STRATEGY STUDIO / PUBLIC DATA EXPLORER

DBM FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DBM FAMILY FOUNDATION (EIN 20-1119103)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-25
IRS object ID
202221219349100202
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)
Return2022-04-25T07:22:31-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262488258PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GTX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1264 BIRCH DRIVEAddressLine1Txt
CityROSLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11576ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201119103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DBM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDBMFBusinessNameControlTxt
Phone7037534909PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIPUL PARIKHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7037534909PhoneNum
Signature2022-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIPULPersonFirstNm
Person LastPARIKHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKETKI GANDHIPreparerPersonNm
PTINP00136632PTIN
Phone5166627089PhoneNum
Preparation2022-04-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$311,995FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,003ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,592NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,780GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,592CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$455OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$28,425TotalRevAndExpnssAmt
Total Net Invst Incm$20,967TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,350OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,350OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$46TaxesRevAndExpnssAmt
Taxes Net Invst Incm$46TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,646TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,646TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,446TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,646TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,979ExcessRevenueOverExpensesAmt
Net Investment Income$19,321NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,083SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,426SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,426SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$206,826CorporateStockBOYAmt
Corporate Stock EOY$199,250CorporateStockEOYAmt
Corporate Stock EOYFMV$272,569CorporateStockEOYFMVAmt
Total Assets BOY$234,909TotalAssetsBOYAmt
Total Assets EOY$238,676TotalAssetsEOYAmt
Total Assets EOYFMV$311,995TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$234,909RetainedEarningBOYAmt
Retained Earning EOY$238,676RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$234,909TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$238,676TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$234,909TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$238,676TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$234,909TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,979ExcessRevenueOverExpensesAmt
Subtotal$242,888SubtotalAmt
Other Decreases$4,212OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$238,676TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
303.951 AKRE FOCUSP2021-02-25$16,529$13,012$3,517$3,517
163.893 ARTISAN SMAILL CAPP2021-02-25$8,625$6,512$2,113$2,113
1527.495 BLACK ROCK BONDP2021-11-16$15,000$14,740$260$260
51 VANGUARD SP SMALL CAPP2021-04-09$10,201$9,924$277$277
FieldValueIRS element (for citing)
Capital Gain Net Income$13,592CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$269InvestmentIncomeExciseTaxAmt
Subtotal$269SubtotalAmt
Tax Based On Investment Income$269TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,094EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,094TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,094OriginalReturnTaxPaidAmt
Overpayment$825OverpaymentAmt
Applied To ES Tax$825AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIPUL V PARIKH PRESIDENTIndividualWithBooksNm
Phone7037534909PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BIRDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VIPUL V PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169PRESIDENT/DIRECTOR001.00$0
VIRAJ A PARIKH
1922 STONE RIDGE LANEVILLANOVAPA19085SECRETARY/TREASURER/DIRECTOR004.00$0
VIRENDRA M PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169DIRECTOR001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION IS DEDICATED TO CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AND PROVIDES RELIEF TO PERSONS IN THE UNITED STATES AND INDIA THROUGH CONTRIBUTIONS AND GRANTS TO OTHER CHARITIES AND NON-PROFIT ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$238,609AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$269,340TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$269,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,040CashDeemedCharitableAmt
Net Vl Noncharitable Assets$265,300NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,265MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,265MinimumInvestmentReturnAmt
Tax Based On Investment Income$269TaxBasedOnInvestmentIncomeAmt
Total Tax$269TotalTaxAmt
Distributable Before Adj$12,996DistributableBeforeAdjAmt
Distributable Before Ded$12,996DistributableBeforeDedAmt
Distributable As Adjusted$12,996DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,800ExpensesAndContributionsAmt
Qualifying Distributions$18,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,996DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,072ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,330ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,361ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,838ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,601TotalExcessDistributionCyovAmt
Qualifying Distributions$18,800QualifyingDistributionsAmt
Applied To Current Year$12,996AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,804RemainingDistriFromCorpusAmt
Total Corpus$27,405TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$27,405ExcessDistriCyovToNextYrAmt
Excess From Year4$2,072ExcessFromYear4Amt
Excess From Year3$5,330ExcessFromYear3Amt
Excess From Year2$11,361ExcessFromYear2Amt
Excess From Year1$2,838ExcessFromYear1Amt
Excess From Current Year$5,804ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVIRENDRA M PARIKHContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARSHA VIDHYA PITHAM
P O BOX 1059SAYLONSBURGPA18353NONEPCPROMOTE HIGHER EDUCATION$1,500
WAMU 885 FM AMERICAN UNIVERSITY
P O BOX 98101WASHINGTONDC20090NONEPCPROMOTE HIGHER EDUCATION$100
EKAL VIDYALAYA FOUNDATION OF USA
P O BOX 821369HOUSTONTX77282NONEPCPROMOTE HIGHER EDUCATION$3,650
VHPA OF AMERICA - SUPPORT A CHILD
PO BOX 1229MASONOH45050NONEPCPROMOTE HIGHER EDUCATION$1,250
SEWA INT'L INC
PO BOX 820867HOUSTONTX77282NONEPCSERVE HUMANITY PROMOTE RURAL AREA$4,000
MUNI SEVA CHARITABLE FOUNDATION
451 TIMBERWIND LNVADALIAOH45377NONEPCPROMOTE HINDU RELIGION$1,000
AMERICAN CANCER SOCIETY
P O BOX 22478OKLAHOMAOK73123NONEPCRESEARCH$100
AMERICAN HEART ASSOCIATION
P O BOX 417005BOSTONMA02241NONEPCRESEARCH$100
India Temple Association Inc
25 EAST TAUNTON AVEBERLINNJ08008NONEPCSERVE HUMANITY PROMOTE RURAL AREA$2,000
PARKINSON'S FDN OF NAT'L CAPITAL AR
8830 CAMERON STREETSILVER SPRINGMD20910NONEPCRESEARCH$500
HINDU AMERICAN FDN
17TH STREET NWWASHINGTONDC20006NONEPCPROMOTE HINDU RELIGION$3,000
Sankara Eye Foundation
1900 McCarthy BlvdMilpitasCA95035NONEPCSERVE HUMANITY PROMOTE RURAL AREA$600
Akshaya Patra USA
6800 Owensmouth Ave Ste 230Canoga ParkCA91303NONEPCPROMOTE HINDU RELIGION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion20ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion20ExclusionCd
Exclusion$7,372ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,592ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX EXEMPT DIVIDENDDesc
Exclusion03ExclusionCd
Exclusion$455ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,422ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,422TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NOT APPLICABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
VIPUL AND KAJAL PARIKH
15918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$865Yes (X)
VIREN PARIKH
25918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$6,138Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property50 SHARES OF SONYNoncashPropertyDesc
Fair Market Value$6,138FairMarketValueAmt
Received2021-11-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$199,250EOYBookValueAmt
EOYFMV$272,569EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON THE DONATED STOCK - 50 SHAS OF SONYDesc
Amt$4,212Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX EXEMPT DIVIDENDDesc
Revenue And Expenses Per Books$455RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$1,350Amt
Net Investment Income$1,350NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVIRENDRA AND ROHINI PARIKHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$46Amt
Net Investment Income$46NetInvestmentIncomeAmt