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EESHA FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EESHA FOUNDATION INC (EIN 16-1571508)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-11-20
IRS object ID
201533249349100303
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-20T11:01:29-06:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161287624PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HALL & DETTOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 423AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP130660423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161571508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EESHA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SALIL GUPTA MDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEESHBusinessNameControlTxt
Phone3154692062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS ROADAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALIL GUPTAPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3154692062PhoneNum
Signature2015-11-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN J BOOHERPreparerPersonNm
PTINP01385302PTIN
Phone3156373159PhoneNum
Preparation2015-11-20PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$747,372FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,333ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Savings Adj Net Incm$27InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,896DividendsRevAndExpnssAmt
Dividends Adj Net Incm$12,896DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$147,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,396,330GrossSalesPriceAmt
Total Rev And Expnss$179,104TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$12,923TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$640AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,507OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,507OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,507TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,147TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,507TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,957ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$12,923AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$70,612SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$303,931SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$303,931SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$537,358CorporateStockBOYAmt
Corporate Stock EOY$475,078CorporateStockEOYAmt
Corporate Stock EOYFMV$398,974CorporateStockEOYFMVAmt
Other Investments BOY$54,427OtherInvestmentsBOYAmt
Other Investments EOY$50,345OtherInvestmentsEOYAmt
Other Investments EOYFMV$44,467OtherInvestmentsEOYFMVAmt
Total Assets BOY$662,397TotalAssetsBOYAmt
Total Assets EOY$829,354TotalAssetsEOYAmt
Total Assets EOYFMV$747,372TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$662,397UnrestrictedBOYAmt
Unrestricted EOY$829,354UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$662,397TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$829,354TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$662,397TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$829,354TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$662,397TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,957ExcessRevenueOverExpensesAmt
Subtotal$829,354SubtotalAmt
Tot Net Ast Or Fund Balances EOY$829,354TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,601AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$620,196NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039666DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,602AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$543,864NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061784DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,501AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$515,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020389DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,104AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$436,837NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048311DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$500,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034982DistributionYr5Rt
Total Distribution0.205132TotalDistributionRt
Average Distribution0.041026AverageDistributionRt
Net Vl Noncharitable Assets$677,885NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,811AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$27,811AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSALIL GUPTA MDIndividualWithBooksNm
Phone3154692062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS ROADAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSALIL GUPTA MDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS ROADAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO QUALIFIED ORGANIZATIONSDescription1Txt
Expenses1$640Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$500,936AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,272AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$688,208TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$688,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,323CashDeemedCharitableAmt
Net Vl Noncharitable Assets$677,885NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$12,923CurrentYearAmt
Year1$8,157Year1Amt
Year2$11,016Year2Amt
Year3$12,002Year3Amt
Total$44,098TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$10,985CurrentYearAmt
Year1$6,933Year1Amt
Year2$9,364Year2Amt
Year3$10,202Year3Amt
Total$37,484TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year1$24,601Year1Amt
Year2$33,602Year2Amt
Year3$10,501Year3Amt
Total$68,704TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Year1$24,601Year1Amt
Year2$33,602Year2Amt
Year3$10,501Year3Amt
Total$68,704TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$22,596CurrentYearAmt
Year1$20,673Year1Amt
Year2$18,129Year2Amt
Year3$17,168Year3Amt
Total$78,566TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSALIL GUPTA MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS ROADAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3154301765RecipientPhoneNum
Recipient Email AddressSGUPTA@NHACNY.COMRecipientEmailAddressTxt
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$27UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$12,896UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$147,848RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$12,923UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$147,848RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,771TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$640Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MERRILL LYNCH2015-01PURCHASE2015-05$1,280,529$1,166,214$114,315
MERRILL LYNCH2013-01PURCHASE2015-05$115,801$82,268$33,533

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH COMMON STOCKStockNm
EOY Book Value$475,078EOYBookValueAmt
EOYFMV$398,974EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$50,345BookValueAmt
EOYFMV$44,467EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MANAGEMENT FEES$6,152$6,152
ADR FEES, NET$355$355
INTERCOMPANY TRANSFER$5,000

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