EESHA FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
EESHA FOUNDATION INC (EIN 16-1571508)
Tax period
2025-06-01 to 2026-05-31
Filed
2026-09-21
IRS object ID
202612649349100006
Schema version
2025v4.2
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)
Return2026-09-21T08:55:44-05:00ReturnTs
Tax Period End2026-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200500257PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Arnold J Hodes & Co CPAs PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15701 Enterprise PkwyAddressLine1Txt
CityEast SyracuseCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161571508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EESHA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SALIL GUPTABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEESHBusinessNameControlTxt
Phone3154692062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS RDAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALIL GUPTA MDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3154692062PhoneNum
Signature2026-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert C HallPreparerPersonNm
PTINP00332502PTIN
Phone3154726683PhoneNum
Preparation2026-09-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,174,696FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$88InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$88InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,808DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,808DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$78,655NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,655CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$38GrossSalesLessRetAndAllwncAmt
Gross Profit Rev And Expnss$38GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$38GrossProfitAdjNetIncmAmt
Total Rev And Expnss$92,589TotalRevAndExpnssAmt
Total Net Invst Incm$92,551TotalNetInvstIncmAmt
Total Adj Net Incm$13,934TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,250AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$10,886OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,886OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$10,886OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,136TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,136TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$12,136TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,575ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,575ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,136TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$12,136TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$39,575TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,878ExcessRevenueOverExpensesAmt
Net Investment Income$80,415NetInvestmentIncomeAmt
Adjusted Net Income$1,798AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$151,675CashBOYAmt
Cash EOY$9,798CashEOYAmt
Cash EOYFMV$9,798CashEOYFMVAmt
Corporate Stock BOY$55,207CorporateStockBOYAmt
Corporate Stock EOY$196,209CorporateStockEOYAmt
Corporate Stock EOYFMV$202,762CorporateStockEOYFMVAmt
Other Investments BOY$557,826OtherInvestmentsBOYAmt
Other Investments EOY$599,579OtherInvestmentsEOYAmt
Other Investments EOYFMV$962,136OtherInvestmentsEOYFMVAmt
Total Assets BOY$764,708TotalAssetsBOYAmt
Total Assets EOY$805,586TotalAssetsEOYAmt
Total Assets EOYFMV$1,174,696TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$764,708NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$805,586NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$764,708TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$805,586TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$764,708TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$805,586TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$764,708TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,878ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$805,586SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$805,586TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
RAYMOND JAMES INVESTMENTS$317,963$275,439$42,524$42,524
Capital Gains Dividends$36,131$36,131$36,131P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,655CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,118InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,118SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,118TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$69EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$69TotalPaymentsAndCreditsAmt
Es Penalty$18EsPenaltyAmt
Tax Due$1,067TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksSALIL GUPTA MDIndividualWithBooksNm
Phone3154692062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS RDAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SALIL GUPTA MD
6807 MOREHOUSE FLATS RDJAMESVILLENY13078PRESIDENT / DIRECTOR0.00$0$0$0
PRIYA GUPTA
173 McGUINESS BLVD APT 4DBROOKLYNNY11222TREASURER0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO QUALIFIED ORGANIZATIONS- see attached listingDescription1Txt
Expenses1$0Expenses1Amt
Description2PRIOR YEARS EXCISE TAXES PAIDDescription2Txt
