TARSADIA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TARSADIA FOUNDATION (EIN 33-0879062)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201733139349101233
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T16:36:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330155525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 330879062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARSADIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARS | BusinessNameControlTxt |
| Phone | 9496108038 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 NEWPORT CENTER DRIVE 21ST FLOOR | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRISH DAYAL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9496108038 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD E BENOE | PreparerPersonNm |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 08:00:04 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0632D4472AA4026539360035DF7CB7D46AFE60DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF9510518482F30FC219FCDD4C4C9475A8D7FDD8 | 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 | $88,681,595 | 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 | $19,825,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,372,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,372,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $721,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,365,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $721,769 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,510,975 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,473,314 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,496,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,633,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $213,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $45,390 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,390 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,849 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,849 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,231 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,599 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $95,280 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $162,538 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $162,538 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $235,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,752 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $926,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $271,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $649,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,369,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,369,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,296,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $271,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,019,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,200,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,361,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,765 | CashBOYAmt |
| Cash EOY | $32,765 | CashEOYAmt |
| Cash EOYFMV | $32,765 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,304,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,075,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,062,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,264,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,936,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,205,914 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,378,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,184,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,184,150 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $37,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,752 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $196,271 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,017,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,232,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,681,595 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,660 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $66,012,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $85,232,425 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,012,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,232,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,017,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,232,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,012,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,200,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,108,375 | OtherIncreasesAmt |
| Subtotal | $85,320,853 | SubtotalAmt |
| Other Decreases | $88,428 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,232,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 41747 - SEE STMT ATTACHED | P | 2016-12-31 | $15,233 | $22,193 | -$6,960 | -$6,960 | |
| GOLDMAN SACHS 41747 - SEE STMT ATTACHED | P | 2016-12-31 | $262,482 | $280,622 | -$18,140 | -$18,140 | |
| GOLDMAN SACHS 41745 - SEE STMT ATTACHED | P | 2016-12-31 | $51,098 | $52,091 | -$993 | -$993 | |
| GOLDMAN SACHS 41745 - SEE STMT ATTACHED | P | 2016-12-31 | $50,000 | $52,294 | -$2,294 | -$2,294 | |
| GOLDMAN SACHS 41755 - SEE STMT ATTACHED | P | 2016-12-31 | $445,183 | $464,227 | -$19,044 | -$19,044 | |
| TD AMERITRADE - SEE STMT ATTACHED | P | 2016-12-31 | $11,708,146 | $11,437,591 | $270,555 | $270,555 | |
| TD AMERITRADE - SEE STMT ATTACHED | P | 2016-12-31 | $9,361,125 | $8,737,159 | $623,966 | $623,966 | |
| ROSS STORES INC. | 2016-02-19 | $2,720 | $2,440 | $280 | $280 | ||
| HONEYWELL INTERNATIONAL INC. | 2016-02-23 | $5,203 | $4,897 | $306 | $306 | ||
| ROSS STORES INC. | 2016-02-23 | $2,779 | $2,440 | $339 | $339 | ||
| HONEYWELL INTERNATIONAL INC. | 2016-02-24 | $5,138 | $4,897 | $241 | $241 | ||
| ROSS STORES INC. | 2016-02-24 | $4,173 | $3,660 | $513 | $513 | ||
| HONEYWELL INTERNATIONAL INC. | 2016-02-25 | $5,192 | $4,897 | $295 | $295 | ||
| HONEYWELL INTERNATIONAL INC. | 2016-02-26 | $5,187 | $4,897 | $290 | $290 | ||
| VANGUARD MID-CAP ETF | P | 2016-02-05 | $117,376 | $130,979 | -$13,603 | -$13,603 | |
| HONEYWELL INTERNATIONAL INC. | 2016-03-01 | $2,631 | $2,449 | $182 | $182 | ||
| PROGRESSIVE CORP | 2016-03-04 | $1,658 | $1,585 | $73 | $73 | ||
| PROGRESSIVE CORP | 2016-03-07 | $1,663 | $1,585 | $78 | $78 | ||
| PROGRESSIVE CORP | 2016-03-07 | $827 | $792 | $35 | $35 | ||
| VIRTUS EMERGING MKTS OPPOR-I | P | 2016-03-24 | $314,054 | $325,000 | -$10,946 | -$10,946 | |
| MICROSOFT CORP | 2016-05-17 | $2,534 | $2,339 | $195 | $195 | ||
| MICROSOFT CORP | 2016-05-17 | $2,522 | $2,339 | $183 | $183 | ||
| OMNICORP GROUP | 2016-05-24 | $4,138 | $3,591 | $547 | $547 | ||
| OMNICORP GROUP | 2016-05-25 | $4,099 | $3,591 | $508 | $508 | ||
| MICROSOFT CORP | 2016-06-14 | $8,709 | $8,186 | $523 | $523 | ||
| 3M CO | 2016-07-11 | $8,907 | $7,403 | $1,504 | $1,504 | ||
| 3M CO | 2016-07-12 | $8,951 | $7,403 | $1,548 | $1,548 | ||
| DANONE-SPONS ADR | 2016-07-13 | $2,858 | $2,701 | $157 | $157 | ||
| DANONE-SPONS ADR | 2016-07-14 | $7,298 | $6,753 | $545 | $545 | ||
| DANONE-SPONS ADR | 2016-07-15 | $1,447 | $1,351 | $96 | $96 | ||
| DANONE-SPONS ADR | 2016-07-18 | $721 | $675 | $46 | $46 | ||
| DANONE-SPONS ADR | 2016-07-19 | $710 | $675 | $35 | $35 | ||
