DBM FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DBM FAMILY FOUNDATION (EIN 20-1119103)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-23
- IRS object ID
- 202341189349100829
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-23T11:48:19-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262488258 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GTX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 BIRCH DRIVE | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201119103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBMF | BusinessNameControlTxt |
| Phone | 7037534909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BRIDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIPUL PARIKH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7037534909 | PhoneNum |
| Signature | 2023-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIPUL | PersonFirstNm |
| Person Last | PARIKH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KETKI GANDHI | PreparerPersonNm |
| PTIN | P00136632 | PTIN |
| Phone | 5166627089 | PhoneNum |
| Preparation | 2023-04-23 | PreparationDt |
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 | 2022 | 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 | $235,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,502 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $852 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,230 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,267 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $59 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,264 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $199,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $210,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $207,819 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $238,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $235,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $238,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | $237,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $237,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $237,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $237,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,975 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $825 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $825 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $825 | OriginalReturnTaxPaidAmt |
| Overpayment | $719 | OverpaymentAmt |
| Applied To ES Tax | $719 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIPUL V PARIKH PRESIDENT | IndividualWithBooksNm |
| Phone | 7037534909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BIRDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|
| VIPUL V PARIKH | ||||||
| 5918 WATERLOO BRIDGE CIRCLE | HAYMARKET | VA | 20169 | PRESIDENT/DIRECTOR | 001.00 | $0 |
| VIRAJ A PARIKH | ||||||
| 1922 STONE RIDGE LANE | VILLANOVA | PA | 19085 | SECRETARY/TREASURER/DIRECTOR | 004.00 | $0 |
| VIRENDRA M PARIKH | ||||||
| 5918 WATERLOO BRIDGE CIRCLE | HAYMARKET | VA | 20169 | DIRECTOR | 001.00 | $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 | THE ORGANIZATION IS DEDICATED TO CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AND PROVIDES RELIEF TO PERSONS IN THE UNITED STATES AND INDIA THROUGH CONTRIBUTIONS AND GRANTS TO OTHER CHARITIES AND NON-PROFIT ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $219,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $249,073 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $249,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $12,161 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,161 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,801 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,161 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $19,529 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,072 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,330 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,801 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,640 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,045 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $19,529 | PriorYearUndistributedIncmAmt |
| Taxable1 | $19,529 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,072 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,330 | ExcessFromYear4Amt |
| Excess From Year3 | $11,361 | ExcessFromYear3Amt |
| Excess From Year2 | $2,838 | ExcessFromYear2Amt |
| Excess From Year1 | $5,804 | ExcessFromYear1Amt |
| Excess From Current Year | $1,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRENDRA M PARIKH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SANKARA EYE FOUNDATION | |||||||
| 1900 MCCARTHY BLVD | MILPITAS | CA | 95035 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $600 |
| Akshaya Patra USA | |||||||
| P O BOX 14220 | FREEMONTE | CA | 94539 | NONE | PC | PROMOTE HINDU RELIGION | $1,000 |
| ARSHA VIDHYA PITHAM | |||||||
| P O BOX 1059 | SAYLONSBURG | PA | 18353 | NONE | PC | PROMOTE HIGHER EDUCATION | $1,000 |
| WAMU 885 FM AMERICAN UNIVERSITY | |||||||
| P O BOX 98101 | WASHINGTON | DC | 20090 | NONE | PC | PROMOTE HIGHER EDUCATION | $100 |
| EKAL VIDYALAYA FOUNDATION OF USA | |||||||
| P O BOX 821369 | HOUSTON | TX | 77282 | NONE | PC | PROMOTE HIGHER EDUCATION | $3,650 |
| SUPPORT -A- CHILD | |||||||
| P O BOX 1229 | MASON | OH | 45040 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $1,250 |
| SEWA INT'L INC | |||||||
| PO BOX 820867 | HOUSTON | TX | 77282 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $2,000 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 451 TIMBERWIND LANE | VANDALIA | OH | 45377 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| P O BOX 6704 | HAGERTOWN | MD | 21741 | NONE | PC | RESEARCH | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| P O BOX 840692 | DALLAS | TX | 75284 | NONE | PC | RESEARCH | $100 |
| HINDU AMERICAN FDN | |||||||
| 910 17TH STREET NW STE 315 | WASHINGTON | DC | 20006 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $2,501 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | NONE | PC | RESEARCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,801 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $5,218 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,123 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RETURN OF CAPITAL | 03 | $383 |
| TAX EXEMPT DIVIDEND | 03 | $469 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,230 | 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 |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT APPLICABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| VIREN PARIKH | ||||||
| 1 | 5918 WATERLOO BRIDGE CIRCLE | HAYMARKET | VA | 20169 | $5,000 | Yes (X) |
| Divyakant DANNY Parikh | ||||||
| 2 | 210 ROUTE 73 NORTH | VOORHEES | NJ | 08043 | $251 | Yes (X) |
| Ramesh Parikh | ||||||
| 3 | 105 MILL TRAIL DRIVE | SUGAR LAND | TX | 77498 | $251 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 459.254 ARTISAN GLOBAL | P | 2022-04 | $14,092 | $12,467 | $1,625 | |
| 1083.9860 BLACK ROCK CORE BD | P | 2022-12 | $9,040 | $10,460 | -$1,420 | 2017-09 |
| 515.9070 COHEN STEERS | P | 2022-10 | $6,000 | $7,057 | -$1,057 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $210,717 | EOYBookValueAmt |
| EOYFMV | $207,819 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TAX EXEMPT DIVIDEND | $469 |
| RETURN OF CAPITAL | $383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,267 | Amt |
| Net Investment Income | $1,267 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRENDRA AND ROHINI PARIKH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BRIDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $59 | Amt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |