VAFA FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
VAFA FOUNDATION INC (EIN 27-3597377)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349101674
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T13:55:14-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462400857ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273597377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAFA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlVAFABusinessNameControlTxt
Phone3173347744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL RDAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462402418ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZIA LOGHMANIPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3173347744PhoneNum
Signature2014-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A FLINCHUMPreparerPersonNm
PTINP00004265PTIN
Phone3175802000PhoneNum
Preparation2014-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$155,626FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$2,772DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,772DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,588GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,284CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$426OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$426OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,498TotalRevAndExpnssAmt
Total Net Invst Incm$4,482TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,337OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,337OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,387TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,387TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,387TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,889ExcessRevenueOverExpensesAmt
Net Investment Income$3,095NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$150,001CashBOYAmt
Cash EOY$4,816CashEOYAmt
Cash EOYFMV$4,816CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$143,489CorporateStockEOYAmt
Corporate Stock EOYFMV$150,810CorporateStockEOYFMVAmt
Total Assets BOY$150,001TotalAssetsBOYAmt
Total Assets EOY$148,305TotalAssetsEOYAmt
Total Assets EOYFMV$155,626TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$150,001UnrestrictedBOYAmt
Unrestricted EOY$148,305UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$150,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$148,305TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150,001TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$148,305TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$150,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,889ExcessRevenueOverExpensesAmt
Other Increases$193OtherIncreasesAmt
Subtotal$148,305SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$148,305TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABERDEEN ASIA BONDP2013-06-242013-11-14$500$503-$3-$3
EATON VANCE GLOBALP2013-01-152013-09-11$14,348$15,000-$652-$652
FMI LARGE CAP FUNDP2013-01-152013-06-24$2,500$2,281$219$219
FMI LARGE CAP FUNDP2013-01-152013-09-11$200$172$28$28
FMI LARGE CAP FUNDP2013-01-152013-11-14$1,500$1,232$268$268
PIMCO EMERGING LOCAL BONDP2013-01-152013-06-24$7,841$9,000-$1,159-$1,159
PIMCO TOTAL RETURN FUNDP2013-01-152013-11-14$1,000$1,032-$32-$32
SCOUT INTERNATIONALP2013-01-152013-09-11$500$475$25$25
SCOUT INTERNATIONALP2013-01-152013-11-14$900$832$68$68
VANGUARD TOTAL STOCK MARKET INDEX FUNDP2013-01-152013-06-24$1,900$1,782$118$118
VANGUARD TOTAL STOCK MARKET INDEX FUNDP2013-01-152013-09-11$800$690$110$110
VANGUARD TOTAL STOCK MARKET INDEX FUNDP2013-01-152013-11-14$1,600$1,305$295$295
CAPITAL GAINS DIVIDENDSP$1,999$1,999$1,999
FieldValueIRS element (for citing)
Capital Gain Net Income$1,284CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,156NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$151,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$31NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$31InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$69OverpaymentAmt
Applied To ES Tax$69AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksZIA LOGHMANIIndividualWithBooksNm
Phone3173347744PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZIA LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240CHAIR1.00$0$0$0
MARY T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240SECRETARY1.00$0$0$0
SARAH B TABESH
8349 UNION CHAPEL ROADINDIANAPOLISIN46240TREASURER1.00$0$0$0
NATHAN T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$145,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,144AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$153,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$151,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Total Tax$31TotalTaxAmt
Distributable Before Adj$7,549DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,549DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,549DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$31PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,969AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,549DistributableAsAdjustedAmt
Undistributed Income PY$308UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Applied To Year1$308AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,692AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,857UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZIA LOGHMANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVAFA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3173347744RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION HAS NOT YET DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. IN THE FUTURE, HOWEVER, THE FOUNDATION MAY USE APPLICATIONS THAT INCLUDE SOME OR ALL OF THE FOLLOWING: A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. A DESCRIPTION OF FINANCIAL NEED. AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. A LIST OF HONORS AND RECOGNITIONS. WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesONGOINGSubmissionDeadlinesTxt
Restrictions On AwardsWITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION, EACH SUCH SCHOLARSHIP GENERALLY WILL CONTINUE FOR THE DESIGNATED TERM OF THE SCHOLARSHIP DURING THE RECIPIENT'S COURSE OF STUDY AT SUCH INSTITUTION, SO LONG AS THE RECIPIENT MAINTAINS SATISFACTORY PROGRESS TOWARD COMPLETION OF HIS OR HER COURSE OF STUDY AND OTHERWISE CONFORMS TO THE TERMS AND CONDITIONS OF THIS PROCEDURE. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC; OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS, THE FOUNDATION WILL USE THE SUPERVISION PROCEDURES DESCRIBED BELOW TO ENSURE THAT RECIPIENTS USE SUCH SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS ONLY FOR THE PURPOSE OF DEVELOPING FULLY AND PRODUCTIVELY THEIR EXCEPTIONAL TALENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BADI FOUNDATIONBusinessNameLine1

