MULCHAND & PARPATI THADMANI FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MULCHAND & PARPATI THADMANI FOUNDATION INC (EIN 13-4126170)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2014-05-28
IRS object ID: 201431489349100213
Schema version: 2012v2.0
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 Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-28T12:46:41-07:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HUMMEL & BUTLER CPAS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	562 COMMERCE STREET	AddressLine1
City	THORNWOOD	City
State	NY	State
ZIP Code	10594	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	134126170	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MULCHAND & PARPATI THADHANI FND INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MULC	NameControl
Phone	9142412361	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	70 BARKER STREET	AddressLine1
City	MOUNT KISCO	City
State	NY	State
ZIP Code	10549	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DR SAJNI M THADHANI	Name
Title	PRESIDENT	Title
Phone	9142412361	Phone
Date Signed	2014-01-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH BUTLER	Name
Phone	9147698419	Phone
Date Prepared	2014-05-28	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	65097	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	16000	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	433	DividendsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	9836	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	1180	NetSTCGAdjNetIncm
Total Revenue And Expenses	16433	TotalRevenueAndExpenses
Total Net Investment Income	9836	TotalNetInvestmentIncome
Total Adjusted Net Income	1180	TotalAdjustedNetIncome
Taxes Rev And Expnss	153	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	50	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	29	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	29	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	182	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	29	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	50	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	31310	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	31492	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	29	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	50	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-15059	ExcessOfRevenueOverExpenses
Net Investment Income	9807	NetInvestmentIncome
Adjusted Net Income	1180	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	255	CashBOY
Cash EOY	263	CashEOY
Cash EOYFMV	263	CashEOYFMV
Savings And Temp Cash Invst BOY	452	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	51	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	51	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	49886	InvestmentsOtherBOY
Investments Other EOY	45057	InvestmentsOtherEOY
Investments Other EOYFMV	64783	InvestmentsOtherEOYFMV
Total Assets BOY	50593	TotalAssetsBOY
Total Assets EOY	45371	TotalAssetsEOY
Total Assets EOYFMV	65097	TotalAssetsEOYFMV
Loans From Officers BOY	677	LoansFromOfficersBOY
Loans From Officers EOY	677	LoansFromOfficersEOY
Total Liabilities BOY	677	TotalLiabilitiesBOY
Total Liabilities EOY	677	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	49916	RetainedEarningsBOY
Retained Earnings EOY	44694	RetainedEarningsEOY
Total Net Assets BOY	49916	TotalNetAssetsBOY
Total Net Assets EOY	44694	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	50593	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	45371	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	49916	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-15059	ExcessOfRevenueOverExpenses
Other Increases	9837	OtherIncreases
Subtotal	44694	Subtotal
Total Net Assets Fund Balances EOY	44694	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
T.Rowe Price Growth Stock sh 80.559	P	2009-12-09	2012-11-06	3000	2313	687	687
T.Rowe Price Growth Stock sh 253.165	P	2010-06-02	2013-02-06	10000	7272	2728	2728
T.Rowe Price Mid-Cap Value sh 178.433	P	2009-09-21	2013-02-06	4600	3623	977	977
T.Rowe Price Tax-Efficient sh 616.903	P	2009-12-09	2013-02-06	10000	6713	3287	3287
T.Rowe Price Growth Stock sh 70.439	P	2010-06-02	2013-05-31	3000	2023	977	977
T.Rowe Price Mid-Cap Value	P	2012-12-14	2012-12-14	107	0	107	107
T.Rowe Price Mid-Cap Value	P	2012-12-31	2012-12-31	1073	0	1073	1073

