JATIN AND BHARTI SHAH FAMILY FOUNDATION INC: Form 990PF, tax year 2012
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- Organization
- JATIN AND BHARTI SHAH FAMILY FOUNDATION INC (EIN 11-3667280)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349100236
- Schema version
- 2012v2.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:46:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223681331 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DILIP PATEL & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 MORRIS AVE | AddressLine1 |
| City | UNION | City |
| State | NJ | State |
| ZIP Code | 07083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113667280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JATIN AND BHARTI SHAH FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JATI | NameControl |
| Phone | 9146362382 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEACHFRONT LANE | AddressLine1 |
| City | NEW ROCHELLE | City |
| State | NY | State |
| ZIP Code | 10805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JATIN SHAH | Name |
| Title | TRUSTEE | Title |
| Phone | 9086884234 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAKESH PATEL CPA | Name |
| PTIN | P01283164 | PTIN |
| Phone | 9086884234 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 452857 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 60000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8630 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8630 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8630 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 16102 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 19020 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16102 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 84732 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24732 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8630 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3657 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3657 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3657 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3657 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3657 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3657 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 81075 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21075 | NetInvestmentIncome |
| Adjusted Net Income | 8630 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 73704 | CashBOY |
| Cash EOY | 137007 | CashEOY |
| Cash EOYFMV | 137007 | CashEOYFMV |
| Investments Other BOY | 275123 | InvestmentsOtherBOY |
| Investments Other EOY | 315850 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 315850 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 348827 | TotalAssetsBOY |
| Total Assets EOY | 452857 | TotalAssetsEOY |
| Total Assets EOYFMV | 452857 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 348827 | UnrestrictedBOY |
| Unrestricted EOY | 452857 | UnrestrictedEOY |
| Total Net Assets BOY | 348827 | TotalNetAssetsBOY |
| Total Net Assets EOY | 452857 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 348827 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 452857 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 348827 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 81075 | ExcessOfRevenueOverExpenses |
| Other Increases | 22955 | OtherIncreases |
| Subtotal | 452857 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 452857 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation |
|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2918 | -2918 | -2918 | ||
| MERRILL LYNCH | P | 19020 | 19020 | 19020 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16102 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2918 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 341809 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054416 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27459 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 321865 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085312 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 322207 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.124144 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 124312 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104576 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25705 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 360937 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071217 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.439665 | TotalDistributionRatio |
| Average Distribution Ratio | 0.087933 | AverageDistributionRatio |
| Net Noncharitable Assets | 394829 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34718 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 211 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34929 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 422 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 422 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 422 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 422 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JATIN SHAH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9143622382 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEACHFRONT LANE | AddressLine1 |
| City | NEW ROCHELLE | City |
| State | NY | State |
| ZIP Code | 10805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JATIN P SHAH | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEACHFRONT LANE | AddressLine1 |
| City | NEW ROCHELLE | City |
| State | NY | State |
| ZIP Code | 10805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT EDUCATIONAL AND MEDICAL RESEARCH | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 400842 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 400842 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 400842 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6013 | CashDeemedCharitable |
| Net Noncharitable Assets | 394829 | NetNoncharitableAssets |
| Minimum Investment Return | 19741 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 0 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8630 | CurrentYear |
| Year1 | 4730 | Year1 |
| Year2 | 16093 | Year2 |
| Year3 | 6065 | Year3 |
| Total | 35518 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 7336 | CurrentYear |
| Year1 | 4021 | Year1 |
| Year2 | 13679 | Year2 |
| Year3 | 5155 | Year3 |
| Total | 30190 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 18600 | Year1 |
| Year2 | 27459 | Year2 |
| Year3 | 40000 | Year3 |
| Total | 86059 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 18600 | Year1 |
| Year2 | 27459 | Year2 |
| Year3 | 40000 | Year3 |
| Total | 86059 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 452857 | CurrentYear |
| Year3 | 308331 | Year3 |
| Total | 761188 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 452857 | CurrentYear |
| Year3 | 308331 | Year3 |
| Total | 761188 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 60000 | CurrentYear |
| Total | 60000 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 60000 | CurrentYear |
| Total | 60000 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 24732 | CurrentYear |
| Total | 24732 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 03 | ExclusionCode |
| Exclusion | $8,630 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 03 | ExclusionCode |
| Exclusion | $16,102 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,732 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24732 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 100 | THE FOUNDATION WILL USE THE FUNDS TO MAKE CONTRIBUTION WHICH SERVE |
| 125 | EDUCATIONL,RESEARCH,SCIENTIFIC AND RELIGIOUS SUPPORT |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JATIN PSHAH CHARITABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEACHFRONT LANE | AddressLine1 |
| City | NEW ROCHELLE | City |
| State | NY | State |
| ZIP Code | 10805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 60000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOVERNMENT SECURITIES | AT COST | 0 | 0 |
| CORPORATE BONDS | AT COST | 40640 | 40640 |
| EQUITY INVESTMENT | AT COST | 275210 | 275210 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ADVISORY FEES | 3507 | 3507 | 0 | 0 |
| BANK FEE | 150 | 150 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN(LOSS) OF INVESTMENTS | Description |
| Amount | $22,955 | Amount |
Comments