GRO FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GRO FOUNDATION INC (EIN 20-3985154)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349102588
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:23:28-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371452579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EILEEN P MUELLER CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 ROSS AVE | AddressLine1 |
| City | HACKENSACK | City |
| State | NJ | State |
| ZIP Code | 07601 | 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 | 203985154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRO FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O GIRISH BHAKOO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROF | BusinessNameControlTxt |
| Phone | 2128325280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 WEST 99TH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 30B | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIRISH BHAKOO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128325280 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN MUELLER | PreparerPersonNm |
| PTIN | P00640642 | PTIN |
| Phone | 2013430496 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,627,261 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $428,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $969,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $428,734 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $464,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,721 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,465 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,465 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,037 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,180 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $405,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,986 | CashBOYAmt |
| Cash EOY | $2,863 | CashEOYAmt |
| Cash EOYFMV | $2,863 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $139,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,100 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,475,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,760,960 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,364,298 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,616,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,023,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,627,261 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,616,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,023,923 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,616,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,023,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,616,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,023,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,616,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $405,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,533 | OtherIncreasesAmt |
| Subtotal | $2,027,309 | SubtotalAmt |
| Other Decreases | $3,386 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,023,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 51 JOB INC SPONS ADR RESTG | P | 2007-09-18 | 2013-10-18 | $6,519 | $1,365 | $5,154 | $5,154 |
| BERGER INTL LTD | P | 2010-04-28 | 2013-09-05 | $32,080 | $12,100 | $19,980 | $19,980 |
| CONVENIENCE RETAIL ASIA LTD | P | 2009-10-30 | 2013-11-05 | $2,121 | $836 | $1,285 | $1,285 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-04 | 2013-04-17 | $8,055 | $2,869 | $5,186 | $5,186 |
| PORSCHE AG DR ING HOF PFD | P | 2008-07-17 | 2013-01-09 | $19,916 | $30,951 | -$11,035 | -$11,035 |
| VESUVIUS PLC | P | 2011-09-21 | 2013-08-14 | $13,450 | $7,023 | $6,427 | $6,427 |
| ADVANCE AUTO PTS INC. COM | P | 2009-10-28 | 2013-10-17 | $25,286 | $9,529 | $15,757 | $15,757 |
| BERGER INTL LTD | P | 2010-05-03 | 2013-09-05 | $12,412 | $4,763 | $7,649 | $7,649 |
| CONVENIENCE RETAIL ASIA LTD | P | 2009-10-30 | 2013-11-06 | $38,548 | $15,163 | $23,385 | $23,385 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-07 | 2013-04-16 | $3,778 | $1,239 | $2,539 | $2,539 |
| QUESTERRE ENERGY CORP | P | 2008-06-02 | 2013-02-13 | $2,652 | $13,685 | -$11,033 | -$11,033 |
| VESUVIUS PLC | P | 2011-09-21 | 2013-08-15 | $1,124 | $584 | $540 | $540 |
| ADVANCE AUTO PTS INC COM | P | 2009-10-28 | 2013-10-18 | $8,730 | $3,246 | $5,484 | $5,484 |
| BERGER INTL LTD | P | 2010-05-05 | 2013-09-05 | $19,243 | $7,297 | $11,946 | $11,946 |
| CONVENIENCE RETAIL ASIA LTD | P | 2007-05-22 | 2013-10-25 | $14,365 | $9,353 | $5,012 | $5,012 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-07 | 2013-04-17 | $18,411 | $6,608 | $11,803 | $11,803 |
| ROYAL BANK OF SCOTLAND GROUP PLC | P | 2008-03-17 | 2013-12-13 | $771 | $7,995 | -$7,224 | -$7,224 |
| VESUVIUS PLC | P | 2011-09-21 | 2013-08-16 | $12,010 | $6,211 | $5,799 | $5,799 |
| ALENT PLC | P | 2012-07-10 | 2013-08-08 | $5,620 | $4,866 | $754 | $754 |
| BERGER INTL LTD | P | 2010-05-06 | 2013-09-05 | $5,729 | $2,168 | $3,561 | $3,561 |
| EXXON MOBILE CORP | P | 2010-06-28 | 2013-04-17 | $17,280 | $14,098 | $3,182 | $3,182 |
| MOVE INC | P | 2010-03-11 | 2013-07-10 | $4,585 | $2,934 | $1,651 | $1,651 |
| ROYAL BANK OF SCOTLAND GROUP PLC | P | 2008-05-27 | 2013-12-13 | $941 | $8,980 | -$8,039 | -$8,039 |
| BANDU COM INC SPONS ADR REPSTG ORD | P | 2013-02-12 | 2013-09-10 | $15,367 | $10,561 | $4,806 | $4,806 |
| ALENT PLC | P | 2012-07-10 | 2013-08-09 | $772 | $682 | $90 | $90 |
| BERGER INTL LTD | P | 2010-05-07 | 2013-09-05 | $9,548 | $3,605 | $5,943 | $5,943 |
| JUMBO SA | P | 2009-09-17 | 2013-04-18 | $18,475 | $11,697 | $6,778 | $6,778 |
| MOVE INC | P | 2010-03-11 | 2013-07-10 | $1,994 | $1,274 | $720 | $720 |
| ROYAL BANK OF SCOTLAND GROUP PLC | P | 2007-11-05 | 2013-12-13 | $833 | $12,372 | -$11,539 | -$11,539 |
| ALENT PLC | P | 2013-06-20 | 2013-06-26 | $3 | $1 | $2 | $2 |
| ALENT PLC | P | 2012-07-10 | 2013-08-12 | $386 | $343 | $43 | $43 |
| BERGER INTL LTD | P | 2010-05-10 | 2013-09-05 | $8,211 | $3,136 | $5,075 | $5,075 |
| JUNEX INC | P | 2008-07-29 | 2013-07-09 | $1,285 | $10,373 | -$9,088 | -$9,088 |
| MOVE INC | P | 2010-03-11 | 2013-07-11 | $6,003 | $3,823 | $2,180 | $2,180 |
| ULTRA PETE CORP COM | P | 2011-08-25 | 2013-11-04 | $9,545 | $16,310 | -$6,765 | -$6,765 |
| ALENT PLC | P | 2013-06-20 | 2013-08-08 | $624 | $627 | -$3 | -$3 |
| ALENT PLC | P | 2012-07-10 | 2013-08-13 | $1,648 | $1,476 | $172 | $172 |
| BERGER INTL LTD | P | 2010-05-24 | 2013-09-05 | $8,402 | $3,143 | $5,259 | $5,259 |
| KABEL DEUTSCHLAND HOLDING AG | P | 2011-01-12 | 2013-07-09 | $8,344 | $3,637 | $4,707 | $4,707 |
| MOVE INC | P | 2010-03-11 | 2013-07-11 | $10,782 | $6,864 | $3,918 | $3,918 |
| UNILVER PAKISTAN LTD | P | 2009-09-02 | 2013-05-06 | $121,302 | $21,937 | $99,365 | $99,365 |
