DESAI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DESAI FOUNDATION (EIN 20-5845478)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-27
- IRS object ID
- 202021799349100302
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-27T10:07:31-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The CPA Corner Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 Barranca Pkwy Suite 165 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92604 | 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 | 205845478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DESAI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | BusinessNameControlTxt |
| Phone | 2484707207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29066 CHATEAU CT | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAROJINI H DESAI | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2484707207 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nick Pham CPA MBA | PreparerPersonNm |
| PTIN | P01784682 | PTIN |
| Phone | 9493874321 | PhoneNum |
| Preparation | 2020-06-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.4.117.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-27 | IPDt |
| IP Tm | 10:07:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 108CF7FC8BB4BA867B5541850CF556F5413A8925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 108CF7FC8BB4BA867B5541850CF556F5413A8925 | 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 | $1,446,417 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,390 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,390 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $6,979 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $305 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $32,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,372 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,698 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,970 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,831 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,686 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,425 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,425 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $208 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,043 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,252 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,698 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,486 | CashBOYAmt |
| Cash EOY | $38,942 | CashEOYAmt |
| Cash EOYFMV | $38,942 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,394,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,407,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,407,475 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,459,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,446,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,446,417 | 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 | $1,459,028 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,446,417 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,459,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,459,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,446,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,459,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,409,258 | SubtotalAmt |
| Other Decreases | -$37,159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VNGRD TGT RETURN | P | 2018-11-06 | 2019-04-09 | $3,236 | $0 | $2,931 | $305 | $0 | $0 | $0 | $305 |
| DFA GLB RL EST | P | 2015-01-09 | 2019-11-26 | $50,000 | $0 | $43,347 | $6,653 | $0 | $0 | $0 | $6,653 |
| VNGRD TGT RETURN | P | 2015-01-09 | 2019-04-09 | $102,466 | $0 | $102,445 | $21 | $0 | $0 | $0 | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,979 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $305 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $23,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,394,542 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,400,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074409 | DistributionYr2Rt |
| Total Distribution | 0.091123 | TotalDistributionRt |
| Average Distribution | 0.045562 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,481,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,739 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,043 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$600 | OriginalReturnOverpaymentAmt |
| Overpayment | $135 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $135 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAROJINI H DESAI | IndividualWithBooksNm |
| Phone | 2484707207 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29066 CHATEAU CT | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAROJINI H DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HARSHAD N DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| SAROJINI H DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | TREASURER | 1.00 | $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 | $1,407,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,504,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,504,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,481,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465 | TotalTaxAmt |
| Distributable Before Adj | $73,617 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,617 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,043 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,043 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,353 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $34,699 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $34,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,043 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $66,043 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,690 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,690 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,052 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $18,353 | Taxable2Amt |
| Undistributed Income CY | $25,927 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,052 | 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 | $53,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE BHARTIYA TEMPLE | ||||||
| 6850 N ADAMS ROAD | TROY | MI | 48098 | NON-PROFIT | CHARITY | $115 |
| HINDU TEMPLE CANTON MI | ||||||
| 44955 CHERRY HIL ROAD | CANTON | MI | 48188 | NON-PROFIT | CHARITY | $25 |
| HARINAM SANKIRTAN MANDAL | ||||||
| 14704 LEBLANC AVENUE | ALLEN PARK | MI | 48101 | NON-PROFIT | CHARITY | $22 |
| SHRI BALAJI TEMPLE OF GREAT LAKES | ||||||
| 3325 MIDDLEBELT ROAD | WEST BLOOMFIELD | MI | 48323 | NON-PROFIT | CHARITY | $44 |
| MANDIR | ||||||
| 1861 REYNOLDS AVENUE | IRVINE | CA | 92614 | NON-PROFIT | CHARITY | $41 |
| SHRI NATHJI HAVELI | ||||||
| 1882 MCGRAW AVENUE | IRVINE | CA | 92614 | NON-PROFIT | CHARITY | $11 |
| SHRI LAXMI NARAYAN MANDIR | ||||||
| 9292 MAGNOLIA AVENUE | RIVERSIDE | CA | 92503 | NON-PROFIT | CHARITY | $21 |
| BAPS SWAMINARAYAN | ||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 08854 | NON-PROFIT | CHARITY | $365 |
| IDRF | ||||||
| 200 VESSEY ST 28th FLOOR | NEW YORK | NY | 10281 | NON-PROFIT | CHARITY | $250 |
| SHRI SHIRDI SAI SAMSTHAN MICHIGAN | ||||||
| 28875 W 7MILE ROAD | LIVONIA | MI | 48152 | NON-PROFIT | CHARITY | $10,116 |
| INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS | ||||||
| 383 LENOX AVENUE | DETROIT | MI | 48125 | NON-PROFIT | CHARITY | $10,033 |
| DIVINE SHAKTI FOUNDATION | ||||||
| 603 BEDFORDSHIRE ROAD | LOUISVILLE | KY | 40222 | NON-PROFIT | CHARITY | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,043 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,326 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LPL FINANCIAL | $1,394,542 | $1,394,542 |
| UNREALIZED GAIN | $12,933 | $12,933 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION ADJUSTMENTS | Desc |
| Amt | -$37,159 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS LICENSE & PERMITS | Desc |
| Revenue And Expenses Per Books | $208 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,686 | Amt |
| Net Investment Income | $1,686 | NetInvestmentIncomeAmt |
Comments