LEVRX TECHNOLOGY INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEVRX TECHNOLOGY INC (EIN 81-4799371)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202001789349101020
- Schema version
- 2019v5.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T15:57:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE EXECUTIVE PARK 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814799371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRAWAL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O VIKASH AGRAWAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGRA | BusinessNameControlTxt |
| Phone | 5189612113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 EAST COBBLE HILL ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIKASH AGRAWAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5189612113 | PhoneNum |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEOFFREY MULLEN | PreparerPersonNm |
| PTIN | P00749247 | PTIN |
| Phone | 5184493166 | PhoneNum |
| Preparation | 2020-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,515,414 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $820,224 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,501 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,501 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $659,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $862,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,507 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,957 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $352 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,309 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,309 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $738,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,198 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,288 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $703,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,122,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,372,126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $718,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,265,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,515,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $718,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,265,336 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,265,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $738,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,457,173 | SubtotalAmt |
| Other Decreases | $191,837 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2018-12-21 | 2019-02-19 | $31,784 | $31,641 | $143 | $143 |
| ISHARES MSCI EMERGING MKTS INDEX | P | 2018-12-20 | 2019-06-19 | $41,136 | $39,319 | $1,817 | $1,817 |
| UNDISCOVERED MGRS BEHAVR VALUE FUND | P | 2018-12-20 | 2019-06-19 | $1,171 | $1,135 | $36 | $36 |
| AMERICAN BEACON BRIDGEWAY L/C VALUE | P | 2018-12-20 | 2019-06-24 | $1,483 | $1,273 | $210 | $210 |
| AMERICAN BEACON BRIDGEWAY L/C VALUE | P | 2018-12-20 | 2019-08-01 | $17 | $14 | $3 | $3 |
| NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | P | 2019-06-19 | 2019-08-01 | $4,943 | $4,949 | -$6 | -$6 |
| GOTHAM ENHANCED RETURN FUND | P | 2018-12-13 | 2019-08-13 | $2,970 | $2,797 | $173 | $173 |
| ISHARES S&P 500/BARRA GRTH INDEX | P | 2019-06-19 | 2019-08-13 | $20,330 | $20,212 | $118 | $118 |
| ISHARES EDGE MSCI USA QUALITY FACTOR EFT | P | 2019-06-19 | 2019-08-13 | $35,528 | $34,552 | $976 | $976 |
| NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | P | 2019-06-19 | 2019-08-13 | $15,090 | $15,635 | -$545 | -$545 |
| ISHARES EDGE MSCI USA QUALITY FACTOR EFT | P | 2018-12-21 | 2019-10-03 | $39,823 | $36,384 | $3,439 | $3,439 |
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2018-12-21 | 2019-10-03 | $40,040 | $39,641 | $399 | $399 |
| ISHARES S&P 500/BARRA GRTH INDEX | P | 2019-12-21 | 2019-12-16 | $54,739 | $48,250 | $6,489 | $6,489 |
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2017-05-15 | 2019-02-04 | $35,030 | $35,100 | -$70 | -$70 |
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2017-05-15 | 2019-02-19 | $3,298 | $3,300 | -$2 | -$2 |
| BAIRD ULTRA SHORT BOND | P | 2017-05-15 | 2019-05-10 | $5,030 | $5,020 | $10 | $10 |
| GOTHAM ABSOLUTE RETURN FUND | P | 2017-05-15 | 2019-06-13 | $47,026 | $45,326 | $1,700 | $1,700 |
| WILLIAM BLAIR EMER MKTS GRWTH FD | P | 2017-05-15 | 2019-06-19 | $7,499 | $9,605 | -$2,106 | -$2,106 |
| ISHARES CORE S&P MID-CAP ETF | P | 2017-05-15 | 2019-06-19 | $14,366 | $13,477 | $889 | $889 |
| ISHARES EDGE MSCI USA MOMENTUM FACT EFT | P | 2017-05-15 | 2019-06-19 | $57,586 | $44,643 | $12,943 | $12,943 |
| ISHARES CORE MSCI EAFE ETF | P | 2017-05-15 | 2019-06-19 | $13,362 | $13,969 | -$607 | -$607 |
| UNDISCOVERED MGRS BEHAVR VALUE FUND | P | 2017-05-15 | 2019-06-19 | $12,815 | $14,292 | -$1,477 | -$1,477 |
| AMERICAN BEACON BRIDGEWAY L/C VALUE | P | 2017-05-15 | 2019-06-24 | $20,057 | $22,450 | -$2,393 | -$2,393 |
| VANGUARD S&P 500 ETF | P | 2017-05-15 | 2019-06-26 | $51,115 | $46,105 | $5,010 | $5,010 |
| GOTHAM ENHANCED RETURN FUND | P | 2017-05-15 | 2019-08-01 | $9,938 | $9,070 | $868 | $868 |
| WILLIAM BLAIR EMER MKTS GRWTH FD | P | 2018-02-07 | 2019-08-13 | $12 | $15 | -$3 | -$3 |
| GOTHAM ENHANCED RETURN FUND | P | 2017-06-14 | 2019-08-13 | $22,899 | $21,132 | $1,767 | $1,767 |
| JPMORGAN ALERIAN MLP INDEX ETN | P | 2017-12-12 | 2019-08-13 | $16,008 | $18,480 | -$2,472 | -$2,472 |
| BAIRD ULTRA SHORT BOND | P | 2017-05-15 | 2019-10-03 | $7,704 | $7,681 | $23 | $23 |
| ISHARES S&P US PREFERRED STOCK CLOSE-END FUND | P | 2017-05-15 | 2019-10-03 | $22,472 | $23,493 | -$1,021 | -$1,021 |
| AMERICAN BEACON FRONTIER MKT INC | P | 2017-05-15 | 2019-11-13 | $8,103 | $8,829 | -$726 | -$726 |
| GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | P | 2017-05-15 | 2019-11-13 | $14,330 | $14,219 | $111 | $111 |
| CAPITAL GAINS DIVIDENDS | P | $1,530 | $1,530 | $1,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,226 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,252 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $760,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,857 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $743,735 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.060556 | TotalDistributionRt |
| Average Distribution | 0.020185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $732,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,778 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,103 | 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 | $404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $404 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIKASH AGRAWAL | IndividualWithBooksNm |
| Phone | 5189612113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 EAST COBBLE HILL ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| VIKASH AGRAWAL | ||||||||
| 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 | PRESIDENT, TREASURER | 2.00 | $0 | $0 | $0 |
| VIKRAM AGRAWAL | ||||||||
| 36 SHELBOURNE DRIVE | CLIFTON PARK | NY | 12065 | VICE PRESIDENT, SECRETARY | 0.50 | $0 | $0 | $0 |
| BHAGAWATI PRASAD AGRAWAL | ||||||||
| C/O 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 | DIRECTOR | 0.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $723,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $743,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $743,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $732,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $36,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,103 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,699 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,788 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,788 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,113 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $56,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIKASH AGRAWAL | ContributingManagerNm |
| Contributing Manager | VIKRAM AGRAWAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN MEDITATION INSTITUTE | ||||||
| 60 GARNER RD | AVERILL PARK | NY | 12018 | PC | GENERAL CONTRIBUTION | $20,000 |
| CENTER FOR DISABILITY SERVICES | ||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | PC | GENERAL CONTRIBUTION | $750 |
| EMMA WILLARD SCHOOL | ||||||
| 285 PAWLING AVE | TROY | NY | 12180 | PC | GENERAL CONTRIBUTION | $1,001 |
| FESTIVAL OF NATIONS | ||||||
| EMPIRE PLAZA | ALBANY | NY | 12203 | PC | GENERAL CONTRIBUTION | $200 |
| HARVARD BUSINESS SCHOOL | ||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | PC | GENERAL CONTRIBUTION | $1,100 |
| HINDU TEMPLE SOCIETY | ||||||
| 450 ALBANY SHAKER RD | ALBANY | NY | 12211 | PC | GENERAL CONTRIBUTION | $1,850 |
| HINDU CULTURAL CENTER | ||||||
| 450 ALBANY SHAKER RD | ALBANY | NY | 12211 | PC | GENERAL CONTRIBUTION | $300 |
| EKAL VIDYALAYA FOUNDATION | ||||||
| PO BOX 821369 | HOUSTON | TX | 772821369 | PC | GENERAL CONTRIBUTION | $3,000 |
| WOODLAND HILL MONTESSORI SCHOOL | ||||||
| 100 MONTESSORI PL | RENSSELAER | NY | 12144 | PC | GENERAL CONTRIBUTION | $10,000 |
| THE BABY INSTITUTE | ||||||
| 301 WASHINGTON AVE 2ND FLOOR | ALBANY | NY | 12206 | PC | GENERAL CONTRIBUTION | $900 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | GENERAL CONTRIBUTION | $2,500 |
| TRICITY INDIA ASSOCIATION | ||||||
| PO BOX 5476 | ALBANY | NY | 12205 | PC | GENERAL CONTRIBUTION | $400 |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||
| 110 8TH STREET | TROY | NY | 12180 | PC | GENERAL CONTRIBUTION | $50,000 |
| ITBHU GLOBAL ALUMNI ASSOCIATION (IBGAA) | ||||||
| 19 SPRINGHILL DRIVE | PRINCETON JUNCTION | NJ | 08550 | PC | GENERAL CONTRIBUTION | $5,000 |
| TEXAS INDIA FORUM | ||||||
| 1727 NORTHSHORE DRIVE | MISSOURI CITY | TX | 77459 | PC | GENERAL CONTRIBUTION | $25,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL CONTRIBUTION | $102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,103 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VIKASH AGRAWAL | |||||||
| 1 | 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 | $518,511 | Yes (X) | Yes (X) |
| VIKRAM AGRAWAL | |||||||
| 2 | 36 SHELBOURNE DRIVE | CLIFTON PARK | NY | 12065 | $301,713 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 373 SHARES APPLE INC726 SHARES MICROSOFT CORP | $218,511 | 2020-12-20 |
| 2 | 1,017 SHARES VANGUARD S&P 500 ETF | $301,713 | 2020-12-26 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KEYBANK A/C 2156566 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,122,048 | BookValueAmt |
| EOYFMV | $1,372,126 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED STOCK VALUED AT COST | Desc |
| Amt | $191,837 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS CHAR-500 FEE | $200 | $200 | $200 | $0 |
| US TREASURY REGISTRATION FEE | $123 | $123 | $123 | $0 |
| BANK FEES | $29 | $29 | $29 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,957 | Amt |
| Net Investment Income | $1,957 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,957 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| VIKASH AGRAWAL | |||
| 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 |
| VIKRAM AGRAWAL | |||
| 36 SHELBOURNE DRIVE | CLIFTON PARK | NY | 12065 |
Comments