Expenses2$0Expenses2Amt

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$704,411AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,737AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$785,148TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$785,148AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,777CashDeemedCharitableAmt
Net Vl Noncharitable Assets$773,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,669MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,669MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,118TaxBasedOnInvestmentIncomeAmt
Total Tax$1,118TotalTaxAmt
Distributable Before Adj$37,551DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,551DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,551DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,575ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,575QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,551DistributableAsAdjustedAmt
Undistributed Income PY$37,465UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$39,575QualifyingDistributionsAmt
Applied To Year1$37,465AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,110AppliedToCurrentYearAmt
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$35,441UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSALIL GUPTA MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16807 MOREHOUSE FLATS RDAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3154301765RecipientPhoneNum
Recipient Email AddressSGUPTA@NHACNY.COMRecipientEmailAddressTxt
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARSHA VIDYA GURUKULAM
651 STATE ROUTE 115SAYLORSBURGPA18353NonePCCharitable causes supported by foundation.$2,000
CLEAR PATH FOR VETERANS
1223 SALT SPRINGS ROADCHITTENANGONY13037NONEPCCharitable causes supported by foundation.$5,000
COMMUNITY LIBRARY OF DEWITT
5110 JAMESVILLE RDJAMESVILLENY13078NONEPCCharitable causes supported by foundation.$2,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD217415030NONEPCCharitable causes supported by foundation.$1,000
FOOD BANK OF CNY
7066 INTERSTATE ISLAND ROADSYRACUSENY13209NONEPCCharitable causes supported by foundation.$2,000
HABITAT FOR HUMANITY
514 W GENESEE STSYRACUSENY13204NONEPCCharitable causes supported by foundation.$5,000
HELPING HOUNDS DOG RESCUE
7268 CASWELL AVENORTH SYRACUSENY13212NONEPCCharitable causes supported by foundation.$1,000
JOHNS HOPKINS
550 NORTH BROADWAY SUITE 722BALTIMOREMD212037029NONEPCCharitable causes supported by foundation.$1,000
INTERFAITH WORKS OF CNY
1010 JAMES STSYRACUSENY13203NONEPCCharitable causes supported by foundation.$2,000
JAMESVILLE COMMUNITY MUSEUM
6492 E SENECA TURNPIKEJAMESVILLENY13078NONEPCCharitable causes supported by foundation.$250
MEALS ON WHEELS EASTERN ONODAGA COUNTY
7248 HIGHBRIDGE RDFAYETTEVILLENY13066NonePCCharitable causes supported by foundation.$1,000
REACH CNY
1010 JAMES STSYRACUSENY13203NONEPCCharitable causes supported by foundation.$2,000
RESCUE MISSION OF CNY
155 GIFFORD STSYRACUSENY13202NONEPCCharitable causes supported by foundation.$5,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825NONEPCCharitable causes supported by foundation.$2,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607NonePCCharitable causes supported by foundation.$500
YMCA
340 MONTGOMERY STSYRACUSENY13202NONEPCCharitable causes supported by foundation.$75
WCNY
415 FAYETTE STSYRACUSENY13204NONEPCCharitable causes supported by foundation.$500
WAER RADIO
795 OSTROM AVESYRACUSENY13244NonePCCharitable causes supported by foundation.$500
WRVO RADIO
7060 STATE ROUTE 104OSWEGONY13126NONEPCCharitable causes supported by foundation.$500
ACR HEALTH
627 W GENESEE STSYRACUSENY13204NONEPCCharitable causes supported by foundation.$250
ARSHA VIDYA PITHAM
872 FAULSTICK RDSAYLORSBURGPA18353NONEPCCharitable causes supported by foundation.$500
FRANCIS HOUSE
108 MICHAELS AVESYRACUSENY13208NONEPCCharitable causes supported by foundation.$5,000
JAMESVILLE DEWITT ECUMENICAL FOOD PANTRY
6846 E SENECA TURNPIKEJAMESVILLENY13078NONEPCCharitable causes supported by foundation.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,575TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$88RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,808RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$78,655RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$92,589RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,589TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES
4INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES
8INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Adjusted Net Income$1,250AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMES - EQUITYStockNm
EOY Book Value$196,209EOYBookValueAmt
EOYFMV$202,762EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRAYMOND JAMES FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$599,579BookValueAmt
EOYFMV$962,136EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$10,636$10,636$10,636$0
BANK FEES & MISCELLANEOUS$250$250$250$0

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