UJALA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349101313
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T07:50:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810696340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADNOR FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 DEVON PARK DRIVE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | 263274193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UJALA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UJAL | BusinessNameControlTxt |
| Phone | 6103595449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD 401 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RAJIV L GUPTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103595449 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MR | PersonFirstNm |
| Person Last | RAJIV L GUPTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL M ROSENFELD CPA | PreparerPersonNm |
| PTIN | P01750860 | PTIN |
| Phone | 6109750280 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $53,312,213 | 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 | $3,964,012 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,086,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,030,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $527,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $846,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $527,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,577,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,557,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,092,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,092,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,147,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,092,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,429,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,522,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,520,735 | CashBOYAmt |
| Cash EOY | $685,467 | CashEOYAmt |
| Cash EOYFMV | $685,467 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,248,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,790,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,511,659 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,312,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,433,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,115,087 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,082,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,908,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,312,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | -$603,814 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,082,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,512,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,082,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,082,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,908,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,082,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,429,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,512,624 | SubtotalAmt |
| Other Decreases | $603,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB | P | 2010-12-29 | 2021-12-13 | $665,495 | $298,029 | $367,466 | $367,466 |
| COURSERA INC | P | 2021-05-28 | 2021-07-23 | $4,733 | $116 | $4,617 | $4,617 |
| COURSERA INC | P | 2011-12-07 | 2021-09-27 | $8,313 | $231 | $8,082 | $8,082 |
| COURSERA INC | P | 2011-12-07 | 2021-12-23 | $5,776 | $231 | $5,545 | $5,545 |
| LEGALZOOM COMMON INC | P | 2021-12-08 | 2021-12-23 | $4,422 | $4,422 | $4,422 | |
| ORGANON & CO | P | 2017-01-09 | 2021-06-30 | $17 | $14 | $3 | $3 |
| ORGANON & CO | P | 2021-09-22 | $28,084 | $13,894 | $14,190 | $14,190 | |
| QUANTIUMSCAPE CORP | P | 2021-07-23 | $13,805 | $338 | $13,467 | $13,467 | |
| QUANTIUMSCAPE CORP | P | 2011-03-17 | 2021-09-27 | $16,842 | $337 | $16,505 | $16,505 |
| QUANTIUMSCAPE CORP | P | 2021-12-20 | 2021-12-23 | $14,660 | $336 | $14,324 | $14,324 |
| UBER TECHNOLOGIES | P | 2014-06-06 | 2021-07-23 | $16,751 | $5,491 | $11,260 | $11,260 |
| CAPITAL GAINS DIVIDENDS | P | $67,230 | $67,230 | $67,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $527,111 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,813 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,653 | OverpaymentAmt |
| Applied To ES Tax | $24,653 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RAJIV L GUPTA | IndividualWithBooksNm |
| Phone | 6103595449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 | AddressLine1Txt |
| Address Line2 | ESTANCIA | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RAJIV L GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAMLA GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | SUCCESSOR DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,703,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $865,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,569,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,569,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $668,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,901,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,195,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,195,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,160 | TotalTaxAmt |
| Distributable Before Adj | $2,173,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,173,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,173,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,092,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,092,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,173,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $257,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $361,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $661,385 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,280,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,092,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,092,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,081,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,081,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $199,371 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $199,371 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | ||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | PUBLIC | GENERAL PURPOSE | $30,000 |
| AMERICAN HEART ASSOCIAION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC | GENERAL PURPOSE | $1,000 |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | PUBLIC | GENERAL PURPOSE | $5,000 |
| INDIASPORA | ||||||
| 3450 SACRAMENTO STREET STE 615 | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL PURPOSE | $50,000 |
| JOHNS HOPKINS UNIVERSITY INDIA INSTITUTE | ||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL PURPOSE | $750,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL PURPOSE | $75,000 |
| LEGAL AID SOCIETY OF DC | ||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL PURPOSE | $40,000 |
| MAKE A WISH FOUNDATION | ||||||
| 7070 GRANT STREET 37TH FLOOR | ITTSBURGH | PA | 15219 | PUBLIC | GENERAL PURPOSE | $1,500 |
| PHILADELPHIA ZOO | ||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $25,000 |
| PRATHAM USA | ||||||
| 9703 RICHMOND AVE 202 | HOUSTON | TX | 77042 | PUBLIC | GENERAL PURPOSE | $100,000 |
| RIPPLES OF KINDNESS | ||||||
| 13915 OLD COAST ROAD | NAPLES | FL | 34110 | PUBLIC | GENERAL PURPOSE | $10,000 |
| WHYY | ||||||
| 150 N SIXTH STREET | PHILADELPHIA | PA | 19106 | PUBLIC | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,092,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,086,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $527,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,613,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,613,878 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | RAJIV L GUPTA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 ESTANCI | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,964,012 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,964,012 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RADNOR FINANCIAL ADVISORS | CategoryTxt |
| Amt | $29,125 | Amt |
| Net Investment Income | $29,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $2,006,175 | $1,360,377 |
| APTIV PLC | $1,475,230 | $4,783,550 |
| DUPONT DE NEMOURS | $157,043 | $993,756 |
| MCDONALDS | $1,133,076 | $1,994,977 |
| MERCK | $537,151 | $651,823 |
| NEW MOUNTAIN FINANCE CORP | $1,434,485 | $1,440,256 |
| PNC | $1,283,046 | $1,950,057 |
| VERIZON COMMUNICATIONS | $1,053,162 | $1,028,808 |
| NEW MOUNTAIN GUARDIAN III | $3,200,000 | $3,182,686 |
| DOW CHEMICAL COMPANY | $107,005 | $697,769 |
| AVANTOR | $10,303,800 | $14,327,600 |
| PRIVATE EQUITY | $100,000 | $100,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | AT COST | $2,271,478 | $3,149,548 |
| VANGUARD DIVIDEND GROWTH | AT COST | $595,134 | $1,870,942 |
| VANGUARD HIGH DIVIDEND YIELD INDEX | AT COST | $630,025 | $1,876,161 |
| VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL | AT COST | $2,400,000 | $3,387,000 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $1,350,243 | $5,835,605 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | AT COST | $1,186,290 | $3,995,831 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE ON CAPITAL GAIN | Desc |
| Amt | $603,814 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $19,753 | $0 | $0 |
| FOREIGN TAX PAID (SCHWAB) | $6,144 | $6,144 | $0 |
| FILING FEE | $288 | $288 | $0 |