MANI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MANI FAMILY FOUNDATION (EIN 27-4349799)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-12-09
- IRS object ID
- 201913439349100856
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-09T12:11:36-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AH CPA's PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3050 POST OAK BLVD SUITE 550 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274349799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANI | BusinessNameControlTxt |
| Phone | 2814040350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 VANDERBILT ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ravi Mani | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2814040350 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anjali Arjunani | PreparerPersonNm |
| PTIN | P01398530 | PTIN |
| Phone | 7135529499 | PhoneNum |
| Preparation | 2019-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,260,871 | 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 |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,233 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,494 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $374 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $374 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $374 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $125,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,091 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,607 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,103 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,103 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,271 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,374 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,374 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,233 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,219 | CashBOYAmt |
| Cash EOY | $83,643 | CashEOYAmt |
| Cash EOYFMV | $83,643 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $753,038 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $745,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,177,228 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $779,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,260,871 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $100,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $100,000 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $679,257 | UnrestrictedBOYAmt |
| Unrestricted EOY | $728,974 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $728,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $779,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $828,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,717 | ExcessRevenueOverExpensesAmt |
| Subtotal | $728,974 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $728,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1.098 shs Pear Tree | P | 2018-12-17 | 2018-12-19 | $14 | $0 | $15 | -$1 | $0 | $0 | $0 | -$1 |
| 52 shares Bioverativ merger | P | 1999-07-19 | 2018-12-26 | $5,460 | $0 | $174 | $5,286 | $0 | $0 | $0 | $5,286 |
| .991 shares Cigna | P | 1999-07-19 | 2018-12-26 | $181 | $0 | $77 | $104 | $0 | $0 | $0 | $104 |
| .589 shares Diamondback cash in lieu | P | 1996-12-19 | 2018-12-03 | $68 | $0 | $7 | $61 | $0 | $0 | $0 | $61 |
| 1668 shares Express Scripts (merger) | P | 1999-07-19 | 2018-12-24 | $81,315 | $0 | $243 | $81,072 | $0 | $0 | $0 | $81,072 |
| 32 shares Ishares Core S&P | P | 2016-12-15 | 2018-12-19 | $5,440 | $0 | $5,381 | $59 | $0 | $0 | $0 | $59 |
| 400 shares National Bank Canada | P | 1997-01-14 | 2018-09-26 | $19,954 | $0 | $2,016 | $17,938 | $0 | $0 | $0 | $17,938 |
| 21.645 shares Pear Tree | P | 2017-12-11 | 2018-12-19 | $268 | $0 | $293 | -$25 | $0 | $0 | $0 | -$25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,494 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $15,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,033,557 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $773,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $623,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.067714 | TotalDistributionRt |
| Average Distribution | 0.013543 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,370,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,560 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,677 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,271 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $1,121 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | TX | 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 | RAVI MANI | IndividualWithBooksNm |
| Phone | 2814040350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 VANDERBILT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RAVI MANI | ||||||||
| 6420 VANDERBILT | HOUSTON | TX | 77005 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| AKHIL SUBRAMANI | ||||||||
| 6420 VANDERBILT | HOUSTON | TX | 77005 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUDHA MANI | ||||||||
| 6420 VANDERBILT | HOUSTON | TX | 77005 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Self-Inquiry Fellowship ASSISTANCE TO THE UNDERPRIVELEGED | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | AIM FOR SEVA ASSISTANCE TO THE UNDERPRIVELEGED | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | MTS ASSISTANCE TO THE UNDERPRIVELEGED | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | PRATHAM USA ASSISTANCE TO THE UNDERPRIVELEGED | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,371,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,391,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,391,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,370,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $67,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,271 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,271 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,407 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,271 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,864 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $6,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVI MANI | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAVI MANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 VANDERBILT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | INFORMAL COMMUNICATION LISTING REQUEST AND HOW FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PRATHAM USA | ||||||
| 9703 RICHMOND AVE | HOUSTON | TX | 77042 | PUBLIC | FUND THEIRCHARITABLE ACTIVITIES | $5,000 |
| DAYA | ||||||
| PO Box 571774 | Houston | TX | 77257 | PUBLIC | FUND THEIR CHARITABLE ACTIVITIES | $1,000 |
| Self-Enquiry Life Fellowship | ||||||
| PO Box 30627 | Santa Barbara | CA | 93130 | public | Fund their charitable activities | $25,000 |
| One Jump | ||||||
| 5100 Montrose Blvd | Houston | TX | 77006 | public | Fund cultural development | $2,500 |
| MFAH | ||||||
| 5100 Montrose Blvd | Houston | TX | 77006 | public | Fund cultural development | $5,000 |
| Ieducate USA | ||||||
| Ieducateusaorg | Houston | TX | 77005 | public | fund educational development | $5,000 |
| Sankara Nethralya Om Trust | ||||||
| 9710 Traville Gateway Drive | Rockville | MD | 20850 | public | fund medical treatment | $5,000 |
| India House | ||||||
| 8888 W Bellfort | Houston | TX | 77031 | public | fund cultural development | $1,000 |
| Classical Arts Society | ||||||
| 310 Kingfisher Dr | Sugar Land | TX | 77478 | public | fund cultural development | $1,500 |
| Meenakshi Temple Society | ||||||
| 17130 McLean Rd | Pearland | TX | 77584 | public | fund cultural development | $5,000 |
| Kipp Academy | ||||||
| PO Box 4785 | Houston | TX | 77210 | public | fund educational development | $1,000 |
| Houston SPCA | ||||||
| 7007 Old Katy Rd | Houston | TX | 77024 | public | prevent animal cruelty | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,494 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,494 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,717 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | PROVIDING FUNDS FOR SUCH PURPOSES | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Capital Gain | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $112,685 | GrossSalesPriceAmt |
| Basis | $8,191 | BasisAmt |
| Total Net | $104,494 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $0 | $0 |
| Exchange-Traded Products | $204,809 | $220,553 |
| Stocks | $540,522 | $956,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $12,271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,271 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,271 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Merger Income | Desc |
| Revenue And Expenses Per Books | $374 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $374 | AdjustedNetIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Taxpayer is located in Harris county and subject to disaster-related extension due to TS Imelda (FEMA DR-4466) | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Tax Paid | $953 | $953 | $953 |
| Other Taxes | $150 | $150 | $150 |
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