DESAI FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DESAI FOUNDATION (EIN 04-3433749)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-15
- IRS object ID
- 201100469349100405
- Schema version
- 2009v1.7
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T11:31:52-08:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | 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 | 2009-10-01 | 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 | 2011-02-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD BYRNE | Name |
| Phone | 6174263350 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 1521067 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 76260 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47656 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47656 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 63161 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3375185 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 63161 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 187081 | TotalRevenueAndExpenses |
| Total Net Investment Income | 110821 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 5000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2517 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 517 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 2602 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2602 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16785 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10054 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6082 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26904 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10571 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13684 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42466 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42466 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 69370 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10571 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 56150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 117711 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100250 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 203257 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 101376 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 101376 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 3929 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 748235 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1216382 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1220226 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 398612 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 168729 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 199465 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1354033 | TotalAssetsBOY |
| Total Assets EOY | 1486487 | TotalAssetsEOY |
| Total Assets EOYFMV | 1521067 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 14740 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 14740 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1354033 | RetainedEarningsBOY |
| Retained Earnings EOY | 1471747 | RetainedEarningsEOY |
| Total Net Assets BOY | 1354033 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1471747 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1354033 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1486487 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1354033 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 117711 | ExcessOfRevenueOverExpenses |
| Other Increases | 3 | OtherIncreases |
| Subtotal | 1471747 | Subtotal |
| Total Net Assets Fund Balances EOY | 1471747 | 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 | 2010-09-30 | 1440 | 1440 | 1440 | |
| MORGAN STANLEY STATEMENT ON FILE | P | 2009-01-01 | 2010-09-30 | 279745 | 22620 | 22620 | 257125 |
| MORGAN STANLEY STATEMENT ON FILE | P | 2010-01-01 | 2010-09-30 | 3094000 | 39101 | 39101 | 3054899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 63161 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 39101 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67287 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1226214 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05487 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 75740 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1535739 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04932 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1480955 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05307 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58435 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1292494 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04521 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47804 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1053047 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04540 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24787 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04957 | AverageDistributionRatio |
| Net Noncharitable Assets | 1443659 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 71568 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1003 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 72571 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 56150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2005 | InvestmentIncomeExciseTax |
| Subtotal | 2005 | Subtotal |
| Tax Based On Investment Income | 2005 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2005 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2005 | TotalCreditsAndPayments |
| Amount Credited To Next Year | 0 | 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 |
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 | 5000 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1308352 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 157292 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1465644 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1465644 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21985 | CashDeemedCharitable |
| Net Noncharitable Assets | 1443659 | NetNoncharitableAssets |
| Minimum Investment Return | 72183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 72183 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2005 | TaxBasedOnInvestmentIncome |
| Total Tax | 2005 | TotalTax |
| Distributable Amount Before Adj | 70178 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 70178 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 70178 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 56150 | ExpensesAndContributions |
| Qualifying Distributions | 56150 | QualifyingDistributions |
| Adj Qualifying Distributions | 56150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70178 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 39956 | UndistributedIncomePriorYear |
| Qualifying Distributions | 56150 | QualifyingDistributions |
| Applied To Year1 | 39956 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16194 | AppliedToCurrentYear |
| Undistributed Income CY | 53984 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| VISION AID | |||||||
| 8 VINE BROOK ROAD | LEXINGTON | MA | 02421 | NONE | PUBLIC | GENERAL SUPPORT | $51 |
| PATIDAR SAMAJ | |||||||
| 173 OLD TOWN WAY | HANOVER | MA | 02339 | NONE | PUBLIC | GENERAL SUPPORT | $300 |
| SAHELI | |||||||
| P O BOX 1345 | BURLINGTON | MA | 01803 | NONE | PUBLIC | GENERAL SUPPORT | $240 |
| ANAVIL SAMAJ OF USA | |||||||
| 107 WEST PASSAGE | COLUMBIA | SC | 29212 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE THIRD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL SUPPORT | $25 |
| LASELL COLLEGE | |||||||
| 1844 COMMONWEALTH AVE | NEWTON | MA | 02466 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 55 EAST 52ND ST 29TH FLR | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| PEABODY ESSEX MUSEUM | |||||||
| EAST INDIA SQUARE | SALEM MA | MA | 01970 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| MIDDLESEX COMM COLLEGE | |||||||
| P O BOX 8607 | LOWELL MA | MA | 01853 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| COLUMBIA COMMUNITY IMPACT | |||||||
| 105 EARL HALL COLUMBIA UNIV | NEW YORK NY | NY | 10027 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| 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 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42466 | 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 | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,656 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 63161 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,660 | ExclusionAmount |
| Related Or Exempt Function Income | 63161 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 110821 | 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 | 103860 | 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 | 2000 SHS CITIGROUP CAP XVII 6.35% PFD FMV $ 36,9603000 SHS GOLDMAN SACHS FLAT RATE PFD FMV $ 66,900 | NoncashPropertyDescription |
| Fair Market Value | 103860 | FairMarketValue |
| Date Received | 2009-12-23 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GHA | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 5000 | DisbursementsCharitablePrps |
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 (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| TELEPHONE AND COMMUNICATIONS | 37 | ||
| SEMINAR HEALTH | 397 | 397 | |
| RESEARCH | 5685 | 5685 | |
| OFFICE EXPENSE | 21 | ||
| MEETINGS | 355 | ||
| LICENSES, PERMITS & FEES | 70 | ||
| INVESTMENT MGT FEES | 10054 | 10054 | |
| BANK FEES | 166 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INTEREST | Description |
| Amount | $3 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CREDIT CARD PAYABLE | Description |
| EOY Book Value | 14740 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $517 | 517 |
| FEDERAL TAX | $2,000 |
Comments