STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE RINA & BHARAT PARIKH FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE RINA & BHARAT PARIKH FOUNDATION INC (EIN 81-4791103)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-23
IRS object ID
202423289349100302
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-23T11:26:28-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223208126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DHARMESH N PARIKH CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1906 OAKTREE ROAD SUIT RAddressLine1Txt
CitySOUTH PLAINFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07080ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814791103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RINA AND BHARAT PARIKH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRINABusinessNameControlTxt
Phone9083096655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityTRINITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBHARAT PARIKHPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone9083096655PhoneNum
Signature2024-11-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDHARMESH PARIKHCPAPreparerPersonNm
PTINP00188711PTIN
Phone9082260821PhoneNum
Preparation2024-11-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,149,229FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$130,276ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,650InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$49,352DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$199,278TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$151LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$151LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$998TaxesRevAndExpnssAmt
Taxes Net Invst Incm$998TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$11,097OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$11,097OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,854OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,854OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$31,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,503TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,097TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,341ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,503TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,097TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,663ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,417CashBOYAmt
Cash EOY$167,907CashEOYAmt
Cash EOYFMV$167,907CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$2,400,906CorporateStockBOYAmt
Corporate Stock EOY$2,364,632CorporateStockEOYAmt
Corporate Stock EOYFMV$3,134,134CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$956,041OtherInvestmentsBOYAmt
Other Investments EOY$894,162OtherInvestmentsEOYAmt
Other Investments EOYFMV$847,188OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,442,364TotalAssetsBOYAmt
Total Assets EOY$3,426,701TotalAssetsEOYAmt
Total Assets EOYFMV$4,149,229TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,442,364RetainedEarningBOYAmt
Retained Earning EOY$3,426,701RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,442,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,426,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,442,364TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,426,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,442,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,663ExcessRevenueOverExpensesAmt
Subtotal$3,426,701SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,426,701TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EBAY INCP2021-02-012023-01-30$10,000$0$10,000$0$0$0$0$0
MORGAN STANLEY HYBRIDP2021-02-012023-04-24$15,000$0$15,000$0$0$0$0$0
COMCAST CORPORATIONP2021-02-012023-05-10$9,872$0$10,448-$576$0$0$0-$576
WELLSFARGOP2021-02-012023-06-02$15,000$0$15,000$0$0$0$0$0
AT&T INCP2021-02-012023-07-18$3,781$0$4,503-$722$0$0$0-$722
BANK OF AMERICAP2021-02-012023-07-23$15,000$0$15,000$0$0$0$0$0
BANK OF MONTREALP2021-02-012023-10-05$10,000$0$10,937-$937$0$0$0-$937
GOG PARTNERS EMERGINP2023-02-012023-03-01$50,685$0$69,676-$18,991$0$0$0-$18,991
ALLSPRING EMERGIN MARKETSP2023-02-012023-03-01$49,133$0$70,927-$21,794$0$0$0-$21,794
FEDERATED HERMES INSTITUTIONAL HIGHP2023-02-012023-03-10$60,000$0$69,293-$9,293$0$0$0-$9,293
FieldValueIRS element (for citing)
Capital Gain Net Income-$52,313CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$50,078NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBHARAT PARIKHIndividualWithBooksNm
Phone9083096655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityTRINITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd
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
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BHARAT PARIKH
9651 MILANO DRIVETRINITYFL34655PRESIDENT2.00$0$0$0
RINA PARIKH
9651 MILANO DRIVETRINITYFL34655VICE PRESIDENT2.00$0$0$0
SAGAR PARIKH
46 SENECA ROADPUTNAM VALLEYNY10579SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,984,926AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,032AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,107,958TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,107,958AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,046,339NetVlNoncharitableAssetsAmt
Minimum Investment Return$202,317MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$202,317MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$202,317DistributableBeforeAdjAmt
Distributable Before Ded$202,317DistributableBeforeDedAmt
Distributable As Adjusted$202,317DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,097ExpensesAndContributionsAmt
Qualifying Distributions$11,097QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$202,317DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,871ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$226,009ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$228,880TotalExcessDistributionCyovAmt
Qualifying Distributions$11,097QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,097AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$228,880TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$191,220UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$183,341CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,539ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$45,539ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GANDEVI SEVA SAMAJ OF NORTH AMERICA INC
26 BELLE OAK LNBELLEVILLENJ07109NON PROFITEDUCATION, CULTURAL ACTIVITY$250
THE OM FOUNDATION
1 SCENIC WAYMONROE TOWNSHIPNJ08831NON PROFITPROMOTE CANCER AWARNESS$500
Sakhi For South Asian Women
P O BOX 1333NEW YORKNY10008NON PROFITANTI VIOLENCE PROGRAM$16,888
TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
3033 WILSON BLVDARLINGTONVA22201NON PROFITSUPPORT FOR TAPSPROGRAM AND RESOURCESFOR FAMILIES OF AMERICAN FALLEN MILITARY HEROES$25,000
EKAL VIDYALAYA FOUNDATION OF USA
P O BOX 821369HOUSTONTX77282NON PROFITDONATION FOR SCHOOLS IN GUJARAT$36,500
WRETHS ACROSS AMERICA AND VETERANS
P O BOX 249COLUMBIA FALLSME04623NON PROFITGENERAL OPERATION$1,128
VYO-USA INC
P O BOX 1077THONOTOSASSAFL33592NON PROFITGENERAL OPERATION$40,000
SANKARA EYE FOUNDATION
1900 MCCARTHY BLVD STE207MILPTASCA95035NON PROFITGENERAL OPERATION$50,000
NJ STATE PBA
158 MAIN STREETWOODBRIDGENJ07095NON PROFITGENERAL OPERATION$10,000
GIVERGY
601 WEST 26TH STREETNYNY10001NON PROFITGENERAL OPERATION$3,075
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,341TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,650ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,352ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$69,002ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,002TotalIncomeProducingActyAmt

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
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 PersonBHARAT PARIKHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityNEW PORT RICHEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY$1,796,362$2,516,085
NON US EQUITY$568,270$618,049

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT GRADE FIXED INCOMECategoryOrItemTxt
Book Value$894,162BookValueAmt
EOYFMV$847,188EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Fees$14,789$14,789
Bank Service Charges$65$65

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$998Amt
Net Investment Income$998NetInvestmentIncomeAmt