VALLAVBHAI AND SAVITABEN PATEL FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VALLAVBHAI AND SAVITABEN PATEL FOUNDATION INC (EIN 22-3696763)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-31
- IRS object ID
- 201831519349100708
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-31T14:01:29-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455221053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRE GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALNUT AVE SUITE 103 | AddressLine1Txt |
| City | CLARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07066 | 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 | 223696763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLAVBHAI & SAVITABEN PATEL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 2015738888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESTNUT RIDGE RD SUITE 2A | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YASHVANT PATEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015738888 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES GEMENTGIS CPA | PreparerPersonNm |
| PTIN | P00972116 | PTIN |
| Phone | 7323818887 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.248.167.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 15:57:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6365EC646D56BE2B45F5587A4FB32164BBC47BB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6365EC646D56BE2B45F5587A4FB32164BBC47BB7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,133,752 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $142,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,767,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,283 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,893 | 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 | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $416,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,061 | CashBOYAmt |
| Cash EOY | $76,251 | CashEOYAmt |
| Cash EOYFMV | $76,251 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $197,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,607 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,485 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,602 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,602 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,553,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,159,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,159,665 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,817,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,441,671 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,441,671 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $898,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $959,956 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $959,956 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,627,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,133,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,133,752 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $318,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $319,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $318,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $319,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,309,451 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,814,752 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,309,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,814,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,627,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,133,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,309,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $646,142 | OtherIncreasesAmt |
| Subtotal | $6,814,752 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,814,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| STATE STREET COVERED | P | $1,364,777 | $1,397,408 | -$32,631 | -$32,631 | ||
| STATE STREET COVERED | P | $782,292 | $662,907 | $119,385 | $119,385 | ||
| APPLE INC | P | $249,800 | $249,800 | $0 | $0 | 2017-06-21 | 2017-07-19 |
| BELL CDA | P | $249,527 | $249,527 | $0 | $0 | 2017-09-27 | 2017-11-14 |
| BELL CDA | P | $249,679 | $249,679 | $0 | $0 | 2017-08-09 | 2017-09-11 |
| DOMINION RES | P | $249,588 | $249,588 | $0 | $0 | 2016-11-18 | 2017-01-17 |
| FORD MTR CR CO | P | $249,458 | $249,458 | $0 | $0 | 2017-09-12 | 2017-11-07 |
| FORD MTR CR CO | P | $149,396 | $149,396 | $0 | $0 | 2016-12-15 | 2017-04-10 |
| MONDELEZ INT. INC | P | $274,158 | $274,158 | $0 | $0 | 2017-07-12 | 2017-09-26 |
| MONDELEZ INT. INC | P | $99,793 | $99,793 | $0 | $0 | 2017-01-26 | 2017-04-07 |
| GEN ELEC | P | $200,000 | $200,000 | $0 | $0 | 2016-06-15 | 2017-09-19 |
| CHEVRON CORP | P | $495,361 | $495,361 | $0 | $0 | 2016-09-08 | 2017-08-09 |
| GEN ELEC | P | $71,372 | $72,006 | -$634 | -$634 | ||
| GEN ELEC | P | $36,446 | $32,340 | $4,106 | $4,106 | 2009-10-07 | 2017-11-14 |
