LEVRX TECHNOLOGY INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEVRX TECHNOLOGY INC (EIN 81-4799371)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349101157
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:02:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE EXECUTIVE PARK 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | 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 | 814799371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRAWAL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O VIKASH AGRAWAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGRA | BusinessNameControlTxt |
| Phone | 5189612113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 EAST COBBLE HILL ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIKASH AGRAWAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5189612113 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEOFFREY MULLEN | PreparerPersonNm |
| PTIN | P00749247 | PTIN |
| Phone | 5184493166 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.99.101.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 10:53:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92661CD245FF84808043DE4EDF26003B8C4C09CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $690,018 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,903 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,903 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,906 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,479 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,479 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,886 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,886 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,886 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $209 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,574 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,574 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,332 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,487 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $679,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $703,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,531 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $753,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $718,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $690,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $753,514 | UnrestrictedBOYAmt |
| Unrestricted EOY | $718,628 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $753,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $718,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $753,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $718,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $753,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $718,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $718,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAIRD ULTRA SHORT BOND | P | 2017-05-15 | 2018-02-07 | $34,002 | $34,036 | -$34 | -$34 |
| BAIRD ULTRA SHORT BOND | P | 2017-05-15 | 2018-02-26 | $12,475 | $12,500 | -$25 | -$25 |
| GOTHAM ENHANCED RETURN FUND | P | 2017-05-15 | 2018-12-04 | $20,962 | $21,262 | -$300 | -$300 |
| ISHARES BARCLAYS INTER CREDIT | P | 2017-12-21 | 2018-12-21 | $105,443 | $110,040 | -$4,597 | -$4,597 |
| ISHARES EDGE MSCI USA MOMENTUM | P | 2018-02-07 | 2018-12-24 | $12,238 | $13,871 | -$1,633 | -$1,633 |
| WILLIAM BLAIR EMER MKTS GRWTH FD | P | 2018-02-26 | 2018-12-26 | $1,679 | $1,679 | $0 | $0 |
| WILLIAM BLAIR EMER MKTS GRWTH FD | P | 2018-02-26 | 2018-12-26 | $6,497 | $9,914 | -$3,417 | -$3,417 |
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2017-05-15 | 2018-06-11 | $10,458 | $10,500 | -$42 | -$42 |
| GOTHAM ENHANCED RETURN FUND | P | 2017-06-14 | 2018-12-04 | $8,031 | $7,185 | $846 | $846 |
| AMERICAN BEACON BRIDGEWAY L/C VALUE | P | 2017-06-14 | 2018-12-11 | $35,373 | $37,046 | -$1,673 | -$1,673 |
| VANGUARD ULTRA-SHORT-TERM BOND FUND | P | 2017-05-15 | 2018-12-18 | $25,025 | $25,100 | -$75 | -$75 |
| JPMORGAN ALERIAN MLP INDEX ETN | P | 2017-06-14 | 2018-12-21 | $11,160 | $14,695 | -$3,535 | -$3,535 |
| NEUBERGER BERMAN EMERG MKTS EQTY | P | 2017-05-15 | 2018-12-26 | $13,640 | $14,685 | -$1,045 | -$1,045 |
| CAPITAL GAINS DIVIDENDS | P | $8,489 | $8,489 | $8,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,041 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,006 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,857 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $743,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $738,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.007875 | TotalDistributionRt |
| Average Distribution | 0.003938 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $760,308 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,117 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,177 | 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 | $123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $123 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | VIKASH AGRAWAL | IndividualWithBooksNm |
| Phone | 5189612113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 EAST COBBLE HILL ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| VIKASH AGRAWAL | ||||||||
| 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 | PRESIDENT, TREASURER | 2.00 | $0 | $0 | $0 |
| VIKRAM AGRAWAL | ||||||||
| 36 SHELBOURNE DRIVE | CLIFTON PARK | NY | 12065 | VICE PRESIDENT, SECRETARY | 0.50 | $0 | $0 | $0 |
| BHAGAWATI PRASAD AGRAWAL | ||||||||
| C/O 37 EAST COBBLE HILL ROAD | LOUDONVILLE | NY | 12211 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $752,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $771,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $771,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $760,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123 | TotalTaxAmt |
| Distributable Before Adj | $37,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $123 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,073 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,073 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,104 | 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 | $29,788 | 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 | VIKASH AGRAWAL | ContributingManagerNm |
| Contributing Manager | VIKRAM AGRAWAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STRIDE INC | ||||||
| 4482 NY HIGHWAY | WEST SAND LAKE | NY | 12196 | PC | GENERAL CONTRIBUTION | $100 |
| EMMA WILLARD SCHOOL | ||||||
| 285 PAWLING AVE | TROY | NY | 12180 | PC | GENERAL CONTRIBUTION | $500 |
| PINE HOLLOW ARBORETUM | ||||||
| 34 PINE HOLLOW RD | SLINGERLANDS | NY | 12159 | PC | GENERAL CONTRIBUTION | $250 |
| WOODLAND HILL MONTESSORI SCHOOL | ||||||
| 100 MONTESSORI PL | RENSSELAER | NY | 12144 | PC | GENERAL CONTRIBUTION | $11,000 |
| SHIRDI SAI MANDIR OF CAPITAL DISTRICT | ||||||
| 892 NEW LOUDON RD | LATHAM | NY | 12110 | PC | GENERAL CONTRIBUTION | $250 |
| HARVARD BUSINESS SCHOOL | ||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | PC | GENERAL CONTRIBUTION | $5,001 |
| AMERICAN MEDITATION INSTITUTE | ||||||
| 60 GARNER RD | AVERILL PARK | NY | 12018 | PC | GENERAL CONTRIBUTION | $10,750 |
| CENTER FOR DISABILITY SERVICES | ||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | PC | GENERAL CONTRIBUTION | $750 |
| HINDU TEMPLE SOCIETY | ||||||
| 450 ALBANY SHAKER RD | ALBANY | NY | 12211 | PC | GENERAL CONTRIBUTION | $9,251 |
| COLONIE SENIOR CENTER | ||||||
| 6 WINNERS CIRCLE | ALBANY | NY | 12205 | PC | GENERAL CONTRIBUTION | $750 |
| FESTIVAL OF NATIONS | ||||||
| EMPIRE PLAZA | ALBANY | NY | 12203 | PC | GENERAL CONTRIBUTION | $75 |
| THE STAKEHOLDERS INC | ||||||
| 69 STATE STREET 8TH FLOOR | ALBANY | NY | 12207 | PC | GENERAL CONTRIBUTION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,177 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,865 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,479 | Amt |
| Net Investment Income | $1,479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,479 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KEYBANK A/C 2156566 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $703,141 | BookValueAmt |
| EOYFMV | $674,531 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS CHAR-500 FEE | $100 | $100 | $100 | $0 |
| US TREASURY REGISTRATION FEE | $84 | $84 | $84 | $0 |
| BANK FEES | $25 | $25 | $25 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,886 | Amt |
| Net Investment Income | $1,886 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,886 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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