RAJU VEGESNA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RAJU VEGESNA FOUNDATION (EIN 06-1694446)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349100847
- Schema version
- 2016v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T20:11:16-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061694446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAJU VEGESNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | RAJU | BusinessNameControlTxt |
| Phone | 4089223103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5808 TROWBRIDGE WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJU VEGESNA | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Signature | 2017-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL CAMPBELL | PreparerPersonNm |
| PTIN | P00624713 | PTIN |
| Phone | 4153977900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.104.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120173175000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B64C0F7DD7B6E175397AE007799F8E4950EA351B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A46D784A2EAF84BA82230871B9DC1B714D801108 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,102,781 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $100,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,432,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,737 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,737 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $173,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $15,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,082 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,082 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $883 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,847 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $69,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,150,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,150,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,219,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,155,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,045,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409,849 | CashBOYAmt |
| Cash EOY | $57,427 | CashEOYAmt |
| Cash EOYFMV | $57,427 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $750,006 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $750,006 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $750,006 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $750,006 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,460,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,449,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,295,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $750,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,370,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,257,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,102,781 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,370,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,257,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,370,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,257,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,370,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,257,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,370,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,045,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$66,798 | OtherIncreasesAmt |
| Subtotal | $4,258,711 | SubtotalAmt |
| Other Decreases | $1,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,257,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY #6282[SEE ATTACHED] | 2016-12-31 | $64,955 | $68,740 | -$3,785 | -$3,785 | |
| FIDELITY #6282[SEE ATTACHED] | 2016-12-31 | $488,059 | $502,308 | -$14,249 | -$14,249 | |
| FIDELITY #6282[SEE ATTACHED] | 2016-12-31 | $680 | $680 | |||
| FIDELITY #6283[SEE ATTACHED] | 2016-12-31 | $205,514 | $206,115 | -$339 | -$601 | |
| FIDELITY #6283[SEE ATTACHED] | 2016-12-31 | $278,688 | $274,059 | $4,680 | $4,629 | |
| FIDELITY #6283[SEE ATTACHED] | 2016-12-31 | $2,205 | $2,205 | $2,205 | ||
| FIDELITY #6284[SEE ATTACHED] | 2016-12-31 | $31,950 | $32,780 | -$830 | -$830 | |
| FIDELITY #6286[SEE ATTACHED] | 2016-12-31 | $10,829 | $10,129 | $732 | $700 | |
| FIDELITY #6286[SEE ATTACHED] | 2016-12-31 | $163,387 | $124,863 | $38,524 | $38,524 | |
| FIDELITY #6287[SEE ATTACHED] | 2016-12-31 | $21,225 | $19,959 | $1,266 | $1,266 | |
| FIDELITY #6287[SEE ATTACHED] | 2016-12-31 | $139,077 | $116,163 | $22,914 | $22,914 | |
| FIDELITY #6287[SEE ATTACHED] | 2016-12-31 | $22 | $22 | $22 | ||
| CLEARWATER K-1 | 2016-12-31 | $5 | $5 | $5 | ||
| CLEARWATER K-1 | 2016-12-31 | $21,249 | -$21,249 | -$21,249 | ||
| NB CROSSROADS K-1 | 2016-12-31 | $1,393 | -$1,393 | -$1,393 | ||
| NB CROSSROADS K-1 | 2016-12-31 | $21,732 | $21,732 | $21,732 | ||
| NB CROSSROADS K-1 | 2016-12-31 | $142 | $142 | $142 | ||
| CAPITAL GAIN DIVIDENDS | $4,454 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,831 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $408,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,647,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,231,029 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,551,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187906 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $974,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,546,544 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,063,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,914,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $979,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,635,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.128228 | DistributionYr5Rt |
| Total Distribution | 0.706681 | TotalDistributionRt |
| Average Distribution | 0.141336 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,126,143 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $583,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,155,883 | 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 | $1,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,105 | SubtotalAmt |
