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DESHPANDE FAM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DESHPANDE FAM FOUNDATION (EIN 22-6705396)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-08-11
IRS object ID
202202239349100315
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-11T12:15:28-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203985546PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON OCONNOR FERON & CARUCCI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EDGEWATER DRIVE SUITE 210AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226705396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DESHPANDE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDESHBusinessNameControlTxt
Phone7814354301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVENUE STE 2500AddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGURURAJ DESHPANDEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7814354301PhoneNum
Signature2022-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGURURAJPersonFirstNm
Person LastDESHPANDEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGISO JOSEPHPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2022-08-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$613,783FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,560DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,560DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,342NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$159,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,342CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,902TotalRevAndExpnssAmt
Total Net Invst Incm$28,902TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,749TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$42OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$42OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,791TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$48,042TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,889ExcessRevenueOverExpensesAmt
Net Investment Income$28,902NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39CashBOYAmt
Sav And Temp Cash Invst BOY$24,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,372SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$630,067CorporateStockBOYAmt
Corporate Stock EOY$565,070CorporateStockEOYAmt
Corporate Stock EOYFMV$546,411CorporateStockEOYFMVAmt
Total Assets BOY$654,331TotalAssetsBOYAmt
Total Assets EOY$632,442TotalAssetsEOYAmt
Total Assets EOYFMV$613,783TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$654,331CapitalStockBOYAmt
Capital Stock EOY$632,442CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$654,331TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$654,331TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$654,331TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,889ExcessRevenueOverExpensesAmt
Other Increases$1,000OtherIncreasesAmt
Subtotal$632,442SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$632,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALIBABA2009-04-032021-08-10$27,280$24,795$2,485$2,485
ALIBABA2019-11-042021-08-10$7,314$6,693$621$621
ALPHABET INC2019-04-032021-08-10$35,677$15,770$19,907$19,907
NIKE INC2019-04-032021-08-10$13,606$6,710$6,896$6,896
TENCENT HOLDINGS2019-04-032021-08-10$37,977$29,249$8,728$8,728
TENCENT HOLDINGS2019-11-042021-08-10$6,694$4,547$2,147$2,147
ALIBABA2020-12-032021-08-10$5,930$8,100-$2,170-$2,170
VIMEO INC.2019-04-032022-06-07$1,631$2,607-$976-$976
MERCARI INC.2021-08-112022-06-08$7,583$26,682-$19,099-$19,099
MATCH GROUP INC2019-04-032021-12-13$16,289$8,486$7,803$7,803
FieldValueIRS element (for citing)
Capital Gain Net Income$26,342CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$402InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$402SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,036EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,036TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,634OverpaymentAmt
Applied To ES Tax$1,634AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SERVJEET BHACHUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7814354301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVE STE 2500AddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GURURAJ DESHPANDE
92 MONTVALE AVE STE 2500STONEHAMMA02180CO-TRUSTEE1.00$0$0$0
JAISHREE DESHPANDE
92 MONTVALE AVE STE 2500STONEHAMMA02180CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$828,515AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,892AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$890,407TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$890,407AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$877,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Total Tax$402TotalTaxAmt
Distributable Before Adj$43,451DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,451DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,451DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,042ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,042QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,451DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,678ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$86,782ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,029ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$145,489TotalExcessDistributionCyovAmt
Qualifying Distributions$48,042QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,451AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,591RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$150,080TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$32,678ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$117,402ExcessDistriCyovToNextYrAmt
Excess From Year3$86,782ExcessFromYear3Amt
Excess From Year2$26,029ExcessFromYear2Amt
Excess From Current Year$4,591ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHINMAYA MISSION OF BOSTON
1 UNION STREETANDOVERMA01810NONEPUBLIC CHARITYUNRESTRICTED GENERAL SUPPORT$11,000
MUSEUM OF SCIENCE
1 MUSEUM OF SCIENCE DRIVEWAYBOSTONMA02114NONEPUBLIC CHARITYUNRESTRICTED GENERAL SUPPORT$25,000
SAMSKRITA BHARATI
2068 WALSH AVESANTA CLARACA95050NONEPUBLIC CHARITYUNRESTRICTED GENERAL SUPPORT$10,000
MASS AUDUBON SOCIETY INC
208 S GREAT RDLINCOLNMA01773NONEPUBLIC CHARITYUNRESTRICTED GENERAL SUPPORT$1,000
COMMONWEALTH ZOOLOGICAL CORPORATION
ONE FRANKLIN PARK ROADBOSTONMA02121NONEPUBLIC CHARITYUNRESTRICTED GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,560ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,342ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,902ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,902TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLIC SECURITIESStockNm
EOY Book Value$565,070EOYBookValueAmt
EOYFMV$546,411EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$35$0$0$35
OTHER EXPENSE$7$0$0$7

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescVOIDED CHECKDesc
Amt$1,000Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
GURURAJ DESHPANDE
92 MONTVALE AVE STE 2500STONEHAMMA02180
JAISHREE DESHPANDE
92 MONTVALE AVE STE 2500STONEHAMMA02180

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ESTIMATESCategoryTxt
Amt$3,749Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt