SIDHU FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIDHU FAMILY FOUNDATION INC (EIN 59-3449183)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-17
- IRS object ID
- 202540769349100019
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-17T10:56:03-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593449183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDHU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDH | BusinessNameControlTxt |
| Phone | 9174056292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10371 KENSINGTON SHR DR APT 202 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUPINDER S SIDHU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9174056292 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,735,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $195,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,207,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $952 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $952 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $512,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $512,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $650 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $649 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $649 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,550 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $49 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $492,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,449 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,645,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,442,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,701,218 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $305,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,925 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,953,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,476,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,735,592 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,923,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,476,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,923,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,476,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,953,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,476,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,923,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $357,517 | OtherIncreasesAmt |
| Subtotal | $7,476,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,476,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS STANDARD & POORS 500 | P | 2023-09-20 | 2023-11-03 | $217,393 | $219,647 | -$2,254 | -$2,254 |
| 1000 SHS INVESCO QQQ TRUST | P | 2023-09-26 | 2023-12-15 | $406,063 | $353,905 | $52,158 | $52,158 |
| 500 SHS STANDARD & POORS 500 | P | 2023-09-20 | 2024-02-02 | $247,443 | $219,647 | $27,796 | $27,796 |
| 500 SHS STANDARD & POORS 500 | P | 2023-09-21 | 2024-02-02 | $247,443 | $216,053 | $31,390 | $31,390 |
| 500 SHS STANDARD & POORS 500 | P | 2023-09-21 | 2024-02-09 | $250,238 | $216,053 | $34,185 | $34,185 |
| 1000 SHS STANDARD & POORS 500 | P | 2023-09-27 | 2024-02-09 | $500,476 | $423,310 | $77,166 | $77,166 |
| 3000 SHS SOFTBANK CORP | P | 2021-07-23 | 2023-06-12 | $66,675 | $98,034 | -$31,359 | -$31,359 |
| 500 SHS ISHARES EXPANDED TECH | P | 2021-12-03 | 2023-06-13 | $170,193 | $192,200 | -$22,007 | -$22,007 |
| 2000 SHS SOFTBANK CORP | P | 2021-07-23 | 2023-06-13 | $45,715 | $65,356 | -$19,641 | -$19,641 |
| 1000 SHS SPLUNK INC | P | 2021-12-01 | 2023-09-21 | $144,944 | $116,981 | $27,963 | $27,963 |
| 1000 SHS SALESFORCE COM | P | 2022-02-11 | 2023-11-30 | $249,393 | $209,964 | $39,429 | $39,429 |
| 1000 SHS QUALCOMM INC | P | 2022-03-10 | 2023-12-19 | $143,227 | $151,805 | -$8,578 | -$8,578 |
| 1500 SHS ADVANCED MICRO DEVICES INC | P | 2022-01-27 | 2023-12-18 | $223,282 | $161,772 | $61,510 | $61,510 |
| 2000 SHS TAIWAN SEMICONDUCTOR | P | 2021-03-03 | 2024-03-07 | $294,817 | $247,105 | $47,712 | $47,712 |
| BLACKROCK TCP CAP CORP | P | 2014-05-02 | 2024-04-08 | $6 | $13 | -$7 | -$7 |
| CAPITAL GAINS DIVIDENDS | P | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,998 | OverpaymentAmt |
| Applied To ES Tax | $8,998 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUPINDER S SIDHU | IndividualWithBooksNm |
| Phone | 9174056292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10371 KENSINGTON SHORE DRIVE APT | AddressLine1Txt |
| Address Line2 | 202 | AddressLine2Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RUPINDER S SIDHU | |||||||||
| 10371 KENSINGTON SHORE DRIVE APT | 202 | ORLANDO | FL | 32827 | PRESIDENT | 2.00 | $650 | $0 | $0 |
| MICHELE ROSENBERG | |||||||||
| C/O CORNICK GARBER 555 MADISON AVE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,321,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,925 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,353,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,353,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,258,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,842 | TotalTaxAmt |
| Distributable Before Adj | $306,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,266 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $289,078 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $289,078 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $298,889 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE 102 | HOUSTON | TX | 77042 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATION ORGANZATIONS IN INDIA | $10,000 |
| EAGLE VALLEY TRAIL | |||||||
| PO BOX 1891 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | TO PROMOTE COMMUNITY CONNECTION | $1,000 |
| BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO DESERVING STUDENTS. | $25,000 |
| BOYS AND GIRLS CLUB | |||||||
| 101 E COLONIAL DR | ORLANDO | FL | 32801 | NONE | PUBLIC CHARITY | TO INSPIRE AND ENABLE ALL YOUNG PEOPLE ESPECIALLY THOSE FROM DISADVANTAGED CIRCUMSTANCES TO REALIZE THEIR FULL POTENTIAL | $2,500 |
| CENTRAL FLORIDA YMCA | |||||||
| 433 NORTH MILLS AVENUE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | TO HELP TODAY'S YOUTH DEVELOP INTO STRONG, HEALTHY, WELL-EDUCATED ADULTS | $4,000 |
| DUKE UNIVERSITY | |||||||
| 324 BLACKWELL STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | TO SUPPORT AN ACEDEMIC AND RESEARCH UNIVERSITY | $1,000 |
| ELON UNIVERSITY ADVANCEMENT | |||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | NONE | PUBLIC CHARITY | TO AID MID-SIZED PRIVATE UNIVERSITY RENOWNED AS A NATIONAL MODEL FOR ENGAGED AND EXPERIENTIAL LEARNING | $150,250 |
| GUARDIAN SCHOLARS FOUNDATION | |||||||
| 3775 EP TRUE PKWY SUITE 254 | WEST DES MOINES | IA | 50265 | NONE | PUBLIC CHARITY | PROVIDE SCHOLARSHIPS TO FOSTER CARE YOUNG ADULTS | $10,000 |
| GURDWARA NANAKSAR FLORIDA | |||||||
| 2480 NORTH HOAGLAND BLVD | KISSIMMEE | FL | 34741 | NONE | PUBLIC CHARITY | PROVIDE SOCIAL SERVICES | $15,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 10000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO BRING ART AND ART EDUCATION TO THE AMERICAN PEOPLE | $210 |
| MIDDLESEX SCHOOL CONCORD | |||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | TO HELP STUDENTS BRING THEIR TALENTS TO FRUITION AS KNOWLEDGEABLE, CAPABLE, RESPONSIBLE AND MORAL CITIZENS OF THE WORLD | $10,200 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | TO CULTIVATE IN ITS STUDENTS A PASSION FOR LEARNING AND A RESPECT FOR OTHERS AND CREATE A COMMUNITY IN WHICH INDIVIDUALS DEVELOP COMPETENCE, CONFIDENCE AND CHARACTER | $20,400 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | THE ENCOURAGEMENT OF AN EVER-DEEPER UNDERSTANDING AND ENJOYMENT OF MODERN AND CONTEMPORARY ART | $600 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | TO RAISE MONEY FOR THE DANA FARBER CANCER INSTITUTE | $4,000 |
| THE CHAPIN SCHOOL | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO PREPARE YOUNG WOMEN TO THRIVE AND LEAD IN A GLOBAL SOCIETY THROUGH DEDICATION TO ACADEMIC EXCELLENCE, PERSONAL INTEGRITY AND COMMUNITY RESPONSIBILITY | $1,500 |
| UNITED ARTS OF CENTRAL FLORIDA | |||||||
| 3025 EDGEWATER DR | ORLANDO | FL | 32804 | NONE | PUBLIC CHARITY | UNITED ARTS IS THE LEADING LOCAL ARTS AGENCY IN CENTRAL FLORIDA. THE ORGANIZATION FUNDS AND FUELS THE ORGANIZATIONS AND EVENTS THAT SHAPE OUR COMMUNITY. | $2,000 |
| VAIL VALLEY FOUNDATION | |||||||
| 90 WEST BENCHMARK ROAD 300 | AVON | CO | 81620 | NONE | PUBLIC CHARITY | TO ENHANCE AND SUSTAIN THE QUALITY OF LIFE IN THE VAIL VALLEY BY PROVIDING LEADERSHIP IN THE ARTS, ATHLETICS, AND EDUCATION | $2,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| WALKING MOUNTAINS SCIENCE CENTER | |||||||
| 318 WALKING MOUNTAINS LANE | AVON | CO | 81620 | NONE | PUBLIC CHARITY | TO AWAKEN A SENSE OF WONDER AND INSPIRE ENVIRONMENTAL STEWARDSHIP AND SUSTAINABILITY THROUGH NATURAL SCIENCE EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,660 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,928 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $315,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $512,367 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $512,367 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORNICK, GARBER & SANDLER, LLP | CategoryTxt |
| Amt | $11,500 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL 53770 | StockNm |
| EOY Book Value | $7,442,388 | EOYBookValueAmt |
| EOYFMV | $6,701,218 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FREESTONE ADVANTAGE PARTNERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,925 | BookValueAmt |
| EOYFMV | $27,925 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $18,317 | $9,159 | $9,158 |
| INVESTMENT ADVISORY FEES | $675 | $675 | $0 |
| FREESTONE ADVANTAGE PARTNERS | $1,349 | $1,349 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FREESTONE ADVANTAGE PARTNERS | $319 | $319 | $319 |
| FREESTONE ADVANTAGE PARTNERS | $102 | $102 | $102 |
| UBS FINANCIAL SERVICES 53456 | $230 | $230 | $230 |
| UBS FINANCIAL SERVICES 53770 | $301 | $301 | $301 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $357,517 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $30,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $2,500 | $2,500 | $0 |
| PAYROLL TAXES | $99 | $50 | $49 |