SAXENA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAXENA FAMILY FOUNDATION (EIN 27-4196021)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102969
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:24:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 274196021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saxena Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SAXE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JITENDRA SAXENA | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $5,016,481 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$462,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,259,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $453,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,097 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $76,421 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,008 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9,679 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $165 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,854 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $962,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $962,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $985,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$622,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $623,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $704,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $704,515 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,177,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,941,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,311,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,801,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,646,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,016,481 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $688,695 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $156,235 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $688,695 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $156,235 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,112,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,490,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,112,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,490,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,801,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,646,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,112,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$622,543 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,490,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,490,254 | 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 |
|---|---|---|---|---|
| Publicly-traded Securities | $11,259,044 | $11,186,599 | $72,445 | $72,445 |
| ALLOCATED TO UBTI - ACQ INDEBTEDNESS | $127,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $209,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,915,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,359,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04065 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $209,278 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,767,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,896 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,857,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04021 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,915,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099717 | DistributionYr5Rt |
| Total Distribution | 0.278706 | TotalDistributionRt |
| Average Distribution | 0.055741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,442,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $985,396 | 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 | $2,721 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,721 | SubtotalAmt |
| Tax Based On Investment Income | $2,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,271 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,771 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,050 | OverpaymentAmt |
| Applied To ES Tax | $3,050 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jitendra Saxena | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgmt | ServiceTypeTxt |
| Compensation | $76,421 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,418,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $391,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,810,096 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $299,647 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,510,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,442,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,721 | TotalTaxAmt |
| Distributable Before Adj | $219,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $219,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $219,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $985,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $985,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,721 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $982,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,286 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $985,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,286 | AppliedToYear1Amt |
| Applied To Current Year | $219,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $712,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $712,691 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $712,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $712,691 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jitendra Saxena | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION USA | |||||||
| 6800 OWENSMOUTH AVE STE 230 | CANOGA PARK | CA | 91303 | N/A | PC | General & Unrestricted | $269,000 |
| AKSHAYA PATRA FOUNDATION USA | |||||||
| 6800 OWENSMOUTH AVE STE 230 | CANOGA PARK | CA | 91303 | N/A | PC | Panvel Kitchen | $109,500 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH ST 7TH FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $50,000 |
| BOSTON CARDIAC FOUNDATION INC | |||||||
| 50 TREMONT ST STE 104 | MELROSE | MA | 02176 | N/A | PC | General & Unrestricted | $3,000 |
| CHINMAYA MISSION OF BOSTON | |||||||
| 1 UNION ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $2,000 |
| IFRE INC | |||||||
| 250 W 55TH ST 25TH FL | NEW YORK CITY | NY | 10019 | N/A | PC | Ashoka University | $60,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR BLDG W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $10,000 |
| PARTNERS HEALTHCARE SYSTEM INC - THE BRIGHAM AND W | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | Saxena Kidney and Pancreas transplantation Research fund | $410,000 |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE STE 102 | HOUSTON | TX | 77042 | N/A | PC | General & Unrestricted | $12,500 |
| SNEHALAYA AMERICAS INC | |||||||
| 30 SHERYL DR | EDISON | NJ | 08820 | N/A | PC | General & Unrestricted | $1,000 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST ST | MALBOROUGH | MA | 01752 | N/A | PC | General & Unrestricted | $10,000 |
| TIE-BOSTON FOUNDATION INC | |||||||
| 101 MAIN ST 14TH FLR | CAMBRDIGE | MA | 02142 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $962,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,696 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$127,578 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$334,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$127,578 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$218,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$346,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Saxena Jitendra | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Flanagan Drive | AddressLine1Txt |
| City | Framingham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $76,097 | $129,079 |
| AMERICAN ELECTRIC POWER INC | $41,200 | $43,097 |
| APPLE INC | $153,208 | $370,292 |
| BLACKROCK INC | $73,817 | $134,724 |
| CALL CBOE S&P 500 INDEX @ 3165 | $12,740 | $14,035 |
| CALL CBOE S&P 500 INDEX @ 3225 | $2,940 | $8,175 |
| CALL CBOE S&P 500 INDEX @ 3235 | $7,155 | $10,575 |
| CALL CBOE S&P 500 INDEX @ 3250 | $4,380 | $7,920 |
| CALL CBOE S&P 500 INDEX @ 3290 | $8,120 | $8,190 |
| CALL CBOE S&P 500 INDEX @ 3295 | $3,315 | $6,255 |
| CALL CBOE S&P 500 INDEX @ 3315 | $5,000 | $6,780 |
| CALL CBOE S&P 500 INDEX @ 3320 | $3,900 | $2,220 |
| CALL CBOE S&P 500 INDEX @ 3335 | $6,580 | $6,080 |
| CALL CBOE S&P 500 INDEX @ 3435 | $3,080 | $2,712 |
| CHEVRON CORP | $62,540 | $66,883 |
| CHUBB LIMITED | $54,727 | $64,599 |
| COLGATE-PALMOLIVE COMPANY | $93,691 | $114,550 |
| COMCAST CORP | $96,202 | $104,915 |
| EATON VANCE GLOBAL MACRO FD CL | $110,385 | $106,878 |
| FRANKLIN K2 ALTERNATIVE STRATE | $194,999 | $202,383 |
| GEN DYNAMICS CP | $46,733 | $100,520 |
| HOME DEPOT INC | $76,140 | $118,362 |
| HONEYWELL INTL | $32,432 | $106,554 |
| INTEL CORP | $81,301 | $132,029 |
| ISHARES MSCI USA MIN VOLATILIT | $45,617 | $68,093 |
| JOHNSON & JOHNSON | $74,621 | $128,366 |
| JP MORGAN CHASE | $92,519 | $115,284 |
| MCDONALD'S CORP | $69,175 | $74,104 |
| MEDTRONIC PLC | $87,483 | $126,270 |
| MICROSOFT CORP | $163,758 | $442,190 |
| NOVARTIS AG ADR | $88,475 | $107,852 |
| PEPSICO INC | $68,261 | $131,477 |
| PROCTER GAMBLE CO | $83,843 | $98,921 |
| PRUDENTIAL SHORT DURATION HIGH | $115,261 | $110,728 |
| PUT CBOE S&P 500 INDEX @ 2800 | $4,780 | $1,300 |
| PUT CBOE S&P 500 INDEX @ 2825 | $3,300 | $1,455 |
| PUT CBOE S&P 500 INDEX @ 2825 | $6,160 | $4,980 |
| PUT CBOE S&P 500 INDEX @ 2855 | $4,080 | $2,700 |
| PUT CBOE S&P 500 INDEX @ 2865 | $1,050 | $263 |
| PUT CBOE S&P 500 INDEX @ 2925 | $4,960 | $4,880 |
| PUT CBOE S&P 500 INDEX @ 3075 | $12,250 | $7,560 |
| PUTNAM SHORT DURATION INCOME F | $169,874 | $170,043 |
| RAYTHEON CO | $43,821 | $103,717 |
| ROCKWELL AUTOMATION INC | $56,633 | $100,524 |
| SEMPRA ENERGY COM | $48,313 | $111,338 |
| SUNCOR ENERGY INC | $66,960 | $69,503 |
| TEXAS INSTRUMENTS INC | $28,090 | $70,303 |
| TRUIST FINANCIAL CORPORATION | $86,490 | $92,872 |
| UBS ULTRA SHORT INCOME FUND CL | $125,300 | $125,551 |
| UNITED TECHNOLOGIES CORP | $71,437 | $98,692 |
| V F CORP | $55,622 | $61,889 |
| WABTEC | $13,159 | $13,304 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $23,396 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $23,396 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| EOY Book Value | $156,235 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $76,421 | Amt |
| Net Investment Income | $42,008 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $2,700 | |
| Foreign Tax Paid | $1,854 | $1,854 |