ARORA FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ARORA FOUNDATION INC (EIN 03-0576552)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201612289349101231
- Schema version
- 2015v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T11:33:18-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vescio Family Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7-11 S Broadway Ste 308 | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106013520 | 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 | 030576552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARORA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AROR | BusinessNameControlTxt |
| Phone | 2036296029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 ROCKWOOD LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARPREET ARORA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER C VESCIO CPA | PreparerPersonNm |
| PTIN | P00003541 | PTIN |
| Phone | 9143589888 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,195,892 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,549 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27,549 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,609 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,609 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,063,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,692 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,960 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $299,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,118 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $868 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $413 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,476 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,476 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,050,286 | CashBOYAmt |
| Cash EOY | $2,194,379 | CashEOYAmt |
| Cash EOYFMV | $2,195,892 | CashEOYFMVAmt |
| Corporate Stock BOY | $993,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $993,970 | CorporateStockEOYAmt |
| Total Assets BOY | $3,044,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,188,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,195,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,044,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,188,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,044,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,188,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,044,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,188,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,044,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,188,349 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,188,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20.000 ALPHABET INC CAP | P | 2015-09-01 | 2015-12-21 | $14,905 | $12,079 | $2,826 | $2,826 |
| 300.000 AMERICAN AIRLINES GROU PINC | P | 2015-08-26 | 2015-12-21 | $12,642 | $11,276 | $1,366 | $1,366 |
| 450.000 AMERICAN AIRLINES GROU PINC | P | 2015-11-13 | 2015-12-21 | $18,962 | $19,820 | -$858 | -$858 |
| 750.000 APPLE INC. | P | 2015-06-17 | 2015-06-22 | $95,548 | $95,362 | $186 | $186 |
| 100.000 APPLE INC. | P | 2015-08-26 | 2015-12-21 | $10,577 | $10,621 | -$44 | -$44 |
| 200.000 APPLE INC. | P | 2015-11-13 | 2015-12-21 | $21,154 | $22,834 | -$1,680 | -$1,680 |
| 100.000 BANK OF AMERICA CORP | P | 2015-09-15 | 2015-12-21 | $1,683 | $1,607 | $76 | $76 |
| 650.000 BANK OF AMERICA CORP | P | 2015-09-15 | 2015-12-21 | $10,987 | $10,443 | $544 | $544 |
| 350.000 BANK OF AMERICA CORP | P | 2015-12-31 | 2015-12-21 | $5,916 | $6,056 | -$140 | -$140 |
| 1000.000 BANK OF AMERICA CORP | P | 2015-11-13 | 2015-12-21 | $16,900 | $17,302 | -$402 | -$402 |
| 150.000 CAPITAL ONE FINANCIAL CORP | P | 2015-08-26 | 2015-10-14 | $11,053 | $10,951 | $102 | $102 |
| 300.000 CHICAGO BRIDGE & IRON COMPANY | P | 2015-08-26 | 2015-10-14 | $12,740 | $11,836 | $904 | $904 |
| 120.000 CHICAGO BRIDGE & IRON COMPANY | P | 2015-10-16 | 2015-10-26 | $4,958 | $4,882 | $76 | $76 |
| 210.000 COMCAST CORP NEW CL A | P | 2015-09-15 | 2015-12-21 | $11,737 | $11,818 | -$81 | -$81 |
| 270.000 COMCAST CORP NEW CL A | P | 2015-11-13 | 2015-12-21 | $15,091 | $16,469 | -$1,378 | -$1,378 |
| 1200.000 D R HORTON INC COM | P | 2015-06-17 | 2015-06-19 | $32,787 | $31,873 | $914 | $914 |
| 390.000 D R HORTON INC COM | P | 2015-08-26 | 2015-12-11 | $12,211 | $11,207 | $1,004 | $1,004 |
| 100.000 DEVON ENERGY CORP | P | 2015-08-26 | 2015-10-14 | $4,414 | $3,772 | $642 | $642 |
| 200.000 DEVON ENERGY CORP | P | 2015-08-26 | 2015-10-14 | $8,843 | $7,543 | $1,300 | $1,300 |
| 480.000 EURONAV NPV | P | 2015-09-15 | 2015-10-09 | $7,614 | $6,488 | $1,126 | $1,126 |
| 150.000 FACEBOOK INC | P | 2015-08-26 | 2015-12-21 | $15,681 | $12,645 | $3,036 | $3,036 |
| 390.000 GENERAL MTRS CO | P | 2015-09-01 | 2015-12-21 | $13,196 | $11,201 | $1,995 | $1,995 |
| 630.000 GENERAL MTRS CO | P | 2015-11-13 | 2015-12-21 | $21,316 | $22,011 | -$695 | -$695 |
| 120.000 GILEAD SCIENCES INC | P | 2015-08-26 | 2015-12-21 | $12,322 | $12,400 | -$78 | -$78 |
| 180.000 GILEAD SCIENCES INC | P | 2015-11-13 | 2015-12-21 | $18,484 | $18,495 | -$11 | -$11 |
| 60.000 GOLDMAN SACHS GROUP INC | P | 2015-08-26 | 2015-12-02 | $11,495 | $10,825 | $670 | $670 |
| 150.000 GOOGLE INC CL A | P | 2015-06-17 | 2015-06-19 | $83,021 | $82,086 | $935 | $935 |
| 400.000 ISHARES TR INDIA | P | 2015-08-26 | 2015-12-02 | $10,836 | $10,744 | $92 | $92 |
| 150.000 NXP SEMICONDUCTORS | P | 2015-08-26 | 2015-12-02 | $14,085 | $12,246 | $1,839 | $1,839 |
| 150.000 NXP SEMICONDUCTORS | P | 2015-11-13 | 2015-12-02 | $14,085 | $11,921 | $2,164 | $2,164 |
| 10.000 PRICELINE GROUP INC | P | 2015-08-26 | 2015-12-21 | $12,735 | $11,892 | $843 | $843 |
| 20.000 PRICELINE GROUP INC | P | 2015-11-13 | 2015-12-21 | $25,469 | $26,282 | -$813 | -$813 |
| 1800.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-22 | 2015-06-22 | $381,378 | $379,547 | $1,831 | $1,831 |
| 800.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-06-22 | $169,509 | $168,688 | $821 | $821 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-06-22 | $21,190 | $21,086 | $104 | $104 |
| 200.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-09-01 | 2015-09-10 | $39,180 | $38,628 | $552 | $552 |
| 400.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-09-01 | 2015-09-10 | $78,361 | $77,255 | $1,106 | $1,106 |
| 300.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-09-01 | 2015-09-10 | $58,770 | $57,950 | $820 | $820 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,015 | $21,086 | -$71 | -$71 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 200.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $42,047 | $42,172 | -$125 | -$125 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $21,086 | -$62 | -$62 |
| 300.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $63,068 | $63,258 | -$190 | -$190 |
| 400.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $84,091 | $84,352 | -$261 | -$261 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,023 | $20,432 | $591 | $591 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,023 | $20,424 | $599 | $599 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,023 | $20,424 | $599 | $599 |
| 300.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $63,068 | $61,275 | $1,793 | $1,793 |
| 400.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $84,090 | $81,708 | $2,382 | $2,382 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $20,424 | $600 | $600 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-02 | $21,024 | $20,424 | $600 | $600 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-03 | $20,809 | $20,424 | $385 | $385 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-03 | $20,809 | $20,424 | $385 | $385 |
| 200.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-03 | $41,617 | $40,848 | $769 | $769 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-03 | $20,809 | $20,424 | $385 | $385 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-06-19 | 2015-12-03 | $20,809 | $20,424 | $385 | $385 |
| 2600.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-11-13 | 2015-12-21 | $523,250 | $529,404 | -$6,154 | -$6,154 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-11-13 | 2015-12-21 | $20,125 | $20,362 | -$237 | -$237 |
| 1800.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2015-11-13 | 2015-12-21 | $362,243 | $377,954 | -$15,711 | -$15,711 |
| 200.000 TIME WARNER INC | P | 2015-09-15 | 2015-12-02 | $14,014 | $13,924 | $90 | $90 |
| 100.000 TIME WARNER INC | P | 2015-11-13 | 2015-12-02 | $7,007 | $7,059 | -$52 | -$52 |
| 2100.000 APOLLO GLOBAL MGMT | P | 2012-09-28 | 2015-06-29 | $46,517 | $30,535 | $15,982 | $15,982 |
| 300.000 CHESAPEAKE ENERGY CORP | P | 2013-07-31 | 2015-06-19 | $3,507 | $6,653 | -$3,146 | -$3,146 |
| 10000.000 CITIGROUP INC | P | 2012-08-09 | 2015-07-27 | $11,289 | $10,125 | $1,164 | $1,164 |
| 40000.000 CITIGROUP INC | P | 2012-08-13 | 2015-07-27 | $45,156 | $40,750 | $4,406 | $4,406 |
| 40000.000 CITIGROUP INC | P | 2012-10-31 | 2015-07-27 | $45,156 | $42,823 | $2,333 | $2,333 |
| 150000.000 FRONTIER COMM | P | 2014-05-02 | 2015-07-27 | $129,624 | $155,848 | -$26,224 | -$26,224 |
| 50000.000 LINCOLN NATIONAL CORP | P | 2010-11-19 | 2015-07-27 | $64,539 | $53,273 | $11,266 | $11,266 |
| 21.000 SEVENTY SEVEN ENERGY INC. COM | P | 2013-07-31 | 2015-04-10 | $88 | $399 | -$311 | -$311 |
| 100.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2012-02-23 | 2015-06-29 | $20,836 | $13,598 | $7,238 | $7,238 |
| 900.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2012-02-23 | 2015-06-29 | $187,526 | $122,306 | $65,220 | $65,220 |
| 800.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2012-05-11 | 2015-06-29 | $166,689 | $108,676 | $58,013 | $58,013 |
| 200.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2012-05-11 | 2015-12-03 | $41,617 | $27,165 | $14,452 | $14,452 |
| 1000.000 SPDR S&P 500 ETF TRUST UNIT SER 1 | P | 2012-08-23 | 2015-12-03 | $208,086 | $141,177 | $66,909 | $66,909 |
| 60000.000 TELECOM ITALA CAP NOTE | P | 2012-02-21 | 2015-07-27 | $66,595 | $61,071 | $5,524 | $5,524 |
| 300.000 YAHOO.COM | P | 2013-07-31 | 2015-06-17 | $12,323 | $8,417 | $3,906 | $3,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,692 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,960 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,644 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,315,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04778 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $89,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,093,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,144 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,940,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06087 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,021,668 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04686 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,122 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,507,721 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04651 | DistributionYr5Rt |
| Total Distribution | 0.244989 | TotalDistributionRt |
| Average Distribution | 0.048998 | AverageDistributionRt |
| Net Investment Income Pct | $2,936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,936 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,476 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,936 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,936 | SubtotalAmt |
| Tax Based On Investment Income | $2,936 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,936 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VESCIO FAMILY ADVISORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143589888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7-11 SOUTH BROADWAY | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HARPREET ARORA | ||||||
| 56 ROCKWOOD LANE | GREENWICH | CT | 06830 | President | 0.00 | $0 |
| NISHA ARORA | ||||||
| 56 ROCKWOOD LANE | GREENWICH | CT | 06830 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,936 | TotalTaxAmt |
| Distributable Before Adj | $2,936 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,936 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,476 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $149,476 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,936 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $12,173 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,476 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $149,476 | RemainingDistriFromCorpusAmt |
| Total Corpus | $161,649 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $161,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,173 | ExcessFromYear3Amt |
| Excess From Current Year | $149,476 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARPREET ARORA | ContributingManagerNm |
| Contributing Manager | NISHA ARORA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SEVA CHAKKARA SAMAJAM | ||||||||||
| SAMI PILLAI STREET | TAMIL NADU | IN | 600112 | CHAR ORG | CHARITABLE CONTRIBUTION | $2,500 | ||||
| BLACK FROST VALLEY YMCA | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $500 | 135 PROSPECT STREET | NEW HAVEN | CT | 06511 | ||||
| WORLD AFFAIRS FORUM | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $2,500 | 800 SUMMER STREET | STAMFORD | CT | 06901 | ||||
| GREENWICH COUNTRY DAY SCHOOL | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $15,081 | 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | ||||
| YWCA OF GREENWICH | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $10,000 | 50 E PUTNAM AVE | GREENWICH | CT | 06830 | ||||
| MUSEUM OF MODERN ART | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $175 | 11 W 53RD ST | NEW YORK | NY | 10019 | ||||
| NETWORK FOR GOOD | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $3,015 | 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | ||||
| INDIA CULTURAL CENTER OF GREENWICH | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $10,000 | C/O VFA LLC 7-11 S BROADWAY | WHITE PLAINS | NY | 10601 | ||||
| LYME RESEARCH ALLIANCE | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $750 | 2001 WEST MAIN STREET SUITE 280 | STAMFORD | CT | 06902 | ||||
| CLINTON FOUNDATION | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $2,500 | 1271 AVENUE OF AMERICAS | NEW YORK | NY | 10020 | ||||
| AMERICAN RED CROSS | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $5,000 | 209 FARMINGTON AVE | FARMINGTON | CT | 06032 | ||||
| ALS ASSOCIATION | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $100 | 4 OXFORD RD | MILFORD | CT | 06460 | ||||
| AVON THEATRE STAMFORD | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $1,500 | 272 BEDFORD ST | STAMFORD | CT | 06901 | ||||
| YALE ALUMNI ASSOCIATION OF GREENWIC | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $38,500 | 15 E PUTNAM AVENUE | GREENWICH | CT | 06830 | ||||
| FAMILY CENTERS | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $5,000 | 40 ARCH STREET | GREENWICH | CT | 06830 | ||||
| WILDLIFE CONSERVATIN SOCIETY | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $195 | 2300 SOUTHERN BLVD | BRONX | NY | 10460 | ||||
| MEMORIAL AND MUSEUM NYC | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $250 | 180 GREENWICH ST | NEW YORK | NY | 10006 | ||||
| FROST VALLEY YMCA | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $500 | 26 PARK ST 1 | MONTCLAIR | NJ | 07042 | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $210 | 1000 5TH AVENUE | NEW YORK | NY | 10028 | ||||
| YALE ALUMNI ASSOCIATION OF GREENWIC | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $200 | 15 E PUTNAM AVENUE | GREENWICH | CT | 06830 | ||||
| UNIVERSITY OF TEXAS | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $50,000 | UNIVERSITY OF TEXAS | AUSTIN | TX | 78712 | ||||
| GOPIO-CT | ||||||||||
| CHAR ORG | CHARITABLE CONTRIBUTION | $1,000 | PO BOX 1413 | STAMFORD | CT | 06904 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,476 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $234,692 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $234,692 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $413 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $413 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $868 | Amt |
| Net Investment Income | $868 | NetInvestmentIncomeAmt |