| ROPER INDS INC | P | $46,219 | $3,162 | $43,057 | $43,057 | 2000-05-24 | 2017-07-28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,283 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,601,694 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $334,255 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,874,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048619 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $334,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,873,906 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $309,251 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,562,945 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $300,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,239,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048173 | DistributionYr5Rt |
| Total Distribution | 0.243800 | TotalDistributionRt |
| Average Distribution | 0.048760 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,795,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $343,900 | 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 | $2,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,175 | OverpaymentAmt |
| Applied To ES Tax | $1,175 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NJ | 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 | YASHVANT PATEL | IndividualWithBooksNm |
| Phone | 2015738888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESTNUT RIDGE RD SUITE 2A | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | 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 |
|---|---|---|---|---|---|---|---|---|
| KIRAN PATEL | ||||||||
| 9 NEWPORT DR | PRINCETON JCT | NJ | 08550 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PARESH PATEL | ||||||||
| 10 EVAN COURT | WOODCLIFF LAKE | NJ | 07677 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| YASHVANT PATEL | ||||||||
| 10 HOLLY COURT | WOODCLIFF LAKE | NJ | 07677 | TRUSTEE | 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 |
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 | $6,583,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,898,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,898,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,795,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,145 | TotalTaxAmt |
| Distributable Before Adj | $337,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $343,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,145 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $341,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $316,289 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $316,289 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,611 | 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 | $310,019 | 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 | KIRAN PATEL | ContributingManagerNm |
| Contributing Manager | PARESH PATEL | ContributingManagerNm |
| Contributing Manager | YASHVANT PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 14 PLUS FOUNDATION INC | ||||||||||
| 14 WALL STREET 2ND FLOOR | NEW YORK | NY | 10005 | 501(C)(3) | SCHOOL SUPPLIES FOR CHIPAKATA CHILDREN'S ACADEMY, ZAMBIA | $5,000 | ||||
| BAPS | ||||||||||
| 854 BLOOMFIELD AVENUE | CLIFTON | NJ | 07012 | 501(C)(3) | REPAIRS TO TEMPLE PREMISES IN CLIFTON NJ | $30,000 | ||||
| BAPS | ||||||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 08854 | 501(C)(3) | CONSTRUCTION OF A RELIGIOUS CENTER ROBBINSVILLE, NJ | $150,000 | ||||
| BAPS | ||||||||||
| 275 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | 501(C)(3) | REPAIRS TO TEMPLE PREMISES,WESTBOROUGH, MA | $5,000 | ||||
| HOMES FOR OUR TROOPS | ||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | BUILD HOMES FOR SEVERELY INJURED SERVICEMEN & WOMEN OF THE US ARMED FORCES | $10,000 | ||||
| INDIA CULTURAL SOCIETY OF NJ | ||||||||||
| 714 PREAKNESS AVE | WAYNE | NJ | 07470 | 501(C)(3) | CULTURAL ACTIVITIES, WAYNE, NJ | $3,000 | ||||
| INJURED MARINE SEMPER FI FUND | ||||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | 501(C)(3) | PROVIDE FINANCIAL SUPPORT FOR INJURED & CRITICALLY ILL MEMBERS OF THE U.S. ARMED FORCES & THEIR FAMILIES | $10,000 | ||||
| MASOMO EDUCATION FOUNDATION | ||||||||||
| RR0001 | SCHOLARSHIPS FOR STUDENTS IN ZAMBIA | $5,000 | 222 QUEEN STREET SUITE 1500 | OTTAWA | CA | K1P 5V9 | ||||
| NEW EYES FOR THE NEEDY | ||||||||||
| 549 MILLBURN AVENUE | SHORT HILLS | NJ | 07078 | 501(C)(3) | PURCHASE NEW PRESCRIPTION GLASSES | $4,000 | ||||
| ORBIS | ||||||||||
| 520 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | MEDICAL SUPPLIES FOR PEDIATRIC HOSPITAL IN KITWE, ZAMBIA | $5,000 | ||||
| RIDGEWOOD ROTARY FOUNDATION | ||||||||||
| 296 EAST ALLENDALE AVE | ALLENDALE | NJ | 07401 | 501(C)(3) | SUPPLIES FOR ORPHANAGE IN HAITI | $15,000 | ||||
| SANKARA EYE FOUNDATION | ||||||||||
| 1900 MCCARTHY BLVD SUITE 302 | MILPITAS | CA | 95035 | 501(C)(3) | GRANT FOR EYE SURGERIES IN INDIA | $10,000 | ||||
| SAVE THE CHILDREN | ||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 501(C)(3) | EDUCATE,ALLEVIATE HUNGER, CHILD PROTECTION, WORLDWIDE | $20,500 | ||||