| MICHAEL PAGE INTL PLC | P | 2013-07-16 | 2013-07-16 | $3 | $3 | $3 | |
| ALENT PLC | P | 2012-07-10 | 2013-08-14 | $403 | $357 | $46 | $46 |
| BERGER INTL LTD | P | 2010-05-25 | 2013-09-05 | $14,650 | $5,444 | $9,206 | $9,206 |
| KABEL DEUTSCHLAND HOLDING AG | P | 2011-01-12 | 2013-07-18 | $73,621 | $31,100 | $42,521 | $42,521 |
| MOVE INC | P | 2010-03-11 | 2013-07-11 | $26 | $17 | $9 | $9 |
| UNITED SPIRITS LTD | P | 2011-09-19 | 2013-11-26 | $50,165 | $26,819 | $23,346 | $23,346 |
| ALENT PLC | P | 2012-07-10 | 2013-08-19 | $2,397 | $2,102 | $295 | $295 |
| CAPELLA ED CO | P | 2010-11-30 | 2013-05-22 | $33,689 | $41,390 | -$7,701 | -$7,701 |
| KABEL DEUTSCHLAND HOLDING AG | P | 2012-02-08 | 2013-07-08 | $29,261 | $14,153 | $15,108 | $15,108 |
| MOVE INC | P | 2010-03-11 | 2013-07-12 | $784 | $501 | $283 | $283 |
| VESUVIUS PLC | P | 2012-07-10 | 2013-08-02 | $1,616 | $1,030 | $586 | $586 |
| ALENT PLC | P | 2011-09-21 | 2013-08-19 | $20,830 | $14,275 | $6,555 | $6,555 |
| CONCUR TECHNOLOGIES INC | P | 2009-11-20 | 2013-08-13 | $15,754 | $5,823 | $9,931 | $9,931 |
| KABEL DEUTSCHLAND HOLDING AG | P | 2012-02-08 | 2013-07-09 | $33,911 | $16,434 | $17,477 | $17,477 |
| MOVE INC | P | 2010-03-11 | 2013-07-12 | $6,180 | $3,951 | $2,229 | $2,229 |
| VESUVIUS PLC | P | 2012-07-10 | 2013-08-05 | $3,396 | $2,177 | $1,219 | $1,219 |
| ALENT PLC | P | 2011-09-21 | 2013-08-20 | $2,145 | $1,459 | $686 | $686 |
| CONCUR TECHNOLOGIES INC | P | 2009-11-20 | 2013-08-13 | $4,990 | $1,843 | $3,147 | $3,147 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-02-28 | 2013-04-17 | $2,301 | $816 | $1,485 | $1,485 |
| MOVE INC | P | 2010-03-11 | 2013-07-12 | $1,506 | $961 | $545 | $545 |
| VESUVIUS PLC | P | 2012-07-10 | 2013-08-06 | $8,008 | $5,364 | $2,644 | $2,644 |
| ALENT PLC | P | 2011-09-21 | 2013-08-22 | $4,454 | $3,084 | $1,370 | $1,370 |
| CONCUR TECHNOLOGIES INC | P | 2009-11-20 | 2013-08-13 | $16,956 | $6,265 | $10,691 | $10,691 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-02-28 | 2013-04-18 | $33,847 | $13,052 | $20,795 | $20,795 |
| MOVE INC | P | 2010-03-11 | 2013-07-15 | $8,306 | $5,307 | $2,999 | $2,999 |
| VESUVIUS PLC | P | 2012-07-10 | 2013-08-07 | $1,680 | $1,133 | $547 | $547 |
| ALENT PLC | P | 2011-09-21 | 2013-08-16 | $689 | $478 | $211 | $211 |
| CONCUR TECHNOLOGIES INC | P | 2009-11-20 | 2013-08-14 | $11,201 | $4,164 | $7,037 | $7,037 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-01 | 2013-04-18 | $6,346 | $2,479 | $3,867 | $3,867 |
| MOVE INC | P | 2010-03-11 | 2013-07-15 | $6,727 | $4,305 | $2,422 | $2,422 |
| VESUVIUS PLC | P | 2012-07-10 | 2013-08-08 | $182 | $122 | $60 | $60 |
| AMERICAN PUB ED INC | P | 2010-08-31 | 2013-08-15 | $7,558 | $4,962 | $2,596 | $2,596 |
| CONCUR TECHNOLOGIES INC | P | 2009-11-20 | 2013-08-14 | $12,780 | $4,754 | $8,026 | $8,026 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-02 | 2013-04-16 | $6,296 | $2,069 | $4,227 | $4,227 |
| MOVE INC | P | 2010-03-11 | 2013-07-16 | $1,423 | $879 | $544 | $544 |
| VESUVIUS PLC | P | 2011-09-21 | 2013-08-08 | $559 | $294 | $265 | $265 |
| AMERICAN PUB ED INC | P | 2010-08-31 | 2013-08-16 | $4,033 | $2,643 | $1,390 | $1,390 |
| CONVENIENCE RETAIL ASIA LTD | P | 2009-10-30 | 2013-10-25 | $5,581 | $2,165 | $3,416 | $3,416 |
| MORNINGSTAR JAPAN KK TOKYO | P | 2011-03-03 | 2013-04-16 | $23,926 | $7,873 | $16,053 | $16,053 |
| PORSCHE AG DR ING HOF PFD | P | 2008-01-31 | 2013-01-09 | $3,983 | $7,478 | -$3,495 | -$3,495 |
| VESUVIUS PLC | P | 2011-09-21 | 2013-08-13 | $9,798 | $5,182 | $4,616 | $4,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $428,734 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,808 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,722,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,654,133 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,497,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $118,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,115,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,135,426 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147361 | DistributionYr5Rt |
| Total Distribution | 0.336934 | TotalDistributionRt |
| Average Distribution | 0.067387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,280,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,161 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,161 | SubtotalAmt |
| Tax Based On Investment Income | $9,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,468 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,968 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,807 | OverpaymentAmt |
| Applied To ES Tax | $4,807 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GRO FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2128325280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 WEST 99TH STREET | AddressLine1 |
| Address Line2 | APT 30B | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIRISH BHAKOO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 WEST 99TH STREET | AddressLine1 |
| Address Line2 | APT 30B | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,076,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,315,729 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,315,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,280,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,161 | TotalTaxAmt |
| Distributable Before Adj | $104,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,280 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,280 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $52,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,889 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,863 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,242 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $88,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,280 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,280 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $52,609 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,609 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,496 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,496 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEACH FOR AMERICA | ||||||
| 315 W 36TH STREET | 6TH FLOOR | NEW YORK | NY | 10018 | EDUCATION | $12,780 |
| MERCY FOR ANIMALS | ||||||
| 8033 SUNSET BLVD | STE 864 | LOS ANGELES | CA | 90046 | EDUCATION | $15,000 |
| THE AKANKSHA FUND INC | ||||||
| PO BOX 1714 | CATHEDRAL STATION | NEW YORK | NY | 10025 | EDUCATION | $24,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,280 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,987 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $428,734 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $464,721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIRISH BHAKOO | PersonNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (121 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 104 CORP - 9100 SHS | $20,958 | $32,674 |
| 51 JOB INC SPONS ADR RESG - 165 SHS | $2,650 | $12,854 |
| 51JOB INC SPONS ADR RESTG - 250 SHS | ||
| ADVANCE AUTO PTS INC. - 350 SHS | ||
| ALENT PLC - 2090 | ||
| ALENT PLC - 5250 SHS | ||
| AMERICAN PUB ED INC. - 305 SHS | ||
| AMOREPACIFIC NEW PFD - 75 SHS | $10,573 | $29,902 |
| BAJAJ HLDGS & INVT LTD - 2050 SHS | $33,305 | $29,434 |
| BERGER INTL LTD - 100777 SHS | ||
| BERGER INTL LTD - 168000 SHS | ||
| BERGER INTL LTD - 30000 SHS | ||
| BERGER INTL LTD - 43000 SHS | ||
| BERGER INTL LTD - 44000 SHS | ||
| BERGER INTL LTD - 50000 SHS | ||
| BERGER INTL LTD - 65000 SHS | ||
| BERGER INTL LTD - 76723 SHS | ||
| BOOKOOK SECURITY CO LTD PFD - 2000 S | $20,373 | $19,414 |
| BURBERRY LTD - 2000 SHS | $32,954 | $50,210 |
| CAPELLA ED CO. - 755 SHS | ||
| CHARLEMAGNE CAPITAL LTD - 518 SHS | $97 | $121 |
| CHARLEMAGNE CAPITAL LTD - 760 SHS | $211 | $178 |
| CHARLEMAGNE CAPITAL LTD. - 15000 SHS | $11,916 | $3,509 |
| CHARLEMAGNE CAPITAL LTD. - 210 SHS | $59 | $49 |
| CHARLEMAGNE CAPITAL LTD - 929 SHS | $164 | $217 |
| CHESAPEAKE ENERGY CORP - 1025 SHS | $20,326 | $27,819 |
| COGNIZANT TECHNOLOGY SOLUTIONS - 400 | $22,996 | $40,392 |
| COLFAX CORP - 1425 SHS | $40,885 | $90,758 |
| CONCUR TECHNOLOGIES - 620 SHS | ||
| CONVENIENCE RETAIL ASIA - 20000 SHS | ||
| CONVENIENCE RETAIL ASIA - 98900 SHS | ||
| CONVENIENCE RETAIL ASIA - 33,700 SHS | $9,388 | $24,427 |
| EXXON MOBILE CORP. - 202 SHS | ||
| GAZPROM OAO SPON ADR REG S - 620 SHS | $40,881 | $13,681 |
| GOOGLE INC. - 15 SHS | $7,430 | $16,811 |
| GOOGLE INC. - 50 SHS | $24,145 | $56,036 |
| GOOGLE INC. CLA - 25 SHS | $9,251 | $28,018 |
| HDFC BK LTD ADR REPSTG - 2365 SHS | $68,912 | $81,451 |
| HDFC BK LTD ADR REPSTG - 2500 SHS | $36,400 | $86,100 |
| HYUNDAI MOTOR CO. LTD PFD - 350 SHS | $20,178 | $37,951 |
| INTERNATIONAL GENERAL INS - 19406 SH | $12,441 | $30,333 |
| INTERNATIONAL GENERAL INS - 19483 SH | $11,675 | $30,454 |
| JUMBO SA REG - 2000 SHS | ||
| JUNEX INC. - 3000 SHS | ||
| KABEL DEUTSCHLAND HOLDING - 590 SHS | ||
| KABEL DEUTSCHLAND HOLDING AG - 745 S | ||
| MATTHEWS INDIA FUND - 16.206 SHS | $242 | $264 |
| MATTHEWS INDIA FUND - 16.387 SHS | $334 | $267 |
| MATTHEWS INDIA FUND - 18.951 SHS | $328 | $309 |
| MATTHEWS INDIA FUND - 3016.591 SHS | $20,000 | $49,110 |
| MATTHEWS INDIA FUND - 47.514 SHS | $766 | $774 |
| MATTHEWS INDIA FUND - 507.211 SHS | $6,694 | $8,257 |
| MATTHEWS INDIA FUND - 56.353 SHS | $977 | $917 |
| MICHAEL PAGE INTL PLC - 35 SHS | $204 | $283 |
| MICHAEL PAGE INTL PLC - 4034 SHS | $23,203 | $32,600 |
| MICHAEL PAGE INTL PLC - 72 SHS | $407 | $582 |
| MORNINGSTAR JAPAN KK TOKYO - 90 SHS | ||
| MOVE INC. - 3750 SHS | ||
| NESTLE SA CHAM ET VEVEY - 1120 SHS | $38,763 | $82,320 |
| ORASCOM DEVELOPMENT HLDG AG - 645 SH | $21,747 | $10,555 |
| PACIFIC CORP PFD SHS - 208 SHS | $49,843 | $38,213 |
| PIONEER NAT RES CO. - 100 SHS | $6,335 | $18,407 |
| PORSCHE AUTOMOBILE HLDG - 300 SHS | ||
| PRIMERICA INC. COM - 5435 SHS | $124,726 | $233,216 |
| PROSHARES SHORT S&P 500 - 1100 SHS | $62,293 | $27,753 |
| QUESTERRE ENERGY CORP - 2430 SHS | ||
| RANGE RES CORP - 955 SHS | $48,068 | $80,516 |
