TARSADIA FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TARSADIA FOUNDATION (EIN 33-0879062)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349100847
- Schema version
- 2014v5.0
- 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 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 | 2015-11-16T10:44:06-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 620 NEWPORT CENTER DRIVE 14TH 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 | 2015-11-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,717,822 | 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 | $9,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,116,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,116,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,244,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,676,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,244,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $806,753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $918,668 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,005,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,317,610 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,659 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,659 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $121 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $121 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,232 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,232 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,055 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $58,177 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $58,177 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,998 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $446,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $353,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,723,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,723,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,169,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,076,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,835,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,248,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,162 | CashBOYAmt |
| Cash EOY | $32,765 | CashEOYAmt |
| Cash EOYFMV | $32,765 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,144,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,288,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,288,067 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,224,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,541,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,325,501 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,399,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,061,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,784,044 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $75,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $287,445 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,876,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,949,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,717,822 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,665 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,952 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,665 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,952 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $54,862,882 | UnrestrictedBOYAmt |
| Unrestricted EOY | $64,945,220 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,862,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,945,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,876,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,949,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,862,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,835,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $246,369 | OtherIncreasesAmt |
| Subtotal | $64,945,220 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,945,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 300,000 SHS HOSPITALITY PROPERTIES | 2014-02-04 | 2014-11-05 | $8,713,986 | $7,780,853 | $933,133 | $933,133 |
| 78,883 SHS HOSPITALITY PROPERTIES | 2013-09-26 | 2014-08-28 | $2,001,150 | $1,941,479 | $59,671 | $59,671 |
| 14,999 SHS PEBBLEBROOK HOTEL | 2014-01-07 | 2014-11-10 | $370,417 | $310,046 | $60,371 | $60,371 |
| 754 SHS STRATEGIC HOTELS & RESORTS | 2014-01-07 | 2014-02-06 | $18,592 | $18,234 | $358 | $358 |
| 20,000 SHS STRATEGIC HOTELS & RESORTS | 2014-01-01 | 2014-07-03 | $500,000 | $480,479 | $19,521 | $19,521 |
| 9,999 SHS SUMMIT HOTEL PPTYS INC | 2014-01-01 | 2014-11-03 | $259,858 | $217,008 | $42,850 | $42,850 |
| 10,000 SHS APPLE INC | 2013-01-01 | 2014-05-19 | $6,006,286 | $6,048,492 | -$42,206 | -$42,206 |
| 30,000 SHS FELCOR LODGING TRUST | 2013-01-01 | 2014-03-04 | $736,289 | $388,877 | $347,412 | $347,412 |
| 50,000 SHS HOSPITALITY PROPERTIES | 2013-01-01 | 2014-03-10 | $1,367,313 | $1,163,623 | $203,690 | $203,690 |
| 41.317 SHS HOSPITALITY PROPERTIES TRUST | 2013-10-18 | 2014-12-22 | $1,087,538 | $1,015,360 | $72,178 | $72,178 |
| 100,000 SHS SUNSTONE HOTEL INVESTORS INC | 2011-08-09 | 2014-05-07 | $2,615,108 | $2,067,925 | $547,183 | $547,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,244,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,726,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,846,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,022,012 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,789,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056498 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,437,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,733,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,237,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,387,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,406,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,595,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071799 | DistributionYr5Rt |
| Total Distribution | 0.345363 | TotalDistributionRt |
| Average Distribution | 0.069073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $59,015,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,076,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42,486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,118,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,076,452 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,972 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,972 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,920 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $60,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $116,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,948 | OverpaymentAmt |
| Applied To ES Tax | $31,948 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | 620 NEWPORT CENTER DR 14TH 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BU PATEL | ||||||||
| 620 NEWPORT CENTER 14TH FL | NEWPORT BEACH | CA | 92660 | CEO | 12.00 | $0 | $0 | $0 |
| TUSHAR PATEL | ||||||||
| 620 NEWPORT CENTER 14TH FL | NEWPORT BEACH | CA | 92660 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SHIRISH DAYAL | ||||||||
| 620 NEWPORT CENTER 14TH FL | NEWPORT BEACH | CA | 92660 | DIRECTOR | 32.00 | $156,000 | $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 | $17,077,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,052,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,784,044 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,914,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,914,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $898,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,015,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,950,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,950,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,972 | TotalTaxAmt |
| Distributable Before Adj | $2,865,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,865,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,865,802 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,076,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,076,452 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,076,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,865,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $440,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $282,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,017,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $284,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $791,227 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,816,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,076,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,865,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,210,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,026,983 | 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 | $440,756 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,586,227 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $282,804 | ExcessFromYear4Amt |
