tax Based On Investment Income | $2,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $2,122 | 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 | NY | 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 | DR YASHPAL ARYA | IndividualWithBooksNm |
| Phone | 5166635990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DEBRA COURT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| YASHPAL ARYA | ||||||||
| 2 DEBRA CT | OLD WESTBURY | NY | 11568 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| URMILESH ARYA | ||||||||
| 2 DEBRA CT | OLD WESTBURY | NY | 11568 | DIRECTOR | 5.00 | $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 | $4,156,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,213,635 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,213,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,150,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,119 | TotalTaxAmt |
| Distributable Before Adj | $205,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $205,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $205,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,391 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $179,391 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $179,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,189 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $10,244 | TotalForPriorYearsAmt |
| Qualifying Distributions | $179,391 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,189 | AppliedToYear1Amt |
| Applied To Current Year | $82,202 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $10,244 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $10,244 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $123,201 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YASHPAL URMILESH ARYA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR YASHPAL ARYA XXX-XX-XXXX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DEBRA COURTY | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7188210643 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST FROM THE INSTITUTES OR INDIVIDUALS FOR THE AMOUNT DESIRED AND SUBMITTING THE PROJECT REPORTS AND DETAILS OF USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AAPI | ||||||||
| 350 EAST 79TH STREET APT | 350 EAST 79TH STREET APT | NEW YORK | NY | 10075 | NONE | EXEMPT | CHARITY | $1,000 |
| AMERICAN INDIA FOUNDATION | ||||||||
| 216 EAST 45TH STREET | 7TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITY | $100 |
| AMERICAN RED CROSS | ||||||||
| 520 W 49TH ST NY | 520 W 49TH ST NY | NEW YORK CITY | NY | 10019 | NONE | EXEMPT | CHARITY | $1,000 |
| ARYA PRATINIDHI SABHA | ||||||||
| 222 FLORENCE | 222 FLORENCE | TROY | MI | 48098 | NONE | EXEMPT | CHARITY | $3,000 |
| ARYA SAMAJ OF LONG ISLAND | ||||||||
| 319 JERUSALAM AVE | NY | HICKSVILLE | NY | 11801 | NONE | EXEMPT | CHARITY | $4,575 |
| ASAMAI HINDU TEMPLE | ||||||||
| 80 E BARCLAY ST HICKSVIL | 80 E BARCLAY ST HICKSVIL | NEW YORK | NY | 11801 | NONE | EXEMPT | CHARITY | $800 |
| ASSOCIATION OF INDIANS IN AMERICA | ||||||||
| 26 PLEASANT LANE | OYSTER BAY | OYSTER BAY | NY | 11771 | NONE | EXEMPT | CHARITY | $2,700 |
| BRAHMA KUMARI | ||||||||
| 306 5TH AVE 2ND FLOOR NY | 306 5TH AVE 2ND FLOOR NY | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITY | $1,000 |
| EKAL VIDYALAYA FOUNDATION OF USA | ||||||||
| 1712HIGHWAY 6 SOUTH | SUITE A | HOUSTON | TX | 77077 | NONE | EXEMPT | CHARITY | $50,000 |
| HINDU AMERICAN FOUNDATION | ||||||||
| 910 SEVENTENTH STREET | 910 SEVENTEENTH STREET | WASHINGTION | DC | 20006 | NONE | EXEMPT | CHARITY | $125 |
| HINDU CENTER | ||||||||
| 4552 KISSENA BOULEVARD | NY | FLUSHING | NY | 11355 | NONE | EXEMPT | CHARITY | $1,000 |
| HOLY APOSTLES SOUP KITCHEN | ||||||||
| 296 9TH AVE NY | 296 9TH AVE NY | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITY | $500 |
| IDP EDUCATION | ||||||||
| 1818 MARKET ST 3230 | PHILADELPHIA | PHILADELPHIA | PA | 19103 | NONE | EXEPMT | CHARITY | $1,000 |
| INDO AMERICAN ARTS COUNCIL | ||||||||
| 118 E 25TH ST NY | 118 E 25TH ST NY | NEW YORK | NY | 10010 | NONE | EXEMPT | CHARITY | $1,000 |
| INDUS EDUCATIONAL EMPOWERMENT | ||||||||
| 2056 ROCKY HOLLOW DR | 2056 ROCKY HOLLOW DR | MARVIN | NC | 281735021 | NONE | EXEMPT | CHARITY | $95,000 |
| MASK MAYA ADVANI FOUNDATION | ||||||||
| 1712HIGHWAY 6 SOUTH | SUITE A | HOUSTON | TX | 77077 | NONE | EXEMPT | CHARITY | $5,000 |
| NEW YORK CITY RECUE MISSION | ||||||||
