PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349102963
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:11:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLERO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W HIGGINS RD STE 300 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | 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 | 311809141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA N SHAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAT | BusinessNameControlTxt |
| Phone | 3129226400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR RM/STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SMITA SHAH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SMITA | PersonFirstNm |
| Person Last | SHAH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | RYAN MATSUI | PreparerPersonNm |
| PTIN | P00651675 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $3,376,376 | 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 | $197,881 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,869 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,869 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$104,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,156,941 | GrossSalesPriceAmt |
| Total Rev And Expnss | $152,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,595 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,001 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,001 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,047 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,217 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $329,626 | CashBOYAmt |
| Cash EOY | $145,028 | CashEOYAmt |
| Cash EOYFMV | $145,028 | CashEOYFMVAmt |
| US Government Obligations BOY | $130,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,399 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,158 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,394,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,707,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,990,393 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $81,690 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $81,246 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $77,370 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $103,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,427 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,039,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,056,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,376,376 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,039,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,056,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,039,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,039,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,056,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,039,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,084 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,056,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED FID - 4964 | P | $1,660,802 | $1,743,807 | -$83,005 | -$83,005 |
| SEE ATTACHED FID - 4964 | P | $130,294 | $107,639 | $22,655 | $22,655 |
| SEE ATTACHED FID - 1581 | P | $156,553 | $167,997 | -$11,444 | -$11,444 |
| SEE ATTACHED FID - 1581 | P | $180,648 | $241,985 | -$61,337 | -$61,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$104,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $756 | SubtotalAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,550 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,050 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,294 | OverpaymentAmt |
| Applied To ES Tax | $11,294 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | SMITA SHAH | IndividualWithBooksNm |
| Phone | 3129226400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
|---|---|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PRATIMA N SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| SMITA SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | TREASURER | 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 |
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 | $3,206,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,466,915 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,466,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,414,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $756 | TotalTaxAmt |
| Distributable Before Adj | $169,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $169,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $169,990 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,641 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,641 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,805 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,805 | AppliedToYear1Amt |
| Applied To Current Year | $17,836 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $152,154 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFTER SCHOOL MATTERS | ||||||||
| 66 EAST RANDOLPH | CHICAGO | IL | 60601 | PC | SUPPORT FOR YOUTH DEVELOPMENT | $10,000 | ||
| WORLD BUSINESS CHICAGO | ||||||||
| 180 N LA SALLE ST | CHICAGO | IL | 60601 | PC | SUPPORT FOR LOCAL DEVELOPMENT | $25,000 | SUITE 2505 | |
| CHICAGO CARES | ||||||||
| 1200 W 35TH STREET | CHICAGO | IL | 60608 | PC | SUPPORT FOR CHICAGO COMMUNITIES | $5,000 | ||
| NAVY PIER | ||||||||
| 600 EAST GRAND AVENUE | CHICAGO | IL | 60611 | PC | SUPPORT FOR LOCAL PROGRAMS | $10,000 | ||
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE STREET | CHICAGO | IL | 60602 | GOV | SUPPORT FOR IMMIGRANTS MEALS | $41,140 | ||
| ENVIRONMENTAL LAW & POLICY | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | PC | SUPPORT FOR CLEAN ENERGY SOLUTIONS | $2,500 | SUITE 1600 | CENTER |
| AKHLAKUL HASANA FOUNDATION | ||||||||
| 7808 BABB AVE | SKOKIE | IL | 60077 | PC | SUPPORT FOR VICTIMS OF NATURAL DISAS | $1,000 | ||
| BAPS ENDOWMENT INC | ||||||||
| PO BOX 519 | WINDSOR | NJ | 08561 | PC | SUPPORT FOR RELIGIOUS ACTIVITIES | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,640 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,869 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$104,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$44,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$44,892 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIRANJAN SHAH EDU FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||
| 1 | PO BOX 3755 | OAK BROOK | IL | 60521 | $98,849 | Yes (X) |
| PRATIMA N SHAH | ||||||
| 2 | 300 S WACKET DRIVE SUITE 200 | CHICAGO | IL | 60606 | $99,032 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCKS | $98,849 | 2022-12-27 |
| 2 | STOCK | $99,032 | 2022-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,001 | Amt |
| Disbursements Charitable Prps | $6,001 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $81,246 | EOYBookValueAmt |
| EOYFMV | $77,370 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $1,800,894 | $2,332,565 |
| VARIOUS MUTUAL FUNDS | $906,754 | $657,828 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $60,399 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $58,158 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REIT | AT COST | ||
| ETF | AT COST | $62,282 | $105,427 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $2,217 | $2,217 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,047 | Amt |