| RANGE RES CORP - 550 SHS | $39,937 | $46,370 |
| ROYAL BANK OF SCOTLAND - 495 SHS | ||
| SHIN YOUNG SECURITES CO. - 50 SHS | $1,371 | $1,863 |
| SHIN YOUNG SECURITIES CO. - 865 SHS | $23,656 | $32,234 |
| STRAYER ED INC. - 150 SHS | $29,728 | $5,170 |
| ULTRA PETE CORP. COM - 500 SHS | ||
| UNILVER PAKISTAN LTD - 800 SHS | ||
| UNITED SPIRITS LTD. - 2540 SHS | ||
| VESUVIUS PLC - 2090 SHS | ||
| VESUVIUS PLC - 5250 SHS | ||
| ZOOPLUS AG - 29 SHS | $1,218 | $2,078 |
| ZOOPLUS AG - 651 SHS | $27,281 | $46,641 |
| XING AG NAMEN AKT - 340 SHS | $18,855 | $34,853 |
| XING AG NAMEN AKT - 68 SHS | $3,628 | $6,970 |
| XING AG NAMEN AKT - 482 SHS | $25,620 | $49,409 |
| DEVON ENERGY CORP. NEW COM - 1195 SH | $63,813 | $73,935 |
| SOUTHWESTERN ENERGY CO COM - 880 SHS | $32,085 | $34,610 |
| PERNOD RICARD ORD - 50 SHS | $6,168 | $5,705 |
| PERNOD RICARD ORD - 365 SHS | $45,029 | $41,645 |
| BERKSHIRE HATHAWAY INC DEL CL B | $23,021 | $23,712 |
| ORACLE CORP - 1500 SHS | $45,180 | $57,390 |
| PERNOD RICARD ORD - 390 SHS | $44,118 | $44,497 |
| INTERACTIVE BROKERS GROUP - 36 SHS | $598 | $876 |
| INTERACTIVE BROKERS GROUP - 119 SHS | $1,974 | $2,896 |
| INTERACTIVE BROKERS GROUP - 88 SHS | $1,473 | $2,142 |
| INTERACTIVE BROKERS GROUP - 311 SHS | $5,206 | $7,570 |
| INTERACTIVE BROKERS GROUP - 169 SHS | $2,831 | $4,113 |
| INTERACTIVE BROKERS GROUP - 350 SHS | $5,865 | $8,519 |
| INTERACTIVE BROKERS GROUP - 77 SHS | $1,287 | $1,874 |
| INTERACTIVE BROKERS GROUP - 27 SHS | $451 | $657 |
| INTERACTIVE BROKERS GROUP - 202 SHS | $3,374 | $4,917 |
| INTERACTIVE BROKERS GROUP - 73 SHS | $1,236 | $1,777 |
| INTERACTIVE BROKERS GROUP - 25 SHS | $422 | $608 |
| INTERACTIVE BROKERS GROUP - 103 SHS | $1,739 | $2,507 |
| INTERACTIVE BROKERS GROUP - 23 SHS | $393 | $560 |
| INTERACTIVE BROKERS GROUP - 13 SHS | $223 | $316 |
| INTERACTIVE BROKERS GROUP - 72 SHS | $1,231 | $1,753 |
| INTERACTIVE BROKERS GROUP - 24 SHS | $414 | $584 |
| INTERACTIVE BROKERS GROUP - 18 SHS | $311 | $438 |
| INTERACTIVE BROKERS GROUP - 99 SHS | $1,709 | $2,410 |
| INTERACTIVE BROKERS GROUP - 13 SHS | $224 | $316 |
| INTERACTIVE BROKERS GROUP - 127 SHS | $2,188 | $3,091 |
| INTERACTIVE BROKERS GROUP - 523 SHS | $9,087 | $12,730 |
| INTERACTIVE BROKERS GROUP - 348 SHS | $6,046 | $8,470 |
| MCGRAW HILL FINL INC COM - 780 SHS | $48,250 | $60,996 |
| JARDINE LLOYD THOMPSON - 4940 SHS | $73,132 | $83,279 |
| BAJAJ HLDGS & INVT LTD - 5000 SHS | $65,200 | $71,790 |
| DIAGEO PLC SPONSORED NEW - 590 SHS | $73,812 | $78,128 |
| DIAGEO PLC SPONSORED NEW - 220 SHS | $27,898 | $29,132 |
| IBM - 355 SHS | $62,405 | $66,587 |
| SOUTHWESTERN ENERGY CO - 1130 SHS | $42,742 | $44,443 |
| JARDINE LLOYD THOMPSON - 1535 SHS | $24,715 | $25,877 |
| MATTHEWS INDIA FUND - 41.333 SHS | $667 | $673 |
| MATTHEWS INDIA FUND - 3.155 SHS | $51 | $51 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEBSTER CHAMBERLAIN & BEAN | CategoryTxt |
| Legal Fees | $1,465 | LegalFeesAmt |
| Net Investment Income | $1,465 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX | Description |
| Amount | $3,386 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | ||
| CUSTODY FEES | $1,180 | $1,180 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND FEDERAL EXCISE TAX | Description |
| Amount | $5,533 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $3,037 | $3,037 |
| DELAWARE DIV OF CORP |
Comments