BETA

SURENDRA AND KALA JAIN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SURENDRA AND KALA JAIN FOUNDATION (EIN 46-5248312)
Tax period
2014-04-01 to 2014-12-31
Filed
2015-05-22
IRS object ID
201541429349100214
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)
Return2015-05-22T20:07:28-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVE OF THE STARS FL 28AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465248312EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURENDRA AND KALA JAIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUREBusinessNameControlTxt
Phone3107145873PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5106AddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY JAINPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3107145873PhoneNum
Signature2015-05-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARNOLD ANISGARTENPreparerPersonNm
PTINP00227735PTIN
Phone3108439700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$186,896FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,455ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,325DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$152,780NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$152,780CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,560TotalRevAndExpnssAmt
Total Net Invst Incm$155,105TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$16,811LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$16,811LegalFeesDsbrsChrtblAmt
Interest Rev And Expnss$52InterestRevAndExpnssAmt
Interest Net Invst Incm$52InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$307OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$118OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$170TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,652ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,652ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,822TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$170TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,463TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$177,738ExcessRevenueOverExpensesAmt
Net Investment Income$154,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$15,463CashEOYAmt
Cash EOYFMV$15,463CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$3,836CorporateStockEOYAmt
Corporate Stock EOYFMV$13,713CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$158,360OtherInvestmentsEOYAmt
Other Investments EOYFMV$157,720OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$177,659TotalAssetsEOYAmt
Total Assets EOYFMV$186,896TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$177,659RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$177,659TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$177,659TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$177,738ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$177,738SubtotalAmt
Other Decreases$79OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$177,659TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
19.829 SH. BLACKROCK HEALTHP2014-12-082014-12-18$1,000$1,066-$66-$66
88.968 SH. BLACKROCK MULTIP2014-12-082014-12-18$1,000$1,010-$10-$10
222.965 SH. DELAWARE DIVERSIFIEDP2014-12-082014-12-18$2,000$2,011-$11-$11
187.617 SH. FIDELITY TOTAL BONDP2014-12-082014-12-18$2,000$2,006-$6-$6
43.764 SH. MFS UTILITIESP2014-12-082014-12-18$1,000$1,006-$6-$6
58.309 SH. NUVEEN PREFERRED SECURITIESP2014-12-082014-12-18$1,000$1,011-$11-$11
97.182 SH. PRINCIPAL PREFERRED SECURITIESP2014-12-082014-12-18$1,000$1,020-$20-$20
82.850 SH. OPPENHEIMERSTEELPATHP2014-12-082014-12-18$1,000$993$7$7
29.000 SH. ENTERPRISE PRODUCTSP2014-12-082014-12-18$989$1,021-$32-$32
26.000 SH. OMEGA HEALTHCAREP2014-12-082014-12-18$990$996-$6-$6
13.000 SH. VENTAS INCP2014-12-082014-12-18$922$933-$11-$11
7607.000 SH. CISCO SYS INCD$204,272$52,619$151,653$151,653
WASH SALE LOSS DISALLOWEDP2014-12-082014-12-18$49$49$49
CAPITAL GAINS DIVIDENDSP$1,250$1,250$1,250
FieldValueIRS element (for citing)
Capital Gain Net Income$152,780CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,099InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,099SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,099TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$56EsPenaltyAmt
Tax Due$3,155TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SURENDRA AND KALA JAIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3107145873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5106AddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KALA JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274CEO10.00$0$0$0
SURENDRA JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274CFO10.00$0$0$0
ASHLEY JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274SECRETARY10.00$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$31,530AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,656TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,121NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,756MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,099TaxBasedOnInvestmentIncomeAmt
Total Tax$3,099TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,463ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,463QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$33,463QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,463RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,463TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,463ExcessDistriCyovToNextYrAmt
Excess From Current Year$33,463ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKALA JAINContributingManagerNm
Contributing ManagerSURENDRA JAINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JAINA
722 S MAIN STMILPITASCA95035N/ACHURCHUNRESTRICTED$1,001
BIDADA INTERNATIONAL FOUNDATION
11403 TORTUGA STCYPRESSCA90630N/APCUNRESTRICTED$500
AKSHAYA PATRA FOUNDATION
92 MONTVALE AVENUE SUITE 2500STONEHAMMA02180N/APCUNRESTRICTED$1,000
SAHARA
17100 PIONEER BLVD SUITE 260ARTESIACA90701N/APCUNRESTRICTED$4,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266N/APCUNRESTRICTED$101
JAIN CENTER OF SO CALIFORNIA
8072 COMMONWEALTH AVENUEBUENA PARKCA90621N/ACHURCHUNRESTRICTED$9,950
NAVKAR CENTER USA
23457 GOLDEN SPRINGS DRDIAMOND BARCA91765N/APCUNRESTRICTED$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,652TotalGrantOrContriPdDurYrAmt
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$2,325ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$152,780ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$155,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,105TotalIncomeProducingActyAmt

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
SURENDRA AND KALA JAIN
1PO BOX 5106PALOS VERDES PENINSULACA90274$25,331Yes (X)Yes (X)
SURENDRA AND KALA JAIN
2PO BOX 5106PALOS VERDES PENINSULACA90274$31,124Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18,100 SHARES OF CISCO SYS INC STOCK$25,3312014-06-27
24,000 SHARES OF CISCO SYS INC STOCK$31,1242014-11-24

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCISCO SYS INCStockNm
EOY Book Value$3,836EOYBookValueAmt
EOYFMV$13,713EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$158,360BookValueAmt
EOYFMV$157,720EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$16,811LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,811DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO AGREE TO 1099 YEAR END SUMMARYDesc
Amt$79Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSE AND FEES$189$0$0
INVESTMENT FEES$118$118$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSURENDRA AND KALA JAINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5106AddressLine1Txt
CityPALOS VERDES PENNINSULCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

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