MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15 (EIN 47-7154309)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202431239349101633
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T14:02:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 854218816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477154309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEERA & ASHOK VASUDEVAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN DECRUZE & COMPANY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEER | BusinessNameControlTxt |
| Phone | 2033277151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHOK VASUDEVAN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2033277151 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASHOK | PersonFirstNm |
| Person Last | VASUDEVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENATA MARONEY | PreparerPersonNm |
| PTIN | P01338405 | PTIN |
| Phone | 2033277151 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,396,287 | 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 | $26,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,610 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $951,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,528 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,528 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $182,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,219 | CashBOYAmt |
| Cash EOY | $116,650 | CashEOYAmt |
| Cash EOYFMV | $116,650 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,522,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,300,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,209,063 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $70,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,574 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,731,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,487,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,396,287 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $14,485 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $14,485 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $14,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,485 | 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 | $4,716,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,472,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,716,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,731,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,487,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,716,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $354 | OtherIncreasesAmt |
| Subtotal | $4,472,879 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS #051-44366-1 | $231,150 | $250,413 | -$19,263 | -$19,263 | |
| GOLDMAN SACHS #051-49415-1 | $99,938 | $101,114 | -$1,176 | -$1,176 | |
| GOLDMAN SACHS #051-49415-1 | $91,710 | $91,710 | $0 | $0 | |
| GOLDMAN SACHS #051-49415-1 | $38,827 | $38,772 | $68 | $68 | |
| GOLDMAN SACHS #051-50401-7 | $21 | $21 | $21 | ||
| GOLDMAN SACHS #051-50401-7 | $153,745 | $148,358 | $6,979 | $6,979 | |
| GOLDMAN SACHS #051-50401-7 | $335,553 | $282,648 | $59,626 | $59,626 | |
| CAPITAL GAINS DIVIDENDS | $468 | $468 | $468 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,324 | OverpaymentAmt |
| Applied To ES Tax | $1,324 | 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 | CT | 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 | WWW.MAVFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE & COMPANY LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033277151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ASHOK VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MEERA VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $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 | $5,909,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,574 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,098,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,098,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,007,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,076 | TotalTaxAmt |
| Distributable Before Adj | $298,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,242 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $390,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $166,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $166,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,321 | 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 | $74,971 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON AREA GLEANERS USA | |||||||
| 91 MARTIN ST | ACTON | MA | 01720 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRIGHTER BITES INC | |||||||
| PO BOX 25456 | HOUSTON | TX | 77265 | NONE | PC | GENERAL SUPPORT | $7,500 |
| BROOKLYN WORKFORCE INNOVATION | |||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $7,000 |
| CARING FOR THE HUNGRY & HOMELESS | |||||||
| 200 N WATER ST | PEEKSKILL | NY | 10566 | NONE | PC | GENERAL SUPPORT | $8,000 |
| DAILY TABLE | |||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL SUPPORT | $25,000 |
| EL PASOANS FIGHTING HUNGER FOOD BANK | |||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EXTRA TABLE | |||||||
| 3904 HARDY STREET | HATTIESBURG | MS | 39402 | NONE | PC | GENERAL SUPPORT | $8,000 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $7,000 |
| FEEDING KENTUCKY | |||||||
| 106 PROGRESS DRIVE | FRANKFORT | KY | 40601 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FILLING IN THE BLANKS | |||||||
| 346 MAIN AVENUE NO 3A | NORWALK | CT | 06851 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HOPE MINISTRIES OF BATON ROUGE | |||||||
| 4643 WINBOURNE AVE | BATON ROUGE | LA | 70805 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HOPE'S HARVEST | |||||||
| 10 SIMS AVE SUITE 103 | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HOT BREAD KITCHEN | |||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $15,000 |
| JEWISH VOCATIONAL & CAREER COUNSELING SERVICE | |||||||
| 548 MARKET ST PMB 22502 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $20,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 068304882 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SECOND HARVEST FOOD BANK OF NEW ORLEANS | |||||||
| 700 EDWARDS AVE | NEW ORLEANS | LA | 70123 | NONE | PC | GENERAL SUPPORT | $7,000 |
| SHALOM FARMS INC | |||||||
| 1010 WEST LABURNUM AVE | RICHMOND | VA | 23227 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ST JOHNS FAMILY CENTERINC | |||||||
| 1067 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SURVIVAL CENTERS INC AMHERST SURVIVAL CENTER | |||||||
| PO BOX 9629 | NORTH AMHERST | MA | 01059 | NONE | PC | GENERAL SUPPORT | $8,000 |
| THE FOOD BANK FOR WESTCHESTERINC FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $6,000 |
| THE FOOD BANK OF CENTRAL LOUISIANA | |||||||
| 3223 BALDWIN AVENUE | ALEXANDRIA | LA | 71301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SOCIETY OF ST ANDREW INC | |||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 24526 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WINDY CITY HARVEST | |||||||
| 100 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOODSHARE INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GENERATION WEST VIRGINIA INC | |||||||
| 1405 EARL L CORE PMB 1021 | MORGANTOWN | WV | 26505 | NONE | PC | GENERAL SUPPORT | $8,000 |
| STRIVE INTERNATIONAL INC | |||||||
| 205 EAST 122ND STREET 3RD FLOOR | NEW YORK | NY | 10035 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DC CENTRAL KITCHEN INC | |||||||
| 2121 FIRSTSTREETSW SUITE 140 | WASHINGTON | DC | 20224 | NONE | PC | GENERAL SUPPORT | $8,000 |
| MISSISSIPPI CODING ACADEMIES | |||||||
| 121 N STATE ST | JACKSON | MS | 39201 | NONE | PC | GENERAL SUPPORT | $8,000 |
| NOURISH BRIDGEPORT INC | |||||||
| PO BOX 1859 | BRIDGEPORT | CT | 06601 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WEST VIRGINIA FOOD AND FARM COALITION | |||||||
| 3820 MACCORKLE AVE SE | CHARLESTON | WV | 25304 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MERIT AMERICA | |||||||
| 712 H ST NE STE 1560 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HIS HANDS AND FEET MINISTRIES | |||||||
| PO BOX 1589 | PIKEVILLE | KY | 41502 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,500 | 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 | $26,610 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,106 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $182,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,967 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | DIVIDEND INCOME AND INTEREST CONTINUES TO BE REINVESTED TO UTILIZE IN FUTURE YEARS TO ASSIST IN FUNDING ORGANIZATIONS COMMITTED TO ENDING HUNGER IN THE U.S. |
| 2 | STOCKS WERE SOLD IN ORDER TO ACCUMULATE CASH TO DISTRIBUTE TO ORGANIZATIONS COMMITTED TO ENDING HUNGER IN THE U.S. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #366-1 | $1,169,193 | $1,250,516 |
| GOLDMAN SACHS #415-1 | $993,020 | $962,634 |
| GOLDMAN SACHS #401-7 | $2,137,927 | $3,995,913 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1 INC. - 5% CONVERTIBLE NOTE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $70,574 | BookValueAmt |
| EOYFMV | $70,574 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $20,942 | $0 | $20,942 |
| ACCOUNTING FEES | $5,600 | $2,800 | $2,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $5,528 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,528 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $354 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,462 | Amt |
| Net Investment Income | $30,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $10 | $10 | $0 |
| RECLAIMABLE FOREIGN TAX | $375 | $375 | $0 |
| FEDERAL TAX | $3,360 | $0 | $0 |