STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE RINA & BHARAT PARIKH FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE RINA & BHARAT PARIKH FOUNDATION INC (EIN 81-4791103)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202223159349102957
Schema version
2021v4.1
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)
Return2022-11-11T15:14:36-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223208126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DHARMESH PARIKHCPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1906 OAKTREE ROAD SUITE RAddressLine1Txt
CitySOUTH PLAINFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07080ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814791103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Rina & Bharat Parikh Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRINABusinessNameControlTxt
Phone9083096655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityTRINITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBHARAT PARIKHPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone9083096655PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDHARMESH PARIKH CPAPreparerPersonNm
PTINP00188711PTIN
Phone9082260821PhoneNum
Preparation2022-11-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,570,237FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$390,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,177InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,177InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$57,135DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,135DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$87,063NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$575,457GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87,063CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$87,063NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$545,375TotalRevAndExpnssAmt
Total Net Invst Incm$155,375TotalNetInvstIncmAmt
Total Adj Net Incm$87,063TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$14,900OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,900OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,900TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$174,778ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$174,778ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,900TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$174,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$355,697ExcessRevenueOverExpensesAmt
Net Investment Income$140,475NetInvestmentIncomeAmt
Adjusted Net Income$87,063AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,523,403CashBOYAmt
Cash EOY$136,688CashEOYAmt
Cash EOYFMV$136,688CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$499,703CorporateStockBOYAmt
Corporate Stock EOY$3,503,834CorporateStockEOYAmt
Corporate Stock EOYFMV$3,503,834CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$200,833OtherInvestmentsBOYAmt
Other Investments EOY$929,715OtherInvestmentsEOYAmt
Other Investments EOYFMV$929,715OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$2,438OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,226,377TotalAssetsBOYAmt
Total Assets EOY$4,570,237TotalAssetsEOYAmt
Total Assets EOYFMV$4,570,237TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,226,377RetainedEarningBOYAmt
Retained Earning EOY$4,570,237RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,226,377TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,570,237TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,226,377TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,570,237TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,226,377TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$355,697ExcessRevenueOverExpensesAmt
Other Increases$988,163OtherIncreasesAmt
Subtotal$4,570,237SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,570,237TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS ACCT ENDING 26776P2021-01-022021-12-31$407,020$0$342,289$64,731$0$0$0$64,731
GOLDMAN SACHS ACCT ENDING 26776P2021-01-022021-12-31$64,965$0$61,689$3,276$0$0$0$3,276
GOLDMAN SACHS ACCT ENDING 47770P2021-01-022021-12-31$15,828$0$15,795$33$0$0$0$33
GOLDMAN SACHS ACCT ENDING 47788P2021-01-022021-12-31$38,633$0$31,701$6,932$0$0$0$6,932
GOLDMAN SACHS ACCT ENDING 47796P2021-01-022021-12-31$38,212$0$36,920$1,292$0$0$0$1,292
GOLDMAN SACHSP2021-12-152021-12-31$10,799$0$0$10,799$0$0$0$10,799
FieldValueIRS element (for citing)
Capital Gain Net Income$87,063CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$87,063NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,953InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,953SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,953TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Original Return Overpayment-$3,000OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$49EsPenaltyAmt
Overpayment$998OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$998RefundAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBHARAT PARIKHIndividualWithBooksNm
Phone9083096655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityTRINITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BHARAT PARIKH
9651 MILANO DRIVETRINITYFL34655PRESIDENT2.00$0$0$0
RINA PARIKH
9651 MILANO DRIVETRINITYFL34655VICE PRESIDENT2.00$0$0$0
SAGAR PARIKH
46 SENECA ROADPUTNAM VALLEYNY10579SECRETARY2.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,509,778AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$467,383AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,977,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,977,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,917,504NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,875MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,875MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,953TaxBasedOnInvestmentIncomeAmt
Total Tax$1,953TotalTaxAmt
Distributable Before Adj$193,922DistributableBeforeAdjAmt
Distributable Before Ded$193,922DistributableBeforeDedAmt
Distributable As Adjusted$193,922DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$174,778ExpensesAndContributionsAmt
Qualifying Distributions$174,778QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,922DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,871ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,871TotalExcessDistributionCyovAmt
Qualifying Distributions$174,778QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$174,778AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$2,871TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$19,144UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,871ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$2,871ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EKAL VIDYALAYA FOUNDATION OF USA
P O BOX 821369HOUSTONTX77282NON PROFITCOVID CRISIS SUPPORT$25,000
GANDEVI SEVA SAMAJ OF NORTH AMERICA INC
26 BELLE OAK LNBELLEVILLENJ07109NON PROFITEDUCATION, CULTURAL ACTIVITY$250
SANKARA EYE FOUNDATION
1900 MCCARTHY BLVD STEMILPIATSCA95035NON PROFITAssist Surviving Families$10,001
THE OM FOUNDATION
1 SCENIC WAYMONROE TOWNSHIPNJ08831NON PROFITPROMOTE CANCER AWARNESS$500
Sakhi For South Asian Women
P O BOX 1333NEW YORKNY10008NON PROFITANTI VIOLENCE PROGRAM$10,001
TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
3033 WILSON BLVDARLINGTONVA22201NON PROFITSUPPORT FOR TAPSPROGRAM AND RESOURCESFOR FAMILIES OF AMERICAN FALLEN MILITARY HEROES$25,000
EKAL VIDYALAYA FOUNDATION OF USA
P O BOX 821369HOUSTONTX77282NON PROFITDONATION FOR SCHOOLS IN GUJARAT$36,500
RUTGERS UNVIERSITY FOUNDATION
P O BOX 193NEW BRUNSWICKNJ08903NON PROFITSCHOLARSHIP$54,500
DABHOI COMMUNITY FOUNDATION
4350 E Beechnut PlaceMARICOPAAZ85249NON PROFITService$10,001
WRETHS ACROSS AMERICA AND VETERANS
P O BOX 249COLUMBIA FALLSME04623NON PROFITSERVICE$525
DWB DOCTORS
40 RECTOR STREETNEW YORKNY10006NON PROFITSERVICE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$174,778TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,177ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,135ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,063ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$155,375ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,375TotalIncomeProducingActyAmt

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
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBharat ParikhContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19651 MILANO DRIVEAddressLine1Txt
CityNew Port RicheyCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34655ZIPCd
FieldValueIRS element (for citing)
Total Contributions$390,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPALANTIR TECHNOLOGIES INC CMN(PLTR)NoncashPropertyDesc
Fair Market Value$934,500FairMarketValueAmt
Received2021-12-30ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GOLDMAN SACHS ACCOUNT ENDING 47796Purchased2021-12$38,212$36,920$1,292
GOLDMAN SACHS ACCOUNT ENDING 47788Purchased2021-12$38,633$31,701$6,932
GOLDMAN SACHS ACCOUNT ENDING 47770Purchased2021-12$15,828$15,795$33
GOLDMAN SACHS ACCOUNT ENDING 26776Purchased2021-12$471,984$403,978$68,006
GOLDMAN SACHS ACCOUNT ENDING 267762021-12$10,800$10,800

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY$2,970,438$2,970,438
NON US EQUITY$533,396$533,396

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT GRADE FIXED INCOMECategoryOrItemTxt
Book Value$929,715BookValueAmt
EOYFMV$929,715EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Fees$13,304$13,304
Bank Service Charges$30$30
Office Expenses$1,566$1,566

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain or (loss)Desc
Amt$988,163Amt