SAXENA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAXENA FAMILY FOUNDATION (EIN 27-4196021)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101685
- Schema version
- 2018v3.1
- 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 | 2019-11-12T14:34:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-07 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193165000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,792,447 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$201,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,914,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,007 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $73,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,466 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $38 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $38 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,757 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,746 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $623,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $623,914 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,195,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,177,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,168,533 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,531,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,801,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,792,447 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $136,350 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $688,695 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $136,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $688,695 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,395,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,112,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,395,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,531,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,801,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,395,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,373 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,112,797 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $14,914,092 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,920,757 | CostOrOtherBasisAmt |
| Gain Or Loss | -$6,665 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$6,665 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,219 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,359,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,278 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,767,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,896 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,857,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,915,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099717 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,955 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,828,123 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046305 | DistributionYr5Rt |
| Total Distribution | 0.282424 | TotalDistributionRt |
| Average Distribution | 0.056485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,915,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $715 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $715 | SubtotalAmt |
| Tax Based On Investment Income | $715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,246 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,246 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,531 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $2,731 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | $73,466 | 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 | $4,349,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $641,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,991,400 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $1,372 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,990,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,915,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $715 | TotalTaxAmt |
| Distributable Before Adj | $245,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,044 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,325 | 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 | $209,325 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $209,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,567 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,567 | AppliedToYear1Amt |
| Applied To Current Year | $191,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $53,286 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (7 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 | $55,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH ST 7TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $50,000 |
| BOSTON CARDIAC FOUNDATION INC | |||||||
| 50 TREMONT ST STE 104 | MELROSE | MA | 02176 | N/A | PC | General & Unrestricted | $2,000 |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 41 GARRISON RD | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | NY | 10019 | N/A | PC | Ashoka University | $60,000 |
| NEW ENGLAND HINDI MANCH INC | |||||||
| 678 LOWELL ST | LEXINGTON | MA | 02420 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,000 | 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 | $4,558 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,449 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$201,616 | 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) |
|---|---|---|
| Exclusion | -$90,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$90,609 | 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 | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $81,818 | $93,490 |
| APPLE INC | $292,747 | $362,644 |
| BLACKROCK INC | $63,298 | $104,490 |
| CALL SPX - 2525 -1/11/2019 | $17,850 | $22,750 |
| CALL SPX - 2550 -1/25/2019 | $9,520 | $9,520 |
| CALL SPX - 2590 -1/18/2019 | $14,280 | $26,040 |
| CALL SPX - 2650 -2/08/2019 | $11,620 | $7,245 |
| CALL SPX - 2655 -1/31/2019 | $8,750 | $10,955 |
| CHEVRON CORP | $91,818 | $90,404 |
| COLGATE-PALMOLIVE COMPANY | $78,068 | $87,137 |
| EATON VANCE GLOBAL MACRO FD CL | $110,385 | $102,884 |
| FRANKLIN K2 ALTERNATIVE STRATE | $45,000 | $44,793 |
| GEN DYNAMICS CP | $41,688 | $91,811 |
| GENERAL ELECTRIC CO | $996,479 | $242,240 |
| HOME DEPOT INC | $78,493 | $99,140 |
| HONEYWELL INTL | $42,037 | $103,714 |
| INTEL CORP | $90,436 | $115,260 |
| ISHARES CORE DIVIDEND GROWTH | $95,412 | $99,839 |
| ISHARES MSCI USA MIN VOLATILIT | $45,617 | $54,391 |
| JOHNSON & JOHNSON | $84,900 | $130,599 |
| JP MORGAN CHASE | $90,806 | $77,803 |
| MEDTRONIC PLC | $86,416 | $103,512 |
| MICROSOFT CORP | $305,529 | $505,820 |
| NOVARTIS AG ADR | $83,656 | $84,351 |
| PUT SPX - 2225 - 1/18/2019 | $35,420 | $51,940 |
| PUT SPX - 2400 - 1/18/2019 | $13,440 | $3,045 |
| PUT SPX - 2440 - 1/18/2019 | $39,410 | $29,190 |
| PUT SPX - 2475 - 1/25/2019 | $25,200 | $25,200 |
| PUT SPX - 2475 - 1/31/2019 | $59,465 | $59,465 |
| PUT SPX - 2480 - 2/8/2019 | $28,140 | $33,075 |
| PUT SPX - 2550 - 1/18/2019 | $93,800 | $121,135 |
| PUT SPX - 2575 - 1/4/2019 | $51,940 | $37,240 |
| PUT SPX - 2675 - 1/25/2019 | $80,500 | $43,855 |
| PEPSICO INC | $68,571 | $112,800 |
| PRUDENTIAL SHORT DURATION HIGH | $115,261 | $104,849 |
| PUTNAM SHORT DURATION INCOME F | $19,745 | $19,686 |
| RAYTHEON CO | $65,453 | $108,112 |
| ROCKWELL AUTOMATION INC | $75,473 | $99,467 |
| SEMPRA ENERGY COM | $59,690 | $100,941 |
| SUNCOR ENERGY INC | $86,127 | $76,554 |
| SUNTRUST BKS INC | $88,754 | $65,723 |
| TEXAS INSTRUMENTS INC | $68,073 | $125,496 |
| UNITED TECHNOLOGIES CORP | $90,555 | $89,550 |
| WALGREENS BOOTS ALLIANCE | $47,228 | $89,171 |
| WALT DISNEY HOLDINGS CO | $98,710 | $101,207 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $25,300 | $25,300 |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $136,350 | BOYBookValueAmt |
| EOY Book Value | $688,695 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $73,466 | Amt |
| Net Investment Income | $73,466 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $4,100 | |
| 990-PF Extension for 2017 | $3,078 | |
| Foreign Tax Paid | $1,757 | $1,757 |