SURENDRA AND KALA JAIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SURENDRA AND KALA JAIN FOUNDATION (EIN 46-5248312)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-02
- IRS object ID
- 202031849349100303
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T08:56:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITAL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | 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 | 465248312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURENDRA AND KALA JAIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURE | BusinessNameControlTxt |
| Phone | 3107145873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY JAIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3107145873 | PhoneNum |
| Signature | 2020-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2020-06-26 | 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 | $1,016,473 | 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 | $25,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,340 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $169 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $84 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $85 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $549 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,326 | CashBOYAmt |
| Cash EOY | $15,784 | CashEOYAmt |
| Cash EOYFMV | $15,784 | CashEOYFMVAmt |
| Corporate Stock BOY | $51,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,302 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $271,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $510,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $864,387 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $582,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $578,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,016,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $582,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $578,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $578,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $582,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $578,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $578,269 | SubtotalAmt |
| Other Decreases | $249 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $578,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | $18,000 | $18,003 | -$3 | -$3 | |
| CAPITAL GAINS DIVIDENDS | $1,343 | $1,343 | $1,343 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,340 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $910,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $846,487 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053941 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $816,430 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053386 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,026 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $281,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.952792 | DistributionYr5Rt |
| Total Distribution | 1.224983 | TotalDistributionRt |
| Average Distribution | 0.244997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $950,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $232,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,164 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442 | 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 | $442 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEENA JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107145873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
|---|---|---|---|---|---|---|---|---|
| KALA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CEO | 10.00 | $0 | $0 | $0 |
| SURENDRA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CFO | 10.00 | $0 | $0 | $0 |
| ASHLEY JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | SECRETARY | 10.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $938,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $965,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $965,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $950,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $47,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,164 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,164 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,882 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,223 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,620 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $44,989 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,925 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,925 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,064 | 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 | $28,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,180 | ExcessFromYear4Amt |
| Excess From Year3 | $8,264 | ExcessFromYear3Amt |
| Excess From Year2 | $3,620 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KALA JAIN | ContributingManagerNm |
| Contributing Manager | SURENDRA JAIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAPIO | ||||||||
| 3148 FOND DR | LOS ANGELES | CA | 91436 | N/A | PC | PROVIDING HEALTHCARE TO THOSE IN NEED | $1,000 | |
| ALPHA PUBLIC SCHOOLS | ||||||||
| PO BOX 21366 | SAN JOSE | CA | 95151 | N/A | PC | CHILDRENS EDUCATION | $250 | |
| BIDADA INTERNATIONAL FOUNDATION | ||||||||
| 11403 TORTUGA ST | CYPRESS | CA | 90630 | N/A | PC | MEDICAL CLINICS | $500 | |
| CHILDRENS BUREAU (PAYPAL) | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $500 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $250 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $190 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $1,000 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $2,800 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $1,000 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $1,000 | |
| CHILDRENS BUREAU | ||||||||
| 1910 MAGNOILA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | CHILD ABUSE PREVENETION AND TREATMENT SERVICES | $2,500 | |
| EL CAMINO COMMUNITY COLLEGE FOUNDATION | ||||||||
| 16007 CRENSHAW BOULVEARD | TORRANCE | CA | 90506 | N/A | PC | EDUCATIONAL SCHOLARSHIPS | $3,150 | |
| NAVKAR CENTER USA | ||||||||
| PO BOX 5274 | DIAMOND BAR | CA | 91765 | N/A | PC | MEALS TO HOMELESS, EDUCATIONAL EXTENSES, ETC. | $250 | |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||
| 403 W ADAMS BLVD LOS ANGELES CA | LOS ANGELES | CA | 90007 | N/A | PC | CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS | $3,500 | 90007 |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||
| 403 W ADAMS BLVD LOS ANGELES CA | LOS ANGELES | CA | 90007 | N/A | PC | CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS | $140 | 90007 |
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||
| 403 W ADAMS BLVD LOS ANGELES CA | LOS ANGELES | CA | 90007 | N/A | PC | CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS | $2,500 | 90007 |
| PVGC SCHOLARSHIP FOUNDATION | ||||||||
| 3301 VIA CAMPESINA | PALOS VERDES ESTATES | CA | 90274 | N/A | PC | SCHOLARSHIP | $1,000 | |
| ROADDS FOUNDATION | ||||||||
| 40525 LA PURISSIMA WAY | FREMONT | CA | 94539 | N/A | PC | EDUCATION | $500 | |
| SRI PANCHAMUKHA HANUMAN TEMPLE | ||||||||
| 3555 LOMITA BLVD UNIT A | TORRANCE | CA | 90505 | N/A | PC | RELIGIOUS | $5,000 | |
| VIJAY AMRITRAJ FOUNDATION | ||||||||
| 16501 SHERMAN WAY 130 | VAN NUYS | CA | 91406 | N/A | PC | VICTIMS OF DISEASE, TRAGEDY AND CIRCUMSTANCE IN INDIA. | $1,500 | |
| YMCA OF METROPOLITAN LOS ANGELES | ||||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90505 | N/A | PC | YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,951 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $169 | Amt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CISCO SYS INC | StockNm |
| EOY Book Value | $51,456 | EOYBookValueAmt |
| EOYFMV | $136,302 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $510,780 | BookValueAmt |
| EOYFMV | $864,387 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $194 |
| ADJ TO AGREE TO 1099 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $4,734 | Amt |
| Net Investment Income | $4,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $340 | $0 | $0 |
| DELAWARE FILING FEES | $514 | $0 | $514 |
| SECTY OF STATE FILING FEE | $25 | $0 | $25 |
| FTB FILING FEE | $10 | $0 | $10 |
| FOREIGN TAX | $55 | $55 | $0 |
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