BETA

KAPANI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KAPANI FAMILY CHARITABLE FOUNDATION (EIN 47-2298390)
Tax period
2015-01-01 to 2015-12-31
Filed
2018-08-13
IRS object ID
201822259349100222
Schema version
2015v3.0
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)
Return2018-08-13T15:06:46-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371611326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aronson LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1805 King Farm Blvd 3rd FloorAddressLine1Txt
CityRockvilleCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472298390EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kapani Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAPABusinessNameControlTxt
Phone3012316200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o ARONSON LLC 805 KING FARM BLVDAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOFFICERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3012316200PhoneNum
Signature2018-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAlexandra B Kessler CPAPreparerPersonNm
PTINP00251266PTIN
Phone3012316200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,521,719FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,375,487ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,049,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,847,165GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,049,897CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,457,112TotalRevAndExpnssAmt
Total Net Invst Incm$2,081,625TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$36,955LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$36,955LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,010AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$14,010AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$79,159OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$79,159OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$130,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,159TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,965TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$137,044ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$137,044ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,159TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$188,009TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,189,944ExcessRevenueOverExpensesAmt
Net Investment Income$2,002,466NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$160,307CashBOYAmt
Cash EOY$4,297,119CashEOYAmt
Cash EOYFMV$4,297,119CashEOYFMVAmt
Corporate Stock BOY$1,553,534CorporateStockBOYAmt
Corporate Stock EOY$1,842,673CorporateStockEOYAmt
Corporate Stock EOYFMV$3,363,915CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$747,669OtherInvestmentsEOYAmt
Other Investments EOYFMV$860,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,713,841TotalAssetsBOYAmt
Total Assets EOY$6,887,461TotalAssetsEOYAmt
Total Assets EOYFMV$8,521,719TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,713,841RetainedEarningBOYAmt
Retained Earning EOY$6,887,461RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,713,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,887,461TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,713,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,887,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,713,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,189,944ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,903,785SubtotalAmt
Other Decreases$4,016,324OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,887,461TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
14,585 shs seaspan corp2015-09-232015-09-23$228,817$107,092$121,725$121,725
10,205 shs boeing co2015-08-192015-08-21$1,358,359$680,343$678,016$678,016
2,750 shs palo alto networks2015-06-122015-08-24$418,090$201,226$216,864$216,864D
3,350 energy transfer equity2015-07-282015-12-07$45,571$95,306-$49,735-$49,735
2,200 genesis energy lp2015-07-282015-12-07$72,765$91,018-$18,253-$18,253
35,123 kinder morgan inc2014-12-022015-06-12$1,381,714$1,458,834-$77,120-$77,120
11,450 plains all american pipeline2015-02-272015-11-05$319,361$418,807-$99,446-$99,446
20,000 shs kroger co2015-08-202015-08-21$713,146$214,700$498,446$498,446
33,755 plains all american pipeline2015-11-052015-11-05$941,326$434,074$507,252$507,252D
8,459 tc pipelines lp2015-08-212015-12-07$368,016$95,868$272,148$272,148D
FieldValueIRS element (for citing)
Capital Gain Net Income$2,049,897CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,349,119NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$3,137,591NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$20,025NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,025AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$188,009QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$20,025InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,025SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,025TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,648EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$30,000AppliedToEsTaxAmt
Total Payments And Credits$31,648TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$251EsPenaltyAmt
Overpayment$11,372OverpaymentAmt
Applied To ES Tax$11,372AppliedToESTaxAmt
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 StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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 BooksARONSON LLCIndividualWithBooksNm
Phone3012316200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1805 KING FARM BLVD STE 300AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANJEEV ROY KAPANI
C/O GREENBERG TRAURIG LLP 1750TYSONS BLVD STE 1000MCLEANVA22102PRESIDENT, TREASURER, DIRECTOR1.00$0$0$0
MANISHA KAPANI
C/O GREENBERG TRAURIG LLP 1750TYSONS BLVD STE 1000MCLEANVA22102VICE PRESIDENT AND SECRETARY1.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,415,551AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,769,821AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,185,372TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,185,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,781CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,137,591NetVlNoncharitableAssetsAmt
Minimum Investment Return$156,880MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$156,880MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,025TaxBasedOnInvestmentIncomeAmt
Total Tax$20,025TotalTaxAmt
Distributable Before Adj$136,855DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$136,855DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$136,855DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,009ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$188,009QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$20,025PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$167,984AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$136,855DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$188,009QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$136,855AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,154RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$51,154TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,154ExcessDistriCyovToNextYrAmt
Excess From Current Year$51,154ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSANJEEV ROY KAPANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSANJEEV ROY KAPANIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1805 KING FARM BLVD STE 300AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012316205RecipientPhoneNum
Form And Info And MaterialsSIGNED LETTER INCLUDING THE FOLLOWING INFORMATION: NATURE OF THE PROGRAM, OBJECTIVES, TARGETED POPULATION, AMOUNT OF GRANT REQUESTED, PERIOD THE GRANT WILL COVER, DATE WHEN APPLICATION IS SUBMITTED, AND A BUDGET, IF APPLICABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 1SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE AWARDED ONLY TO ORGANIZATIONS FOR PROGRAMS AND PROJECTS BENEFITING (I) EDUCATIONAL PROGRAMS, ACTIVITIES, SCHOLARSHIPS AND ENDOWMENTS (PARTICULARLY FOR THESE BETWEEN THE AGES OF 3 TO 10), (II) SCIENTIFIC RESEARCH AND DEVELOPMENT SERVICES, AND (III) PROGRAMS THAT PROMOTE LITERARY, ARTISTIC, AND/OR RELIGIOUS CAUSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Lace Foundation
2 SCIENCE COURT SUITE 3MADISONWI53711NONEPCGENERAL OPERATING SUPPORT$5,000
JDRF
26 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCGENERAL OPERATING SUPPORT$5,000
CAMP VIRGINIA JAYCEE
2494 CAMP JAYCEE RDBLUE RIDGEVA24064NONEPCGENERAL OPERATING SUPPORT$25,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO RD NWWASHINGTONDC20016NONEPCGENERAL OPERATING SUPPORT$2,500
national cathedral school
3612 woodley rd nwwasHINGTONDC20016NONEPCGENERAL OPERATING SUPPORT$99,544
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$137,044TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,728ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,049,897ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,081,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,081,625TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
SANJEEV ROY KAPANI
11750 TYSONS BLVD STE 1000MCLEANVA22012$5,019,262Yes (X)
KAPCO group
25105 LOWELL LANE NWWASHINGTONDC20016$2,356,225Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12,750 shs palo alto networks$480,6452015-06-12
110,205 SHS BOEING$1,456,4582015-08-19
14,305 SHS APPLE INC$462,0562015-12-21
110,000 SHS MICROSOFT CORP$548,3002015-12-21
13,400 SHS BOEING$498,2022015-12-15
15,961 SHS SEASPAN CORP$89,0572015-12-21
13,400 SHS BOEING$479,0602015-12-21
12,800 SHS PALO ALTO NETWORKS$509,9082015-12-21
14,825 SHS JOHNSON & JOHNSON$495,5762015-12-22
28,459 shs TC pipelines$459,4932015-08-21
220,000 SHS KROGER CO$698,6002015-08-21
214,585 shs SEASPAN CORP$234,0892015-09-23
233,755 PLAINS ALL AMERICAN PIPELINE$964,0432015-11-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,010Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$14,010DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierAMENDED RETURNIdentifierTxt
Form And Line ReferenceFORM 990-PF - PART I, LINE 1, COLUMN (A)FormAndLineReferenceDesc
Medium ExplanationTHE AMENDED RETURN IS BEING FILED TO INCLUDE CONTRIBUTIONS OF STOCK IN THE AMOUNT OF $2,071,803 RECEIVED CLOSE TO THE END OF THE YEAR THAT WERE INADVERTENTLY OMITTED ON THE ORIGINALLY FILED 2015 RETURN.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
37,403 SHS KINDER MORGAN INC$0$0
10,000 SHS JP MORGAN CHASE$249,650$289,700
4,305 SHS APPLE INC$249,475$453,144
10,000 SHS MICROSOFT$271,691$554,800
6,800 SHS BOEING CO$467,981$983,212
5,961 SHS SEASPAN CORPORATION$15,544$94,243
2,800 SHS PALO ALTO NETWORKS INC$202,792$493,192
4,825 SHS JOHNSON & JOHNSON$385,540$495,624

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
4,190 MAGELLAN MIDSTREAM PARTNERSAT COST$249,745$284,585
4,800 PHILLIPS 66 PARTNERSAT COST$248,664$294,720
11,000 enterprise products partnersAT COST$249,260$281,380

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Categorylegal feesCategoryTxt
Legal Fees$36,955LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$36,955DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descunrealized gain/lossDesc
Amt$4,016,324Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$29,592$29,592$0$0
bank fees$15$15$0$0
energy transfer equity - ptp$3,749$3,749$0$0
genesis energy lp$7,214$7,214$0$0
plains all american pipeline$18,332$18,332$0$0
enterprise product partners$20,257$20,257$0$0

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