SAXENA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SAXENA FAMILY FOUNDATION (EIN 27-4196021)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201843109349100049
- Schema version
- 2017v2.3
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T15:14:35-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 274196021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saxena Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SAXE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JITENDRA SAXENA | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520183105000015 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,187,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,001,644 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $756 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,406,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,373,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $79,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,031 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,408 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $831 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,218 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,112,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $259,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,145,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,195,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,851,491 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,405,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,531,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,187,647 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $123,125 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $136,350 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $123,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,350 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,282,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,395,170 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,282,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,395,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,405,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,531,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,282,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,112,471 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,395,170 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,395,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $7,406,194 | $7,145,222 | $260,972 | $260,972 |
| ALLOCATED TO UBTI - ACQ INDEBTEDNESS | $0 | $0 | -$14 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,958 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $209,278 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,767,929 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,896 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,857,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $290,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,915,856 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,955 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,828,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046305 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,353 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,617,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036428 | DistributionYr5Rt |
| Total Distribution | 0.278202 | TotalDistributionRt |
| Average Distribution | 0.05564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,359,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,573 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,916 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $245,489 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,219 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,832 | SubtotalAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,078 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,978 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jitendra Saxena | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgt | ServiceTypeTxt |
| Compensation | $79,034 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,123,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,426,308 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $238 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,426,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,359,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,832 | TotalTaxAmt |
| Distributable Before Adj | $212,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,219 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $177,219 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $177,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,152 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $17,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,219 | QualifyingDistributionsAmt |
| Applied To Current Year | $177,219 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,366 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,366 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $17,567 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jitendra Saxena | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION USA | |||||||
| 92 MONTVALE AVE STE 2500 | STONEHAM | MA | 02180 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH ST 7TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $50,000 |
| ASHA FOR EDUCATION | |||||||
| 340 S LEMON AVE 2742 | WALNUT | CA | 91789 | N/A | PC | Boston/MIT Chapter | $1,000 |
| BOSTON CARDIAC FOUNDATION INC | |||||||
| 50 TREMONT ST STE 104 | MELROSE | MA | 02176 | N/A | PC | General & Unrestricted | $2,000 |
| CHINMAYA MISSION OF BOSTON | |||||||
| 1 UNION ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $1,001 |
| GIVING BACK FUND INC | |||||||
| 6033 W CENTURY BLVD STE 350 | LOS ANGELES | CA | 90045 | N/A | PC | The Anuradha Palakurthi Foundation Fund | $2,000 |
| HIMALAYAN FOUNDATION | |||||||
| PO BOX 6546 | ALBANY | CA | 94706 | N/A | PC | General & Unrestricted | $10,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR W98-200 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $10,000 |
| SOHARA | |||||||
| 5206 OAK LN | ARLINGTON | TX | 76017 | N/A | PC | General & Unrestricted | $20,000 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST ST | MALBOROUGH | MA | 01752 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,001 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $14 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $260,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $371,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,504 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Saxena Jitendra | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Flanagan Drive | AddressLine1Txt |
| City | Framingham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,001,644 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MICROSOFT CORP MSFT, 6730 sh. | $507,173 | 2017-09-19 |
| 1 | APPLE INC AAPL, 3105 sh. | $494,471 | 2017-09-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $81,818 | $101,499 |
| APPLE INC | $544,978 | $664,905 |
| BLACKROCK INC | $40,198 | $111,475 |
| CALL CBOE S&P 500 INDEX @ 2680 | $4,080 | $10,000 |
| CALL CBOE S&P 500 INDEX @ 2690 | $4,900 | $15,050 |
| CALL CBOE S&P 500 IND2700 1/12 | $9,000 | $3,360 |
| CALL CBOE S&P 500 IND2700 1/19 | $8,960 | $6,080 |
| CALL CBOE S&P 500 INDEX @ 2705 | $11,700 | $10,500 |
| CALL CBOE S&P 500 IND2720 1/19 | $3,290 | $1,785 |
| CALL CBOE S&P 500 IND2720 2/09 | $8,400 | $7,160 |
| CHEVRON CORP | $80,668 | $92,140 |
| COLGATE-PALMOLIVE COMPANY | $78,068 | $110,459 |
| EATON VANCE GLOBAL MACRO FD CL | $110,385 | $110,268 |
| FRANKLIN K2 ALTERNATIVE STRATE | $45,000 | $46,861 |
| GEN DYNAMICS CP | $41,688 | $118,815 |
| GENERAL ELECTRIC CO | $996,479 | $558,400 |
| HOME DEPOT INC | $83,737 | $116,750 |
| HONEYWELL INTL | $43,772 | $120,388 |
| INTEL CORP | $90,436 | $113,369 |
| ISHARES CORE DIVIDEND GROWTH | $105,049 | $139,676 |
| ISHARES MSCI USA MIN VOLATILIT | $45,617 | $54,786 |
| JOHNSON & JOHNSON | $84,900 | $141,397 |
| MEDTRONIC PLC | $86,416 | $91,894 |
| METLIFE INC | $99,624 | $103,850 |
| MICROSOFT CORP | $563,358 | $725,807 |
| PEPSICO INC | $68,571 | $122,438 |
| PRUDENTIAL SHORT DURATION HIGH | $115,261 | $109,748 |
| PUT CBOE S&P 500 INDEX @ 2350 | $5,000 | $1,750 |
| PUT CBOE S&P 500 INDEX @ 2425 | $3,800 | $2,850 |
| PUT CBOE S&P 500 INDEX @ 2435 | $4,560 | $3,280 |
| PUT CBOE S&P 500 INDEX @ 2450 | $9,000 | $1,850 |
| PUT CBOE S&P 500 INDEX @ 2500 | $5,360 | $2,040 |
| PUT CBOE S&P 500 INDEX @ 2520 | $1,760 | $1,480 |
| PUT CBOE S&P 500 INDEX @ 2580 | $2,940 | $3,430 |
| PUT CBOE S&P 500 INDEX @ 2600 | $11,680 | $6,000 |
| RAYTHEON CO | $65,453 | $132,434 |
| ROCKWELL AUTOMATION INC | $80,154 | $137,838 |
| SEMPRA ENERGY COM | $59,690 | $99,756 |
| SUNCOR ENERGY INC | $86,127 | $100,503 |
| TEXAS INSTRUMENTS INC | $68,073 | $138,696 |
| UNITED TECHNOLOGIES CORP | $97,383 | $115,578 |
| W. P. CAREY INC | $92,093 | $101,145 |
| WALGREENS BOOTS ALLIANCE | $47,228 | $94,769 |
| WALT DISNEY HOLDINGS CO | $98,710 | $99,232 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,193 | $21,193 |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $123,125 | BOYBookValueAmt |
| EOY Book Value | $136,350 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $79,034 | Amt |
| Net Investment Income | $79,031 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $2,900 | |
| 990-PF Excise Tax for 2016 | $365 | |
| 990-PF Extension for 2016 | $312 | |
| Foreign Tax Paid | $831 | $831 |