Field	Value	IRS element (for citing)
Capital Gain Net Income	9836	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	1180	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	14921	QualifyingDistributionsYear1
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Qualifying Distributions Year2	11427	QualifyingDistributionsYear2
Distribution Ratio Year2	0.000000	DistributionRatioYear2
Qualifying Distributions Year3	3136	QualifyingDistributionsYear3
Distribution Ratio Year3	0.000000	DistributionRatioYear3
Distribution Ratio Year4	0.000000	DistributionRatioYear4
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
One Percent Net Investment Income	98	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	98	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	50	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	196	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	196	Subtotal
Tax Based On Investment Income	196	TaxBasedOnInvestmentIncome
Tax Paid With Extension	125	TaxPaidWithExtension
Total Credits And Payments	125	TotalCreditsAndPayments
Tax Paid Original Return	125	TaxPaidOriginalReturn
Tax Due	71	TaxDue
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	www.Thadhanifdn.org	WebsiteAddress
Books In Care Of Person Name	SAJNI M THADHANI	BooksInCareOfPersonName
Books In Care Of Phone Number	9142412361	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 BARKER STREET APT	AddressLine1
City	MT KISCO	City
State	NY	State
ZIP Code	10549	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SAJNI M THADHANI
70 BARKER STREET APT 603	MTKISCO	NY	10549	President	25.00	0	0	0
RC PRABHU THADHANI
XXX	MT KISCO	NY	10549	Treasurer	5.00	0	0	0
SHARON J VINCENT
XXX	MT KISCO	NY	10549	Secretary	5.00	0	0	0
JACK B VICTOR
XXX	MT KISCO	NY	10549	Co-Sec	5.00	0	0	0
S KOENING
XXX	MT KISCO	NY	10549	none	5.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Tax Based On Investment Income	196	TaxBasedOnInvestmentIncome
Total Tax	196	TotalTax
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	50	ExpensesAndContributions
Qualifying Distributions	50	QualifyingDistributions
Adj Qualifying Distributions	50	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	6750	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	3195	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	11431	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	15024	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	36400	TotalExcessDistriCarryover
Qualifying Distributions	50	QualifyingDistributions
Remaining Distri From Corpus	50	RemainingDistriFromCorpus
Total Corpus	36450	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	36450	ExcessDistriCyovToNextYear
Excess From Year4	6750	ExcessFromYear4
Excess From Year3	3195	ExcessFromYear3
Excess From Year2	11431	ExcessFromYear2
Excess From Year1	15024	ExcessFromYear1
Excess From Current Year	50	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	SAJNI M THADHANI	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 BARKER STREET	AddressLine1
City	MT KISCO	City
State	NY	State
ZIP Code	10549	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9142412361	RecipientPhoneNumber
Form And Info And Materials	WRITTEN REQUESTS EXPLAINING PROGRAMS	FormAndInfoAndMaterials
Submission Deadlines	N/A	SubmissionDeadlines
Restrictions On Awards	N/A	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SUNDARBAN SOCIAL DEV CTR
SOCIAL	MT KISCO	NY	10549	Public	Vision CareSlum DevelopmentProject	$3,000
SUNDARBAN SOCIAL DEV CTR
SOCIAL	INDIA	NY	10549	Public	CatarsexSurgeries	$25,000
MONTREAL HUMAN RIGHTS
XXX	MONTREAL	NY	10549	Public	TrainingProject	$3,000
UUS OF NORTHERN
WESTCHESTER	MT KISCO	NY	10549	Public	PurposeGeneralProject	$100
GOPIO
XXX	MTKISCO	NY	10549	Public	PurposeGeneralProject	$60
BHUPINDER
XXX	MT KISCO	NY	10549	Public	PurposeGeneralProject	$150

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	31310	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	433	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	433	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	433	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
4	All Income derived from the above sources is used for contributions
4	and grants.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	T.Rowe Price Mutual Funds	CategoryOrItem
Book Value	45057	BookValue
EOYFMV	64783	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Office Expenses	Description
Revenue And Expenses Per Books	29	RevenueAndExpensesPerBooks
Net Investment Income	29	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Realized Gains & Rounding	Description
Amount	$9,837	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
Irs	$103
Nys Registration	$50	50

MULCHAND & PARPATI THADMANI FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments