DESAI FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DESAI FOUNDATION (EIN 04-3433749)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201232289349100348
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T10:59:40-07:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldberg Harder Adelstein & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 Lincoln Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021112526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043433749 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESAI FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO ADITI | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DESA | NameControl |
| Phone | 7812703655 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 WHEELER ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMIR DESAI | Name |
| Title | Trustee | Title |
| Date Signed | 2012-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD BYRNE | Name |
| Phone | 6174263350 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1669103 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 74892 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 37 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37994 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37994 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 167070 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5050552 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 167070 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 279993 | TotalRevenueAndExpenses |
| Total Net Investment Income | 205101 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 2571 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 171 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 753 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 753 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21290 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 11847 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7552 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24614 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12018 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8305 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62360 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62360 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 86974 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12018 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 70665 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 193019 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 193083 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 101376 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 739203 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 739203 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1216382 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 905377 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 835835 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 168729 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 74517 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 94065 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1486487 | TotalAssetsBOY |
| Total Assets EOY | 1719097 | TotalAssetsEOY |
| Total Assets EOYFMV | 1669103 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 14740 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 54331 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 14740 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 54331 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1471747 | RetainedEarningsBOY |
| Retained Earnings EOY | 1664766 | RetainedEarningsEOY |
| Total Net Assets BOY | 1471747 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1664766 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1486487 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1719097 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1471747 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 193019 | ExcessOfRevenueOverExpenses |
| Subtotal | 1664766 | Subtotal |
| Total Net Assets Fund Balances EOY | 1664766 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDEND | P | 2009-01-01 | 2011-09-30 | 238 | 238 | 238 | |
| MORGAN STANLEY STATEMENT ON FILE | P | 2009-01-01 | 2011-09-30 | 403743 | 2249 | 2249 | 401494 |
| MORGAN STANLEY STATEMENT ON FILE | P | 2010-10-01 | 2011-09-30 | 4646571 | 164583 | 164583 | 4481988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 167070 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 164583 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 56150 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1443659 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03889 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67287 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1226214 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05487 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 75740 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1535739 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04932 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78598 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1480955 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05307 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 58435 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1292494 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04521 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24137 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04827 | AverageDistributionRatio |
| Net Noncharitable Assets | 1717785 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 82924 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1931 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84855 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 70665 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3862 | InvestmentIncomeExciseTax |
| Subtotal | 3862 | Subtotal |
| Tax Based On Investment Income | 3862 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2600 | TaxPaidWithExtension |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Overpayment | 1138 | Overpayment |
| Amount Credited To Next Year | 1138 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIR DESAI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812703655 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 WHEELER ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MEGHA DESAI | ||||||
| 62 DAVISON DRIVE | LINCOLN | MA | 01773 | TRUSTEE | 2.00 | 0 |
| MOHA DESAI | ||||||
| C/O 62 DAVISON DRIVE | LINCOLN | MA | 01773 | TRUSTEE | 2.00 | 0 |
| NILIMA DESAI | ||||||
| 62 DAVISON DRIVE | LINCOLN | MA | 01773 | TRUSTEE | 2.00 | 0 |
| SAMIR DESAI | ||||||
| 62 DAVISION DRIVE | LINCOLN | MA | 01773 | TRUSTEE | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG HARDER ADELSTEIN & CO PC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 LINCOLN STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | ACCOUNTING & TAX | TypeOfService |
| Compensation | 1 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1384009 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 359935 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1743944 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1743944 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26159 | CashDeemedCharitable |
| Net Noncharitable Assets | 1717785 | NetNoncharitableAssets |
| Minimum Investment Return | 85889 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85889 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3862 | TaxBasedOnInvestmentIncome |
| Total Tax | 3862 | TotalTax |
| Distributable Amount Before Adj | 82027 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 82027 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 82027 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 70665 | ExpensesAndContributions |
| Qualifying Distributions | 70665 | QualifyingDistributions |
| Adj Qualifying Distributions | 70665 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 82027 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 53984 | UndistributedIncomePriorYear |
| Qualifying Distributions | 70665 | QualifyingDistributions |
| Applied To Year1 | 53984 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16681 | AppliedToCurrentYear |
| Undistributed Income CY | 65346 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIR DESAI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION | |||||||
| 92 MONTVALE AVE SUITE 2500 | STONEHAM | MA | 02180 | NONE | 501(c)3 | GENERAL SUPPORT | $7,500 |
| FOUNDATION FOR FACES FOR CHILDREN | |||||||
| 258 HARVARD STREET 367 | BROOKLINE | MA | 02446 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| JAIN SANGH OF NEW ENGLAND | |||||||
| 223 MIDDLESEX TRUNPIKE | BURKINGTON | MA | 01803 | NONE | PUBLIC | GENERAL SUPPORT | $600 |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC | GENERAL SUPPORT | $100 |
| PEABODY ESSEX MUSEUM | |||||||
| EAST INDIA SQUARE | SALEM | MA | 01970 | NONE | PUBLIC | EVENT-SENSATIONAL INDIA | $32,500 |
| PATIDAR SAMAJ | |||||||
| 173 OLD TOWN WAY | HANOVER | MA | 02339 | NONE | PUBLIC | GENERAL SUPPORT | $750 |
| LASELL COLLEGE | |||||||
| 1844 COMMONWEALTH AVE | NEWTON | MA | 02466 | NONE | PUBLIC | GENERAL SUPPORT | $1,860 |
| PEABODY ESSEX MUSEUM | |||||||
| EAST INDIA SQUARE | SALEM | MA | 01970 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 |
| MIDDLESEX COMM COLLEGE | |||||||
| P O BOX 8607 | LOWELL MA | MA | 01853 | NONE | PUBLIC | GENERAL SUPPORT | $5,200 |
| MEDFORD ROTARY | |||||||
| 20 HALL STREET | MEDFORD | MA | 02155 | NONE | PUBLIC | GENERAL SUPPORT | $100 |
| GURJAR | |||||||
| 214 IPSWICH ROAD | BOXFORD MA | MA | 01821 | NONE | PUBLIC | GENERAL SUPPORT | $750 |
| LAHEY FOUNDATION | |||||||
| MALL ROAD | BURLINGTON MA | MA | 01803 | NONE | PUBLIC | GENERAL SUPPORT | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62360 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,994 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 167070 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,031 | ExclusionAmount |
| Related Or Exempt Function Income | 167070 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 205101 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | SAMIR DESAI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 DAVISON DRIVE | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 01773 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100469 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 700 SHS SCHLUMBERGER LTD FMV $58,541455 SHS UNION PACIFIC CORP FMV $ 41,928 | NoncashPropertyDescription |
| Fair Market Value | 100469 | FairMarketValue |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG HARDER ADELSTEIN & CO PC | BusinessNameLine1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| TELEPHONE AND COMMUNICATIONS | 1652 | ||
| Special Event Expenses | 5300 | 5300 | |
| SEMINAR HEALTH | 127 | 127 | |
| RESEARCH | 2125 | 2125 | |
| RECRUITING | 50 | ||
| PARKING | 29 | ||
| OFFICE EXPENSE | 90 | ||
| LICENSES, PERMITS & FEES | 70 | ||
| INVESTMENT MGT FEES | 11847 | 11847 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CREDIT CARD PAYABLE | Description |
| BOY Book Value | 14740 | BOYBookValue |
| EOY Book Value | 54331 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $171 | 171 |
| FEDERAL TAX | $2,400 |
Comments