MAYA ADVANI FAMILY FOUNDATION LTD: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MAYA ADVANI FAMILY FOUNDATION LTD (EIN 20-0458012)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349104885
Schema version
2024v5.2
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)
Return2025-11-17T14:24:37-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MAYNARD DRIVE SUITE 2203AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200458012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYA ADVANI FAMILY FOUNDATION LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAYABusinessNameControlTxt
Phone8452680027PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 HACKENSACK AVE 4TH FLOORAddressLine1Txt
CityHACKENSACKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNAVIN ADVANIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8452680027PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH CARNEVALEPreparerPersonNm
PTINP01520035PTIN
Phone2018089800PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$958,494FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$202,922ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,388InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,388InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,653DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,653DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$98,792NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$530,122GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$98,792CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,755TotalRevAndExpnssAmt
Total Net Invst Incm$122,833TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$740TaxesRevAndExpnssAmt
Taxes Net Invst Incm$740TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$770TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,271TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$770TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,501TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$290,484ExcessRevenueOverExpensesAmt
Net Investment Income$122,063NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156CashBOYAmt
Cash EOY$29,051CashEOYAmt
Cash EOYFMV$29,051CashEOYFMVAmt
Corporate Stock BOY$656,436CorporateStockBOYAmt
Corporate Stock EOY$812,092CorporateStockEOYAmt
Corporate Stock EOYFMV$929,443CorporateStockEOYFMVAmt
Total Assets BOY$656,592TotalAssetsBOYAmt
Total Assets EOY$841,143TotalAssetsEOYAmt
Total Assets EOYFMV$958,494TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$656,592NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$841,143NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$656,592TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$841,143TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$656,592TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$841,143TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$656,592TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$290,484ExcessRevenueOverExpensesAmt
Other Increases$95OtherIncreasesAmt
Subtotal$947,171SubtotalAmt
Other Decreases$106,028OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$841,143TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE, INC.P2023-12-072024-01-04$11,663$12,630-$967-$967
META PLATFORMS, INC.P2023-12-072024-01-04$10,207$9,690$517$517
MICROSOFT CORP.P2023-12-072024-11-11$25,878$24,646$1,232$1,232
GOLDMAN SACHS FINL SQUARE GOVT FD CLASS IP2024-02-152024-12-23$67,000$67,000$0$0
APPLE, INC.P2016-06-082024-11-11$14,343$1,518$12,825$12,825
META PLATFORMS, INC.P2016-06-282024-11-11$17,373$3,378$13,995$13,995
MICROSOFT CORP.P2016-06-282024-11-11$20,821$2,460$18,361$18,361
WELLS FARGO BANK NA CDP2022-11-292024-06-05$100,000$100,000$0$0
GOLDMAN SACHS FINL SQUARE GOVT FD CLASS IP2023-12-072024-12-23$6,000$6,000$0$0
LAM RESEARCH CORPP1998-01-222024-01-04$10,922$116$10,806$10,806
LAM RESH CORP NEWP1998-01-222024-11-11$19,862$205$19,657$19,657
TRUIST BANK CDP2023-02-072024-02-12$55,000$55,000$0$0
WELLS FARGO BANK NA CDP2023-01-252024-02-02$75,000$75,000$0$0
FIRST TRUST PORTFOLIOS LP CAPITAL STRENGTH OPPTYP2023-08-012024-10-28$95,654$73,687$21,967$21,967
CAPITAL GAINS DIVIDENDSP$399$399$399
FieldValueIRS element (for citing)
Capital Gain Net Income$98,792CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,697InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,697SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,697TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,800ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,800TotalPaymentsAndCreditsAmt
Es Penalty$38EsPenaltyAmt
Overpayment$65OverpaymentAmt
Applied To ES Tax$65AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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
Individual With BooksBALRAM ADVANIIndividualWithBooksNm
Phone8452680027PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 N ROUTE 303AddressLine1Txt
CityCONGERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10920ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BALRAM ADVANI
16 RIVERS EDGE DRIVE 300TARRYSTOWNNY10591TRUSTEE2.00$0$0$0
NAVIN ADVANI
16 RIVERS EDGE DRIVE 300TARRYSTOWNNY10591TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1GRANTS TO 501 (C)(3) NON PROFITSDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$831,169AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$841,167TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$841,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,618CashDeemedCharitableAmt
Net Vl Noncharitable Assets$828,549NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,697TaxBasedOnInvestmentIncomeAmt
Total Tax$1,697TotalTaxAmt
Distributable Before Adj$39,730DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,730DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,730DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,501ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,501QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,730DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,073ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$191,507ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,195ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$223,607ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,336ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$522,718TotalExcessDistributionCyovAmt
Qualifying Distributions$34,501QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,501AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,229ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,229ExcessDistributionCyovAppCYAmt
Total Corpus$517,489TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$31,844ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$485,645ExcessDistriCyovToNextYrAmt
Excess From Year4$191,507ExcessFromYear4Amt
Excess From Year3$26,195ExcessFromYear3Amt
Excess From Year2$223,607ExcessFromYear2Amt
Excess From Year1$44,336ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBALRAM ADVANIContributingManagerNm
Contributing ManagerNAVIN ADVANIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EVF USA
13515 N STEMMONS FREEWAYDALLASTX75234EOFGRANTS TO 501(C)(3) CHARITIES$20,000
HINDU FOUNDATION
19538 VINEYARD LANESARATOGACA95070EOFGRANTS TO 501(C)(3) CHARITIES$10,001
AMERICAN ACADEMY OF INDIA STUDIES
450 S DENTON TAP ROAD 756COPPELLTX750199998EOFGRANTS TO 501(C)(3) CHARITIES$1,500
HUMBOLDT AREA FOUNDATION
363 INDIANOLA ROADBAYSIDECA95524EOFGRANTS TO 501(C)(3) CHARITIES$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,501TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,388RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,653RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$98,792RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$122,833RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$122,833TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementGRANTS TO HINDU 501(C)(3) CHARITIESRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBALRAM ADVANIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1215 N ROUTE 303AddressLine1Txt
CityCONGERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10920ZIPCd
FieldValueIRS element (for citing)
Total Contributions$202,922TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$812,092EOYBookValueAmt
EOYFMV$929,443EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS OF NON-CASH CHARITABLE CONTRIBUTIONSDesc
Amt$106,028Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADVISORY FEESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Amt$95Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INTEREST INCOMECategoryTxt
Amt$740Amt
Net Investment Income$740NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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