SURENDRA AND KALA JAIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SURENDRA AND KALA JAIN FOUNDATION (EIN 46-5248312)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201702269349100520
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- 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 | 2017-08-14T12:35:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465248312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Surendra and Kala Jain Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURE | BusinessNameControlTxt |
| Phone | 3107145873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY JAIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3107145873 | PhoneNum |
| Signature | 2017-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.76.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-05 | IPDt |
| IP Tm | 13:43:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5C03224B797367BBEC7C69A253F864312EC00C5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $834,564 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $261,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $261,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,191 | 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 | $1,017 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $509 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $508 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $378 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,693 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,047 | CashBOYAmt |
| Cash EOY | $48,454 | CashEOYAmt |
| Cash EOYFMV | $48,454 | CashEOYFMVAmt |
| Corporate Stock BOY | $88,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,885 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $303,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $548,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $700,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $401,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $648,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $834,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $401,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $648,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $401,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $648,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $401,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $648,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $401,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,688 | OtherIncreasesAmt |
| Subtotal | $648,458 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $648,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Fidelity Investments - ST | 2016-01-01 | 2016-12-31 | $12,652 | $12,790 | -$138 | -$138 | |
| fidelity Investments - LT | 2015-06-30 | 2016-12-31 | $437,649 | $178,369 | $259,280 | $259,280 | |
| Capital Gains Dividends | $2,844 | $2,844 | $2,844 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $261,986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $281,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,463 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.952792 | DistributionYr2Rt |
| Total Distribution | 1.095168 | TotalDistributionRt |
| Average Distribution | 0.547584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $816,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $447,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,750 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $449,814 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,586 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $237 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,263 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sheena Jain | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107145873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5106 | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KALA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CEO | 10.00 | $0 | $0 | $0 |
| SURENDRA JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | CFO | 10.00 | $0 | $0 | $0 |
| ASHLEY JAIN | ||||||||
| PO BOX 5016 | PALOS VERDES PENINSULA | CA | 90274 | SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $723,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $828,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $828,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $816,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,500 | TotalTaxAmt |
| Distributable Before Adj | $35,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,586 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $33,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,950 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $33,463 | ExcessFromYear2Amt |
| Excess From Year1 | $26,223 | ExcessFromYear1Amt |
| Excess From Current Year | $8,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KALA JAIN | ContributingManagerNm |
| Contributing Manager | SURENDRA JAIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Akshaya Patra USA | |||||||
| 92 Montvale Avenue Suite 2500 | Stoneham | MA | 02180 | N/A | PC | UNRESTRICTED | $1,000 |
| ALAPIO | |||||||
| 3148 Fond Dr | Encino | CA | 91436 | N/A | PC | UNRESTRICTED | $1,000 |
| American India Foundation | |||||||
| 530 Lytton Avenue 2nd Floor | Palo Alto | CA | 94301 | N/A | PC | UNRESTRICTED | $250 |
| Antonio Campos Memorial Fund | |||||||
| PO Box 5106 | Palos Verdes Peninsula | CA | 90274 | N/A | NC | UNRESTRICTED | $450 |
| Bidada International Foundation | |||||||
| 11403 Tortuga St | Cypress | CA | 90630 | N/A | PC | UNRESTRICTED | $1,000 |
| Boys and Girls Club | |||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | N/A | PC | UNRESTRICTED | $500 |
| CASA of Los Angeles | |||||||
| 201 Centre Plaza Drive Suite 1100 | Monterey Park | CA | 91754 | N/A | PC | UNRESTRICTED | $1,000 |
| Jain Center of Southern California | |||||||
| 8072 Commonwealth Ave | Buena Park | CA | 90621 | N/A | PC | UNRESTRICTED | $29,464 |
| Little Sisters of the Poor | |||||||
| 2100 S Western Ave | san pedro | CA | 907324331 | N/A | PC | UNRESTRICTED | $1,000 |
| Navkar Center | |||||||
| PO Box 5274 | Diamond Bar | CA | 91765 | N/A | pC | UNRESTRICTED | $500 |
| Palos Verdes Police | |||||||
| PO Box 174 | Palos Verdes Estates | CA | 90274 | N/A | NC | blankets for homeless shelters | $100 |
| Pratham USA | |||||||
| 9703 Richmond Ave Ste 102 | Houston | TX | 77042 | N/A | PC | UNRESTRICTED | $1,000 |
| PVGC | |||||||
| 3301 Via Campesina | Palos Verdes Estates | CA | 90274 | N/A | PC | UNRESTRICTED | $1,000 |
| ROADS | |||||||
| 40525 La Purissima Way | Fremont | CA | 94539 | N/A | PC | UNRESTRICTED | $500 |
| Sahara | |||||||
| 17100 Pioneer Blvd Suite 260 | Artesia | CA | 90701 | N/A | PC | UNRESTRICTED | $1,000 |
| Sri Panchamukha Hanuman Temple | |||||||
| 3555 Lomita Blvd A | Torrance | CA | 90505 | N/A | PC | UNRESTRICTED | $3,001 |
| Richstone Family Center | |||||||
| 13634 Cordary Ave | Hawthorne | CA | 90250 | N/A | PC | UNRESTRICTED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,015 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $261,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $1,017 | Amt |
| Net Investment Income | $509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $508 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CISCO SYS INC | StockNm |
| EOY Book Value | $51,456 | EOYBookValueAmt |
| EOYFMV | $85,885 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $548,548 | BookValueAmt |
| EOYFMV | $700,225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $3,693 | $3,693 | $0 |
| Licenses and Fees | $100 | $0 | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| cost basis adjustment - prior year | $16,449 |
| return of Capital | $239 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | other professional fees | CategoryTxt |
| Amt | $378 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $378 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $490 | $0 | $0 |
| Atty Gen Filing Fee | $25 | $0 | $25 |
| ftB Filing Fee | $10 | $0 | $10 |
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