STRATEGY STUDIO / PUBLIC DATA EXPLORER

AP AJMERA FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AP AJMERA FAMILY FOUNDATION INC (EIN 87-1962372)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202411229349102851
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-01T06:05:07-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871962372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AP AJMERA FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAPAJBusinessNameControlTxt
Phone9733261820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 MEADOW BLUFF RDAddressLine1Txt
CityMORRIS PLAINSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPravin AjmeraPersonNm
Person TitlePresidentPersonTitleTxt
Phone9733261820PhoneNum
Signature2024-04-25SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPravinPersonFirstNm
Person LastAjmeraPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$145,702FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,664DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,664DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$551CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,517TotalRevAndExpnssAmt
Total Net Invst Incm$3,217TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$77OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$77TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,278ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,278ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,355TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,278TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,162ExcessRevenueOverExpensesAmt
Net Investment Income$3,217NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$609CashBOYAmt
Cash EOY$1,131CashEOYAmt
Cash EOYFMV$1,131CashEOYFMVAmt
Corporate Stock BOY$100,338CorporateStockBOYAmt
Corporate Stock EOY$137,978CorporateStockEOYAmt
Corporate Stock EOYFMV$144,571CorporateStockEOYFMVAmt
Total Assets BOY$100,947TotalAssetsBOYAmt
Total Assets EOY$139,109TotalAssetsEOYAmt
Total Assets EOYFMV$145,702TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$100,338CapitalStockBOYAmt
Capital Stock EOY$137,978CapitalStockEOYAmt
Retained Earning BOY$609RetainedEarningBOYAmt
Retained Earning EOY$1,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$100,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$100,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$139,109TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$100,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,162ExcessRevenueOverExpensesAmt
Subtotal$139,109SubtotalAmt
Tot Net Ast Or Fund Balances EOY$139,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$551CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$91NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45InvestmentIncomeExciseTaxAmt
Subtotal$45SubtotalAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Tax Due$45TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksPravin AjmeraIndividualWithBooksNm
Phone9733261820PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 Meadow Bluff RdAddressLine1Txt
CityMorris PlainsCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07950ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Pravin Ajmera
47 Meadow Bluff RdMorris PlainsNJ07950Trustee001.00$0
Anjana Ajmera
47 Meadow Bluff RdMorris PlainsNJ07950Trustee001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NA NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NA NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$152,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,342TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$153,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$151,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,552MinimumInvestmentReturnAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Total Tax$45TotalTaxAmt
Distributable Before Adj$7,507DistributableBeforeAdjAmt
Distributable Before Ded$7,507DistributableBeforeDedAmt
Distributable As Adjusted$7,507DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,278ExpensesAndContributionsAmt
Qualifying Distributions$25,278QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,507DistributableAsAdjustedAmt
Undistributed Income PY$3,529UndistributedIncomePYAmt
Qualifying Distributions$25,278QualifyingDistributionsAmt
Applied To Year1$3,529AppliedToYear1Amt
Applied To Current Year$7,507AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,242RemainingDistriFromCorpusAmt
Total Corpus$14,242TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,242ExcessDistriCyovToNextYrAmt
Excess From Current Year$14,242ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerA AjmeraContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Love and Care SRLC-USABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112 N Country Lakes DrAddressLine1Txt
CityMarltonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08053ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral Fund SupportGrantOrContributionPurposeTxt
Amt$25,278Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,278TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,664ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$551ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,217ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,217TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NA NONE for this Entire SectionBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonA AjmeraContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line147 meadow bluff rdAddressLine1Txt
Citymorris plainsCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07950ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,300TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property240 sh VIMAX Vanguard Midcap IndexNoncashPropertyDesc
Fair Market Value$60,300FairMarketValueAmt
Received2023-01-03ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
224 shares of SWPPX Schwab SP500 index Fd.$15,718$16,374
828 shares of PRWCX T Rowe Price Cap Appr Fd.$29,880$28,081
285 shares of VSMAX Vanguard Small-Cap Fund$31,029$29,492
244 shares of VIMAX Vanguard Midcap Index Admiral$61,351$70,624

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
New Jersey Corporation Annual Report Fee$31
990-PF 2022 Tax paid$46

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonA AjmeraPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 meadoww bluff rdAddressLine1Txt
Citymorris plainsCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07950ZIPCd