| Excess From Year3 | $1,017,089 | ExcessFromYear3Amt |
| Excess From Year2 | $284,457 | ExcessFromYear2Amt |
| Excess From Year1 | $791,227 | ExcessFromYear1Amt |
| Excess From Current Year | $1,210,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BU PATEL | ContributingManagerNm |
| Contributing Manager | TUSHAR PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIA FOUNDATION | |||||||||||||
| 216 EAST 45TH STREET | NEW YORK | NY | 10037 | PUBLIC | PROGRAM SUPPORT | $62,000 | |||||||
| ANEKANT COMMUNITY CENTER | |||||||||||||
| PO BOX 167 | BUENA PARK | CA | 90621 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||||
| BAPS CHARITIES | |||||||||||||
| 81 SUTTON LANE SUITE 201 | PISCATAWAY | NJ | 08854 | PUBLIC | PROGRAM SUPPORT | $10,001 | |||||||
| BARDOLI PARDESH KELAVANI MANDAL | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $708,000 | MAHUVA ROAD TALOKA BARDOLI | DIST SURAT | GUJARAT | IN | 394350 | ||||||
| BOYS & GIRLS CLUB OF SANTA ANA INC | |||||||||||||
| 250 N GOLDEN CIRCLE | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $100,000 | |||||||
| CHAPMAN UNIVERSITY | |||||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PUBLIC | PROGRAM SUPPORT | $27,500 | |||||||
| CHINMAYA MISSION LOS ANGELES | |||||||||||||
| 14451 FRANKLIN AVENUE | TUSTIN | CA | 92780 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||||
| COLETTE'S CHILDREN'S HOME | |||||||||||||
| 7372 PRINCE DR SUITE 106 | HUNTINGTON BEACH | CA | 92647 | PUBLIC | PROGRAM SUPPORT | $204,000 | |||||||
| COURT APPOINTED SPECIAL ADVOCATES | |||||||||||||
| 1615 E 17TH ST STE 100 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $21,000 | |||||||
| EKAL VIDHYALAYA | |||||||||||||
| 1712 HWY 6 SOUTH SUITE A | HOUSTON | TX | 77077 | PUBLIC | PROGRAM SUPPORT | $202,500 | |||||||
| EKTAA CENTER | |||||||||||||
| PO BOX 55102 | IRVINE | CA | 92619 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||||
| ENOVANT | |||||||||||||
| PO BOX 8176 | NEWPORT BEACH | CA | 92658 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||||
| FAMILY REACH FOUNDATION | |||||||||||||
| 2001 ROUTE 46 SUITE 310 | PARSIPANNY | NJ | 07054 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||||
| FREE WHEELCHAIR MISSION | |||||||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $105,712 | |||||||
| FRIEDA C FOX FAMILY FOUNDATION | |||||||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||||
| HMPS FOUNDATION | |||||||||||||
| 15311 PIONEER BLVD | NORWALK | CA | 90650 | PUBLIC | PROGRAM SUPPORT | $45,000 | |||||||
| INDIAN AMERICAN HERITAGE FOUNDATION | |||||||||||||
| 18021 NORWALK BLVD STE 206 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| INTERNATIONAL PRINCESS PROJECT | |||||||||||||
| 1954 PLACENTIA AVENUE SUITE 108 | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| KIDWORKS COMMUNITY DEVELOPMENT CORP | |||||||||||||
| 1902 WEST CHESTNUT AVENUE | SANTA ANA | CA | 92703 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| LAKERS YOUTH FOUNDATION | |||||||||||||
| 555 N NASH STREET | EL SEGUNDO | CA | 90245 | PUBLIC | PROGRAM SUPPORT | $11,500 | |||||||
| LAUREL HOUSE INC | |||||||||||||
| 13722 FAIRMONT WAY | TUSTIN | CA | 92780 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| LONG BEACH NON PROFIT | |||||||||||||
| 4900 E CONANT STREET | LONG BEACH | CA | 90808 | PUBLIC | PROGRAM SUPPORT | $500 | |||||||
| MIND RESEARCH INSTITUTE | |||||||||||||
| 111 ACADEMY STE 100 | IRVINE | CA | 92617 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||||
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $32,500 | |||||||
| ORANGE COUNTY HUMAN RELATIONS COUNCIL | |||||||||||||
