DESHPANDE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DESHPANDE FAMILY FOUNDATION INC (EIN 20-1947794)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-02-08
- IRS object ID
- 202300399349100535
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-08T13:37:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760324633 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIN & JAIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUGAR CREEK CENTER BLVD STE 410 | AddressLine1Txt |
| City | SUGARLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201947794 | 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 | 4074818191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 S KIRKMAN ROAD SUITE 640 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANIL D DESHPANDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074818191 | PhoneNum |
| Signature | 2023-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANIL | PersonFirstNm |
| Person Last | DESHPANDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UMESH K JAIN | PreparerPersonNm |
| PTIN | P00643004 | PTIN |
| Phone | 2812422420 | PhoneNum |
| Preparation | 2023-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,157,975 | 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 | $15,694 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,694 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,633,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,180 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $139,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $289,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,999 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $951 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $951 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,676 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,016 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,516 | CashBOYAmt |
| Cash EOY | $121,049 | CashEOYAmt |
| Cash EOYFMV | $121,049 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $3,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $598 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $598 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,481,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,657,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,736,328 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $400,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $300,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,969,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,079,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,157,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,969,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,079,589 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,969,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,079,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,969,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,079,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,969,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,788 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,079,589 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,079,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC CAPITAL (STATEMENT A) | P | 2021-01-01 | 2021-12-31 | $1,437,311 | $1,357,635 | $79,676 | $79,676 |
| RBC CAPITAL (STATEMENT A) | P | 2021-01-01 | 2021-12-31 | $70,385 | $60,593 | $9,792 | $9,792 |
| RBC CAPITAL (STATEMENT A) | P | 2019-01-01 | 2021-12-31 | $118,964 | $83,387 | $35,577 | $35,577 |
| MORGAN STANLEY (STATEMENT B) | P | 2021-01-01 | 2021-12-31 | $4,785 | $6,678 | -$1,893 | -$1,893 |
| MORGAN STANLEY (STATEMENT B) | P | 2021-01-01 | 2021-12-31 | $28 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,180 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $87,603 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,351 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,351 | SubtotalAmt |
| Tax Based On Investment Income | $2,351 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Overpayment | $1,593 | OverpaymentAmt |
| Applied To ES Tax | $500 | AppliedToESTaxAmt |
| Refund | $1,093 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANIL D DESHPANDE | IndividualWithBooksNm |
| Phone | 4074818191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DR | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANIL D DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CHITRA A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | V. PRESIDENT | 000.00 | $0 | $0 | $0 |
| ANJALI A DESPHANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE WERE NO DIRECT CHARITABLE ACTIVITIES PARTICIPATED IN DURING 2021. THE FOUNDATION DID, HOWEVER, MAKE DIRECT CHARITABLE CONTRIBUTIONS TO VARIOUS RECOGNIZED CHARITIES. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,663,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $300,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,065,914 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,065,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,034,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,351 | TotalTaxAmt |
| Distributable Before Adj | $99,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $8,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $99,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,105 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,048 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,726 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,744 | ExcessFromYear2Amt |
| Excess From Year1 | $25,473 | ExcessFromYear1Amt |
| Excess From Current Year | $66,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANIL DESHPANDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DR | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074818191 | RecipientPhoneNum |
| Recipient Email Address | ANIL@DESHPANDEINC.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRUHAN MAHARASHTRA MANDAL | ||||||
| 8620 NEW CASTLE BEND | IRVING | TX | 75063 | PC | CHARITABLE/EDUCATIONAL | $10,000 |
| DR PHILLIPS CENTER | ||||||
| 155 E ANDERSON ST | ORLANDO | FL | 32801 | PC | CHARITABLE/EDUCATIONAL | $25,000 |
| GENERATION OM INC | ||||||
| PO BOX 85 | GOLDENROD | FL | 32733 | PC | CHARITABLE/EDUCATIONAL | $3,000 |
| HINDU AMERICAN FOUNDATION | ||||||
| 910 17TH STREET NW | WASHINGTON | DC | 20006 | PC | CHARITABLE/EDUCATIONAL | $5,000 |
| HINDU UNIVERSITY OF AMERICA | ||||||
| 19010 TRIBUNE ST | PORTER RANCH | CA | 91326 | PC | CHARITABLE/EDUCATIONAL | $10,000 |
| ORLANDO SCIENCE CENTER | ||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | PC | CHARITABLE/EDUCATIONAL | $10,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | PC | CHARITABLE/EDUCATIONAL | $102,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,694 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,256 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $104,732 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $34,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $124,630 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| LESS ALOMA SC INVESTORS QBI | 900099 | -$4,908 | ||
| LESS TAMPA BA INVESTORS QBI | 900099 | -$3,375 | ||
| ADD BACK 990-T DEDUCTION | 16 | $8,283 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $96,449 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,102 | ExclusionAmt |
| Related Or Exempt Function Incm | $124,630 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,181 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FINAL K-1 PTP - DELEK LOGISTICS | AssetDesc |
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2021-12 | SoldDt |
| Basis | $640 | BasisAmt |
| Total Net | -$640 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEGIS-0918 | $729,475 | $720,921 |
| K-1: 1792 LEE AH INVESTORS LLC | $124,072 | $124,072 |
| K-1: ALOMA MIDDLE INVESTORS LLC | $98,021 | $98,021 |
| K-1: ALOMA SC INVESTORS LLC | $210,063 | $210,063 |
| K-1: BENZER POLYNESIAN PARTNERS LLC | $215,445 | $215,445 |
| K-1: TAMPA BA INVESTORS 5 LLC | $137,817 | $137,817 |
| MORGAN STANLEY 1117 | $143,033 | $229,973 |
| MORGAN STANLEY 2117 | $16 | $16 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES RECEIVABLE | Desc |
| BOY Book Value | $400,000 | BOYBookValueAmt |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ASSET MANAGEMENT FEES | $2,016 | $2,016 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: 1792 LEE AH INVESTORS LL | $19,072 | $19,072 |
| K-1: ALOMA MIDDLE INVESTORS L | $6,172 | $6,172 |
| K-1: ALOMA SC INVESTORS LLC | $9,481 | $9,481 |
| K-1: ALOMA SC INVESTORS LLC | $15,061 | |
| K-1: DELEK LOGISTICS PARTNERS | -$843 | |
| K-1: BENZER POLYNESIAN PARTNE | $67,432 | |
| K-1: TAMPA BA INVESTORS 5 LLC | $16,058 | |
| SEC. 751 GAIN-DELEK LOGISTICS | $7,024 | |
| RBC - SUB. PMT. IN LIEU | $144 | $144 |
| LESS ALOMA SC INVESTORS QBID | -$4,908 | |
| LESS TAMPA BA INVESTORS QBID | -$3,375 | |
| ADD BACK 990-T DEDUCTION | $8,283 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $2,588 | $2,588 |
| FOREIGN TAX | $88 | $88 |