TARSADIA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TARSADIA FOUNDATION (EIN 33-0879062)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349101038
- Schema version
- 2013v3.0
- 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 Decreases 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 | 2014-11-14T13:17:36-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92660 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRISH DAYAL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9496108038 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,092,832 | 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 | $18,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $75,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $871,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $871,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,890,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,584,068 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,890,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,404 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84,832 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,249,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,921,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $169,465 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,465 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,478 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,478 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $385 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $127,662 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $127,662 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,236 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $566,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,357,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,357,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,923,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,726,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,325,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,844,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,163 | CashBOYAmt |
| Cash EOY | $33,162 | CashEOYAmt |
| Cash EOYFMV | $33,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,856,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,144,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,144,347 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $339,220 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $16,822,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,224,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,685,334 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,494,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,399,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,154,989 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $75,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,520,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,876,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,092,832 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $13,665 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,665 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,520,479 | UnrestrictedBOYAmt |
| Unrestricted EOY | $54,862,882 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,520,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,862,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,520,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,876,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,520,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,325,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,757 | OtherIncreasesAmt |
| Subtotal | $54,862,884 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,862,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 35,000 SHS FELCOR LODGING TRUST | 2011-08-10 | 2013-12-13 | $839,966 | $470,771 | $369,195 | $369,195 |
| 25,000 SHS FELCOR LODGING TRUST | 2011-08-26 | 2013-12-16 | $599,980 | $336,260 | $263,720 | $263,720 |
| 10,000 SHS FELCOR LODGING TRUST | 2011-08-26 | 2013-12-17 | $239,986 | $134,504 | $105,482 | $105,482 |
| 135,000 SHS HOSPITALITY PROPERTIES TRUST COM | 2012-08-20 | 2013-04-29 | $3,902,964 | $3,170,532 | $732,432 | $732,432 |
| 1,316 SHS HOSPITALITY PROPERTIES TRUST PREF C | 2009-03-06 | 2013-04-29 | $33,181 | $20,983 | $12,198 | $12,198 |
| 45,000 SHS HOSPITALITY PROPERTIES TRUST PREF C | 2009-03-06 | 2013-07-01 | $1,125,000 | $717,521 | $407,479 | $407,479 |
| 5,000 SHS APPLE INC COM | 2012-10-19 | 2013-12-09 | $2,842,991 | $2,842,991 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,890,506 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,022,012 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,789,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056498 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,437,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,733,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,237,119 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,387,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,406,933 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,595,381 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071799 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,005,329 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,518,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129221 | DistributionYr5Rt |
| Total Distribution | 0.406155 | TotalDistributionRt |
| Average Distribution | 0.081231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,846,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,236,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,447 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,265,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,726,647 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,894 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,229 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $160,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $103,335 | OverpaymentAmt |
| Applied To ES Tax | $56,920 | AppliedToESTaxAmt |
| Refund | $46,415 | 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 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92660 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $169,465 | $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 | $16,763,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,534,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,154,989 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,453,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,453,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $606,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,846,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,992,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,992,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,894 | TotalTaxAmt |
| Distributable Before Adj | $1,935,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,935,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,935,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,726,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,726,647 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,726,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,935,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,246,829 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $440,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,804 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,017,089 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $284,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,271,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,726,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,935,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $791,227 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,063,162 | 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 | $1,246,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,816,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $440,756 | ExcessFromYear4Amt |
| Excess From Year3 | $282,804 | ExcessFromYear3Amt |
| Excess From Year2 | $1,017,089 | ExcessFromYear2Amt |
| Excess From Year1 | $284,457 | ExcessFromYear1Amt |
| Excess From Current Year | $791,227 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPI | |||||||||||
| 3148 FOND DRIVE | ENCINO | CA | 91436 | PUBLIC | PROGRAM SUPPORT | $10,500 | |||||
| ACCESS OC | |||||||||||
| 1505 E 17TH STREET SUITE 209 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| AMERICAN INDIA FOUNDATION | |||||||||||
| 216 EAST 45TH STREET | NEW YORK | NY | 10037 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||
| ANEKANT COMMUNITY CENTER | |||||||||||
| PO BOX 167 | BUENA PARK | CA | 90621 | PUBLIC | PROGRAM SUPPORT | $49,500 | |||||
| ANGEL FACES INC | |||||||||||
| 539 ENCINITAS BLVD SUITE 107 | ENCINITAS | CA | 92024 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||
