TARA CHAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TARA CHAND FOUNDATION (EIN 47-2629243)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-22
- IRS object ID
- 202001439349101155
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-22T10:23:49-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lane & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 Pennsylvania Avenue NW Suite 4 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | 472629243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TARA CHAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARA | BusinessNameControlTxt |
| Phone | 2023652391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUMAN SORG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023652391 | PhoneNum |
| Signature | 2020-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E LANE | PreparerPersonNm |
| PTIN | P01622353 | PTIN |
| Phone | 2024636500 | PhoneNum |
| Preparation | 2020-05-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,643,109 | 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 | $201,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,677 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $25,429 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $266,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,106 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $373 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,207 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,033 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,779 | CashBOYAmt |
| Cash EOY | $133,402 | CashEOYAmt |
| Cash EOYFMV | $133,402 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,667,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,694,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,694,496 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $1,815,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,815,211 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,721,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,643,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,643,109 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,721,320 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,643,109 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,721,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,643,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,721,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,643,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,721,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $837,626 | OtherIncreasesAmt |
| Subtotal | $3,643,109 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,643,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $130,159 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $104,730 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,429 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $25,429 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,929 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,712,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032788 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,786,431 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027961 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,027,042 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $485,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $443,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.086551 | TotalDistributionRt |
| Average Distribution | 0.017310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,795,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,293 | 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 | $751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,600 | OriginalReturnOverpaymentAmt |
| Overpayment | $849 | OverpaymentAmt |
| Applied To ES Tax | $849 | 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 |
| Form990 PF Filed With Atty Gen | false | 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 | HAROLD LEVY | IndividualWithBooksNm |
| Phone | 3013000323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW APT1 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SUMAN SORG | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| NIKKI EDWARDS | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | TREASURER | 5.00 | $0 | $0 | $0 |
| HAROLD LEVY | ||||||||
| 2339 MASSACHUSETTS AVE NW APT 1 | WASHINGTON | DC | 20008 | SECRETARY | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,785,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,838,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,838,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,795,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $751 | TotalTaxAmt |
| Distributable Before Adj | $139,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,293 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $157,293 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $751 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,375 | UndistributedIncomePYAmt |
| 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 | $157,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,375 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $111,112 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUMAN SORG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | 501C3 | GENERAL SUPPORT | $46,451 |
| UNHCR | ||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | 501C3 | GENERAL SUPPORT | $30,000 |
| WORLD FOOD PROGRAM | ||||||
| 1725 EYE STREET NW STE 510 | WASHINGTON | DC | 20006 | 501C3 | GENERAL SUPPORT | $18,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16th FLOOR | NEW YORK | NY | 10006 | 501C3 | GENERAL SUPPORT | $15,000 |
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501C3 | GENERAL SUPPORT | $7,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | 501C3 | GENERAL SUPPORT | $6,000 |
| THE PUBLIC THEATRE | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | 501C3 | GENERAL SUPPORT | $4,490 |
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | 501C3 | GENERAL SUPPORT | $4,750 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | 501C3 | GENERAL SUPPORT | $4,127 |
| FILM AT LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | 501C3 | GENERAL SUPPORT | $3,975 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD STREET STE 2510 | NEW YORK | NY | 10004 | 501C3 | GENERAL SUPPORT | $5,000 |
| BEVERLY WILLIS ARCHITECTURE FOUNDATION | ||||||
| 601 W 26TH ST NO 325110 | NEW YORK | NY | 10001 | 501C3 | GENERAL SUPPORT | $5,000 |
| AIA NEW YORK CENTER FOR ARCHITECTURE | ||||||
| 536 LAGUARDIA PL | NEW YORK | NY | 10012 | 501C3 | GENERAL SUPPORT | $5,000 |
| AMERICAN FRIENDS OF THE LUDWIG FOUNDATION OF CUBA | ||||||
| 4 W 43RD ST STE 304 | NEW YORK | NY | 10036 | 501C3 | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,293 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,106 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUMAN SORG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2339 MASSACHUSETTS AVE NW APT 1 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $201,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $134,700 | FairMarketValueAmt |
| Received | 2019-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC COM | $431,666 | $431,666 |
| AUTOMATIC DATA PROCESSING INC COM | $153,450 | $153,450 |
| MICROSOFT CORP COM | $410,493 | $410,493 |
| APPLE INC COM | $698,887 | $698,887 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME INST | $158,610 | $158,610 |
| DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME INST | $589,552 | $589,552 |
| DIMENSIONAL FUND ADVISORS T.A. WORLD EX US CORE EQTY INST | $199,252 | $199,252 |
| DIMENSIONAL FUND ADVISORS INTL VECTOR EQTY INST | $47,459 | $47,459 |
| DIMENSIONAL FUND ADVISORS GLOBAL REAL ESTATE SEC INST | $53,892 | $53,892 |
| DFA INVT DIMENSIONS GROUP INC SHORT DURATION REAL RET INST | $211,961 | $211,961 |
| DIMENSIONAL FUND ADVISORS SELIVELY HDGD GLBL FIXED INC | $212,627 | $212,627 |
| DIMENSIONAL FUND ADVISOR US VECTOR EQTY INST | $124,960 | $124,960 |
| DIMENSIONAL FUND ADVISORS EMRG MKTS CORE EQTY INST | $82,639 | $82,639 |
| VANGUARD DIV APP ETF | $134,259 | $134,259 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $15,033 | $15,033 |
| MEMBERSHIP BENEFITS | $3,158 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAIN ON INVESTMENTS | $25,429 |
| UNREALIZED GAIN ON INVESTMENTS | $812,197 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $3,207 | Amt |
Comments