HERSHA H AND HASU P SHAH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERSHA H AND HASU P SHAH FAMILY FOUNDATION (EIN 20-2011302)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-03
- IRS object ID
- 202240629349100909
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-03T12:06:18-08:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232175024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boles Metzger Brosius & Walborn PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 N Front Street | AddressLine1Txt |
| City | Harrisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHA H AND HASU P SHAH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
| Phone | 7174125718 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASU P SHAH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HASU P | PersonFirstNm |
| Person Last | SHAH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William B Boles CPA | PreparerPersonNm |
| PTIN | P00168811 | PTIN |
| Phone | 7172380446 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,154,441 | 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 | $804,606 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,415 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,415 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $539,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,995 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,160 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,066,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,410 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,415 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $13,826 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,826 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,200 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,200 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,228 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,415 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,034 | CashBOYAmt |
| Cash EOY | $21,569 | CashEOYAmt |
| Cash EOYFMV | $21,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,445,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,146,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,291,479 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $597,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $103,183 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $502,517 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $494,317 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $30,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $185,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $185,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,994,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,853,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,154,441 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $302,655 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $281,967 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $302,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $281,967 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,691,745 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,691,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,994,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,853,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,691,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,616 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,580,361 | SubtotalAmt |
| Other Decreases | $8,950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS CHARLES SCHWAB LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $539,503 | GrossSalesPriceAmt |
| Cost Or Other Basis | $396,508 | CostOrOtherBasisAmt |
| Gain Or Loss | $142,995 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $142,995 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,995 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,574 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,574 | SubtotalAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $362 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,362 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Overpayment | $749 | OverpaymentAmt |
| Applied To ES Tax | $749 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASU P SHAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172364400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HASU P SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| HARSHA H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| JAY H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| NEIL H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,453,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,485,348 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,485,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,448,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,574 | TotalTaxAmt |
| Distributable Before Adj | $119,829 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,829 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,410 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $128,410 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $128,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,829 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $47,522 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $419,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $529,183 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,046,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,410 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,581 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,054,809 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,522 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,007,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,205 | ExcessFromYear4Amt |
| Excess From Year3 | $3,843 | ExcessFromYear3Amt |
| Excess From Year2 | $419,475 | ExcessFromYear2Amt |
| Excess From Year1 | $529,183 | ExcessFromYear1Amt |
| Excess From Current Year | $8,581 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASU P SHAH | ContributingManagerNm |
| Contributing Manager | HARSHA H SHAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RNC Free Eye Hospital | ||||||||||||
| Kapadia Chal | Valsad | Gujarat | IN | 396001 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $60,148 | ||||
| SHRI JALARAM ARGOYA SEVA TRUST | ||||||||||||
| at po MEGRAJ TA MEGRAJ - 383350 | GUJARAT | GUJARAT | IN | 383350 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $31,257 | ||||
| SAI SEVA SAMITHI TEMPLE | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,001 | 599 RAND END RD | DILLSBURG | PA | 17019 | |||||
| EKAL VIDYALAYA FOUNDATION OF USA | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,001 | PO BOX 821369 | HOUSTON | TX | 77282 | |||||
| PRATHAM USA | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $11,001 | 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | |||||
| SANSRUTI FOUNDATION | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $11,001 | 6808 HORNWOOD DR | HOUSTON | TX | 77074 | |||||
| INDIA HERITAGE RESEARCH FOUNDATION | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,001 | 9000 MARKSFIELD RD APT 3 | LOUISVILLE | KY | 40222 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,410 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,415 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,264 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $142,995 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $142,995 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,674 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR HASU P SHAH | ||||||
| 1 | 551 BRIDGEVIEW DRIVE | LEMOYNE | PA | 17043 | $750,000 | Yes (X) |
| DR MUKUL PARIKH | ||||||
| 2 | 2004 MOUNTAIN PINE DRIVE | MECHANICSBURG | PA | 17050 | $5,001 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $13,826 | Amt |
| Net Investment Income | $13,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1800 N 2ND STREET BLDG | PropertyDesc |
| Acquired | 2008-12-03 | AcquiredDt |
| Cost Or Other Basis | $328,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $94,983 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
| Current Year Expense | $8,200 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFSCX | ||
| DISVX | ||
| DFIVX | ||
| VFIAX | $691,384 | $1,500,287 |
| VIMSX | ||
| HT | $681,892 | $789,571 |
| TFC | $17,156 | $25,308 |
| DFECEX | ||
| VTMGX | ||
| VSMAX | $196,132 | $250,918 |
| DFIEX | ||
| VWO | $152,522 | $150,656 |
| VBK | $194,025 | $192,131 |
| VIMAX | $212,988 | $382,608 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $328,000 | $103,183 | $224,817 | $650,000 |
| Land | $269,500 | $269,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHA MBIT | AT COST | $30,000 | $30,000 |
| TRIPLE BAR GROUP LLC | AT COST | $155,500 | $155,500 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $281,967 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BBT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $281,967 | BalanceDueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $8,950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOUNDATION FEES | $4,198 | $4,198 |
| LICENSES AND REGISTRATIONS | $30 | $30 |
| Rental Expenses | $21,696 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $57,160 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |