SURENDRA AND KALA JAIN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SURENDRA AND KALA JAIN FOUNDATION (EIN 46-5248312)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-27
- IRS object ID
- 201800869349100710
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T21:53:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465248312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURENDRA AND KALA JAIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURE | BusinessNameControlTxt |
| Phone | 3107145873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY JAIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3107145873 | PhoneNum |
| Signature | 2018-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2018-03-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $886,197 | 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 |
| Dividends Rev And Expnss | $21,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,290 | 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 |
| Accounting Fees Rev And Expnss | $5,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,835 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,454 | CashBOYAmt |
| Cash EOY | $22,759 | CashEOYAmt |
| Cash EOYFMV | $22,759 | CashEOYFMVAmt |
| Corporate Stock BOY | $51,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,848 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $548,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $516,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $754,590 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $648,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $590,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $886,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $648,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $590,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $648,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $590,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $648,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $590,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $648,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $608,750 | SubtotalAmt |
| Other Decreases | $18,198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $590,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 2016-01-11 | 2017-10-11 | $22,893 | $30,000 | -$7,107 | -$7,107 | |
| FIDELITY INVESTMENTS | 2016-01-11 | 2017-08-29 | $2,000 | $2,013 | -$13 | -$13 | |
| CAPITAL GAINS DIVIDENDS | $4,762 | $4,762 | $4,762 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,586 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $816,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053386 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142376 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,463 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,121 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.952792 | DistributionYr3Rt |
| Total Distribution | 1.148554 | TotalDistributionRt |
| Average Distribution | 0.382851 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $846,487 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $324,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $284 | 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 | $284 | 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 | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEENA JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107145873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| KALA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CEO | 10.00 | $0 | $0 | $0 |
| SURENDRA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CFO | 10.00 | $0 | $0 | $0 |
| ASHLEY JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | SECRETARY | 10.00 | $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 |
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 | $836,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $859,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $859,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $846,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $284 | TotalTaxAmt |
| Distributable Before Adj | $42,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $33,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $33,463 | ExcessFromYear3Amt |
| Excess From Year2 | $26,223 | ExcessFromYear2Amt |
| Excess From Year1 | $8,264 | ExcessFromYear1Amt |
| Excess From Current Year | $3,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KALA JAIN | ContributingManagerNm |
| Contributing Manager | SURENDRA JAIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIDADA INTERNATIONAL FOUNDATION | ||||||||||||
| 11403 TORTUGA ST | CYPRESS | CA | 90630 | N/A | PC | MEDICAL CLINICS | $1,001 | |||||
| BREAST CANCER RESEARCH FUND | ||||||||||||
| 1105 VIA GOLETA | PALOS VERDES ESTATES | CA | 90274 | N/A | PC | CANCER RESEARCH | $1,001 | |||||
| CASA OF LOS ANGELES | ||||||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | N/A | PC | COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | $500 | |||||
| HOUSTON FOOD BANK | ||||||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | HURRICANE HARVEY RELIEF | $250 | |||||
| IAAMJV | ||||||||||||
| 17323 NW GOLD CANYON LANE | BEAVERTON | OR | 97006 | N/A | PC | PRESERVING THE JAIN RELIGION | $500 | |||||
| JAIN CENTER OF SOUTHERN CALIFORNIA | ||||||||||||
| 8072 COMMONWEALTH AVE | BUENA PARK | CA | 90621 | N/A | PC | PRESERVING THE JAIN RELIGION | $25,000 | |||||
| JAIN SOCIETY SAN DIEGO | ||||||||||||
| 1830 ANNA LN | VISTA | CA | 92083 | N/A | PC | PRESERVING THE JAIN RELIGION | $301 | |||||
| JAINA CALENDAR | ||||||||||||
| 8072 COMMONWEALTH AVE | BUENA PARK | CA | 90621 | N/A | PC | JAINA CALENDAR AND LIBRARY | $1,001 | |||||
| NAVKAR CENTER USA | ||||||||||||
| PO BOX 5274 | DIAMOND BAR | CA | 91765 | N/A | PC | MEALS TO HOMELESS, EDUCATIONAL EXTENSES, ETC. | $251 | |||||
| ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION | ||||||||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 90007 | N/A | PC | CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS | $2,500 | |||||
| PRATHAM USA | ||||||||||||
| 9703 RICHMOND AVE STE 102 | HOUSTON | TX | 77042 | N/A | PC | CHILDREN EDUCATION | $251 | |||||
| PVGC SCHOLARSHIP FOUNDATION | ||||||||||||
| 3301 VIA CAMPESINA | PALOS VERDES ESTATES | CA | 90274 | N/A | PC | SCHOLARSHIP | $1,000 | |||||
| ROADDS | ||||||||||||
| 40525 LA PURISSIMA WAY | FREMONT | CA | 94539 | N/A | PC | EDUCATION | $501 | |||||
| SAHARA | ||||||||||||
| 17100 PIONEER BLVD SUITE 260 | ARTESIA | CA | 90701 | N/A | PC | SOUTH ASIAN HELPLINE AND REFERRAL AGENCY | $500 | |||||
| SANTA MONICA COLLEGE FOUNDATION | ||||||||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | PC | EDUCATION | $500 | |||||
| SETH ANANDJI KALYANJI PALITANA | ||||||||||||
| N/A | PC | PRESERVING THE JAIN RELIGION | $1,860 | SHREE RAJNI SHANTI MARG PALITANA | GUJRAT INDIA | GUJRAT | GUJRAT | IN | ||||
| SHRIMAD RAMCHANDRA MISSION - DHARAMPUR | ||||||||||||
| N/A | PC | PRESERVING THE JAIN RELIGION | $500 | BHUPATI CHAMBERS THIRD FLOOR PLOT - | 13 PADMAKAR L KHANDKE MARG MATHEW R | MUMBAI | MUMBAI | IN | ||||
| SRI PANCHAMUKHA HANUMAN TEMPLE | ||||||||||||
| 3555 LOMITA BLVD A | TORRANCE | CA | 90505 | N/A | PC | RELIGIOUS ACADEMY | $21 | |||||
| SRI PANCHAMUKHA HANUMAN TEMPLE | ||||||||||||
| 3555 LOMITA BLVD A | TORRANCE | CA | 90505 | N/A | PC | RELIGIOUS ACADEMY | $51 | |||||
| SRI PANCHAMUKHA HANUMAN TEMPLE | ||||||||||||
| 3555 LOMITA BLVD A | TORRANCE | CA | 90505 | N/A | PC | RELIGIOUS ACADEMY | $301 | |||||
| SRI PANCHAMUKHA HANUMAN TEMPLE | ||||||||||||
| 3555 LOMITA BLVD A | TORRANCE | CA | 90505 | N/A | PC | RELIGIOUS ACADEMY | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,790 | 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 | $21,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,932 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,670 | Amt |
| Net Investment Income | $2,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,835 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CISCO SYS INC | StockNm |
| EOY Book Value | $51,456 | EOYBookValueAmt |
| EOYFMV | $108,848 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $516,337 | BookValueAmt |
| EOYFMV | $754,590 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILE CASH - PY (NO TAX IMPACT) | Desc |
| Amt | $18,198 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,244 | $4,244 | $0 |
| LICENSES AND FEES | $381 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,520 | $0 | $0 |
| ATTY GEN FILING FEE | $25 | $0 | $25 |
| FTB FILING FEE | $10 | $0 | $10 |
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