PRASHANT H FADIA FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PRASHANT H FADIA FOUNDATION INC (EIN 22-3593932)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201921309349101442
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T10:38:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SULLIVAN BILLE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLARK ROADAddressLine1Txt
CityTEWKSBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01876ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223593932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRASHANT H FADIA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRASBusinessNameControlTxt
Phone7813595200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 294AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALUNI FADIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7813595200PhoneNum
Signature2019-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarlys Richman CPAPreparerPersonNm
PTINP00186849PTIN
Phone9789702900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-06IPDt
IP Tm08:26:19IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4534C8CC891B31CF7529C176DB391FF29160285AAtSubmissionCreationDeviceId
At Submission Filing Device IdE42756CE4EB29BC18D514E2F12F993C1C72DD726AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$272,125FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$871NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,288GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,186TotalRevAndExpnssAmt
Total Net Invst Incm$8,057TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,079OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,079OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$74TaxesRevAndExpnssAmt
Taxes Net Invst Incm$74TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$806OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$806OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,459TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,459TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,372ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,372ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,459TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,645ExcessRevenueOverExpensesAmt
Net Investment Income$5,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,986SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,978SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,978SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$12,889RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$12,889RcvblFromOfficersEOYFMVAmt
US Government Obligations BOY$49,320USGovernmentObligationsBOYAmt
US Government Obligations EOY$59,797USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$59,786USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$246,037CorporateBondsBOYAmt
Corporate Bonds EOY$192,522CorporateBondsEOYAmt
Corporate Bonds EOYFMV$188,471CorporateBondsEOYFMVAmt
Total Assets BOY$312,343TotalAssetsBOYAmt
Total Assets EOY$276,187TotalAssetsEOYAmt
Total Assets EOYFMV$272,125TotalAssetsEOYFMVAmt
Loans From Officers BOY$21,984LoansFromOfficersBOYAmt
Mortgages And Notes Payable BOY$1,088MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$561MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$23,072TotalLiabilitiesBOYAmt
Total Liabilities EOY$561TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$648,588CapitalStockBOYAmt
Capital Stock EOY$648,588CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$359,317RetainedEarningBOYAmt
Retained Earning EOY-$372,962RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$289,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$275,626TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$312,343TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$276,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$289,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,645ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$275,626SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$275,626TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TSY NOTEP2018-05-232018-06-27$14,196$14,123$73$73
US TSY NOTEP2018-08-242018-09-12$19,547$19,539$8$8
BANK OF AMERICAP2015-10-272018-01-11$10,000$10,000$0$0
BP CAPITAL MARKETP2017-02-092018-09-12$9,912$10,039-$127-$127
CITIGROUP INCOP2015-12-162018-05-23$9,996$10,009-$13-$13
EBAYP2015-10-292018-05-23$9,938$9,938$0$0
ENTERPRISEP2015-11-192018-09-12$9,954$9,954$0$0
GENERAL MOTORSP2014-09-262018-02-28$10,012$10,007$5$5
METLIFEP2015-12-082018-02-28$5,050$5,110-$60-$60
US TSY NOTEP2017-01-272018-05-23$23,880$24,434-$554-$554
VERIZON COMMP2015-12-152018-09-12$9,946$10,023-$77-$77
AIR LEASE CORPP2013-11-132018-05-23$8,022$8,001$21$21
HEALTHCARE REITP2012-11-282018-03-15$10,000$9,992$8$8
MICROSOFT CORPP2016-08-022018-05-23$9,835$9,990-$155-$155
FieldValueIRS element (for citing)
Capital Gain Net Income-$871CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,960AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$308,759NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071123DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,184AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$306,373NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.003865DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,160AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$299,506NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.003873DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,150AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$299,386NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.007181DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,629AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$291,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.009024DistributionYr5Rt