| DANONE-SPONS ADR | 2016-07-20 | $2,148 | $2,026 | $122 | $122 | ||
| DANONE-SPONS ADR | 2016-07-21 | $2,148 | $2,026 | $122 | $122 | ||
| DANONE-SPONS ADR | 2016-07-22 | $2,134 | $2,026 | $108 | $108 | ||
| DANONE-SPONS ADR | 2016-07-25 | $3,237 | $3,039 | $198 | $198 | ||
| BANK OF NEW YORK MELLON CORP | 1961-08-03 | $1,959 | $1,959 | $0 | $0 | ||
| BANK OF NEW YORK MELLON CORP | 2016-08-04 | $3,896 | $3,896 | $0 | $0 | ||
| PROGRESSIVE CORP | 2016-08-17 | $1,657 | $1,697 | -$40 | -$40 | ||
| PROGRESSIVE CORP | 2016-08-18 | $1,659 | $1,697 | -$38 | -$38 | ||
| COMERICA INC | 2016-08-19 | $29,414 | $27,441 | $1,973 | $1,973 | ||
| PROGRESSIVE CORP | 2016-08-19 | $1,644 | $1,697 | -$53 | -$53 | ||
| PROGRESSIVE CORP | 2016-08-22 | $1,637 | $1,697 | -$60 | -$60 | ||
| PROGRESSIVE CORP | 2016-08-23 | $1,619 | $1,697 | -$78 | -$78 | ||
| UNITEDHEALTHCARE GROUP INC | 2016-08-25 | $6,905 | $7,147 | -$242 | -$242 | ||
| UNITEDHEALTHCARE GROUP INC | 2016-08-26 | $6,846 | $7,147 | -$301 | -$301 | ||
| OAKMARK INTERNATIONAL-I | P | 2016-08-04 | $172,318 | $195,148 | -$22,830 | -$22,830 | |
| DANONE-SPONS ADR | 2016-11-02 | $2,060 | $2,317 | -$257 | -$257 | ||
| DANONE-SPONS ADR | 2016-11-03 | $681 | $772 | -$91 | -$91 | ||
| MICROSOFT CORP | 2016-11-03 | $5,922 | $5,516 | $406 | $406 | ||
| NESTLE SA-SPONS ADR | 2016-11-03 | $3,641 | $3,981 | -$340 | -$340 | ||
| DANONE-SPONS ADR | 2016-11-04 | $677 | $772 | -$95 | -$95 | ||
| NESTLE SA-SPONS ADR | 2016-11-04 | $7,275 | $7,934 | -$659 | -$659 | ||
| DANONE-SPONS ADR | 2016-11-07 | $675 | $724 | -$49 | -$49 | ||
| DANONE-SPONS ADR | 2016-11-08 | $675 | $675 | $0 | $0 | ||
| ADVANSIX INC | 2016-11-09 | $173 | $150 | $23 | $23 | ||
| DANONE-SPONS ADR | 2016-11-11 | $2,519 | $2,701 | -$182 | -$182 | ||
| DANONE-SPONS ADR | 2016-11-14 | $1,868 | $2,026 | -$158 | -$158 | ||
| DANONE-SPONS ADR | 2016-11-15 | $626 | $675 | -$49 | -$49 | ||
| ROSS STORES INC. | 2016-11-22 | $3,475 | $3,097 | $378 | $378 | ||
| ROSS STORES INC. | 2016-11-22 | $3,476 | $3,097 | $379 | $379 | ||
| ROSS STORES INC. | 2016-11-28 | $6,853 | $4,880 | $1,973 | $1,973 | ||
| DOUBLELINE TOTL RET BND -I | P | 2016-11-03 | $117,184 | $118,155 | -$971 | -$971 | |
| DANONE-SPONS ADR | 2016-12-09 | $3,223 | $3,376 | -$153 | -$153 | ||
| DANONE-SPONS ADR | 2016-12-12 | $3,544 | $3,714 | -$170 | -$170 | ||
| DEUTSCHE X-TRACKERS MSCI EUR | P | 2016-12-05 | $131,769 | $135,525 | -$3,756 | -$3,756 | |
| PAULSON EUROPEAN EVENT EQUITIES FUND REDEMPTION | P | 2016-08-02 | $401,319 | $480,574 | -$79,255 | -$79,255 | 2016-06-30 |
| PAULSON EUROPEAN EVENT EQUITIES FUND REDEMPTION | P | 2016-09-19 | $14,280 | $19,426 | -$5,146 | -$5,146 | 2016-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $721,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,140,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $65,961,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,076,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,015,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,726,647 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,846,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068429 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,022,012 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,789,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056498 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,437,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,733,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084826 | DistributionYr5Rt |
| Total Distribution | 0.371926 | TotalDistributionRt |
