ARYA FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ARYA FAMILY FOUNDATION (EIN 11-3296769)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201231369349102403
Schema version
2011v1.2
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)
Timestamp2012-05-15T15:27:53-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KK MEHTA CPA ASSOCIATES PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 RING RD STE 300AddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113296769EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ARYA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlARYANameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA COURTAddressLine1
CityOLD WESTBURYCity
StateNYState
ZIP Code11568ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameYASHPAL ARYAName
TitlePRESIDENTTitle
Date Signed2012-05-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameK K MEHTA CPAName
Phone5166635990Phone
Date Prepared2012-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1853078FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss200000ContriReceivedRevAndExpnss
Dividends Rev And Expnss50121DividendsRevAndExpnss
Dividends Net Invst Incm45952DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-11797NetGainSaleAssetsRevAndExpnss
Gross Sales Price284221GrossSalesPrice
Other Income Rev And Expnss347OtherIncomeRevAndExpnss
Total Revenue And Expenses238671TotalRevenueAndExpenses
Total Net Investment Income45952TotalNetInvestmentIncome
Taxes Rev And Expnss2285TaxesRevAndExpnss
Other Expenses Rev And Expnss11OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss2296TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss196764ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps196764ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss199060TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps196764TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses39611ExcessOfRevenueOverExpenses
Net Investment Income45952NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY419695CashBOY
Cash EOY464015CashEOY
Cash EOYFMV464015CashEOYFMV
Investments Corp Stock BOY1364129InvestmentsCorpStockBOY
Investments Corp Stock EOY1359420InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1389063InvestmentsCorpStockEOYFMV
Total Assets BOY1783824TotalAssetsBOY
Total Assets EOY1823435TotalAssetsEOY
Total Assets EOYFMV1853078TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1783824RetainedEarningsBOY
Retained Earnings EOY1823435RetainedEarningsEOY
Total Net Assets BOY1783824TotalNetAssetsBOY
Total Net Assets EOY1823435TotalNetAssetsEOY
Total Liabilities Net Assets BOY1783824TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1823435TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1783824TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses39611ExcessOfRevenueOverExpenses
Subtotal1823435Subtotal
Total Net Assets Fund Balances EOY1823435TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxtrueLiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax919InvestmentIncomeExciseTax
Subtotal919Subtotal
Tax Based On Investment Income919TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment792EstTaxPaymentsAndOverpayment
Total Credits And Payments792TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment2PenaltyForUnderpayment
Tax Due129TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDR YASHPAL ARYABooksInCareOfPersonName
Books In Care Of Phone Number7188210643BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1OLD WESTBURYAddressLine1
Address Line2NY 11568AddressLine2
CityOLD WESTBURYCity
StateNYState
ZIP Code11568ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
YASHPAL ARYA
2 DEBRA CTOLD WESTBURYNY11568DIRECTOR5.00000
URMILESH ARYA
2 DEBRA CTOLD WESTBURYNY11568DIRECTOR5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1340489AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances441856AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1782345TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1782345AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable26735CashDeemedCharitable
Net Noncharitable Assets1755610NetNoncharitableAssets
Minimum Investment Return87781MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return87781MinimumInvestmentReturn
Tax Based On Investment Income919TaxBasedOnInvestmentIncome
Total Tax919TotalTax
Distributable Amount Before Adj86862DistributableAmountBeforeAdj
Distributable Amount Before Ded86862DistributableAmountBeforeDed
Distributable Amount As Adjusted86862DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions196764ExpensesAndContributions
Qualifying Distributions196764QualifyingDistributions
Adj Qualifying Distributions196764AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted86862DistributableAmountAsAdjusted
Undistributed Income Prior Year75362UndistributedIncomePriorYear
Qualifying Distributions196764QualifyingDistributions
Applied To Year175362AppliedToYear1
Applied To Current Year86862AppliedToCurrentYear
Remaining Distri From Corpus34540RemainingDistriFromCorpus
Total Corpus34540TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year34540ExcessDistriCyovToNextYear
Excess From Current Year34540ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerYASHPAL URMILESH ARYAContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDR YASHPAL ARYA XXX-XX-XXXXRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA COURTYAddressLine1
CityOLD WESTBURYCity
StateNYState
ZIP Code11568ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7188210643RecipientPhoneNumber
Form And Info And MaterialsWRITTEN REQUEST FROM THE INSTITUTES OR INDIVIDUALS FOR THE AMOUNT DESIRED AND SUBMITTING THE PROJECT REPORTS AND DETAILS OF USE OF FUNDSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
IFP FISCAL SPONSORSHIP
68 JAY STREETROOM 425BROOKLYNNY11201NONEEXEMPTCHARITY$2,500
INDIAN AMERICAN FESTIVAL
1075 ROUTE 202/206BRIDGEWATERNJ08807NONEEXEMPTCHARITY$300
INDIAN AMERICAN INTELLECTUAL FORUM
41-67 JUDGE STREET5PELMHURSTNY11373NONEEXEMPTCHARITY$1,000
NCCS
ONE SOUTH MEMORIAL DRIVESUITE 800ST LOUISMO63102NONEEXEMPTCHARITY$101
CAOLATION HOME LESS
129 FULTON STREETNEW YORKNY10038NONEEXEMPTCHARITY$101
LEUKEMIA SOC
1311 MAMARONECK AVESUITE 310WHITE PLAINSNY10605NONEEXEMPTCHARITY$50
PARAM SAKTI PEETH
18 OVERHILL DRNORTH BRUNSWICKNJ08902NONEEXEMPTCHARITY$23,000
RANA
181-25 MIDLAN PKWYJAMAICANY11432NONEEXEMPTCHARITY$180
ARYA SAMAJ
319 JERUSALAM AVEHICKSVILLENY11801NONEEXEMPTCHARITY$127,150
CARE
32 W 39TH STREET3RD FLOORNEW YORKNY10018NONEEXEMPTCHARITY$50
BSS TEMPLE
3490 RT 27KENDEL PARKNJ08824NONEEXEMPTCHARITY$2,500
FEEDING AMERICA
35 EAST WACKER DRIVESUITE 2000CHICAGOIL60601NONEEXEMPTCHARITY$50
HHV HOSP VETRANS
36585 PENFIELD LANEWINCHESTERCA92596NONEEXEMPTCHARITY$51
WHH
374 STOCK HOLM STREETBROOKLYNNY11237NONEEXEMPTCHARITY$250
EKAL VIDYALAY
3908 WESTHOLLOW PARKWATHOUSTONTX77082NONEEXEMPTCHARITY$32,310
HINDU CENTER
4552 KISSENA BOULEVARDFLUSHINGNY11355NONEEXEMPTCHARITY$620
BRAHMA KUMARIS
46 MIDDLE NECK ROADGREAT NECKNY11201NONEEXEMPTCHARITY$250
AAPI
600 ENTERPRISE DRIVESUITE 108OAK BROOKIL60523NONEEXEMPTCHARITY$1,500
ASAMAI TEMPLE
80 E BARCLEAY STREETHICKSVILLENY11801NONEEXEMPTCHARITY$1,000
CHRISTIAN TAMILKER
NEW YORKNEW YORKNY10001NONEEXEMPTCHARITY$500
COLONIAL WILLIAMS
NEW YORKNEW YORKNY10001NONEEXEMPTCHARITY$100
NATIONAL SEP 11 MEM MUSEUM
ONE LIBERTY PLAZA20TH FLOORNEW YORKNY10006NONEEXEMPTCHARITY$100
NARGIS DUTT MEMORIAL FOUNDATION
PO BOX 158NEW HYDE PARKNY11040NONEEXEMPTCHARITY$450
PBA
PO BOX 417OLDWESTBURYNY11568NONEEXEMPTCHARITY$51
SWAMI RAM FOUNDATION
PO BOX 580352FLUSINGNY11358NONEEXEMPTCHARITY$2,100
STONY BROOK
STONY BROOK UNIVERSITYSTONY BROOKNY11794NONEEXEMPTCHARITY$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year196764TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$45,952ExclusionAmount
Related Or Exempt Function Income4169RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-11797RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$45,952ExclusionAmount
Related Or Exempt Function Income-7281RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA38671TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDRS YASHPAL URMILES ARYAContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12 DEBRA CTAddressLine1
CityOLD WESTBURYCity
StateNYState
ZIP Code11568ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions200000AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