Total Distribution0.095066TotalDistributionRt
Average Distribution0.019013AverageDistributionRt
Net Vl Noncharitable Assets$278,753NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,300AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,356AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,372QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$56InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$56TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812730001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 294AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SALUNI P FADIA
PO BOX 294BurlingtonMA01803PRESIDENT0.00$0$0$0
USHA L DOSHI
2922 CREEK BEND DRIVEFARMINGTONMI48331CLERK0.00$0$0$0
MANDAKINI MODI
4914 SEVEN PINE CIRCLEHUNTSVILLEAL35816TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MORGAN STANLEY
PO BOX 219804KANSAS CITYMO64121INVESTMENT FEE$1,079
SULLIVAN BILLE PC
600 CLARK ROADTEWKSBURYMA01851ACCOUNTING$500
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$261,957AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,041AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$282,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$282,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,245CashDeemedCharitableAmt
Net Vl Noncharitable Assets$278,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,938MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,938MinimumInvestmentReturnAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Total Tax$56TotalTaxAmt
Distributable Before Adj$13,882DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,882DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,882DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,372ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,372QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$56PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,316AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,882DistributableAsAdjustedAmt
Undistributed Income PY$15,414UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,372QualifyingDistributionsAmt
Applied To Year1$15,414AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,958AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$10,924UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1999-11-18PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSALUNI P FADIAContributingManagerNm
Contributing ManagerUSHA L DOSHIContributingManagerNm
Contributing ManagerMANDAKINI MODIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSaluni FadiaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 294AddressLine1Txt
CityBurlingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7812730001RecipientPhoneNum
Form And Info And MaterialsNo Standard Format RequiredFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
KOTHARI CHARITABLE TRUST
BHAGWAN MAHAVIR CHOWKPUNEINDIAINNONEEGENERAL$2,286
ISKCON FOUNDATION MUMBAI 2018
NONEEGENERAL$1,800101 MAIN STREET SUITE 1720CAMBRIDGEMA02142
VICTORIA MEMORIAL SCHOOL FOR THE BLIND
TARDEO ROADMUMBAIINDIAINNONEEEDUCATION$14,286
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,372TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,054ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$871ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,186ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,186TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION IS MAKING AN ELECTION PURSUANT TO REG. 53.4942(a)-3(d)(2) AS REQUIRED UNDER SECTION 6033 TO APPLY THE EXCESSQUALIFING DISTRIBUTIONS FROM 2017 TO BE MADE OUT OF THE UNDISTRIBUTED INCOME OF 2015.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
KFW * 15,000$15,047$14,724
RYDER SYSTEM INC * 10,000$9,882$9,908
THE BOEING COMPANY * 5,000$4,939$4,893
THE BOEING COMPANY * 3,000$2,958$2,936
THE BOEING COMPANY * 1,000$986$979
THE BOEING COMPANY * 1,000$986$979
ANHEUSER BUSCH * 10,000$10,327$9,834
REGIONS FINANCIAL CORP * 10,000$9,990$9,936
AMERICAN INTL GROUP * 10,000$10,488$9,966
WELLS FARGO & COMPANY * 10,000$9,998$9,836
O'REILLY AUTOMOTIVE * 10,000$10,861$10,265
ECOLAB INC * 5,000$5,589$5,137
AT&T INC * 15,000$15,000$14,668
ONTARIO PROV$14,963$14,794
MANITOBA PROVINCE$14,982$14,648
WESTERN GAS PARTNERS$5,190$4,957
AMERICAN EXPRESS$9,892$9,893
KREDIT WIEDER$14,967$15,020
METHAN EXCORP$10,540$10,084
EUROPEAN BANK$14,937$15,014

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$49,797USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$49,815USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$10,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$9,971StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOND PREMIUM INTEREST$791$791$0
BANK FEES$15$15$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY - MANAGEMENT FEESCategoryTxt
Amt$1,079Amt
Net Investment Income$1,079NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA DEPARTMENT OF REVENUE$35$35$0
U S TREASURY$24$24$0
ANNUAL REPORT$15$15$0

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