DESHPANDE FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DESHPANDE FAM FOUNDATION (EIN 22-6705396)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-07-29
- IRS object ID
- 202402119349100305
- Schema version
- 2023v5.1
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T09:40:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226705396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESHPANDE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESH | BusinessNameControlTxt |
| Phone | 7814354301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 92 MONTVALE AVENUE STE 2500 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GURURAJ DESHPANDE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814354301 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2024-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $760,371 | 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 |
| Dividends Rev And Expnss | $3,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $316,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $58 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $448,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $581,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $724,515 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $588,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $617,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $760,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $588,998 | CapitalStockBOYAmt |
| Capital Stock EOY | $617,618 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $617,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $617,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $617,618 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $617,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHOPIFY INC CL A | 2021-04-15 | 2023-07-21 | $26,888 | $49,014 | -$22,126 | -$22,126 |
| BLOCK INC | 2020-09-11 | 2023-07-21 | $13,349 | $24,663 | -$11,314 | -$11,314 |
| AON PLC REG SHS | 2019-04-03 | 2023-07-31 | $4,706 | $2,606 | $2,100 | $2,100 |
| AMAZON COM INC COM | 2019-04-03 | 2023-07-31 | $3,129 | $2,197 | $932 | $932 |
| COPART INC COM | 2019-04-03 | 2023-07-31 | $5,641 | $2,077 | $3,564 | $3,564 |
| MOODY'S CORP | 2020-09-11 | 2023-07-31 | $7,334 | $6,010 | $1,324 | $1,324 |
| MASTERCARD INC | 2019-04-03 | 2023-07-31 | $7,869 | $4,817 | $3,052 | $3,052 |
| MASTERCARD INC | 2019-11-04 | 2023-07-31 | $1,967 | $1,461 | $506 | $506 |
| MASTERCARD INC | 2020-12-03 | 2023-07-31 | $3,148 | $2,698 | $450 | $450 |
| MSCI INC | 2019-04-03 | 2023-07-31 | $7,543 | $2,901 | $4,642 | $4,642 |
| MICROSOFT CORP | 2019-04-03 | 2023-07-31 | $17,313 | $6,230 | $11,083 | $11,083 |
| SALESFORCE INC | 2020-12-03 | 2023-07-31 | $38,801 | $38,313 | $488 | $488 |
| VISA INC CL A SHRS | 2019-04-03 | 2023-07-31 | $8,738 | $5,899 | $2,839 | $2,839 |
| VISA INC CL A SHRS | 2019-11-04 | 2023-07-31 | $1,889 | $1,514 | $375 | $375 |
| VISA INC CL A SHRS | 2020-12-03 | 2023-07-31 | $3,779 | $3,343 | $436 | $436 |
| VISTRY GROUP PLC | 2022-11-14 | 2023-07-31 | $8,883 | $8,883 | $8,883 | |
| APPLE INC | 2019-04-03 | 2023-11-14 | $4,091 | $1,085 | $3,006 | $3,006 |
| APPLE INC | 2019-11-04 | 2023-11-14 | $7,996 | $2,786 | $5,210 | $5,210 |
| COPART INC COM | 2019-04-03 | 2023-11-14 | $6,867 | $2,236 | $4,631 | $4,631 |
| SALESFORCE INC | 2020-12-03 | 2023-11-14 | $4,813 | $4,872 | -$59 | -$59 |
| VERISK ANALYTICS INC | 2019-04-03 | 2023-11-14 | $2,088 | $1,236 | $852 | $852 |
| HDFC BANK LTD ADR | 2023-07-31 | 2023-11-14 | $14,131 | $16,548 | -$2,417 | -$2,417 |
| INTUIT INC COM | 2023-07-21 | 2023-11-14 | $7,104 | $6,434 | $670 | $670 |
| SALESFORCE INC | 2023-07-31 | 2023-11-24 | $8,094 | $8,342 | -$248 | -$248 |
| NIKE INC CL B | 2019-04-03 | 2024-01-23 | $12,882 | $10,787 | $2,095 | $2,095 |
| NIKE INC CL B | 2019-11-04 | 2024-01-23 | $6,086 | $5,466 | $620 | $620 |
| NIKE INC CL B | 2023-07-31 | 2024-01-23 | $12,375 | $13,557 | -$1,182 | -$1,182 |
| APPLE INC | 2019-11-04 | 2024-06-07 | $18,934 | $6,284 | $12,650 | $12,650 |
| SEA LTD | 2019-11-04 | 2024-06-07 | $14,262 | $6,043 | $8,219 | $8,219 |
| APPLE INC | 2023-07-31 | 2024-06-07 | $2,147 | $2,233 | -$86 | -$86 |
| SALESFORCE INC | 2023-07-31 | 2024-06-07 | $22,213 | $20,742 | $1,471 | $1,471 |
| VISTRY GROUP PLC | 2023-07-31 | 2024-06-07 | $10,989 | $7,181 | $3,808 | $3,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,592 | 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 | $1,592 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $899 | OverpaymentAmt |
| Applied To ES Tax | $899 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVJEET BHACHU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814354301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 92 MONTVALE AVE STE 2500 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | 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 |
|---|---|---|---|---|---|---|---|---|
| GURURAJ DESHPANDE | ||||||||
| 92 MONTVALE AVE STE 2500 | STONEHAM | MA | 02180 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAISHREE DESHPANDE | ||||||||
| 92 MONTVALE AVE STE 2500 | STONEHAM | MA | 02180 | CO-TRUSTEE | 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 | $672,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $709,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $709,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $699,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $693 | TotalTaxAmt |
| Distributable Before Adj | $34,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,591 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $112,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,709 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,709 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,343 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,029 | ExcessFromYear4Amt |
| Excess From Year2 | $4,591 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GURURAJ DESHPANDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHINMAYA MISSION OF BOSTON | |||||||
| 1 UNION STREET | ANDOVER | MA | 01810 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL SUPPORT | $11,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,837 | 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 | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $9,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC SECURITIES | StockNm |
| EOY Book Value | $581,762 | EOYBookValueAmt |
| EOYFMV | $724,515 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSE | $24 | $0 | $0 | $24 |
| STATE FILING FEE | $35 | $0 | $0 | $35 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GURURAJ DESHPANDE | |||
| 92 MONTVALE AVE STE 2500 | STONEHAM | MA | 02180 |
| JAISHREE DESHPANDE | |||
| 92 MONTVALE AVE STE 2500 | STONEHAM | MA | 02180 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORIEGN TAX | CategoryTxt |
| Amt | $58 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |