SIMRAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIMRAN FOUNDATION (EIN 81-4596382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102150
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:56:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363618670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDEN JIGANTI MOORE & SINARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | 814596382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMRAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMR | BusinessNameControlTxt |
| Phone | 3123464101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MJMS 190 S LASALLE ST STE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEEMA BHATIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123464101 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE L BRONKE | PreparerPersonNm |
| PTIN | P00046176 | PTIN |
| Phone | 3123464101 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.18.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:36:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11135E6F4B08BE0E9FA2A6B8E653D0E071E9E897 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,608,569 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,310,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,616 | 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 |
| Taxes Rev And Expnss | $5,965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $562,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,064 | CashBOYAmt |
| Cash EOY | $12,503 | CashEOYAmt |
| Cash EOYFMV | $12,503 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,404 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,404 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,404 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,404 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,536 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,287,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,484,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,438,862 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,445,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,654,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,608,569 | 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 | $1,445,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,654,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,445,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,654,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,445,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,654,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,445,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,654,228 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,654,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALEXION PHARMS INC | P | 2019-06-24 | 2019-07-17 | $95,274 | $99,848 | -$4,574 | -$4,574 |
| MORNINGSTAR INC | P | 2018-08-29 | 2019-12-13 | $8,756 | $8,238 | $518 | $518 |
| MORNINGSTAR INC | P | 2018-08-16 | 2019-03-19 | $3,415 | $3,789 | -$374 | -$374 |
| MORNINGSTAR INC | P | 2018-08-16 | 2019-01-10 | $2,491 | $3,112 | -$621 | -$621 |
| MORNINGSTAR INC | P | 2018-08-16 | 2019-03-19 | $29,784 | $33,019 | -$3,235 | -$3,235 |
| MORNINGSTAR INC | P | 2018-08-16 | 2019-12-13 | $21,221 | $19,351 | $1,870 | $1,870 |
| MORNINGSTAR INC | P | 2018-08-16 | 2019-11-07 | $49,890 | $41,950 | $7,940 | $7,940 |
| SAREPTA THERAPEUTICS INC | P | 2019-06-25 | 2019-07-17 | $120,493 | $99,933 | $20,560 | $20,560 |
| STRATASYS LTD | P | 2019-07-17 | 2019-09-04 | $80,141 | $100,082 | -$19,941 | -$19,941 |
| STRATASYS LTD | P | 2019-06-24 | 2019-09-04 | $97,819 | $100,710 | -$2,891 | -$2,891 |
| U S PHYSICAL THERAPY INC | P | 2019-07-17 | 2019-09-04 | $123,200 | $116,449 | $6,751 | $6,751 |
| U S PHYSICAL THERAPY INC | P | 2019-06-24 | 2019-09-04 | $111,542 | $100,007 | $11,535 | $11,535 |
| NVIDIA | D | 2016-12-15 | 2019-06-24 | $299,952 | $40,491 | $259,461 | $259,461 |
| NVIDIA | D | 2016-12-15 | 2019-06-25 | $99,843 | $13,608 | $86,235 | $86,235 |
| NVIDIA | D | 2016-12-15 | 2019-07-01 | $166,641 | $20,919 | $145,722 | $145,722 |
| STATX, INC | D | 2017-08-09 | 2019-12-31 | $50,000 | -$50,000 | -$50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,121 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,892,467 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040752 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,158 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,189,908 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $491,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005085 | DistributionYr3Rt |
| Total Distribution | 0.090511 | TotalDistributionRt |
| Average Distribution | 0.030170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,678,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,350 | 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 | $5,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $640 | OverpaymentAmt |
| Applied To ES Tax | $640 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
| Individual With Books | MADDEN JIGANTI MOORE SINARS LLP | IndividualWithBooksNm |
| Phone | 3123464101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST STE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 |
|---|---|---|---|---|---|---|---|---|
| SEEMA BHATIA | ||||||||
| 10 W WESTLEIGH ROAD | LAKE FOREST | IL | 60045 | PRESIDENT, SECRETARY & DIR | 0.00 | $0 | $0 | $0 |
| ARIANA BHATIA | ||||||||
| 25 E SUPERIOR STREET APT 5001 | CHICAGO | IL | 60611 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| RAJ BHATIA | ||||||||
| 10 W WESTLEIGH ROAD | LAKE FOREST | IL | 60045 | TREASURER & 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 |
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 | $1,683,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,704,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,704,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,678,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,624 | TotalTaxAmt |
| Distributable Before Adj | $78,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,624 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,326 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,326 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,282 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NORTHSIDE HOUSING | |||||
| 4410 N RAVENSWOOD SUITE 10 | CHICAGO | IL | 60640 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $2,500 |
| LEE MEMORIAL HOSPITAL | |||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $1,000 |
| RFU UNIVERSITY | |||||
| 3333 GREEN BAY RD | NORTH CHICAGO | IL | 60064 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $5,000 |
| AMERICAN INDIA FOUNDATION | |||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $20,000 |
| STRIDE AGAINST VIOLENCE | |||||
| 4350 N BROADWAY 2ND FLOOR | CHICAGO | IL | 60613 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $500 |
| ARMS WIDE OPEN | |||||
| PO BOX 258 | MARLBORO | NJ | 07746 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $250 |
| A SILVER LINING FOUNDATION | |||||
| 134 N LASALLE ST 1218 | CHICAGO | IL | 60602 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $10,600 |
| ADLER PLANETARIUM | |||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 60605 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $10,000 |
| CHICAGO SCHOLARS | |||||
| 247 S STATE ST 700 | CHICAGO | IL | 60604 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $10,000 |
| GRAM SEVA FOUNDATION | |||||
| 2030 POST RD | NORTHBROOK | IL | 60062 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $2,500 |
| AROGYA WORLD | |||||
| 23W651 HOBSON RD | NAPERVILLE | IL | 60540 | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,350 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $39 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $103,621 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $178,040 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $281,700 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,700 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION |
| 4 | DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER |
| 4 | WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RESILINC CORP. | $100,000 | $100,000 |
| ORBION SPACE TECHNOLOGY | $281,169 | $281,169 |
| MORNINGSTAR INC | $300,114 | $309,580 |
| NYANSA INC | $200,000 | $200,000 |
| IDORSIA AG NAMEN-AKT | $153,684 | $201,589 |
| NASPERS LTD | $300,535 | $201,546 |
| PROSUS | $149,019 | $144,978 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRIDGE LOAN TO ARC INC | Desc |
| BOY Book Value | $150,000 | BOYBookValueAmt |
| EOY Book Value | $150,000 | EOYBookValueAmt |
| EOYFMV | $150,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEE | $65 | $65 | $0 |
| FILLING FEE | $10 | $10 | $0 |
| ADR FEE | $58 | $58 | $0 |
| BANK SERVICE FEE | $10 | $10 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $5,844 | $0 | $0 |
| FOREIGN TAX WITHHOLDING | $121 | $121 | $0 |
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