UJALA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349102232
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T15:43:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873974110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIPW - FAMILY OFFICE SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 DEVON PARK DRIVE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | 263274193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UJALA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UJAL | BusinessNameControlTxt |
| Phone | 6103595449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD 401 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RAJIV L GUPTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103595449 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MR | PersonFirstNm |
| Person Last | RAJIV L GUPTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC J MOSELEY | PreparerPersonNm |
| PTIN | P01845834 | PTIN |
| Phone | 6109750280 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $40,654,308 | 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 | $1,483,579 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,085,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,081,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,093,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,083,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,093,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,662,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,175,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,262 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,262 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $47,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,459 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,256,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,256,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,331,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,256,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,331,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,140,647 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $685,467 | CashBOYAmt |
| Cash EOY | $294,568 | CashEOYAmt |
| Cash EOYFMV | $294,568 | CashEOYFMVAmt |
| Corporate Stock BOY | $22,790,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,096,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,563,655 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,433,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,849,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,796,085 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,908,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,240,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,654,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$603,814 | CapitalStockBOYAmt |
| Capital Stock EOY | -$603,814 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,512,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,844,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,908,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,240,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,908,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,240,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,908,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,331,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,240,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,240,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COURSERA INC | P | 2022-05-12 | 2022-07-21 | $2,086 | $2,078 | $8 | $8 |
| DOW INC | P | 2009-06-23 | 2022-05-24 | $268,610 | $767 | $267,843 | $267,843 |
| DOW INC | P | 2010-03-25 | 2022-05-24 | $19,608 | $8,485 | $11,123 | $11,123 |
| DOW INC | P | 2010-04-30 | 2022-05-24 | $71,043 | $32,123 | $38,920 | $38,920 |
| DOW INC | P | 2010-05-28 | 2022-05-24 | $76,726 | $31,629 | $45,097 | $45,097 |
| DOW INC | P | 2011-02-01 | 2022-05-24 | $55,697 | $32,127 | $23,570 | $23,570 |
| DOW INC | P | 2016-12-14 | 2022-05-24 | $1,071 | $945 | $126 | $126 |
| DUOLINGO | P | 2022-06-16 | 2022-07-21 | $39,859 | $39,605 | $254 | $254 |
| LEGALZOOM COMMON INC | P | 2022-06-24 | 2022-07-21 | $3,992 | $4,036 | -$44 | -$44 |
| ALTRIA GROUP INC | P | 2012-12-12 | 2022-03-14 | $298,412 | $190,938 | $107,474 | $107,474 |
| ALTRIA GROUP INC | P | 2017-01-10 | 2022-03-14 | $5,367 | $7,225 | -$1,858 | -$1,858 |
| ALTRIA GROUP INC | P | 2012-12-20 | 2022-05-24 | $5,222 | $3,240 | $1,982 | $1,982 |
| ALTRIA GROUP INC | P | 2012-12-20 | 2022-05-24 | $5,222 | $3,240 | $1,982 | $1,982 |
| ALTRIA GROUP INC | P | 2012-12-20 | 2022-05-24 | $5,222 | $3,240 | $1,982 | $1,982 |
| ALTRIA GROUP INC | P | 2012-12-20 | 2022-05-24 | $480,419 | $298,037 | $182,382 | $182,382 |
| ALTRIA GROUP INC | P | 2012-12-20 | 2022-05-24 | $5,222 | $3,240 | $1,982 | $1,982 |
| MERCK & CO INC | P | 2010-04-30 | 2022-05-24 | $224,195 | $80,078 | $144,117 | $144,117 |
| MERCK & CO INC | P | 2010-05-28 | 2022-05-24 | $268,562 | $91,247 | $177,315 | $177,315 |
| MERCK & CO INC | P | 2017-01-09 | 2022-05-24 | $12,272 | $7,462 | $4,810 | $4,810 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2019-12-17 | 2022-12-22 | $20,049 | $16,879 | $3,170 | $3,170 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2020-12-19 | 2022-12-22 | $19,753 | $18,102 | $1,651 | $1,651 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2021-03-26 | 2022-12-22 | $8,521 | $8,198 | $323 | $323 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2021-12-29 | 2022-12-22 | $50,881 | $53,792 | -$2,911 | -$2,911 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2021-12-29 | 2022-12-22 | $7,453 | $7,453 | $0 | $0 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2022-03-28 | 2022-12-22 | $40,787 | $42,687 | -$1,900 | -$1,900 |
| VANGURAD DIVIDEND GROWTH FUND INV | P | 2022-03-28 | 2022-12-22 | $2,535 | $2,653 | -$118 | -$118 |
| CAPITAL GAINS DIVIDENDS | P | $84,660 | $84,660 | $84,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,093,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,653 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,653 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,898 | OverpaymentAmt |
| Applied To ES Tax | $39,898 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RAJIV L GUPTA | IndividualWithBooksNm |
| Phone | 6103595449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 | AddressLine1Txt |
| Address Line2 | ESTANCIA | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RAJIV L GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAMLA GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | SUCCESSOR DIRECTOR | 0.00 | $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 | $43,651,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,217,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,217,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $663,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,554,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,177,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,177,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,755 | TotalTaxAmt |
| Distributable Before Adj | $2,147,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,147,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,147,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,256,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,256,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,147,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $199,371 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $199,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,256,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,147,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,520 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $307,891 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $307,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,371 | ExcessFromYear4Amt |
| Excess From Current Year | $108,520 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | ||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | PUBLIC | GENERAL PURPOSE | $30,000 |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | PUBLIC | GENERAL PURPOSE | $5,000 |
| BOYS AND GIRLS CLUB OF PHILADELPHIA | ||||||
| 1518 WALNUT STREET | PHILADELPHIA | PA | 19104 | PUBLIC | GENRAL PURPOSE | $1,500 |
| DAVIT ORTIZ CHILDREN'S FUND | ||||||
| 214 MAIN STREET STE 448 | EL SEGUNDO | CA | 90245 | PUBLIC | GENERAL PURPOSE | $5,000 |
| INDIASPORA | ||||||
| 3450 SACRAMENTO STREET STE 615 | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL PURPOSE | $25,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL PURPOSE | $2,075,000 |
| LEGAL AID SOCIETY OF DC | ||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL PURPOSE | $40,000 |
| PHILADELPHIA ZOO | ||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $25,000 |
| PRATHAM USA | ||||||
| 9703 RICHMOND AVE 202 | HOUSTON | TX | 77042 | PUBLIC | GENERAL PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,256,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,085,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,093,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,179,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,179,310 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAJIV L GUPTA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 ESTANCI | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,478,579 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,478,579 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RADNOR FINANCIAL ADVISORS | CategoryTxt |
| Amt | $27,262 | Amt |
| Net Investment Income | $27,262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $1,497,018 | $599,075 |
| APTIV PLC | $1,475,230 | $2,700,770 |
| DUPONT DE NEMOURS | $157,043 | $844,286 |
| MCDONALDS | $1,133,076 | $1,961,190 |
| MERCK | $358,364 | $350,047 |
| NEW MOUNTAIN FINANCE III | $2,234,485 | $3,799,349 |
| PNC | $1,283,046 | $1,535,967 |
| VERIZON COMMUNICATIONS | $1,053,162 | $780,120 |
| NEW MOUNTAIN GUARDIAN III | $3,200,000 | $3,182,686 |
| DOW CHEMICAL COMPANY | $928 | $246,508 |
| AVANTOR | $10,303,800 | $7,170,600 |
| PRIVATE EQUITY | $100,000 | $100,000 |
| NEW MOUNTAIN FINANCE IV | $300,000 | $293,057 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | AT COST | $2,326,388 | $2,840,445 |
| VANGUARD DIVIDEND GROWTH | AT COST | $517,108 | $1,600,124 |
| VANGUARD HIGH DIVIDEND YIELD INDEX | AT COST | $630,025 | $1,810,894 |
| VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL | AT COST | $2,400,000 | $2,759,118 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $1,357,087 | $4,621,062 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | AT COST | $2,619,150 | $3,164,442 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $40,000 | $0 | $0 |
| FOREIGN TAX PAID (SCHWAB) | $7,156 | $7,156 | $0 |
| FILING FEE | $303 | $303 | $0 |