| BAPS CHARITIES | |||||||||||
| 81 SUTTON LANE SUITE 201 | PISCATAWAY | NJ | 08854 | PUBLIC | PROGRAM SUPPORT | $5,001 | |||||
| BARDOLI PARDESH KELAVANI MANDAL | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $200,000 | MAHUVA ROAD TALOKA BARDOLI | DIST SURAT | GUJARAT | IN | 394350 | ||||
| BEYOND SHELTER | |||||||||||
| 205 SOUTH BROADWAY SUITE 608 | LOS ANGELES | CA | 90012 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| BIG BROTHERS BIG SISTERS OF OC | |||||||||||
| 14131 YORBA STREET SUITE 200 | TUSTIN | CA | 92780 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| BOYS & GIRLS CLUB OF SANTA ANA INC | |||||||||||
| 250 N GOLDEN CIRCLE | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $4,000 | |||||
| BURBANK NOON LIONS CHARITY INC | |||||||||||
| 911 EAST CYPRESS AVENUE | BURBANK | CA | 91501 | PUBLIC | PROGRAM SUPPORT | $7,000 | |||||
| CHILDRENS HOSPITAL OF ORANGE COUNTY | |||||||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | PUBLIC | PROGRAM SUPPORT | $200 | |||||
| COURT APPOINTED SPECIAL ADVOCATES | |||||||||||
| 1615 E 17TH ST STE 100 | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $11,125 | |||||
| CHAPMAN UNIVERSITY | |||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PUBLIC | PROGRAM SUPPORT | $14,150 | |||||
| CHILDREN'S HEARTLINK | |||||||||||
| 5075 ARCADIA AVENUE | MINNEAPOLIS | MN | 55436 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| 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 | $85,000 | |||||
| COURTNEY'S SAND CASTLE FOUNDATION | |||||||||||
| P O BOX 73432 | SAN CLEMENTE | CA | 92673 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| DEVELOPMENT IN LITERACY | |||||||||||
| 17320 RED HILL AVENUE SUITE 160 | IRVINE | CA | 92614 | PUBLIC | PROGRAM SUPPORT | $2,800 | |||||
| DHWANI ACADEMY OF PERCUSSION MUSIC | |||||||||||
| 1275 N CHRISDEN STREET SUITE H202 | ANAHEIM | CA | 92807 | PUBLIC | PROGRAM SUPPORT | $9,000 | |||||
| DOING GOOD TOGETHER | |||||||||||
| 5141 16TH AVENUE SOUTH | MINNEAPOLIS | MN | 55417 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||
| D-REV DESIGN REVOLUTION | |||||||||||
| 695 MINNESOTA AVENUE | SAN FRANCISCO | CA | 94107 | PUBLIC | PROGRAM SUPPORT | $30,000 | |||||
| EKAL VIDHYALAYA | |||||||||||
| 1712 HWY 6 SOUTH SUITE A | HOUSTON | TX | 77077 | PUBLIC | PROGRAM SUPPORT | $50,000 | |||||
| EKTAA CENTER | |||||||||||
| PO BOX 55102 | IRVINE | CA | 92619 | PUBLIC | PROGRAM SUPPORT | $23,000 | |||||
| ENOVANT | |||||||||||
| PO BOX 8176 | NEWPORT BEACH | CA | 92658 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| FAMILY REACH FOUNDATION | |||||||||||
| 2001 ROUTE 46 SUITE 310 | PARSIPANNY | NJ | 07054 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| FIRST CHOICE BANK | |||||||||||
| 17414 CARMENITA AVENUE | CERRITOS | CA | 90703 | PUBLIC | PROGRAM SUPPORT | $1,375 | |||||
| FOUNDATION FOR WOMEN | |||||||||||
| 4747 MORENA BLVD SUITE 375 | LO JOLLA | CA | 92038 | PUBLIC | PROGRAM SUPPORT | $1,200 | |||||
| FREE THE SLAVES | |||||||||||
| 1320 19TH ST NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| FREE WHEELCHAIR MISSION | |||||||||||
| 9341 IRVINE BOULEVARD | IRVINE | CA | 92618 | PUBLIC | PROGRAM SUPPORT | $50,000 | |||||
| FREEDOM FOR HUNGER | |||||||||||
| 1644 DA VINCI COURT | DAVIS | CA | 95618 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||
| FRIEDA C FOX FAMILY FOUNDATION | |||||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||
| FRIENDS OF GUJARAT INC | |||||||||||
| 354 SHAWN PLACE | NORTH BRUNSWICK | NJ | 08902 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| FRIENDS OF NAVDANYA | |||||||||||
| 32 HIGHLAND MEADOWS LANE | WESTON | MA | 02493 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||
| FUEL FREEDOM FOUNDATION | |||||||||||
| 18100 VON KARMEN AVENUE SUITE 870 | IRVINE | CA | 92612 | PUBLIC | PROGRAM SUPPORT | $12,092 | |||||
| FULLERTON INTERFAITH EMERGENCY SERVICE | |||||||||||
| P O BOX 6326 | FULLERTON | CA | 92834 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| FVRR BOOSTER ASSOCIATION | |||||||||||
| 17816 BUSHARD AVENUE | FOUNTAIN VALLEY | CA | 92708 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||
| GLENNWOOD HOUSING FOUNDATION | |||||||||||
| 2130 SOUTH COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| HELPEVER FOUNDATION | |||||||||||
| 6201 LEESBURG PIKE STE 405 | FALLS CHURCH | VA | 22044 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| HMPS FOUNDATION | |||||||||||
| 15311 PIONEER BLVD | NORWALK | CA | 90650 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||
| HUMAN OPTIONS INC | |||||||||||
| PO BOX 53745 | IRVINE | CA | 92619 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||
| INDIAN AMERICAN HERITAGE FOUNDATION | |||||||||||
| 18021 NORWALK BLVD STE 206 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $2,000 | |||||
| INTERNATIONAL PRINCESS PROJECT | |||||||||||
| 1954 PLACENTIA AVENUE SUITE 108 | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $35,000 | |||||
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||||||
| 1625 WEST OLYMPIC BLVD SUITE 1050 | LOS ANGELES | CA | 90015 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| JUNIOR ACHIEVEMENT OF OC | |||||||||||
| 301 EAST 17TH STREET SUITE202 | COSTA MESA | CA | 92627 | PUBLIC | PROGRAM SUPPORT | $5,700 | |||||
| KIDWORKS COMMUNITY DEVELOPMENT CORP | |||||||||||
| 1902 WEST CHESTNUT AVENUE | SANTA ANA | CA | 92703 | PUBLIC | PROGRAM SUPPORT | $30,000 | |||||
| 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 | $10,000 | |||||
| LONG BEACH NON PROFIT | |||||||||||
| 4900 E CONANT STREET | LONG BEACH | CA | 90808 | PUBLIC | PROGRAM SUPPORT | $500 | |||||
| MERCY HOUSE TRANSITIONAL LIVING CENTER INC | |||||||||||
| PO BOX 1905 | SANTA ANA | CA | 92702 | PUBLIC | PROGRAM SUPPORT | $25,000 | |||||
| MIND RESEARCH INSTITUTE | |||||||||||
| 111 ACADEMY STE 100 | IRVINE | CA | 92617 | PUBLIC | PROGRAM SUPPORT | $44,450 | |||||
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||
| ONE HEART WORLD-WIDE | |||||||||||
| 1818 PACHECO STREET | SAN FRANCISCO | CA | 94116 | PUBLIC | PROGRAM SUPPORT | $10,135 | |||||
| ORANGE COUNTY BAR FOUNDATION | |||||||||||
| 4101 WESTERLY PLACE | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $15,000 | |||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $12,500 | |||||
| ORANGE COUNTY HUMAN RELATIONS COUNCIL | |||||||||||
| 1300 SOUTH GRAND AVENUE SUITE B | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||
| PARIKRMA HUMANITY FOUNDATION | |||||||||||
| 2515 NW 18TH WAY | GAINSVILLE | FL | 32605 | PUBLIC | PROGRAM SUPPORT | $15,400 | |||||
| PHOENIX MULTISPORT | |||||||||||
| 4734 WALNUT STREET SUITE C | BOULDER | CO | 80301 | PUBLIC | PROGRAM SUPPORT | $125,000 | |||||
| POWER 4 YOUTH | |||||||||||
| 607 E 3RD STREET | LONG BEACH | CA | 90802 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| PROJECT ACCESS INC | |||||||||||
| 3900 BIRCH STREET SUITE 113 | NEWPORT BEACH | CA | 92660 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||
| PROJECT CONCERN INTERNATIONAL | |||||||||||
| 5151 MURPHY CANYON ROAD 320 | SAN DIEGO | CA | 92123 | PUBLIC | PROGRAM SUPPORT | $36,000 | |||||
| PROJECT HOPE SCHOOL FOUNDATION | |||||||||||
| 343 EAST GROVE AVENUE | ORANGE | CA | 92865 | PUBLIC | PROGRAM SUPPORT | $50,000 | |||||
| QUE RICO | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $20,000 | 89 COLERIDGE WAY | ELSTREE HERTS | UK | WD6 2AE | |||||
| RAMJI MANDIR | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $32,000 | 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 | $70,000 | |||||
| ROTARY EYE INSTITUTE | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $25,000 | LMS EYE HOSPITAL DUDHIA TALAV | NAVSARI | GUJARAT | IN | 396445 | ||||
| SAGE HILL SCHOOL | |||||||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | PUBLIC | PROGRAM SUPPORT | $252,500 | |||||
| SHARP HEALTHCARE FOUNDATION | |||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| SHREE SURAT JILLA LEUVA PATIDAR SAMAJ | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $100,000 | NH 6 DHULIA ROAD | BARDOLI SURAT | GUJARAT | IN | 394610 | ||||
| SMILE TRAIN | |||||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||
| SOCIETY OF RURAL ASSISTANCE OF INDIA | |||||||||||
| 6532 N VISTA STREET | SAN GABRIEL | CA | 91775 | PUBLIC | PROGRAM SUPPORT | $2,500 | |||||
| SOUTH ASIAN HELP & REFERRAL AGENCY | |||||||||||
| 17100 PIONEER BLVD SUITE 260 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $58,500 | |||||
| SOUTH ASIAN NETWORK | |||||||||||
| 18173 PIONEER BLVD STE 260 | ARTESIA | CA | 90701 | PUBLIC | PROGRAM SUPPORT | $1,000 | |||||
| SOUTH COUNTY OUTREACH | |||||||||||
| 26776 VISTA TERRACE | LAKE FOREST | CA | 92630 | PUBLIC | PROGRAM SUPPORT | $50,000 | |||||
| ST MARGARET'S EPISCOPAL SCHOOL | |||||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | PUBLIC | PROGRAM SUPPORT | $2,750 | |||||
| ST THOMAS SYRO-MALABAR CHURCH | |||||||||||
| 5021 W 16TH STREET | SANTA ANA | CA | 92703 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| SURAT MANAV SEVA SANGH | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $25,000 | OPP HANUMAN TEMPLE AT POST MANDVI | DISTRICT SURAT | GUJARAT | IN | 394160 | ||||
| TEN CHARITIES | |||||||||||
| 807 E RED HOUSE BRANCH RD | ST AUGUSTINE | FL | 32084 | PUBLIC | PROGRAM SUPPORT | $55,000 | |||||
| THE PREM RAWAT FOUNDATION | |||||||||||
| PO BOX 24-1498 | LOS ANGELES | CA | 90024 | PUBLIC | PROGRAM SUPPORT | $75,000 | |||||
| THE RAISE FOUNDATION | |||||||||||
| 1920 E WARNER STREET SUITE A | SANTA ANA | CA | 92705 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| THE TUMAINI PROJECT | |||||||||||
| 933 GOLDEN HAWK DRIVE | AUBURN | IN | 46706 | PUBLIC | PROGRAM SUPPORT | $20,000 | |||||
| THESE NUMBERS HAVE FACES INC | |||||||||||
| 17 SE 3RD AVENUE STE 507 | PORTLAND | OR | 97214 | PUBLIC | PROGRAM SUPPORT | $39,850 | |||||
| VIDYABHARTI TRUST | |||||||||||
| PUBLIC | PROGRAM SUPPORT | $88,900 | AT PO UMRAKH | BARDOLI SURAT | GUJARAT | IN | 394345 | ||||
| VYASA LA | |||||||||||
| 11722 FARINA STREET | NORWALK | CA | 90650 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| WISDOM IN ACTION | |||||||||||
| 4225 SOLANO AVENUE SUITE 626 | NAPA | CA | 94558 | PUBLIC | PROGRAM SUPPORT | $5,000 | |||||
| YOUNG HORIZONS | |||||||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PUBLIC | PROGRAM SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,357,628 | 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 | $75,189 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $871,432 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,890,506 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | 900099 | -$21,221 |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | 900099 | -$51,524 |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL INCOME | 900099 | $317 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$72,428 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,921,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,849,531 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KRISHAN TARSADIA TRUST | ||||||
| 1 | 277 WEST 4TH STREET 2 | NEW YORK | NY | 10014 | $7,000,000 | Yes (X) |
| T-TWELVE LEGACY TRUST | ||||||
| 2 | 277 WEST 4TH STREET 2 | NEW YORK | NY | 10014 | $5,400,000 | Yes (X) |
| SUNIL AND MAYA PATEL | ||||||
| 3 | 620 NEWPORT CENTER DRIVE 14TH FLOOR | NEWPORT BEACH | CA | 92660 | $2,000,000 | Yes (X) |
| BU PATEL | ||||||
| 4 | 620 NEWPORT CENTER DRIVE 14TH FLOOR | NEWPORT BEACH | CA | 92660 | $4,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,478 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,478 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST CHOICE BANK | $1,290,000 | $1,715,000 |
| TD AMERITRADE | $16,934,792 | $16,970,334 |
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 | $1,810,895 | $3,561,752 |
| BLACKSTONE ENERGY PARTNERS LP | AT COST | $588,351 | $1,593,237 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $75,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING DIFFERENCE | Description |
| Amount | $2 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $774 | $0 | $774 |
| DUES & SUBSCRIPTIONS | $1,740 | $0 | $1,740 |
| MANAGEMENT FEES | $61,656 | $61,656 | $0 |
| MISCELLANEOUS | $12,324 | $0 | $12,324 |
| OFFICE EXPENSE | $2,730 | $0 | $2,730 |
| OFFICE SUPPLIES | $1,433 | $0 | $1,433 |
| PASSTHRU INVESTMENT INTEREST EXP | $4,608 | $4,608 | $0 |
| PASSTHRU PORTFOLIO DEDUCTIONS | $10,972 | $10,972 | $0 |
| PROGRAM & GRANT MAKING EXPENSE | $886 | $0 | $886 |
| WEB HOSTING FEES | $600 | $0 | $600 |
| INSURANCE | $6,121 | $0 | $6,121 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $17,148 | $17,148 | $17,148 |
| BLACKSTONE ENERGY PARTNERS Q LP | $1 | $1 | $1 |
| BLACKSTONE ENERGY PARTNERS Q LP CAPITAL GAIN INC | $94 | $94 | $94 |
| BEP LP-CAPITAL GAIN INC | $67,589 | $67,589 | $67,589 |
| BLACKSTONE ENERGY PARTNERS Q LP ORDINARY BUSINESS INCOME | -$21,221 | $0 | |
| BLACKSTONE ENERGY PARTNERS Q LP INTANGIBLE DRILLING & DEV. COSTS | -$51,524 | -$51,524 | |
| BLACKSTONE ENERGY PARTNERS Q LP RENTAL INCOME | $317 | $317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PASSTHROUGH INCOME BOOK/TAX DIFFERENCE | $10,784 |
| BRP BOOK/TAX DIFFERENCE | $5,973 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $39,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,400 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST | $150 | $0 | $150 |
| US TREASURY | $120,000 | $0 | $0 |
| OTHER TAXES & FEES | $235 | $0 | $235 |
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