| SHARE & CARE FOUNDATION | ||||||||||
| 676 WINTERS AVE | PARAMUS | NJ | 07652 | 501(C)(3) | EDUCATION & HEALTH SUPPORT FOR CHILDREN IN INDIA | $5,000 | ||||
| THE SMILE TRAIN | ||||||||||
| 245 FIFTH AVE SUITE 2201 | NEW YORK | NY | 10016 | 501(C)(3) | SURGERY ON CHILDREN WITH CLEFT LIPS, WORLDWIDE | $10,000 | ||||
| VIVEKANANDA ROCK MEMORIAL KENDRA | ||||||||||
| SEC. 80G | GRANT TO RUN EYE SCREENING CAMPSIN TAMIL NADU VILLAGES IN INDIA | $11,000 | 78 SIVANTHAKULAM 1ST STREET | THOOTHUKUDI | IN | |||||
| ZAMBIA'S SCHOLARSHIP FUND | ||||||||||
| PO BOX 515 | BRIGHAM CITY | UT | 84302 | 501(C)(3) | SCHOLARSHIPS & TEACHERS SALARIES IN RURAL ZAMBIA | $20,000 | ||||
| NATIONAL ETHNIC COALITION OF ORG | ||||||||||
| 16 WEST 36TH STRET SUITE 801 | NEW YORK | NY | 10018 | 501(C)(3) | RESTORATION AND MAINTENANCE OF ELLIS ISLAND | $12,200 | ||||
| SPRING FOREST QIGONG INSTITUTE | ||||||||||
| 7520 MARKET PLACE | EDEN PRAIRE | MN | 55344 | 501(C)(3) | EDUCATIONAL SERVICES | $2,500 | ||||
| SPARK VENTURES | ||||||||||
| 134 NORTH LASALLE ST 5TH FLOOR | CHICAGO | IL | 60602 | 501(C)(3) | CONSTRUCTION OF SANITATION AND WATER ACCESS AT HOPE SCHOOL, ZAMBIA | $10,700 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14 PLUS FOUNDATION INC | |||||||||||
| 14 WALL STREET 2ND FLOOR | NEW YORK | NY | 10005 | 501(C)(3) | SCHOOL SUPPLIES FOR CHIPAKATA CHILDREN'S ACADEMY, ZAMBIA | $5,000 | |||||
| BAPS | |||||||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 08854 | 501(C)(3) | CONSTRUCTION OF A RELIGIOUS CENTER ROBBINSVILLE NJ | $200,000 | |||||
| BAPS CHARITIES | |||||||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 08854 | 501(C)(3) | WALK-A-THON SPONSORSHIP | $5,000 | |||||
| HOMES FOR OUR TROOPS | |||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | BUILD HOMES FOR SEVERELY INJURED SERVICEMEN & WOMEN OF THE US ARMED FORCES | $5,000 | |||||
| INDIA CULTURAL SOCIETY OF NJ | |||||||||||
| 714 PREAKNESS AVE | WAYNE | NJ | 07470 | 501(C)(3) | SUPPORT CULTURAL ACTIVITIES | $3,000 | |||||
| INJURED MARINE SEMPER FI FUND | |||||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | 501(C)(3) | PROVIDE FINANCIAL SUPPORT FOR INJURED & CRITICALLY ILL MEMBERS OF THE US ARMED FORCES & THEIR FAMILIES | $5,000 | |||||
| MASOMO EDUCATION FOUNDATION | |||||||||||
| RR0001 | SCHOLARSHIPS FOR STUDENTS IN ZAMBIA | $5,000 | 222 QUEEN STREET SUITE 1500 | OTTAWA | ONTARIO | CA | K1P 5V9 | ||||
| ORBIS | |||||||||||
| 520 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | MEDICAL SUPPLIES FOR PEDIATRIC HOSPITAL IN KITWE ZAMBIA | $5,000 | |||||
| RIDGEWOOD ROTARY FOUNDATION | |||||||||||
| 296 EAST ALLENDALE AVE | ALLENDALE | NJ | 07401 | 501(C)(3) | SUPPLIES FOR ORPHANAGE IN HAITI | $10,000 | |||||
| SANKARA EYE FOUNDATION | |||||||||||
| 1900 MCCARTHY BLVD SUITE 302 | MILPITAS | CA | 95035 | 501(C)(3) | GRANT FOR EYE SURGERIES IN INDIA | $10,000 | |||||
| SAVE THE CHILDREN | |||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 501(C)(3) | SUPPORT CHILDREN'S PROGRAMS | $10,000 | |||||
| SHARE & CARE FOUNDATION | |||||||||||
| 676 WINTERS AVE | PARAMUS | NJ | 07652 | 501(C)(3) | EDUCATION & HEALTH SUPPORT FOR CHILDREN IN INDIA | $5,000 | |||||
| THE SMILE TRAIN | |||||||||||
| 245 FIFTH AVE SUITE 2201 | NEW YORK | NY | 10016 | 501(C)(3) | SURGERY ON CHILDREN WITH CLEFT LIPS, WORLDWIDE | $10,000 | |||||
| VIVEKANANDA ROCK MEMORIAL KENDRA | |||||||||||
| SEC. 80G | GRANT TO RUN EYE SCREENING CAMPS IN TAMIL NADU VILLAGES IN INDIA | $11,000 | 78 SIVANTHAKULAM 1ST STREET | THOOTHUKUDI | IN | ||||||
| ZAMBIA'S SCHOLARSHIP FUND | |||||||||||
| PO BOX 515 | BRIGHAM CITY | UT | 84302 | 501(C)(3) | SCHOLARSHIPS & TEACHERS SALARIES IN RURAL ZAMBIA | $30,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $319,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,893 | 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 | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE STREET | BondNm |
| EOY Book Value | $1,441,671 | EOYBookValueAmt |
| EOYFMV | $1,441,671 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STATE STREET | StockNm |
| EOY Book Value | $4,159,665 | EOYBookValueAmt |
| EOYFMV | $4,159,665 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,602 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,602 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERGY CORP | FMV | $99,829 | $99,829 |
| MICROSOFT CORP | FMV | $299,142 | $299,142 |
| FOREIGN ASSETS | FMV | $560,985 | $560,985 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $30 | $0 | $0 |
| ANNUAL REPORT | $25 | $0 | $0 |
| TRAVEL | $1,726 | $0 | $0 |
| NECO | $2,800 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUES | Desc |
| Amt | $646,142 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $3,363 | $3,363 | $0 |
| INV. ADVISORY FEES | $58,062 | $58,062 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,353 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments