HASMUKH AND GITA RAMA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HASMUKH AND GITA RAMA FOUNDATION (EIN 45-3772669)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349102059
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:44:55-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-07 | 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 | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.205.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 11:12:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67D5BE789771314C45939E601046538A456ADD65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF0F7A8BC2EB8E0536A023A5FECE1D2E57D57477 | 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 | $14,687,361 | 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 | $3,751,913 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,264,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,947,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,984 | 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 | $94,862 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $94,862 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,899 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,704 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,886 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,086 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,606 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $125 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $125 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $240,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $590,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,304,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,477,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,458,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,458,374 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $20,108 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,753,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,309,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,744,717 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,242 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,184,748 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,780,013 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,184,748 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,184,748 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $851,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $299,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $299,522 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,920,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,252,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,687,361 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,444 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,335 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,745 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,335 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,900,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,229,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,900,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,229,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,920,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,252,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,900,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,304,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,350 | OtherIncreasesAmt |
| Subtotal | $14,229,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,229,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NUVEEN SMALL CAP VALUE FUND | P | 2017-12-18 | 2018-10-11 | $586 | $632 | -$46 | -$46 |
| NUVEEN HIGH YIELD MUNI BOND FD CL | P | 2018-06-07 | 2018-10-11 | $49,192 | $50,332 | -$1,140 | -$1,140 |
| ANHEUSER-BUSCH INBEV ADR | P | 2016-12-13 | 2018-03-21 | $55,654 | $52,589 | $3,065 | $3,065 |
| EXTRA SPACE STORAGE INC | P | 2017-06-28 | 2018-10-11 | $80,958 | $74,290 | $6,668 | $6,668 |
| WESTERN ASSET HIGH INCOME OPPORTUNITY FUND | P | 2016-06-22 | 2018-10-11 | $189,610 | $201,722 | -$12,112 | -$12,112 |
| VANECK VECTORS RUSSIA ETF | P | 2017-04-12 | 2018-07-17 | $109,124 | $100,036 | $9,088 | $9,088 |
| PEBBLEBROOK HOTEL TRUST NEW MONEY SER C | P | 2015-11-12 | 2018-10-11 | $36,131 | $38,242 | -$2,111 | -$2,111 |
| PARK HOTELS AND RESORTS INC REG SHS | P | 2017-06-28 | 2018-10-11 | $77,412 | $70,823 | $6,589 | $6,589 |
| QUALCOMM INC | P | 2017-06-28 | 2018-11-15 | $59,295 | $60,966 | -$1,671 | -$1,671 |
| RLJ LODGING TRUST COMMON SHARES | P | 2016-02-01 | 2018-06-15 | $88,882 | $71,041 | $17,841 | $17,841 |
| SYNCHRONY FINL COM | P | 2017-04-12 | 2018-09-28 | $66,253 | $69,941 | -$3,688 | -$3,688 |
| VORNADO REALTY TRUST COM REIT | P | 2017-06-28 | 2018-10-11 | $54,765 | $60,451 | -$5,686 | -$5,686 |
| WELLS FARGO & CO NEW DEL | P | 2017-09-19 | 2018-09-28 | $105,899 | $105,440 | $459 | $459 |
| NUVEEN SMALL CAP VALUE FUND | P | 2017-04-12 | 2018-10-11 | $150,653 | $149,984 | $669 | $669 |
| MFS GLOBAL HIGH YIELD FUND CLASS I | P | 2016-07-08 | 2018-06-07 | $50,332 | $49,616 | $716 | $716 |
| TRANSAMERICA EMERGING MARKETS DEBT FD CL I | P | 2016-07-08 | 2018-10-11 | $48,162 | $49,761 | -$1,599 | -$1,599 |
| BLACKROCK LIQUIDITY FUNDS TEMPCASH | P | 2018-10-15 | 2018-11-15 | $42,011 | $42,017 | -$6 | -$6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,257,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $265,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,244,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,108,082 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001805 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,351 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.057562 | TotalDistributionRt |
| Average Distribution | 0.011512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,578,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,780 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,291 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $590,283 | 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 | $1,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,033 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,033 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $522 | OverpaymentAmt |
| Applied To ES Tax | $522 | 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 | 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 | Yes (1) | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PFAU | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $3,822 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,793,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,166,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,780,013 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,739,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,739,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,578,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $528,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $528,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,511 | TotalTaxAmt |
| Distributable Before Adj | $527,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $527,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $527,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $590,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $590,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,511 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $588,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $402,379 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $590,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $402,379 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,904 | 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 | $339,511 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MATAGIRI SRI AUROBINDO CENTER | |||||||
| 1218 WITTENBERG ROAD | MT TREMPER | NY | 12457 | NONE | PC | TO SUPPORT THE BUILDING PROGRAM. | $15,000 |
| WORLD HINDU FOUNDATION OF AMERICA | |||||||
| 120 EASY STREET SUITE 1 | CAROL STREAM | IL | 60188 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY FOUNDATION OF GREENVILLE | |||||||
| 630 EAST WASHINGTON ST SUITE A | GREENVILLE | SC | 29601 | NONE | PC | 2018 ANNUAL CAMPAIGN | $2,001 |
| SRI AUROBINDO CENTER SOUTH EAST | |||||||
| PO BOX 8375 | GREENVILLE | SC | 29604 | NONE | PC | GENERAL OPERATING SUPPORT | $376,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,001 | 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 | $178,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,984 | 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 |
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 | HASMUKH P RAMA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 POINTE CIRCLE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $4,199,628 | $4,634,925 |
| TOUCH NATIONAL BANK | $402,000 | $402,000 |
| BLACKROCK | $4,707,792 | $4,707,792 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NUVEEN MORTGAGE OPPORTUNITY FUND | AT COST | $199,786 | $199,786 |
| ISHARES CHANA LRGE CAP | AT COST | $99,736 | $99,736 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $18,823 | $0 | $18,823 |
| INSURANCE | $13,850 | $0 | $13,850 |
| MAINTENANCE | $14,283 | $0 | $14,283 |
| LANDSCAPING | $8,824 | $0 | $8,824 |
| ADVERTISING | $1,609 | $0 | $1,609 |
| EQUIPMENT | $6,510 | $0 | $6,510 |
| MISCELLANEOUS | $5,637 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $2,927 |
| UNREALIZED GAIN | $22,423 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RE TAX PAYABLE | Desc |
| BOY Book Value | $6,745 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $10,704 | $0 | $10,704 |
| INVESTMENT FEES | $44,590 | $44,590 | $0 |
| FOREIGN TAXES | $309 | $309 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASMUKH RAMA | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,800 | $0 | $0 |
| PROPERTY TAX | $3,761 | $0 | $3,761 |
| PAYROLL TAX | $6,277 | $0 | $6,277 |
| LICENSES & PERMITS | $48 | $0 | $48 |