JIV DAYA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JIV DAYA FOUNDATION (EIN 32-0045123)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-27
- IRS object ID
- 202202709349100610
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-27T15:37:35-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320045123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jiv Daya Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VINAY JAIN | InCareOfNm |
| Business Name Control | JIVD | BusinessNameControlTxt |
| Phone | 2142078003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W Plano Parkway | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vinay Jain | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2142078003 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Vinay | PersonFirstNm |
| Person Last | Jain | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Noelle Alberto | PreparerPersonNm |
| PTIN | P01704142 | PTIN |
| Phone | 9727028262 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,942,776 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,009 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $413,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $413,651 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,570,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,570,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $817,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $817,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $817,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,417 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$9,385 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,845,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,792,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $272,781 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $272,781 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,318 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,318 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $739 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $739 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,496 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,058 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $36,962 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,224 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $333,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,347,418 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,347,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,723,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,680,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,878,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,792,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $530,917 | CashBOYAmt |
| Cash EOY | $475,912 | CashEOYAmt |
| Cash EOYFMV | $475,912 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,613,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,347,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,347,078 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $111,777 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $163,182 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $163,182 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,034,054 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,361,445 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,361,445 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $42,437,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,497,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,497,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,136,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,130,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,130,591 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,217,702 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $661,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $661,617 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $400,968 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,627 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,627 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,482,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,942,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,942,776 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,311 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,451 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $53,009 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $71,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,451 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $14,400,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $14,400,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $81,011,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,520,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,411,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,920,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,482,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,942,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,411,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,878,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,387,265 | OtherIncreasesAmt |
| Subtotal | $101,920,325 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,920,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| FIDELITY #1862 LONG TERM | P | $66,316 | $66,316 | $66,316 | ||
| FIDELITY #1862 SHORT TERM | P | $2,844 | $2,844 | $2,844 | 2020-01-01 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $817,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,818 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,818 | SubtotalAmt |
| Tax Based On Investment Income | $38,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,478 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $65,478 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,660 | OverpaymentAmt |
| Applied To ES Tax | $26,660 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JIVDAYAFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINAY JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142078003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W PLANO PARKWAY | AddressLine1Txt |
| City | plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| VINAY K JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | PRESIDENT/DIRECTOR | 20.0 | $0 | $0 | $0 |
| KANIKA VIRMANI JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | VP/SECRETARY/DIRECTOR | 2.0 | $0 | $0 | $0 |
| YASH PAUL VIRMANI | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| NIKHIL JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| TRISHLA JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| GREG FISHER | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | TREASURER | 25.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMITKUMAR PATEL | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | SENIOR GRANTS MGR | 40.0 | $108,572 | $0 | $5,400 |
| SONAL RAUT | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | PROGRAM MANAGER | 40.0 | $78,225 | $0 | $5,400 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JIV DAYA IS A PRIVATE NOT-FOR-PROFIT, NON-GOVERNMENTAL FOUNDATION FOUNDED IN 2002 BY DR. VINAY JAIN AND HIS FAMILY. SEE ATTACHMENT FOR MORE DETAILS | Description1Txt |
| Expenses1 | $4,680,835 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,814,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,397,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,211,835 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,211,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,488,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,723,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,886,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,886,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,818 | TotalTaxAmt |
| Distributable Before Adj | $4,847,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,847,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,847,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,680,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,680,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,847,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,893,707 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,680,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,893,707 | AppliedToYear1Amt |
| Applied To Current Year | $787,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $4,060,237 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINAY K JAIN | ContributingManagerNm |
| Contributing Manager | KANIKA V JAIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Vinay K Jain | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 w plano parkway | AddressLine1Txt |
| City | plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142078003 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE WWW.JIVDAYAFOUND.ORG FOR GRANT GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIABLE DEPENDING ON TIMING OF GRANT CYCLES DETERMINED ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE WWW.JIVDAYAFOUND.ORG FOR PROGRAM AND GEOGRAPHIC LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W PLANO PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | N/A | GrantOrContributionPurposeTxt |
| Amt | $4,347,418 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,347,418 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W PLANO PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | N/A | GrantOrContributionPurposeTxt |
| Amt | $429,788 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $429,788 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413,651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,570,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $817,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME - PEOP VI, LP | 18 | -$9,385 | ||
| UBI - PEOP VI, LP | 900099 | -$32 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$32 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,792,849 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,792,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | Small Business Administration | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 3rd street sw | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,009 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Disbursements Charitable Prps | $5,496 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $16,130,591 | EOYBookValueAmt |
| EOYFMV | $16,130,591 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $60,497,324 | EOYBookValueAmt |
| EOYFMV | $60,497,324 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $21,361,445 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $21,361,445 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROVIDENCE EQUITY OPP PTR VI | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $661,617 | BookValueAmt |
| EOYFMV | $661,617 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $739 | LegalFeesAmt |
| Disbursements Charitable Prps | $739 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $0 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOTE PAYABLE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $53,009 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2020-06 | NoteDt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $299,922 | $287,402 | $287,402 |
| PURCHASED INTEREST | $101,046 | $18,225 | $18,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND OTHER MISC FEES | $156 | $156 | |
| TELEPHONE | $169 | $169 | |
| INTERNET | $234 | $234 | |
| RECRUITMENT COSTS | $55 | $55 | |
| SOFTWARE SERVICES | $16,343 | $16,343 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Income - PEOP VI, LP | -$9,385 | -$9,385 |
| UBI - PEOP VI, LP | -$32 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS FROM INVESTMENTS | $8,331,365 |
| PRIOR PERIOD ADJUSTMENT | $55,900 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $2,417 | Amt |
| Disbursements Charitable Prps | $2,058 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $38,876 | |
| FOREIGN TAX PAID | $20 | $20 |