VAFA FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
VAFA FOUNDATION INC (EIN 27-3597377)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-27
IRS object ID
201641799349100054
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-27T11:17:04-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273597377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAFA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVAFABusinessNameControlTxt
Phone3173347744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL RDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462402418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZIA LOGHMANIPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3173347744PhoneNum
Signature2016-06-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A FLINCHUMPreparerPersonNm
PTINP00004265PTIN
Phone3175802000PhoneNum
Preparation2016-06-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,783FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,490ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,242DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,242DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,560GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,879TotalRevAndExpnssAmt
Total Net Invst Incm$3,242TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,180AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,260OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,304TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,304TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,295ExcessRevenueOverExpensesAmt
Net Investment Income$1,938NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,676CashBOYAmt
Cash EOY$5,965CashEOYAmt
Cash EOYFMV$5,965CashEOYFMVAmt
Corporate Stock BOY$150,192CorporateStockBOYAmt
Corporate Stock EOY$149,194CorporateStockEOYAmt
Corporate Stock EOYFMV$144,818CorporateStockEOYFMVAmt
Total Assets BOY$151,868TotalAssetsBOYAmt
Total Assets EOY$155,159TotalAssetsEOYAmt
Total Assets EOYFMV$150,783TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$151,868UnrestrictedBOYAmt
Unrestricted EOY$155,159UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$151,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$155,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$151,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$155,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$151,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,295ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$156,163SubtotalAmt
Other Decreases$1,004OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$155,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DODGE & COX INCOMEP2014-09-292015-02-27$1,000$992$8$8
FMI LARGE CAP FUNDP2014-12-302015-11-09$1,094$1,100-$6-$6
VANGUARD TOTAL STOCKMARKET INDEX ADMIRALP2014-04-172015-02-27$1,400$1,242$158$158
ABERDEEN ASIA BOND INSTL CLASSP2013-06-242015-09-08$4,839$5,307-$468-$468
ABERDEEN ASIA BOND INSTL CLASSP2013-09-112015-09-08$467$500-$33-$33
AQR MANAGED FUTURE FUNDP2013-09-112015-02-27$1,000$920$80$80
DODGE & COX INCOMEP2014-09-292015-11-09$1,000$1,025-$25-$25
FMI LARGE CAP FUNDP2014-04-172015-11-09$1,806$1,800$6$6
VANGUARD TOTAL STOCKMARKET INDEX ADMIRALP2014-04-172015-11-09$2,900$2,627$273$273
WHITEBOX TACTICAL OPPORTUNITIES INSTLP2014-08-062015-12-15$8,801$11,900-$3,099-$3,099
CAPITAL GAINS DIVIDENDSP$2,253$2,253$2,253
FieldValueIRS element (for citing)
Capital Gain Net Income-$853CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,914AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$157,151NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031269DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,969AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$151,601NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032777DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,156NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.064046TotalDistributionRt
Average Distribution0.021349AverageDistributionRt
Net Vl Noncharitable Assets$153,300NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,273AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,292AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$83EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$83TotalPaymentsAndCreditsAmt
Overpayment$64OverpaymentAmt
Applied To ES Tax$64AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksZIA LOGHMANIIndividualWithBooksNm
Phone3173347744PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZIA LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240CHAIR1.00$0$0$0
MARY T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240SECRETARY1.00$0$0$0
SARAH B TABESH
8349 UNION CHAPEL ROADINDIANAPOLISIN46240TREASURER1.00$0$0$0
NATHAN T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,842AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,635TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$155,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$153,300NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,665MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,665MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$7,646DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,646DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,646DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,981AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,646DistributableAsAdjustedAmt
Undistributed Income PY$5,629UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Applied To Year1$5,629AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,371AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,275UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZIA LOGHMANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVAFA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3173347744RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION HAS NOT YET DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. IN THE FUTURE, HOWEVER, THE FOUNDATION MAY USE APPLICATIONS THAT INCLUDE SOME OR ALL OF THE FOLLOWING: A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. A DESCRIPTION OF FINANCIAL NEED. AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. A LIST OF HONORS AND RECOGNITIONS. WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesONGOINGSubmissionDeadlinesTxt
Restrictions On AwardsWITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION, EACH SUCH SCHOLARSHIP GENERALLY WILL CONTINUE FOR THE DESIGNATED TERM OF THE SCHOLARSHIP DURING THE RECIPIENT'S COURSE OF STUDY AT SUCH INSTITUTION, SO LONG AS THE RECIPIENT MAINTAINS SATISFACTORY PROGRESS TOWARD COMPLETION OF HIS OR HER COURSE OF STUDY AND OTHERWISE CONFORMS TO THE TERMS AND CONDITIONS OF THIS PROCEDURE. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC; OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS, THE FOUNDATION WILL USE THE SUPERVISION PROCEDURES DESCRIBED BELOW TO ENSURE THAT RECIPIENTS USE SUCH SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS ONLY FOR THE PURPOSE OF DEVELOPING FULLY AND PRODUCTIVELY THEIR EXCEPTIONAL TALENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HEALTH FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1273AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94401ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTION TO THE GENERAL OPERATING FUND FOR THE PURPOSE OF SCHOLARSHIP.GrantOrContributionPurposeTxt
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,242ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$853ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,389ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,389TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ZIAOLLAH LOGHMANI
18349 UNION CHAPEL ROADINDIANAPOLISIN46240$4,280Yes (X)
ZIAOLLAH LOGHMANI
28349 UNION CHAPEL ROADINDIANAPOLISIN46240$10,210Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySTOCK DONATION WITH A COST VALUE OF $9,216 AND FAIR MARKET VALUE OF $10,210NoncashPropertyDesc
Fair Market Value$10,210FairMarketValueAmt
Received2015-11-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,180Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HEALTH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1273AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94401ZIPCd
FieldValueIRS element (for citing)
Grant2015-11-16GrantDt
Grant$7,000GrantAmt
Purpose Of GrantSCHOLARSHIPS FOR STUDENTS: THE MERIDIAN HEALTH FOUNDATION PROMOTES HEALING, IN BOTH THE INDIVIDUAL AND THE ENVIROMENT, THROUGH EDUCATION, THE DELIVERY OF PREVENTATIVE AND SUPPORTIVE HEALTH SERVICES AND THE ARTS. THEIR PROGRAMS ENCOURAGE EDUCATION IN BOTH THE ACADEMIC AND SPIRITUAL DEVELOPMENT OF NEIGHBORHOOD COMMUNITIES USING TUTORING, TECHNOLOGY AND THE ARTS, TO ADVANCE THEIR CAPACITY. THE DECISION TO CONTRIBUTE WAS BASED ON THE FINANCIAL REPORT PROVIDED TO VAFA FOUNDATION, AND BY DECISION OF THE BOARD OF DIRECTORS. NO AMOUNTS CONTRIBUTED TO MERIDIAN HEALTH FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE.PurposeOfGrantTxt
Expended By Grantee$7,000ExpendedByGranteeAmt
Dates Of Reports By Grantee12/31/15DatesOfReportsByGranteeTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR MANAGED FUTURES FUND$9,880$9,870
ABERDEEN ASIA BOND$0$0
FMI LARGE CAP FUND$22,888$23,257
RS GLOBAL NATURAL RESOURCES FUND$13,500$6,226
VANGUARD TOTAL STOCK$19,627$26,293
CAUSEWAY INTERNATIONAL VALUE$27,700$24,191
DODGE & COX INCOME$32,483$31,265
WHITEBOX TACTICAL OPPORTUNITIES$0$0
VANGUARD 500 INDEX ADMIRAL$9,216$9,989
WILLIAM BLAIR MACRO ALLOCATION FUND$8,700$8,647
BLACKROCK STRAGETIC INCOME$5,200$5,080

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS ADJUSTMENT$10
COST BASIS ADJUSTMENT- DONATED STOCK$994

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE FEESDesc
Revenue And Expenses Per Books$1,260RevenueAndExpensesPerBooksAmt
Net Investment Income$1,260NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$44$44$0
FEDERAL TAXES$100$0$0

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