WADHWANI CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WADHWANI CHARITABLE FOUNDATION (EIN 77-0450893)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103677
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:58:04-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 770450893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADHWANI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADH | BusinessNameControlTxt |
| Phone | 6509462505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1987 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROMESH WADHWANI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6509462505 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA A CHIN | PreparerPersonNm |
| PTIN | P00734293 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.37.3.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:34:40 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F57E627879EE3118E0E734DFD0D4E4E0C704C788 | 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 | $99,238,344 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,491 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,915,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,915,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,408,022 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,945,237 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,370,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,995,483 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $430,078 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,504 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $408,574 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,561 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $578 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,983 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $88,958 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $230,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,208 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,119 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $35,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,323 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$8,910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $969,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $692,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,341,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,485,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,310,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,177,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,059,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,940,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $186,693 | CashBOYAmt |
| Cash EOY | $350,555 | CashEOYAmt |
| Cash EOYFMV | $350,555 | CashEOYFMVAmt |
| Acct Rcvbl | $2,058,368 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,875,860 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,058,368 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,058,368 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,333 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,750 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $85,978,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,798,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,798,588 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $82,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,222 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,793 | LandBOYAmt |
| Land EOY | $18,303 | LandEOYAmt |
| Land EOYFMV | $18,303 | LandEOYFMVAmt |
| Other Assets BOY | $47,235 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,146,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,238,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,238,344 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $192,555 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $222,227 | AccountsPayableEOYAmt |
| Grants Payable BOY | $400,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $255,597 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$417,345 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$415,683 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $175,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,141 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,971,610 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,176,203 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,971,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,176,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,146,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,238,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,971,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,059,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $145,050 | OtherIncreasesAmt |
| Subtotal | $99,176,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,176,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN/LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,915,581 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,915,581 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,838,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $83,141,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046165 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,155,418 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,729,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,931,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,450,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,627,924 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $69,489,712 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,389,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $65,740,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036346 | DistributionYr5Rt |
| Total Distribution | 0.188728 | TotalDistributionRt |
| Average Distribution | 0.037746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $89,311,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,371,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,450,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,177,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158,811 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158,811 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $197,773 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $197,773 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,962 | OverpaymentAmt |
| Applied To ES Tax | $38,962 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | HTTPS://WWW.WFGLOBAL.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO WADHWANI FAMILY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509462505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUR MAIN STREET SUITE 120 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IN | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROMESH T WADHWANI | ||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | CEO | 0.50 | $0 | $0 | $0 |
| KATHLEEN E WADHWANI | ||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | SECRETARY/CFO | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ATUL RAJA | |||||||||
| FLAT 4 7TH FLOOR BLOCK 10 PRESTIGE | SHANTINIKET | BANGALORE | IN | EXECUTIVE VP, | 40.00 | $101,228 | $361 | $0 | |
| AUSTIN THOMAS | |||||||||
| 15 WHISPERING WINDS ENCLAVE | BANGALORE | IN | EXECUTIVE VICE-PRESI | 40.00 | $93,264 | $361 | $0 | 560066 | |
| SUNITA SINGH | |||||||||
| THAKUR BHAVAN GROUND FLOOR KHAR | WEST | MUMBAI | IN | EXECUTIVE VP, | 40.00 | $69,390 | $361 | $0 | |
| SWATI MITTAL | |||||||||
| VILLAMENT F06 NO 32 VAISHNAVI | ORCHIDS | BANGALORE | IN | FINANCIAL CONTROLLER | 40.00 | $65,951 | $361 | $0 | 560035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| PRICE WATERHOUSE COOPERS PRIVATE LIMITED | |||||||
| SAVARAK SMARAK 252 VEER SAVARKAR | MARG SHIVAJI P | MAHARASHTRA | DADAR (WEST) | IN | 400028 | CONSULTING CHARGES | $60,168 |