YASHPAL ARYA
URMILESH ARYA

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (26 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
MORGAN STANLEY 22622003-08PURCHASE2011-012525
MORGAN STANLEY 22622001-10PURCHASE2011-01409912500-8401
MORGAN STANLEY 22622001-04PURCHASE2011-01325810000-6742
MORGAN STANLEY 22622003-08PURCHASE2011-022525
MORGAN STANLEY 22622007-09PURCHASE2011-031722017450-230
MORGAN STANLEY 22622007-09PURCHASE2011-0374477550-103
MORGAN STANLEY 22622003-08PURCHASE2011-03394394
MORGAN STANLEY 22622001-01PURCHASE2011-041305612500556
MORGAN STANLEY 22622003-08PURCHASE2011-042462451
MORGAN STANLEY 22622006-02PURCHASE2011-053740737500-93
MORGAN STANLEY 22622003-08PURCHASE2011-054894881
MORGAN STANLEY 22622007-08PURCHASE2011-051249512500-5
MORGAN STANLEY 22622002-01PURCHASE2011-051515914986173
MORGAN STANLEY 22622002-04PURCHASE2011-051552214985537
MORGAN STANLEY 22622002-06PURCHASE2011-05107219990731
MORGAN STANLEY 22622006-12PURCHASE2011-05250292500029
MORGAN STANLEY 22622007-01PURCHASE2011-055055350000553
MORGAN STANLEY 22622006-04PURCHASE2011-05250522500052
MORGAN STANLEY 22622003-08PURCHASE2011-062424
MORGAN STANLEY 22622003-08PURCHASE2011-07252252
MORGAN STANLEY 22622003-08PURCHASE2011-082323
MORGAN STANLEY 22622003-08PURCHASE2011-09253253
MORGAN STANLEY 22622003-08PURCHASE2011-104304291
MORGAN STANLEY 22622003-08PURCHASE2011-112121
MORGAN STANLEY 22622003-08PURCHASE2011-122121
MORGAN STANLEY 22622009-10PURCHASE2011-1245000438571143

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMORGAN STANLEYNameOfStock
EOY Book Value1359420EOYBookValue
EOYFMV1389063EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK CHARGES11

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
Revenue And Expenses Per Books347RevenueAndExpensesPerBooks

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameDR YASHPAL ARYAPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line12ND DEBRA CTAddressLine1
Address Line2NY 11568AddressLine2
CityOLD WESTBURYCity
StateNYState
ZIP Code11568ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
US TREASURY$2,010
NYS INCOME TAX$275

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