| Average Distribution | 0.074385 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $69,981,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,205,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,239,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,019,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142,539 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $142,539 | TotalPaymentsAndCreditsAmt |
| Overpayment | $75,300 | OverpaymentAmt |
| Applied To ES Tax | $75,300 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TARSADIAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TUSHAR PATEL | IndividualWithBooksNm |
| Phone | 9496108038 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 NEWPORT CENTER DR 21ST FLOOR | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BU PATEL | ||||||||
| 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | CHAIRMAN | 12.00 | $0 | $0 | $0 |
| TUSHAR PATEL | ||||||||
| 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | CFO & SECRETARY | 2.00 | $0 | $0 | $0 |
| SHIRISH DAYAL | ||||||||
| 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | DIRECTOR | 32.00 | $163,800 | $0 | $0 |
| MAYA PATEL | ||||||||
| 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | PRESIDENT | 30.00 | $50,000 | $0 | $0 |
| GUATAM PATEL | ||||||||
| 277 WEST 4TH STREET APT 2 | NEW YORK | NY | 10014 | TRUSTEE | 2.00 | $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 | $42,753,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,108,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,184,150 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,046,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,046,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,065,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,981,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,499,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,499,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,239 | TotalTaxAmt |
| Distributable Before Adj | $3,431,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,431,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,431,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,019,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,019,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,019,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,431,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,017,089 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $791,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,210,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,890,865 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,194,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,019,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,431,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,587,539 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,781,827 | 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 | $1,017,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,764,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,457 | ExcessFromYear4Amt |
| Excess From Year3 | $791,227 | ExcessFromYear3Amt |
| Excess From Year2 | $1,210,650 | ExcessFromYear2Amt |
| Excess From Year1 | $2,890,865 | ExcessFromYear1Amt |
| Excess From Current Year | $1,587,539 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BU PATEL | ContributingManagerNm |
| Contributing Manager | TUSHAR PATEL | ContributingManagerNm |
| Contributing Manager | MAYA PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 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 | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION USA | ||||||||||||