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1ROOM B328 01 SHANGWULOU NO 2AddressLine1
Address Line2JIUXIANQIAO ROAD CHAOYANG DISTRICTAddressLine2
CityBEIJINGCity
CountryCHCountry
Postal Code100015PostalCode
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTION TO THE GENERAL OPERATING FUND FOR THE PURPOSE OF SCHOLARSHIP- GIVEN TO AN ORGANIZATION IN CHINA RECOGNIZED AS A CHARITY BY CHINESE LAWGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,772ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$426ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,284ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,483ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,483TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BADI FOUNDATIONBusinessNameLine1

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1ROOM B328 01 SHANGWULOU NO 2AddressLine1
Address Line2JIUXIANQIAO ROAD CHAOYANG DISTRICTAddressLine2
CityBEIJINGCity
CountryCHCountry
Postal Code100015PostalCode
FieldValueIRS element (for citing)
Grant2013-11-15GrantDt
Grant$5,000GrantAmt
Purpose Of GrantSCHOLARSHIPS FOR STUDENTS: THE BADI FOUNDATION DESIGNS AND IMPLEMENTS EDUCATIONAL AND TRAINING PROGRAMS THAT EMPOWER AND BUILD CAPACITY IN LOCAL POPULATIONS TO INITIATE DEVELOPMENT EFFORTS IN THEIR COMMUNITIES IN A MANNER THAT ALLOWS FOR A GRADUAL INCREASE IN SIZE AND COMPLEXITY. THE OBJECTIVE OF THE BADI FOUNDATION IS TO CONTRIBUTE, HOWEVER MODESTLY, TO THE ACHIEVEMENT OF BALANCED DEVELOPMENT IN CHINA. THE APPROACH TO DEVELOPMENT IS BASED ON THE FIRM CONVICTION IN THE DESIRE AND POTENTIAL OF LOCAL PEOPLE TO UPLIFT THEMSELVES AND CONTRIBUTE TO THE SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR COMMUNITIES. THE DECISION TO CONTRIBUTE WAS BASED ON THE FINANCIAL REPORT PROVIDED TO VAFA FOUNDATION, AND BY DECISION OF THE BOARD OF DIRECTORS. NO AMOUNTS CONTRIBUTED TO BADI FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE.PurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Dates Of Reports By Grantee12/31/13DatesOfReportsByGranteeTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CHASE & CO. ALERIAN MLP INDEX$7,476$8,389
UBS AG JERSEY BRH E TRACS LKD TO ALERIAN$2,516$2,602
AQR MANAGED FUTURES FUND$10,300$10,725
ABERDEEN ASIA BOND$8,897$8,426
FMI LARGE CAP FUND$17,315$20,418
PIMCO TOTAL RETURN$52,868$50,475
RS GLOBAL NATURAL RESOURCES FUND$10,200$9,535
SCOUT INTERNATIONAL FUND$16,693$18,457
VANGUARD TOTAL STOCK$17,224$21,783

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE FEESDesc
Revenue And Expenses Per Books$1,337RevenueAndExpensesPerBooksAmt
Net Investment Income$1,337NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOXFORDDesc
Revenue And Expenses Per Books$426RevenueAndExpensesPerBooksAmt
Net Investment Income$426NetInvestmentIncomeAmt
Adjusted Net Income$426AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionCOST BASIS ADJUSTMENTDescription
Amount$193Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$50Amt
Net Investment Income$50NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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