| Tax Based On Investment Income | $1,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $276 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,776 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $650 | OverpaymentAmt |
| Applied To ES Tax | $650 | 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 | TX | 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 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153977900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BUSH ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | DR RICHARD T MCCOY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 VICTORIA LANE | AddressLine1Txt |
| City | WEXFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,160,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $750,006 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,188,978 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,188,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,126,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,105 | TotalTaxAmt |
| Distributable Before Adj | $205,202 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $205,202 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $205,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,155,883 | 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 | $1,155,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,105 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,154,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $351,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $722,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $653,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $908,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,820,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,155,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $205,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $950,681 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,771,531 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $351,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,419,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $722,138 | ExcessFromYear4Amt |
| Excess From Year3 | $653,741 | ExcessFromYear3Amt |
| Excess From Year2 | $908,299 | ExcessFromYear2Amt |
| Excess From Year1 | $185,072 | ExcessFromYear1Amt |
| Excess From Current Year | $950,681 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANATAKOTI RAJU VEGESNA | ContributingManagerNm |
| Contributing Manager | BALA VEGESNA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAJU VEGESNA FOUNDATION INDIA | |||||||||||
| PLOT NO 38 DNO 8-1-63/75 | PRASANTHINAGAR COLONY | VISAKHAPTNAM | IN | 530 017 | ER GRANT | CHARITABLE | $900,000 | ||||
| THE KSHATRIYAS | |||||||||||
| 501(C)(3) | CHARITABLE | $5,000 | 12972 WOOD CRESCRENT CIRCLE | HEMDON | VA | 20171 | |||||
| MOUNT MADONNA CENTER | |||||||||||
| 501(C)(3) | CHARITABLE | $5,001 | 445 SUMMIT RD | WATSONVILLE | CA | 95076 | |||||
| KANA | |||||||||||
| 501(C)(3) | CHARITABLE | $35,000 | 3449 E REZANOF DR | KODIAK | AK | 996156952 | |||||
| THE HARKER SCHOOL | |||||||||||
| 501(C)(3) | CHARITABLE | $205,000 | 500 SARATOGA AVE | SAN JOSE | CA | 95129 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,150,001 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,063 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $2,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $158,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,408 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE AND EDUCATIONAL PURPOSES. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $15,200 | Amt |
| Net Investment Income | $11,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJU VEGESNA FOUNDATION INDIA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Plot No 38 DNo 8-1-63/75 | AddressLine1Txt |
| City | Prasanthinagar Colony | CityNm |
| Province Or State | Visakhaptnam | ProvinceOrStateNm |
| Country | IN | CountryCd |
| Foreign Postal | 530 017 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $900,000 | GrantAmt |
| Purpose Of Grant | CHARITABLE | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Results Of Verification | The Foundation has received a report from Grantee showing that all funds provided by Foundation were used for either operating or charitable purposes. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARWATER K-1 | $205,121 | $215,755 |
| NB CROSSROADS K-1 | $9,747 | $63,660 |
| SUMMIT #656-216285 | $0 | |
| SUMMIT #656-216286 | $279,679 | $342,881 |
| SUMMIT #656-216287 | $0 | |
| SUMMIT #656-216282 | $2,023,211 | $1,713,648 |
| SUMMIT #656-216283 | $810,546 | $831,834 |
| SUMMIT #676-521969 | $0 | |
| SUMMIT #656-216284 | $121,474 | $127,570 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $1,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $39,764 | $39,764 |
| ADR FEES | ||
| K-1: CLEARWATER - PD 2% | $4,666 | $4,666 |
| K-1: NB CROSSROAD -INV INT EXP | $128 | $128 |
| K-1: NB CROSSROAD - PD 2% | $6,289 | $6,289 |
| BARCLAYS #R8S-200521: INV EXP | ||
| BARCLAYS #R8S-201853: INV EXP |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: CLEARWATER CAPITAL PTNRS III | $2,290 | $2,290 |
| K-1: NB CROSSROADS 2010 FUND | $520 | $520 |
| K-1: NB CROSSROADS 2010 FUND - 1250 GAIN | $22 | $22 |
| K-1: NB CROSSROADS 2010 FUND - ROYALTIES | $2 | $2 |
| PFIC Income: MidOcean Credit Opportunity | $15,903 | $15,903 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENTS | Desc |
| Amt | -$66,798 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| ACCOUNTING FEES PAYABLE |
| TAXES PAYABLE |
| OTHER PAYABLE |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | InterestInterestRt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|
| SIDDHI VINAYAKA CULTURAL CENTER INC | ||||
| $400,006 | $400,006 | 2013-01 | 0 | CHARITABLE |
| SIDDHI VINAYAKA CULTURAL CENTER INC | ||||
| $350,000 | $350,000 | 2013-04 | 0 | CHARITABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT CORPORATION FILING FEES | CategoryTxt |
| Amt | $2,082 | Amt |
| Disbursements Charitable Prps | $2,082 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $883 | Amt |
| Net Investment Income | $883 | NetInvestmentIncomeAmt |
Comments