| 1300 SOUTH GRAND AVENUE SUITE B | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $7,500 | |||||||
| PHOENIX MULTISPORT | |||||||||||||
| 4734 WALNUT STREET SUITE C | BOULDER | CO | 80301 | PUBLIC | PROGRAM SUPPORT | $125,000 | |||||||
| RAMJI MANDIR | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $25,000 | AT POST BARDOLI KADOD ROAD | BARDOLI SURAT | GUJARAT | IN | 394601 | ||||||
| RISING STAR OUTREACH INC | |||||||||||||
| 3305 NORTH UNIVERSITY AVE STE 250 | PROVO | UT | 84604 | PUBLIC | PROGRAM SUPPORT | $3,500 | |||||||
| SAGE HILL SCHOOL | |||||||||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | PUBLIC | PROGRAM SUPPORT | $105,000 | |||||||
| SMILE TRAIN | |||||||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| SOUTH ASIAN HELP & REFERRAL AGENCY | |||||||||||||
| 17100 PIONEER BLVD SUITE 260 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| ST MARGARET'S EPISCOPAL SCHOOL | |||||||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $2,600 | |||||||
| THE TUMAINI PROJECT | |||||||||||||
| 933 GOLDEN HAWK DRIVE | AUBURN | IN | 46706 | PUBLIC | PROGRAM SUPPORT | $6,000 | |||||||
| THESE NUMBERS HAVE FACES INC | |||||||||||||
| 17 SE 3RD AVENUE STE 507 | PORTLAND | OR | 97214 | PUBLIC | PROGRAM SUPPORT | $22,500 | |||||||
| VIDYABHARTI TRUST | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $50,000 | AT PO UMRAKH | BARDOLI SURAT | GUJARAT | IN | 394345 | ||||||
| AKSHAYA PATRA FOUNDATION USA | |||||||||||||
| 92 MONTVALE AVENUE SUITE 2500 | STONEHAM | MA | 02180 | PUBLIC | PROGRAM SUPPORT | $152,500 | |||||||
| ARC FINANCE | |||||||||||||
| 70 OVERLOOK ROAD | HASTINGS ON HUDSON | NY | 10706 | PUBLIC | PROGRAM SUPPORT | $100,000 | |||||||
| BABSON COLLEGE | |||||||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | PUBLIC | PROGRAM SUPPORT | $325,250 | |||||||
| GIVE2ASIA | |||||||||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94101 | PUBLIC | PROGRAM SUPPORT | $100,000 | |||||||
| LATE DIWALIBHEN UKABHAI TRUST | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $100,000 | RAMJI MANDIR KADOD ROAD | BARDOLI SURAT | GUJARAT | IN | 394601 | ||||||
| LESTONNAC FREE CLINIC | |||||||||||||
| 1215 EAST CHAPMAN BLVD | ORANGE | CA | 92866 | PUBLIC | PROGRAM SUPPORT | $105,000 | |||||||
| MANAV SADHNA | |||||||||||||
| 1916 PASTORAL LANE | HANOVER | IL | 60133 | PUBLIC | PROGRAM SUPPORT | $110,000 | |||||||
| OLIVE CREST TREATMENT CENTERS INC | |||||||||||||
| 2130 EAST 4TH STREET SUITE 200 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $100,000 | |||||||
| SRI AUROBINDO CENTER SE | |||||||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | PUBLIC | PROGRAM SUPPORT | $166,500 | |||||||
| ALAPIO | |||||||||||||
| 3148 FOND DR | ENCINO | CA | 91436 | PUBLIC | PROGRAM SUPPORT | $13,000 | |||||||
| ALZHEIMER'S ASSOCIATION | |||||||||||||
| 1060 LA AVENIDA ST | MOUNTAINVIEW | CA | 94043 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||||
| BAY AREA OUTREACH & RECREATION PROG | |||||||||||||
| 3075 ADELINE ST 200 | BERKELEY | CA | 94703 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY | |||||||||||||
| 1 VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| CA STUDENT SUSTAINABILITY COALITION | |||||||||||||
| 2119 5TH ST | BERKELEY | CA | 94710 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||||
| CASITA MARIA CENTER FOR THE ARTS | |||||||||||||
| 928 SIMPSON ST | BRONX | NY | 10459 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| EAGLES OF EIGHTY-TWO INC | |||||||||||||
| 1009 E WALNUT AVE | EL SEGUNDO | CA | 90245 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| ECOLOGY CENTER | |||||||||||||
| 32701 ALIPAZ ST | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||||
| EL CAMINO COLLEGE FOUNDATION | |||||||||||||
| 16007 CRENSHAW BLVD | TORRANCE | CA | 90506 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| ENDEAVOR COLLEGE PREP CHAT SCHOOL INC | |||||||||||||
| 126 BLOOM ST | LOS ANGELES | CA | 90012 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| EOTO INC | |||||||||||||
| 16491 SCIENTIFIC WAY | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| EXPONENT PHILANTHROPY | |||||||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||||
| FEMINIST MAJORITY FOUNDATION | |||||||||||||
| 283 COLUMBINE ST SUITE 149 | DENVER | CO | 80209 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| FOOD TRUST | |||||||||||||
| 1617 JOHN F KENNEDY BL SUITE 900 | PHILADELPHIA | PA | 19103 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| FRESH START SURGICAL GIFTS | |||||||||||||
| 2011 PALOMAR AIRPORT ROAD SUITE 206 | CARLSBAD | CA | 92011 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| GRANTMAKERS FOR EFFECTIVE ORGANIZATION | |||||||||||||
| 1725 DESALES ST NW SUITE 404 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $1,220 | |||||||
| ILLUMINATION FOUNDATION | |||||||||||||
| 2691 RICHTER AVE SUITE 107 | IRVINE | CA | 92606 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| INDEPENDENT AWAKENING | |||||||||||||
| PO BOX 10382 | CHICAGO | IL | 60610 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| INDIAN FILM FESTIVAL OF LOS ANGELES | |||||||||||||
| 5657 WILSHIRE BOULEVARD 130 | LOS ANGELES | CA | 90036 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| INTERNATIONAL SOCIETY CHILDREN WITH CANCER | |||||||||||||
| 17155 GILLETTE AVE UNIT B | IRVINE | CA | 92614 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| JIVAN BUILDERS INC | |||||||||||||
| 6789 QUAIL HILL PKWY 618 | IRVINE | CA | 92603 | PUBLIC | PROGRAM SUPPORT | $11,749 | |||||||
| THINK TOGETHER | |||||||||||||
| 2100 EAST 4TH ST SUITE 200 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $6,000 | |||||||
| LEARN TO BE | |||||||||||||
| 1268 N LAKEVIEW AVE SUITE 201 | ANAHEIM | CA | 92807 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||||
| MILES FOR HOPE INC | |||||||||||||
| 2561 NURSERY ROAD SUITE D | CLEARWATER | FL | 33764 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||||
| MOUNT OF OLIVES CHURCH | |||||||||||||
| 24772 CHRISANTA DR | MISSION VIEJO | CA | 92691 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| OPERATION HELP A HERO | |||||||||||||
| PO BOX 80996 | RANCHO SANTA MARGARITA | CA | 92688 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| PEOPLE'S EMERGENCY CENTER | |||||||||||||
| 325 N 39TH ST | PHILADELPHIA | PA | 19104 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| PROJECT HOPE ALLIANCE | |||||||||||||
| 1954 PLACENTIA AVENUE SUITE 202 | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $50,000 | |||||||
| MERCY HOUSE | |||||||||||||
| 1505 E 17TH ST | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $2,164 | |||||||
| SAHARA | |||||||||||||
| 17100 PIONEER BLVD SUITE 260 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $32,500 | |||||||
| SAI EDUCARE TRUST | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $25,000 | NO 10 GANDHI ST NEMILICHERY | CHENNAI | TAMIL NADU | IN | 600044 | CHROMEPET | |||||
| SANKARA EYE FOUNDATION | |||||||||||||
| 1900 MCCARTHY BLVD SUITE 302 | MILPITAS | CA | 95035 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| SEEDS OF HOPE INTERNATIONAL PARTNERSHIPS | |||||||||||||
| PO BOX 4405 | SAN LUIS OBISPO | CA | 93403 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||||
| SHARE OUR SELVES CORP | |||||||||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| SOMEONE CARES KITCHEN | |||||||||||||
| PO BOX 11267 | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| STOP SAM INC | |||||||||||||
| 1150 LAKE HEARN DR SUITE 640 | ATLANTA | GA | 30342 | PUBLIC | PROGRAM SUPPORT | $30,000 | |||||||
| THE DAVID SHELDRICK WILDLIFE TRUST | |||||||||||||
| 201 NORTH ILLINOIS ST 16TH FL - | INDIANAPOLIS | IN | 46204 | PUBLIC | PROGRAM SUPPORT | $2,500 | SOUTH TOWER | ||||||
| TIDES CENTER | |||||||||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| UC IRVINE REGENTSSAMUELI CENTER | |||||||||||||
| 1202 BRISTOL ST | COSTA MESA | CA | 92626 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||||
| UNITE FOR SIGHT | |||||||||||||
| 234 CHURCH ST 15TH FL | NEW HAVEN | CT | 06510 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| YALLA SD | |||||||||||||
| 353 E PARK AVE SUITE 204 | EL CAJON | CA | 92020 | PUBLIC | PROGRAM SUPPORT | $77,700 | |||||||
| WOMEN HELPING WOMEN | |||||||||||||
| 1800 EAST MCFADDEN AVE SUITE 1A | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||||
| WOMEN'S GLOBAL EMPOWERMENT FUND | |||||||||||||
| 283 COLUMBINE ST SUITE 149 | DENVER | CO | 80209 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||||
| MAGIC BUS | |||||||||||||
| 240 KENT AVE SUITE K3A1 | NEW YORK | NY | 11249 | PUBLIC | PROGRAM SUPPORT | $500 | |||||||
| UNITED WAY | |||||||||||||
| 18012 MITCHELL SOUTH | IRVINE | CA | 92614 | PUBLIC | PROGRAM SUPPORT | $7,000 | |||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||||
| CONCERT CAMBODIA | |||||||||||||
| PUBLIC | PROGRAM SUPPORT | $15,000 | 560 PHUM STOUENG THMEY SVAY DANKUM | SIEM REAP | CB | 72000 | COMMUNE | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,723,396 | 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 | $38,134 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,116,647 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $918,668 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,244,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | 900099 | -$13,616 |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | 900099 | -$99,068 |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL INCOME | 900099 | $769 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$111,915 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,317,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,205,695 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KRISHAN TARSADIA TRUST | ||||||
| 1 | 277 WEST 4TH STREET 2 | NEW YORK | NY | 10014 | $7,000,000 | Yes (X) |
| BU PATEL | ||||||
| 2 | 620 NEWPORT CENTER DRIVE 14TH FLOOR | NEWPORT BEACH | CA | 92660 | $2,800,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $45,232 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,232 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST CHOICE BANK | $2,021,400 | $3,088,000 |
| TD AMERITRADE | $8,519,954 | $9,237,501 |
| PREFERRED BANK CD | $15,000,000 | $15,000,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE RETAIL PRINCIPAL TRANS PTR LP | AT COST | $434,819 | $2,270,258 |
| BLACKSTONE ENERGY PARTNERS LP | AT COST | $2,627,167 | $3,513,786 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $121 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $121 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $75,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $287,445 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,641 | $0 | $1,641 |
| DUES & SUBSCRIPTIONS | $4,080 | $0 | $4,080 |
| MANAGEMENT FEES | $45,434 | $45,434 | $0 |
| MISCELLANEOUS | $6,687 | $0 | $6,687 |
| OFFICE EXPENSE | $7,070 | $0 | $7,070 |
| OFFICE SUPPLIES | $2,572 | $0 | $2,572 |
| PASSTHRU INVESTMENT INTEREST EXP | $12,729 | $12,729 | $0 |
| PASSTHRU PORTFOLIO DEDUCTIONS | $10,835 | $10,835 | $0 |
| PROGRAM & GRANT MAKING EXPENSE | $19,394 | $0 | $19,394 |
| WEB HOSTING FEES | $600 | $0 | $600 |
| INSURANCE | $19,108 | $0 | $19,108 |
| POSTAGE | $119 | $0 | $119 |
| PRINTING | $191 | $0 | $191 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLACKSTONE ENERGY PARTNERS Q LP | $9 | $9 | $9 |
| BLACKSTONE ENERGY PARTNERS Q LP CAPITAL GAIN INC | $40 | $40 | $40 |
| BLACKSTONE RETAIL PRINCIPAL TRANSACTION PTRS LP-CAPITAL GAIN INC | $608,237 | $608,237 | $608,237 |
| BEP LP-CAPITAL GAIN INC | $263,483 | $263,483 | $263,483 |
| AMERITRADE | $4,000 | $4,000 | $4,000 |
| AMERITRADE-CAPITAL GAIN DISTRIBUTIONS | $42,899 | $42,899 | $42,899 |
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | -$13,616 | -$13,616 | |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | -$99,068 | -$99,068 | |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL INCOME | $769 | $769 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PASSTHROUGH INCOME BOOK/TAX DIFFERENCE | $240,986 |
| BRP BOOK/TAX DIFFERENCE | $5,383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $15,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,350 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| KRISHAN TARSADIA TRUST | |||
| 277 WEST 4TH STREET 2 | NEW YORK | NY | 10014 |
| T-TWELVE LEGACY TRUST | |||
| 277 WEST 4TH STREET 2 | NEW YORK | NY | 10014 |
| SUNIL AND MAYA PATEL | |||
| 620 NEWPORT CENTER 14TH FL | NEWPORT BEACH | CA | 92660 |
| BU PATEL | |||
| 620 NEWPORT CENTER 14TH FL | NEWPORT BEACH | CA | 92660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $24,276 | $0 | $0 |
| OTHER TAXES & FEES | $587 | $0 | $587 |
| PAYROLL TAXES | $10,468 | $0 | $10,468 |
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