| BETTER FUTURE CONSULTANCY CHARGES | |||||||
| REGUS L-9 RAHEJA TOWERS EAST WING | NO26/27 MG | BANGALORE | IN | 560001 | CONSULTING CHARGES | $56,507 | |
| CLOUD KINETICS TECHNOLOGY SOLUTIONS (P) LTD | |||||||
| 3RD FL 144/7 RAJIV GANDHI SALAI | CHENNAI | KOTTIVAKKAM | IN | 600041 | CLOUD HOSTING CHARGES | $50,171 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,042,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,753,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,875,124 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,671,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,671,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,360,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,311,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,465,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,465,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158,811 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $19,290 | IncomeTaxAmt |
| Total Tax | $178,101 | TotalTaxAmt |
| Distributable Before Adj | $4,287,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,287,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,287,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,177,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,177,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,177,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,287,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,037,070 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,177,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,037,070 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,140,667 | 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 | $3,146,804 | 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) |
|---|---|---|
| Contributing Manager | ROMESH T WADHWANI | ContributingManagerNm |
| Contributing Manager | KATHLEEN E WADHWANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 |
| CENTER FOR STRATEGIC & INTNL STUDIES | |||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $350,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| FOUNDATION FOR EXCELLENCE | |||||||
| 1270 OAKMEAD PARKWAY SUITE 111 | SUNNYVALE | CA | 94085 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| GENERATION YOU EMPLOYED INC | |||||||
| 1200 19TH ST NW SUITE 910 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $18,101 |
| IIT BOMBAY | |||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $550,000 |
| INDIA COMMUNITY CENTER | |||||||
| 525 LOS COCHES STREET | MILPITAS | CA | 94022 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 |
| INDIASPORA | |||||||
| 3450 SACRAMENTO STREET 615 | SAN FRANCISCO | CA | 94118 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 NORTH FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $400,000 |
| THE MASTERS SEMINARY | |||||||
| 13248 ROSCOE BLVD | LOS ANGELES | CA | 91352 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 |
| TIE SILICON VALLEY | |||||||
| 3975 FREEDOM CIRCLE | SANTA CLARA | CA | 95054 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $15,000 |
| WADHWANI INSTITUTE FOR ARTIFICIAL INTELLIGENCE FOUNDATION | |||||||
| FOUR MAIN STREET SUITE 210 | LOS ALTOS | CA | 94022 | NONE | PC: 509(A) | GENERAL OPERATING SUPPORT | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,485,601 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE MELLON UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 FORBES AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC: 509(A)(1) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | WHITEHEAD AND BRUCHEZ PROJECT | GrantOrContributionPurposeTxt |
| Amt | $255,597 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $255,597 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,613 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,114 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,408,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,915,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,370,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,370,330 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $29,262 | $0 | $30,008 |
| ACCOUNTING FEES | $32,500 | $16,250 | $58,950 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WADHWANI INSTITUTE FOR ARTIFICIAL INTELLIGENCE | ||||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | 2019-07-03 | $300,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO WIAI, A PRIVATE OPERATING FOUNDATION.THE FUNDS TRANSFERRED TO THE CORPORATION WERE USED EXCLUSIVELY FOR THE CORPORATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $300,000 | NONE | 5/15/20 | WIAI, A PRIVATE OPERATING FOUNDATION, HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2019. |
| WADHWANI INSTITUTE FOR ARTIFICIAL INTELLIGENCE | ||||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | 2019-11-18 | $600,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO WIAI, A PRIVATE OPERATING FOUNDATION.THE FUNDS TRANSFERRED TO THE CORPORATION WERE USED EXCLUSIVELY FOR THE CORPORATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $600,000 | NONE | 05/15/20 | WIAI, A PRIVATE OPERATING FOUNDATION, HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2019. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TENNENBAUM OPPORTUNITIES | FMV | $758,645 | $758,645 |
| GLOBAL OPPORTUNITIES FUND | FMV | $10,090,236 | $10,090,236 |
| SEQUOIA CAPITAL HERTIAGE FUND | FMV | $40,959,676 | $40,959,676 |
| WASPIRE INVESTMENTS LLC | FMV | $26,074,133 | $26,074,133 |
| THINK INVESTMENTS | FMV | $5,405,888 | $5,405,888 |
| GUARDIAN POINT, LP | FMV | $2,259,197 | $2,259,197 |
| ICQ OPPORTUNITIES FUND | FMV | $346,741 | $346,741 |
| CORRUM CAPITAL GLOBAL | FMV | $4,908,382 | $4,908,382 |
| RECLASS OF UBS TREASURY INSTITUTIONAL SHARES | FMV | $500,313 | $500,313 |
| VECTOR CAPITAL | FMV | $5,495,377 | $5,495,377 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $47,235 | BOYBookValueAmt |
| EOY Book Value | $2,780 | EOYBookValueAmt |
| EOYFMV | $2,780 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $16,626 | $16,626 | $0 |
| PAYROLL SERVICE | $775 | $0 | $775 |
| LEAVE GRATUITY EXPENSE | $9,666 | $0 | $0 |
| OFFICE EXPENSE | $18,966 | $0 | $18,966 |
| UTILITIES | $4,320 | $0 | $4,320 |
| RENT | $27,714 | $0 | $27,714 |
| OTHER EXPENSES | $5,264 | $0 | $5,264 |
| SHARED RESOURCES - REIMBURSEMENTS | -$65,949 | $0 | -$65,949 |
| WRITE OFF OF FIXED ASSET | $20,044 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHF US, LP | $2,653,116 | $2,438,312 | $2,653,116 |
| TENNENBAUM OPPORTUNITIES FUND VI, LLC | -$14,798 | -$233,400 | -$14,798 |
| WASPIRE INVESTMENTS LLC | $6,171,701 | $3,913,660 | $6,171,701 |
| GUARDIAN POINT, LP | -$24,249 | -$26,646 | -$24,249 |
| ICQ OPPORTUNITIES FUND 2, LP | $49,227 | $36,351 | $49,227 |
| CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES FUND | $0 | $211,122 | $0 |
| GLOBAL OPPORTUNITIES FUND | $92,749 | $33,962 | $92,749 |
| VECTOR CAPITAL | -$449,370 | $431,628 | -$449,370 |
| THINK INVESTMENTS | $1,220,084 | $256,377 | $1,220,084 |
| OTHER INCOME | $759,642 | $0 | $759,642 |
| 990-T:UBTI ADJUSTMENT | $0 | $179,089 | $0 |
| HEIF FEEDER FUND | $0 | $704,782 | $0 |
| FOREIGN CURRENCY TRANSLATION GAIN/LOSS | -$3,353 | $0 | -$3,353 |
| RECLASS OF INTEREST INCOME | -$2,613 | $0 | -$2,613 |
| RECLASS OF DIVIDEND INCOME | -$44,114 | $0 | -$44,114 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $145,050 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX | -$703,345 | $0 |
| DEFERRED EXCISE TAX | $286,000 | $0 |
| INCOME TAXES PAYABLE | $0 | -$415,683 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING EXPENSES | CategoryTxt |
| Amt | $230,578 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $157,208 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSES | CategoryTxt |
| Amt | $148,742 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments