KPS CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KPS CHARITABLE FOUNDATION (EIN 52-2211755)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-12
- IRS object ID
- 201530439349100753
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-12T14:14:28-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311543240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD SUITE 200 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522211755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KPS CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KPSC | BusinessNameControlTxt |
| Phone | 6096448060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 GOMEZ ROAD | AddressLine1 |
| City | HOBE SOUND | City |
| State | FL | State |
| ZIP Code | 334552513 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISHNA P SINGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8567970900 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN MCCREERY | PreparerPersonNm |
| PTIN | P00356941 | PTIN |
| Phone | 6108622249 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,161,876 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $623,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $623,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,717 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $648,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $623,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $584,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,729,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,054,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,552,209 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,381,185 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,381,185 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,269,400 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $7,166,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,775,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,161,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,166,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,775,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,166,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,775,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,166,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,775,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,166,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $584,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,765 | OtherIncreasesAmt |
| Subtotal | $7,775,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,775,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOSPITALITY PPTYS TR COMMON | P | 2013-07-25 | 2014-08-08 | $55,955 | $56,666 | -$711 | -$711 |
| HOSPITALITY PPTYS TR COMMON | P | 2013-09-13 | 2014-08-08 | $27,977 | $27,526 | $451 | $451 |
| NOW, INC. | P | 2012-08-21 | 2014-08-08 | $7,666 | $7,955 | -$289 | -$289 |
| NOW, INC. | P | 2012-08-24 | 2014-08-08 | $3,833 | $3,883 | -$50 | -$50 |
| NOW, INC. | P | 2012-08-31 | 2014-08-08 | $3,626 | $3,726 | -$100 | -$100 |
| NOW, INC. | P | 2012-09-04 | 2014-08-08 | $207 | $213 | -$6 | -$6 |
| NOW, INC. | P | 2012-09-05 | 2014-08-08 | $3,833 | $3,965 | -$132 | -$132 |
| NOW, INC. | P | 2012-09-11 | 2014-08-08 | $3,833 | $4,195 | -$362 | -$362 |
| NOW, INC. | P | 2013-08-01 | 2014-08-08 | $7,666 | $7,174 | $492 | $492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$707 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,091,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,933,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.167114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,067,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,677,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,006,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,605,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.320779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,070,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,014,404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,924,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005092 | DistributionYr5Rt |
| Total Distribution | 1.651200 | TotalDistributionRt |
| Average Distribution | 0.330240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,848,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,601,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,607,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $282 | EsPenaltyAmt |
| Tax Due | $12,757 | TaxDueAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096448060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LINCOLN DRIVE WEST | AddressLine1 |
| City | MARLTON | City |
| State | NJ | State |
| ZIP Code | 08053 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISHNA P SINGH | ||||||||
| 113 QUAYSIDE DRIVE | JUPITER | FL | 33477 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARTHA J SINGH | ||||||||
| 113 QUAYSIDE DRIVE | JUPITER | FL | 33477 | SECRETARY | 1.00 | $0 | $0 | $0 |
| S AMY SINGH | ||||||||
| 113 QUAYSIDE DRIVE | JUPITER | FL | 33477 | ASSITANT SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANK BONGRAZIO | ||||||||
| 113 QUAYSIDE DRIVE | JUPITER | FL | 33477 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,542,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,922,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,922,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,848,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,475 | TotalTaxAmt |
| Distributable Before Adj | $229,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $312,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,241,604 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $508,825 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,772,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,835,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $183,434 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $183,434 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,652,450 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,652,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,290 | ExcessFromYear4Amt |
| Excess From Year3 | $4,241,604 | ExcessFromYear3Amt |
| Excess From Year2 | $508,825 | ExcessFromYear2Amt |
| Excess From Year1 | $7,772,731 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DWARIKA MEMORIAL CHARITABLE TRUST | |||||||||||||
| MIG - 279 | KANKARBAGH PATNA | BIHAR | IN | 800 020 | UNRELATED THIRD-PARTY | EXEMPT | TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |||||
| LARC SCHOOL | |||||||||||||
| UNRELATED THIRD-PARTY | EXEMPT | TO SUPPORT EDUCATION OF CHILDREN WITH DISABILITIES | $1,500 | 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | ||||||
| UNIVERSITY OF PENNSYLANIA | |||||||||||||
| UNRELATED THIRD-PARTY | EXEMPT | TO PROVIDE AID TO STUDENTS PURSUING POST-SECONDARY ENGINEERING EDUCATION | $40,000 | FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046205 | STREET ROOM 433 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,500 | 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 | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $623,742 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25,717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $648,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $648,784 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP, INC. | $249,270 | $330,768 |
| FIRST TRUST AMEX BIOTECH | $218,528 | $275,340 |
| HERTZ GLOBAL HOLDINGS, INC | $194,919 | $190,425 |
| HOSPITALITY PPTYS TR COM SBI | $0 | $0 |
| KELLOG CO | $291,669 | $277,200 |
| KROGER CO | $158,094 | $208,000 |
| MARKET VECTORS BIOTECH ETF | $110,585 | $137,592 |
| MERCK & CO., INC. | $217,624 | $296,400 |
| NATIONAL OILWELL VARCO, INC. | $276,673 | $304,400 |
| PFIZER, INC. | $167,192 | $206,990 |
| REYNOLDS AMERICAN, INC. | $273,573 | $354,000 |
| ROSS STORES, INC. | $261,274 | $287,204 |
| VISA INC CL A | $177,087 | $213,370 |
| WHOLE FOODS MARKETS, INC. | $307,992 | $266,770 |
| YAHOO INC | $149,881 | $203,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $25,717 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,717 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT TO CASH BALANCE | Description |
| Amount | $24,765 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $17,676 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |