HASMUKH AND GITA RAMA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HASMUKH AND GITA RAMA FOUNDATION (EIN 45-3772669)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349105024
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:07:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 453772669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASMUKH AND GITA RAMA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASM | BusinessNameControlTxt |
| Phone | 8642329944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 POINTE CIRCLE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASMUKH P RAMA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8642329944 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.205.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:41:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CA893BA030605FA0825474662A81B423AC51F56 | 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 | $13,737,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $233,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$159,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,681,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,278 | 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 | $45,174 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,174 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $59,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,996 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,240 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,006 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,157 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,157 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,107 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$474,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,458,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $833,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $833,936 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,505 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,505 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,505 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,309,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,397,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,397,681 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,302,793 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,184,748 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,302,793 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,302,793 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $299,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $199,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $199,786 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,252,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,737,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,737,701 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,335 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,006 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,335 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,006 | 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 | $14,229,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,726,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,229,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,726,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,252,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,737,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,229,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$474,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,755,725 | SubtotalAmt |
| Other Decreases | $29,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,726,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK LIQUIDITY FUNDS | P | 2018-10-15 | 2019-02-13 | $100,050 | $100,040 | $10 | $10 |
| BLACKROCK LIQUIDITY FUNDS | P | 2018-10-15 | 2019-08-08 | $500,300 | $500,200 | $100 | $100 |
| BLACKROCK LIQUIDITY FUNDS | P | 2018-12-28 | 2019-10-18 | $142,221 | $142,179 | $42 | $42 |
| BLACKROCK LIQUIDITY FUNDS | P | 2018-10-15 | 2019-10-18 | $357,779 | $357,743 | $36 | $36 |
| AMC NETWORKS INC | P | 2017-04-12 | 2019-08-08 | $62,996 | $69,784 | -$6,788 | -$6,788 |
| AMC NETWORKS INC | P | 2018-03-21 | 2019-08-08 | $51,350 | $48,467 | $2,883 | $2,883 |
| APPLE HOSPITALITY REIT INC | P | 2017-04-24 | 2019-06-06 | $40,727 | $49,017 | -$8,290 | -$8,290 |
| APPLE HOSPITALITY REIT INC | P | 2017-06-23 | 2019-06-06 | $77,872 | $93,998 | -$16,126 | -$16,126 |
| BIOGEN INC | P | 2016-01-06 | 2019-06-14 | $11,660 | $13,842 | -$2,182 | -$2,182 |
| BIOGEN INC | P | 2017-04-12 | 2019-06-14 | $84,591 | $99,816 | -$15,225 | -$15,225 |
| CORTEVA INC | P | 2018-03-21 | 2019-06-19 | $7,331 | $9,725 | -$2,394 | -$2,394 |
| CORTEVA INC | P | 2018-06-15 | 2019-06-19 | $3,922 | $5,250 | -$1,328 | -$1,328 |
| CELGENE CORP | P | 2016-01-06 | 2019-06-14 | $18,513 | $22,478 | -$3,965 | -$3,965 |
| CELGENE CORP | P | 2016-06-22 | 2019-06-14 | $38,568 | $40,063 | -$1,495 | -$1,495 |
| CELGENE CORP | P | 2017-10-30 | 2019-06-14 | $96,419 | $100,883 | -$4,464 | -$4,464 |
| DOW INC | P | 2018-03-21 | 2019-06-19 | $13,161 | $17,565 | -$4,404 | -$4,404 |
| DOW INC | P | 2018-06-15 | 2019-06-19 | $7,042 | $9,483 | -$2,441 | -$2,441 |
| DUPONT DE NEMOURS | P | 2018-03-21 | 2019-06-19 | $19,777 | $26,807 | -$7,030 | -$7,030 |
| DUPONT DE NEMOURS | P | 2018-06-15 | 2019-06-19 | $10,582 | $14,472 | -$3,890 | -$3,890 |
| ISHARES CHINA LARGECAP | P | 2017-04-12 | 2019-06-19 | $109,250 | $99,736 | $9,514 | $9,514 |
| HOSPITALITY PPTYS TRUST REIT | P | 2018-03-26 | 2019-06-06 | $203,338 | $202,207 | $1,131 | $1,131 |
| OCCIDENTAL PETE CORP | P | 2016-01-06 | 2019-10-17 | $46,255 | $75,039 | -$28,784 | -$28,784 |
| OCCIDENTAL PETE CORP | P | 2016-12-13 | 2019-10-17 | $28,204 | $50,635 | -$22,431 | -$22,431 |
| ROYAL DUTCH SHEL | P | 2017-06-28 | 2019-06-19 | $110,881 | $94,055 | $16,826 | $16,826 |
| SCHLUMBERGER LTD | P | 2016-01-06 | 2019-06-19 | $54,100 | $99,821 | -$45,721 | -$45,721 |
| SVB FINL GROUP | P | 2018-07-17 | 2019-12-18 | $139,514 | $169,280 | -$29,766 | -$29,766 |
| WALMART INC | P | 2018-06-15 | 2019-06-19 | $219,446 | $166,439 | $53,007 | $53,007 |
| MAHINDRA AND MAHINDRA | P | 2016-01-07 | 2019-10-17 | $35,587 | $38,904 | -$3,317 | -$3,317 |
| CORTEVA INC | P | 2019-06-06 | 2019-06-06 | $18 | $18 | $18 | |
| DOW INC | P | 2018-06-15 | 2019-12-18 | $38 | $44 | -$6 | -$6 |
| DUPONT DE NEMOURS | P | 2018-06-15 | 2019-06-06 | $48 | $91 | -$43 | -$43 |
| UBER TECHNOLOGIES INC | P | 2019-06-19 | 2019-12-18 | $27,790 | $41,523 | -$13,733 | -$13,733 |
| UBER TECHNOLOGIES INC | P | 2019-07-01 | 2019-12-18 | $11,206 | $16,744 | -$5,538 | -$5,538 |
| UBER TECHNOLOGIES INC | P | 2019-07-02 | 2019-12-18 | $8,367 | $12,278 | -$3,911 | -$3,911 |
| UBER TECHNOLOGIES INC | P | 2019-07-08 | 2019-12-18 | $11,355 | $16,283 | -$4,928 | -$4,928 |
| UBER TECHNOLOGIES INC | P | 2019-07-17 | 2019-12-18 | $4,930 | $7,260 | -$2,330 | -$2,330 |
| UBER TECHNOLOGIES INC | P | 2019-07-25 | 2019-12-18 | $8,964 | $12,990 | -$4,026 | -$4,026 |
| UBER TECHNOLOGIES INC | P | 2019-06-25 | 2019-12-18 | $11,056 | $15,859 | -$4,803 | -$4,803 |
| CAPITAL GAINS DIVIDENDS | P | $6,667 | $6,667 | $6,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$159,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $588,772 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,578,529 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055657 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,257,252 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013322 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,244,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,108,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.113219 | TotalDistributionRt |
| Average Distribution | 0.022644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,055,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $272,975 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,893 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $489,684 | 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 | $1,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $522 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $522 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $1,415 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | HASMUKH P RAMA | IndividualWithBooksNm |
| Phone | 8642329944 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 HUNTINGTON ROAD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HASMUKH P RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| GITA H RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DHARMENDRA J RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RITA N PATEL | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MADHU N VIVEK | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | TRUSTEE | 0.50 | $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 | $7,622,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,574,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,041,403 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,238,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,238,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,055,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $602,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $602,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,893 | TotalTaxAmt |
| Distributable Before Adj | $600,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,893 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $487,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $339,511 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $339,511 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,173 | 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 | $450,688 | 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 | HASMUKH P RAMA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRI AUROBINDO CENTER SOUTHEAST INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2714 KNIGHTON CHAPEL ROAD | AddressLine1Txt |
| City | FOUNTAIN INN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$159,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,153 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF SOUTH CAROLINA DOES NOT REQUIRE A COPY OF FORM 990PF TO BE SENT TO THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML SECURITIES - PUBLICLY TRADED | $4,980,258 | $4,980,258 |
| TOUCH NATIONAL BANK | $402,000 | $402,000 |
| BLACKROCK | $4,015,423 | $4,015,423 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NUVEEN MORTGAGE OPPORTUNITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $199,786 | BookValueAmt |
| EOYFMV | $199,786 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $29,030 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $22,665 | $0 | $22,665 |
| INSURANCE | $13,048 | $0 | $13,048 |
| MAINTENANCE | $10,702 | $0 | $10,702 |
| LANDSCAPING | $22,141 | $0 | $22,141 |
| ADVERTISING | $633 | $0 | $633 |
| EQUIPMENT | $1,918 | $0 | $1,918 |
| MISCELLANEOUS | $14,477 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $15,240 | $0 | $15,240 |
| INVESTMENT FEES | $43,898 | $43,898 | $0 |
| FOREIGN TAXES | $98 | $98 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $3,688 | $0 | $3,688 |
| PAYROLL TAX | $2,318 | $0 | $2,318 |