| 92 MONTVALE AVENUE SUITE 2500 | STONEHAM | MA | 02180 | PUBLIC | PROGRAM SUPPORT | $25,000 | ||||||
| AMERICAN INDIA FOUNDATION | ||||||||||||
| 216 EAST 45TH STREET | NEW YORK | NY | 10037 | PUBLIC | PROGRAM SUPPORT | $31,800 | ||||||
| ANEKANT COMMUNITY CENTER | ||||||||||||
| PO BOX 167 | BUENA PARK | CA | 90621 | PUBLIC | PROGRAM SUPPORT | $26,500 | ||||||
| BAPS CHARITIES | ||||||||||||
| 81 SUTTON LANE SUITE 201 | PISCATAWAY | NJ | 08854 | PUBLIC | PROGRAM SUPPORT | $60,001 | ||||||
| BARDOLI PARDESH KELAVANI MANDAL | ||||||||||||
| PUBLIC | PROGRAM SUPPORT | $1,000,000 | MAHUVA ROAD TALOKA BARDOLI | DIST SURAT | GUJARAT | IN | 394350 | |||||
| BIG BROTHERS BIG SISTERS OF OC | ||||||||||||
| 14131 YORBA STREET SUITE 200 | TUSTIN | CA | 92780 | PUBLIC | PROGRAM SUPPORT | $200,000 | ||||||
| BOYS & GIRLS CLUB OF SANTA ANA INC | ||||||||||||
| 250 N GOLDEN CIRCLE | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $350,100 | ||||||
| CHILDRENS HOSPITAL OF ORANGE COUNTY | ||||||||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | PUBLIC | PROGRAM SUPPORT | $25,000 | ||||||
| COLETTE'S CHILDREN'S HOME | ||||||||||||
| 7372 PRINCE DR SUITE 106 | HUNTINGTON BEACH | CA | 92647 | PUBLIC | PROGRAM SUPPORT | $360,000 | ||||||
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||||||
| 1615 E 17TH ST STE 100 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $107,376 | ||||||
| CSUF PHILANTHROPIC FOUNDATION | ||||||||||||
| 2600 NUTWOOD AVE SUITE 850 | FULLERTON | CA | 92831 | PUBLIC | PROGRAM SUPPORT | $145,000 | ||||||
| EAGLES OF EIGHTY-TWO INC | ||||||||||||
| 1009 E WALNUT AVE | EL SEGUNDO | CA | 90245 | PUBLIC | PROGRAM SUPPORT | $13,000 | ||||||
| ECOLOGY CENTER | ||||||||||||
| 32701 ALIPAZ ST | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $18,400 | ||||||
| ENOVANT | ||||||||||||
| PO BOX 8176 | NEWPORT BEACH | CA | 92658 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| EACH ONE TEACH ONE INC | ||||||||||||
| 16491 SCIENTIFIC WAY | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $7,500 | ||||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $25,750 | ||||||
| FAMILY REACH FOUNDATION | ||||||||||||
| 2001 ROUTE 46 SUITE 310 | PARSIPANNY | NJ | 07054 | PUBLIC | PROGRAM SUPPORT | $50,000 | ||||||
| FIRST CHOICE BANK | ||||||||||||
| 17414 CARMENITA AVENUE | CERRITOS | CA | 90703 | PUBLIC | PROGRAM SUPPORT | $1,600 | ||||||
| FRIEDA C FOX FAMILY FOUNDATION | ||||||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | PUBLIC | PROGRAM SUPPORT | $15,000 | ||||||
| GRANTMAKERS FOR EFFECTIVE ORGANIZATION | ||||||||||||
| 1725 DESALES ST NW SUITE 404 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $2,000 | ||||||
| HMPS FOUNDATION | ||||||||||||
| 15311 PIONEER BLVD | NORWALK | CA | 90650 | PUBLIC | PROGRAM SUPPORT | $62,000 | ||||||
| INDIAN AMERICAN HERITAGE FOUNDATION | ||||||||||||
| 18021 NORWALK BLVD STE 206 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| INDIAN FILM FESTIVAL OF LOS ANGELES | ||||||||||||
| 5657 WILSHIRE BOULEVARD 130 | LOS ANGELES | CA | 90036 | PUBLIC | PROGRAM SUPPORT | $10,000 | ||||||
| LATE DIWALIBHEN UKABHAI TRUST | ||||||||||||
| PUBLIC | PROGRAM SUPPORT | $200,000 | RAMJI MANDIR KADOD ROAD | BARDOLI SURAT | GUJARAT | IN | 394601 | |||||
| LESTONNAC FREE CLINIC | ||||||||||||
| 1215 EAST CHAPMAN BLVD | ORANGE | CA | 92866 | PUBLIC | PROGRAM SUPPORT | $137,563 | ||||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 515 CABRILLO PARK DR | SANTA ANA | CA | 92701 | PUBLIC | PROGRAM SUPPORT | $1,000 | ||||||
| LOVE & CARE | ||||||||||||
| 12 N COUNTRY LAKES DR | MARLTON | NJ | 08053 | PUBLIC | PROGRAM SUPPORT | $50,000 | ||||||
| MILAAP USA | ||||||||||||
| 311 N MARKET 200 | DALLAS | TX | 75202 | PUBLIC | PROGRAM SUPPORT | $25,000 | ||||||
| MOUNT OF OLIVES CHURCH | ||||||||||||
| 24772 CHRISANTA DR | MISSION VIEJO | CA | 92691 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| ONE OC | ||||||||||||
| 1904 E FOURTH ST STE 100 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $77,600 | ||||||
| RISING STAR OUTREACH INC | ||||||||||||
| 3305 NORTH UNIVERSITY AVE STE 250 | PROVO | UT | 84604 | PUBLIC | PROGRAM SUPPORT | $60,000 | ||||||
| SAGE HILL SCHOOL | ||||||||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | PUBLIC | PROGRAM SUPPORT | $10,000 | ||||||
| SAHARA | ||||||||||||
| 17100 PIONEER BLVD SUITE 260 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $70,150 | ||||||
| SAI EDUCARE TRUST | ||||||||||||
| PUBLIC | PROGRAM SUPPORT | $25,000 | NO 10 GANDHI ST NEMILICHERY | CHENNAI | TAMIL NADU | IN | 600044 | CHROMEPET | ||||
| SECOND HARVEST FOOD BANK | ||||||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $10,300 | ||||||
| SHARP HEALTHCARE FOUNDATION | ||||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | PUBLIC | PROGRAM SUPPORT | $5,200 | ||||||
| ST MARGARET'S EPISCOPAL SCHOOL | ||||||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| TEN CHARITIES | ||||||||||||
| 807 E RED HOUSE BRANCH RD | ST AUGUSTINE | FL | 32084 | PUBLIC | PROGRAM SUPPORT | $1,200 | ||||||
| UCI FOUNDATION | ||||||||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | PUBLIC | PROGRAM SUPPORT | $10,650 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 1150 S OLIVE STREET 24TH FLOOR | LOS ANGELES | CA | 90015 | PUBLIC | PROGRAM SUPPORT | $500,000 | ||||||
| RICHARD C CONDORELLI MEMORIAL | ||||||||||||
| 32 SOUTH STREET UNIT 100 | WALTHAM | MA | 02453 | PUBLIC | PROGRAM SUPPORT | $150,000 | ||||||
| HUMAN SERVICE FOUNDATION | ||||||||||||
| 309 GOLDEN GRASS DRIVE | ALAMO | CA | 94507 | PUBLIC | PROGRAM SUPPORT | $112,011 | ||||||
| TRUE SIOUX HOPE FOUNDATION | ||||||||||||
| 2260 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $60,610 | ||||||
| DIVYAJYOTI TRUST | ||||||||||||
| PUBLIC | PROGRAM SUPPORT | $50,000 | SUTHAR FALIA OPP HANUMAN TEMPLE AT | DIST SURAT | GUJARAT | IN | 394160 | PO MANDVI | ||||
| LIBERTY SCIENCE CENTER | ||||||||||||
| 222 JERSEY CITY BL | JERSEY CITY | NJ | 07305 | PUBLIC | PROGRAM SUPPORT | $50,000 | ||||||
| TEAM SEVA | ||||||||||||
| 8331 MONIQU WAY | CYPRESS | CA | 90630 | PUBLIC | PROGRAM SUPPORT | $1,000 | ||||||
| WOUNDED WARRIOR PROJECT INC | ||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC | PROGRAM SUPPORT | $2,000 | ||||||
| VISTAS FOR CHILDREN | ||||||||||||
| 46 E PENINSULA CENTER DRIVE 295 | ROLLING HILLS ESTATES | CA | 90274 | PUBLIC | PROGRAM SUPPORT | $2,600 | ||||||
| CARE FOR THE CAUSE | ||||||||||||
| 155 TALL OAK | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $600 | ||||||
| KICKSTARTER | ||||||||||||
| 58 KENT ST | BROOKLYN | NY | 11222 | NC | PROGRAM SUPPORT | $1,000 | ||||||
| JP HAITIAN RELIEF ORGANIZATION | ||||||||||||
| 6464 SUNSET BLVD SUITE 1140 | LOS ANGELES | CA | 90028 | PUBLIC | PROGRAM SUPPORT | $30,000 | ||||||
| OPPORTUNITY FUND | ||||||||||||
| 5701 SOUTH EASTERN AVE SUITE 120 | CITY OF COMMERCE | CA | 90040 | PUBLIC | PROGRAM SUPPORT | $27,000 | ||||||
| BUILD A MIRACLE | ||||||||||||
| 11207 LADY FERN COURT | SAN DIEGO | CA | 92131 | PUBLIC | PROGRAM SUPPORT | $16,900 | ||||||
| CUREDUCHENNE | ||||||||||||
| 1400 QUAIL STREET SUITE 110 | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $12,500 | ||||||
| 2164 INC | ||||||||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | PUBLIC | PROGRAM SUPPORT | $10,000 | ||||||
| ORANGEWOOD FOUNDATION | ||||||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $6,000 | ||||||
| CHALLENGE ATHLETES FOUNDATION | ||||||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PUBLIC | PROGRAM SUPPORT | $500 | ||||||
| BE GIRL INC | ||||||||||||
| 42 WEST STREET SUITE 216 | BROOKLYN | NY | 11222 | PUBLIC | PROGRAM SUPPORT | $3,000 | ||||||
| BAYFIELD FOUNDATION INC | ||||||||||||
| PO BOX 232492 | ENCINITAS | CA | 92023 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| COMMUNITY PARTNERS FOR BRUIN SHELTER | ||||||||||||
| 1000 NORTH ALAMEDA AVE SUITE 240 | LOS ANGELES | CA | 90012 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | PUBLIC | PROGRAM SUPPORT | $5,000 | ||||||
| SEGERSTROM CENTER FOR THE ARTS | ||||||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | PUBLIC | PROGRAM SUPPORT | $3,000 | ||||||
| MARCHAN FOUNDATION | ||||||||||||
| PO BOX 501652 | ATLANTA | GA | 31150 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| PALOS VERDES PENINSULA HIGH SCHOOL ROBOTICS | ||||||||||||
| 27118 SILVER SPUR ROAD | ROLLING HILLS ESTATES | CA | 90274 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| RICE UNIVERSITY | ||||||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| VEDANTA LA | ||||||||||||
| 302 ASHLAND AVE SUITE 201 | SANTA MONICA | CA | 90405 | PUBLIC | PROGRAM SUPPORT | $2,500 | ||||||
| JDRF | ||||||||||||
| 2 CORPORATE DRIVE SUITE 106 | IRVINE | CA | 92606 | PUBLIC | PROGRAM SUPPORT | $1,000 | ||||||
| VEDANTA CULTURAL FOUNDATION USA | ||||||||||||
| 500 CROSSFIELDS LANE | SOMERSET | NJ | 08873 | PUBLIC | PROGRAM SUPPORT | $600 | ||||||
| THE XANADU FOUNDATION | ||||||||||||
| 19891 BEACH BLVD SUITE 240 | HUNTINGTON BEACH | CA | 92648 | PUBLIC | PROGRAM SUPPORT | $250 | ||||||
| SANLAAP NORTH AMERICA | ||||||||||||
| 201 S 18TH STREET SUITE 317 | PHILADELPHIA | PA | 19103 | PUBLIC | PROGRAM SUPPORT | $62,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,369,761 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,142 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,372,406 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,473,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $721,769 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | 900099 | $18,189 |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | 900099 | -$15,806 |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL LOSS | 900099 | -$537 |
| OTHER INCOME | 900099 | $2,277 |
| BLACKSTONE ENERGY PARTNERS (CAYMAN) Q LP - QEF EARNINGS | 900099 | $33,538 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $37,661 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,633,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,671,292 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KRISHAN TARSADIA TRUST | ||||||
| 1 | 100 WEST LIBERTY STREET 10TH FLOOR | RENO | NV | 89501 | $7,500,000 | Yes (X) |
| T-TWELVE LEGACY TRUST | ||||||
| 2 | 100 WEST LIBERTY STREET 10TH FLOOR | RENO | NV | 89501 | $4,500,000 | Yes (X) |
| TUSHAR PATEL FAMILY TRUST | ||||||
| 3 | 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | $5,000,000 | Yes (X) |
| POONAM PATEL TRUST | ||||||
| 4 | 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | $825,000 | Yes (X) |
| NISHITA PATEL TRUST | ||||||
| 5 | 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | $600,000 | Yes (X) |
| HASINA PATEL TRUST | ||||||
| 6 | 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | $675,000 | Yes (X) |
| PAYAL PATEL TRUST | ||||||
| 7 | 520 NEWPORT CENTER DR 21ST FLOOR | NEWPORT BEACH | CA | 92660 | $725,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,849 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,849 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST CHOICE BANK | $2,796,400 | $4,333,648 |
| TD AMERITRADE | $8,882,890 | $9,235,719 |
| GOLDMAN SACHS & CO. | $12,756,392 | $13,669,597 |
| JP MORGAN | $12,500,792 | $12,966,950 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE RETAIL PRINCIPAL TRANS PTR LP | AT COST | $19,337 | $19,337 |
| BLACKSTONE ENERGY PARTNERS LP | AT COST | $4,218,876 | $4,218,876 |
| BLACKSTONE ENERGY PARTNERS II | AT COST | $460,328 | $460,328 |
| NVOICEPAY, INC. | AT COST | $2,467,144 | $2,467,144 |
| BLACKSTONE CAPITAL PARTNERS VII L.P. | AT COST | $18,465 | $18,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $37,907 | $3,752 | $123,732 |
| TAXES RECEIVABLE | $0 | $0 | $72,539 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $88,423 |
| ROUNDING | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,367 | $0 | $1,367 |
| DUES & SUBSCRIPTIONS | $1,307 | $0 | $1,307 |
| MISCELLANEOUS | $9,811 | $0 | $9,811 |
| OFFICE EXPENSE | $13,787 | $0 | $13,787 |
| OFFICE SUPPLIES | $5,730 | $0 | $5,730 |
| PASSTHRU INVESTMENT INTEREST EXP | $16,476 | $16,476 | $0 |
| PASSTHRU PORTFOLIO DEDUCTIONS | $129,271 | $129,271 | $0 |
| PROGRAM & GRANT MAKING EXPENSE | $28,396 | $0 | $28,396 |
| WEB HOSTING FEES | $249 | $0 | $249 |
| INSURANCE | $28,856 | $0 | $28,856 |
| POSTAGE | $130 | $0 | $130 |
| PASSTHRU ROYALTY DEDUCTIONS | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLACKSTONE ENERGY PARTNERS Q LP | $357 | $357 | $357 |
| BLACKSTONE ENERGY PARTNERS Q LP CAPITAL GAIN INC | -$10 | -$10 | -$10 |
| BLACKSTONE RETAIL PRINCIPAL TRANSACTION PTRS LP-CAPITAL GAIN INC | $1,383,269 | $1,383,269 | $1,383,269 |
| AMERITRADE-CAPITAL GAIN DISTRIBUTIONS | $7,337 | $7,337 | $7,337 |
| GOLDMAN SACHS 41755-CAPITAL GAIN DISTRIBUTIONS | $18,659 | $18,659 | $18,659 |
| JP MORGAN 1002 - CAPITAL GAIN DISTRIBUTIONS | $25,813 | $25,813 | $25,813 |
| BLACKSTONE ENERGY PARTNERS LP CAPITAL GAIN INCOME | $37,854 | $37,854 | $37,854 |
| BLACKSTONE ENERGY PARTNERS Q LP OTHER PORTFOLIO INCOME | $5 | $5 | $5 |
| BLACKSTONE ENERGY PARTNERS CAYMAN Q OTHER PORTFOLIO INCOME | $30 | $30 | $30 |
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | $18,189 | $18,189 | |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | -$15,806 | -$15,806 | |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL LOSS | -$537 | -$537 | |
| OTHER INCOME | $2,277 | $2,277 | |
| BLACKSTONE ENERGY PARTNERS (CAYMAN) Q LP - QEF EARNINGS | $33,538 | $33,538 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,108,375 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $89,420 | $89,420 | $0 |
| INVESTMENT MANAGEMENT FEES | $27,907 | $27,907 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| KRISHAN TARSADIA TRUST | |||
| 100 WEST LIBERTY STREET 10TH FLOOR | RENO | NV | 89501 |
| T-TWELVE LEGACY TRUST | |||
| 100 WEST LIBERTY STREET 10TH FLOOR | RENO | NV | 89501 |
| SUNIL AND MAYA PATEL | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| BU PATEL | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| TUSHAR PATEL | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| POONAM PATEL TRUST | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| NISHTA PATEL TRUST | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| HASINA PATEL TRUST | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
| PAYAL PATEL TRUST | |||
| 520 NEWPORT CENTER DRIVE 21ST FLOOR | NEWPORT BEACH | CA | 92660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $5,352 | $0 | $0 |
| OTHER TAXES & FEES | $75,722 | $0 | $75,722 |
| FOREIGN TAXES | $8,599 | $8,599 | $0 |
| PAYROLL TAXES | $19,558 | $0 | $19,558 |
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