| 90 LAFAYETTE ST NY | 90 LAFAYETTE ST NY | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITY | $115 |
| NYP DEPARTMENT OF MEDICINE | ||||||||
| 520 E 70TH ST NY | 520 E 70TH ST NY | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITY | $1,000 |
| OM TEMPLE | ||||||||
| 40 23/25 72ND STREET | 40 23/25 72ND STREET | WOODSIDE | NY | 11377 | NONE | EXEMPT | CHARITY | $1,000 |
| OM YOG SANSATHAN | ||||||||
| 24532 BAY CREEK LANE | 24532 BAY CREEK LANE | PLAINFIELD | IL | 60586 | NONE | EXEMPT | CHARITY | $1,000 |
| PARALYZED VATERANS OF AMERICA | ||||||||
| 1001 E FAIRMOUNT AVE PHOE | 1001 E FAIRMOUNT AVE PHOE | PHOENIX | AZ | 85014 | NONE | EXEMPT | CHARITY | $50 |
| PARAMANANDA MISSION | ||||||||
| 235 E 43RD ST NY | 235 E 43RD ST NY | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITY | $1,000 |
| RAD M AGRAWAL MD GASTRO EDUCATION D | ||||||||
| 1307 FEDERAL ST | 1307 FEDERAL ST | PITTSBURGH | PA | 15212 | NONE | EXEMPT | CHARITY | $5,000 |
| RCHS | ||||||||
| 521 WEST AVE BROOKLYN NY | 521 WEST AVE BROOKLYN NY | BROOKLYN | NY | 11224 | NONE | EXEMPT | CHARITY | $150 |
| SANKARA NETHRALAYA OPHTHALMIC MISSI | ||||||||
| 910 TRAVILLE GATEWAY | 910 TRAVILLE GAREWAY | ROCKVILLE | MD | 20850 | NONE | EXEMPT | CHARITY | $1,000 |
| ST JUDE CHILDRENS HOSPITAL | ||||||||
| 220 E 42ND ST NY | 220 E 42ND ST NY | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITY | $50 |
| THE SALVATION ARMY | ||||||||
| 15 BROAD ST | 15 BROAD ST | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITY | $101 |
| UNICEF | ||||||||
| 125 MAIDEN LANE | 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | EXEMPT | CHARITY | $50 |
| UNITED STATES DEPUTY SHERIFF'S ASSO | ||||||||
| 2909 S SPURCE | 2909 S SPURCE | WICHITA | KS | 67216 | NONE | EXEMPT | CHARITY | $50 |
| VEDANTA SOCIETY OF NY | ||||||||
| 34 W 71ST ST NY | 34 W 71ST ST NY | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITY | $1,000 |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 W 34TH ST | 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | EXEMPT | CHARITY | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,391 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,870 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $655 | ExclusionAmt |
| Related Or Exempt Function Incm | $96 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEE REVERSAL | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $161,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $96 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,621 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (22 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| JP MORGAN 4922 | 2015-10 | PURCHASE | 2020-06 | $50,000 | $50,000 | |
| JP MORGAN 4922 | 2015-02 | PURCHASE | 2020-03 | $25,000 | $25,000 | |
| JP MORGAN 4922 | 2016-02 | PURCHASE | 2020-02 | $100,000 | $100,000 | |
| JP MORGAN 4922 | 2018-09 | PURCHASE | 2020-02 | $150,000 | $150,000 | |
| JP MORGAN 4922 | 2017-07 | PURCHASE | 2020-06 | $8,182 | $8,182 | |
| JP MORGAN 4922 | 2011-02 | PURCHASE | 2020-02 | $100,000 | $100,000 | |
| JP MORGAN 4922 | 2010-10 | PURCHASE | 2020-10 | $25,000 | $25,418 | -$418 |
| JP MORGAN 4922 | 2013-08 | PURCHASE | 2020-06 | $40,000 | $39,620 | $380 |
| JP MORGAN 4922 | 2017-07 | PURCHASE | 2020-04 | $10,000 | $9,905 | $95 |
| JP MORGAN 4922 | 2010-07 | PURCHASE | 2020-04 | $25,000 | $25,264 | -$264 |
| JP MORGAN4922 | 2020-01 | PURCHASE | 2020-01 | $4 | $4 | |
| JP MORGAN4922 | 2020-02 | PURCHASE | 2020-02 | $5 | $5 | |
| JP MORGAN4922 | 2020-03 | PURCHASE | 2020-03 | $5 | $5 | |
| JP MORGAN4922 | 2020-04 | PURCHASE | 2020-04 | $5 | $5 | |
| JP MORGAN4922 | 2020-05 | PURCHASE | 2020-05 | $82 | $82 | |
| JP MORGAN4922 | 2020-06 | PURCHASE | 2020-06 | $4 | $4 | |
| JP MORGAN4922 | 2020-07 | PURCHASE | 2020-07 | $4 | $4 | |
| JP MORGAN4922 | 2020-08 | PURCHASE | 2020-08 | $4 | $4 | |
| JP MORGAN4922 | 2020-09 | PURCHASE | 2020-09 | $4 | $4 | |
| JP MORGAN4922 | 2020-10 | PURCHASE | 2020-10 | $180 | $180 | |
| JP MORGAN4922 | 2020-11 | PURCHASE | 2020-11 | $3 | $3 | |
| JP MORGAN4922 | 2020-12 | PURCHASE | 2020-12 | $3 | $3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | ||
| JP MORGAN | $3,399,692 | $4,043,194 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MS 2062- ACCOUNT TRANSFER FE | |
| JP4922 INVEST EXP | $1 |
| CLEANING | |
| PROFESSIONAL FEES | $2,500 |
| DUES & SUBSCIRPTION | $197 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US TREASURY | $5,910 |
| NYS DEPARTMENT OF LAW |
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