THE SWAMINATHAN AND GARG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE SWAMINATHAN AND GARG FOUNDATION (EIN 30-0405066)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201602289349102075
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T11:47:14-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANITA PESHEK EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3665 W PARK RD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300405066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWAMINATHAN AND GARG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAM | BusinessNameControlTxt |
| Phone | 4408921317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DRIVE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANJAY GARG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA PESHEK | PreparerPersonNm |
| Phone | 2166717160 | PhoneNum |
| Preparation | 2016-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,746 | 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 | $57,644 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $914 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $914 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,268 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,582 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $67,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,182 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $290 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $100 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $390 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $390 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,182 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,628 | CashBOYAmt |
| Cash EOY | $28,701 | CashEOYAmt |
| Cash EOYFMV | $28,701 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,715 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $187,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $187,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $216,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $187,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $187,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $187,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,518 | ExcessRevenueOverExpensesAmt |
| Subtotal | $216,633 | SubtotalAmt |
| Other Decreases | $76 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,557 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $179,028 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.135454 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $132,755 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.137471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $98,779 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.201460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.301397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.263357 | DistributionYr5Rt |
| Total Distribution | 001.039139 | TotalDistributionRt |
| Average Distribution | 000.207828 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $50 | AppliedToEsTaxAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $50 | OriginalReturnTaxPaidAmt |
| Tax Due | $14 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | SANJAY GARG | IndividualWithBooksNm |
| Phone | 4408921317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DRIVE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | 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 | SANJAY GARG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DR | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 002.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEVEN SCHOLARSHIP DISTRIBUTIONS MADE TOTALING $24250 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,387 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $219,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $10,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,741 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,377 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,373 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,759 | RemainingDistriFromCorpusAmt |
| Total Corpus | $89,444 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,377 | ExcessFromYear4Amt |
| Excess From Year3 | $14,961 | ExcessFromYear3Amt |
| Excess From Year2 | $11,642 | ExcessFromYear2Amt |
| Excess From Year1 | $15,373 | ExcessFromYear1Amt |
| Excess From Current Year | $26,759 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-03-27 | PrivateOperatingFndtnRulingDt |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,500 | CurrentYearAmt |
| Year1 | $24,250 | Year1Amt |
| Year2 | $18,250 | Year2Amt |
| Year3 | $19,900 | Year3Amt |
| Total | $99,900 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,500 | CurrentYearAmt |
| Year1 | $24,250 | Year1Amt |
| Year2 | $18,250 | Year2Amt |
| Year3 | $19,900 | Year3Amt |
| Total | $99,900 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,203 | CurrentYearAmt |
| Year1 | $5,967 | Year1Amt |
| Year2 | $4,425 | Year2Amt |
| Year3 | $3,293 | Year3Amt |
| Total | $20,888 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PURDUE UNIVERSITY | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | NONE | PC | SCHOLARSHIP | $10,000 |
| LAUREL | |||||||
| ONE LYMAN CIRCLE | SHAKER HTS | OH | 44122 | NONE | PC | SCHOLARSHIP | $2,000 |
| FRIENDS OF BREAKTHROUGH | |||||||
| 3615 SUPERIOR AVE STE 3103A | CLEVELAND | OH | 44114 | NONE | PC | EDUCATIONAL NEEDS | $7,500 |
| ST EDWARD HIGH SCHOOL | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | NONE | PC | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | SCHOLARSHIP | $10,000 |
| H FOR AMERICA | |||||||
| 3500 LORAIN AVE STE 400 | CLEVELAND | OH | 44113 | NONE | PC | TEACHER SPONSER | $5,000 |
| SHIKSHA DAAN | |||||||
| 12412 CEDAR RD | CLEVELAND HTS | OH | 44106 | NONE | PC | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CG FROM 1099 DIV | Desc |
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
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 | 1 | LineNumberTxt |
| Relationship Statement | 9,000 OF CONTRIBUTIONS WERE INVESTED FOR FUTURE DISTRIBUTIONS | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SANJAY GARG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANITA PESHEK | CategoryTxt |
| Amt | $290 | Amt |
| Adjusted Net Income | $290 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2137 shares of FIDELITY BALANCED FUND | $41,557 | $54,042 |
| 1002 shares of FIDELITY FUND FFIDX | $35,350 | $42,091 |
| 1654 shares of FIDELTIY BLUE CHIP FUND | $17,572 | $25,955 |
| 546 shares of FIDELITY CONTRAFUND | $44,795 | $54,042 |
| 385 shares of FIDELITY NEW MARKETS FUND | $6,252 | $5,585 |
Legal Fees Schedule LegalFeesSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS IN INVESTMENTS | Desc |
| Amt | $76 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO TREASURER FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS FROM 1099-DIV | Desc |
| Revenue And Expenses Per Books | $6,582 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANJAY GARG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28853 WOODMILL DRIVE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
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