PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349103191
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:58:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311809141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA N SHAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAT | BusinessNameControlTxt |
| Phone | 3129226400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR RM/STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SMITA SHAH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SMITA | 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 | RYAN MATSUI | PreparerPersonNm |
| PTIN | P00651675 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
| 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 | $3,439,441 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,761,048 | GrossSalesPriceAmt |
| Total Rev And Expnss | $127,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,888 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,668 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $956 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,534 | CashBOYAmt |
| Cash EOY | $182,263 | CashEOYAmt |
| Cash EOYFMV | $182,263 | CashEOYFMVAmt |
| US Government Obligations EOY | $145,755 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $151,520 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,180,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,219,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,972,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $389,124 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,306 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,670 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,697,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,661,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,439,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,697,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,661,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,697,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,661,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,697,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,661,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,697,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,600 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,661,847 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,661,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (111 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | P | 2020-05-13 | 2020-05-13 | $15 | $14 | $1 | $1 |
| CHEVRON CORP | P | 2017-10-31 | 2020-10-08 | $5,303 | $8,503 | -$3,200 | -$3,200 |
| ABBVIE INC | P | 2001-07-17 | 2020-03-26 | $122,970 | $102,561 | $20,409 | $20,409 |
| BROWN FORMAN CORP | P | 2019-04-24 | 2020-04-14 | $782 | $669 | $113 | $113 |
| HUBSPOT INC | P | 2019-12-11 | 2020-01-08 | $25,740 | $22,696 | $3,044 | $3,044 |
| QUIDEL CORP | P | 2020-08-24 | 2020-09-21 | $82,782 | $73,680 | $9,102 | $9,102 |
| AMGEN INC | P | 2018-09-19 | 2020-07-10 | $521 | $449 | $72 | $72 |
| ROYAL DUTCH | P | 2019-02-21 | 2019-03-31 | $42,919 | $82,068 | -$39,149 | -$39,149 |
| BERKSHIRE HATHAWAY INC | P | 2020-05-11 | 2020-10-12 | $43,309 | $34,890 | $8,419 | $8,419 |
| DISCOVER FINANCIAL | P | 2019-02-11 | 2020-09-01 | $28,836 | $37,328 | -$8,492 | -$8,492 |
| AFLAC INC | P | 2020-06-22 | 2020-09-14 | $37,385 | $36,938 | $447 | $447 |
| CHEVRON CORP | P | 2020-05-12 | 2020-05-18 | $13,950 | $13,898 | $52 | $52 |
| INTERNATIONAL BUS MACH | P | 2019-06-06 | 2020-07-27 | $61,788 | $61,178 | $610 | $610 |
| ROYAL DUTCH | P | 2019-12-19 | 2020-10-12 | $36,815 | $56,388 | -$19,573 | -$19,573 |
| APPLE INC | P | 2018-09-19 | 2020-07-10 | $10,710 | $4,655 | $6,055 | $6,055 |
| STARBUCKS | P | 2019-09-16 | 2020-09-28 | $1 | $1 | ||
| BILIBILI INC | P | 2019-05-14 | 2020-01-27 | $22,410 | $15,421 | $6,989 | $6,989 |
| FEDL NATL MTG | P | 2018-03-14 | 2020-12-28 | $15,000 | $14,804 | $196 | $196 |
| ALLSTATE | P | 2020-08-21 | 2020-09-16 | $95,404 | $93,280 | $2,124 | $2,124 |
| CHEWY INC | P | 2020-08-24 | 2020-09-11 | $6,773 | $6,780 | -$7 | -$7 |
| JACOBS ENGINEERING | P | 2020-06-26 | 2020-08-04 | $45,919 | $42,935 | $2,984 | $2,984 |
| SPARTANNASH | P | 2020-09-11 | 2020-10-16 | $24,949 | $20,855 | $4,094 | $4,094 |
| AT&T INC | P | 2018-12-12 | 2020-01-06 | $8,584 | $6,921 | $1,663 | $1,663 |
| WALMART | P | 2018-05-09 | 2020-06-03 | $23,486 | $18,765 | $4,721 | $4,721 |
| CHEVRON CORP | P | 2020-06-30 | 2020-10-08 | $10,456 | $12,300 | -$1,844 | -$1,844 |
| JP MORGAN CHASE | P | 2014-06-06 | 2020-03-25 | $25,000 | $25,000 | ||
| ALTERYX INC | P | 2019-12-06 | 2020-01-22 | $19,873 | $16,461 | $3,412 | $3,412 |
| DAIMLER AG | P | 2020-04-14 | 2020-04-29 | $28,000 | $26,064 | $1,936 | $1,936 |
| JUNIPER NETWORKS | P | 2020-10-26 | 2020-11-05 | $25,565 | $25,856 | -$291 | -$291 |
| STARBUCKS | P | 2019-04-30 | 2020-01-24 | $64,904 | $57,897 | $7,007 | $7,007 |
| BK OF AMERICA | P | 2018-07-02 | 2020-06-23 | $38,491 | $42,591 | -$4,100 | -$4,100 |
| WELLS FARGO | P | 2018-12-12 | 2020-07-15 | $29,519 | $52,473 | -$22,954 | -$22,954 |
| DEXCOM INC | P | 2020-03-20 | 2020-04-30 | $34,279 | $20,617 | $13,662 | $13,662 |
| OTIS WORLDWIDE | P | 2018-02-14 | 2020-04-07 | $7 | $10 | -$3 | -$3 |
| AMGEN INC | P | 2019-05-01 | 2020-03-30 | $226,560 | $220,735 | $5,825 | $5,825 |
| DIGI INTERNATIONAL | P | 2020-08-17 | 2020-09-22 | $16,142 | $15,567 | $575 | $575 |
| MARKEL CORP | P | 2020-08-04 | 2020-08-10 | $52,578 | $51,401 | $1,177 | $1,177 |
| STICH FIX | P | 2020-08-30 | 2020-09-11 | $6,761 | $5,567 | $1,194 | $1,194 |
| BOEING CO | P | 2019-06-12 | 2020-09-14 | $6,733 | $6,733 | ||
| DWS GLOBAL | P | 2019-06-21 | 2020-04-24 | $2,455 | $2,496 | -$41 | -$41 |
| EXXON MOBIL | P | 2020-04-27 | 2020-05-11 | $43,436 | $41,471 | $1,965 | $1,965 |
| PIONEER NATURAL RESOURCES | P | 2016-11-03 | 2020-02-06 | $6,351 | $7,672 | -$1,321 | -$1,321 |
| ANHEUSER BUSCH | P | 2020-04-29 | 2020-01-14 | $17,098 | $17,099 | -$1 | -$1 |
| DISCOVER FINANCIAL | P | 2020-04-08 | 2020-05-04 | $61,804 | $53,450 | $8,354 | $8,354 |
| NEDTRONIC PLC | P | 2019-04-15 | 2020-04-02 | $514 | $585 | -$71 | -$71 |
| TAKEDA PHARMACEUTICAL | P | 2020-08-04 | 2020-09-11 | $14,693 | $14,760 | -$67 | -$67 |
| BP PLC | P | 2019-03-29 | 2020-05-18 | $209 | $360 | -$151 | -$151 |
| DWS GLOBAL | P | 2020-05-27 | 2020-04-24 | $112,060 | $116,665 | -$4,605 | -$4,605 |
| HILL ROM HLDGS | P | 2020-02-03 | 2020-06-22 | $26,013 | $26,933 | -$920 | -$920 |
| SUNCOR ENERGY | P | 2019-05-14 | 2020-06-01 | $17,170 | $32,075 | -$14,905 | -$14,905 |
| APPLE INC | P | 2019-08-13 | 2020-07-10 | $41,565 | $23,559 | $18,006 | $18,006 |
| DYNATRACE INC | P | 2020-08-24 | 2020-08-26 | $4,382 | $3,950 | $432 | $432 |
| MERITAGE HOMES | P | 2020-07-01 | 2020-07-10 | $7,994 | $7,400 | $594 | $594 |
| TEVAL PHARAMACEUTICAL | P | 2019-11-04 | 2020-02-04 | $22,169 | $17,713 | $4,456 | $4,456 |
| BRISTOL MYERS | P | 2019-01-03 | 2020-04-16 | $17,151 | $13,729 | $3,422 | $3,422 |
| KRAFT HEINZ CO | P | 2020-07-05 | 2020-05-18 | $36,737 | $36,888 | -$151 | -$151 |
| TWEEDY BROWN GLOBAL VALUE FUND | P | 2015-12-02 | 2020-06-16 | $72,633 | $78,695 | -$6,062 | -$6,062 |
| ARISTA NETWORKS | P | 2019-11-01 | 2020-01-30 | $46,197 | $37,462 | $8,735 | $8,735 |
| EATON CORP | P | 2020-06-22 | 2020-07-01 | $34,947 | $35,142 | -$195 | -$195 |
| METLIFE | P | 2020-05-14 | 2020-05-18 | $34,417 | $30,375 | $4,042 | $4,042 |
| VECTRUS | P | 2020-08-21 | 2020-11-04 | $21,057 | $20,952 | $105 | $105 |
| BRITISH AMERICAN TOBACCO | P | 2019-01-17 | 2020-11-10 | $50,430 | $48,733 | $1,697 | $1,697 |
| OCCIDENTAL PETE CORPCOM | P | 2019-08-09 | 2020-06-30 | $9,473 | $20,704 | -$11,231 | -$11,231 |
| UNITED STATES TREASURY | P | 2017-10-20 | 2020-12-31 | $20,000 | $20,000 | ||
| AT&T INC | P | 2019-01-30 | 2020-01-06 | $49,086 | $41,808 | $7,278 | $7,278 |
| EXXON MOBIL | P | 2019-11-12 | 2020-03-31 | $110,506 | $117,352 | -$6,846 | -$6,846 |
| NETFLX | P | 2020-09-14 | 2020-10-07 | $8,014 | $7,121 | $893 | $893 |
| WALGREENS BOOTS | P | 2020-01-08 | 2020-08-10 | $190,262 | $214,485 | -$24,223 | -$24,223 |
| EXXON MOBILE | P | 2019-11-14 | 2020-11-24 | $21,444 | $25,781 | -$4,337 | -$4,337 |
| SUNCOR ENERGY | P | 2020-02-11 | 2020-06-30 | $10,014 | $17,652 | -$7,638 | -$7,638 |
| UNITED STATES TREASURY | P | 2014-04-16 | 2020-05-15 | $25,000 | $25,000 | ||
| ALVARA INC | P | 2020-08-24 | 2020-09-09 | $9,686 | $9,698 | -$12 | -$12 |
| FLUOR CORP | P | 2020-06-28 | 2020-04-30 | $32,840 | $32,874 | -$34 | -$34 |
| NORTHROP GRUMMAN | P | 2019-11-04 | 2020-04-06 | $50,586 | $49,534 | $1,052 | $1,052 |
| WALKER & DUNLOP | P | 2020-04-29 | 2020-07-02 | $25,406 | $20,139 | $5,267 | $5,267 |
| FLUOR CORP | P | 2018-09-28 | 2020-04-30 | $604 | $897 | -$293 | -$293 |
| TWEEDY BROWN GLOBAL VALUE FUND | P | 2019-12-12 | 2020-06-16 | $1,377 | $1,550 | -$173 | -$173 |
| US BANK CORP | P | 2012-08-23 | 2020-02-10 | $11,725 | $7,864 | $3,861 | $3,861 |
| BK OF AMERICA | P | 2019-06-26 | 2020-06-23 | $25,875 | $21,511 | $4,364 | $4,364 |
| FORD MOTOR | P | 2020-08-29 | 2020-08-10 | $10,726 | $11,942 | -$1,216 | -$1,216 |
| NVIDIA | P | 2019-06-19 | 2020-03-31 | $44 | $32 | $12 | $12 |
| WELLS FARGO | P | 2019-08-29 | 2020-08-10 | $86,693 | $86,300 | $393 | $393 |
| FORD MOTOR | P | 2017-06-29 | 2020-07-29 | $11,655 | $15,971 | -$4,316 | -$4,316 |
| UBER TECHNOLOGIES | P | 2019-09-23 | 2020-02-06 | $51,743 | $45,638 | $6,105 | $6,105 |
| VONTIER CORPORATION | P | 2017-08-22 | 2020-10-14 | $10 | $6 | $4 | $4 |
| BLACKSTONE GROUP | P | 2019-08-01 | 2020-03-27 | $41 | $48 | -$7 | -$7 |
| FUBO TV | P | 2020-12-17 | 2020-12-31 | $17,631 | $21,316 | -$3,685 | -$3,685 |
| PELOTON | P | 2020-06-30 | 2020-07-15 | $4,607 | $4,397 | $210 | $210 |
| WYNN RESORTS | P | 2020-08-27 | 2020-11-06 | $35,870 | $35,951 | -$81 | -$81 |
| INTERNATIONAL BUS | P | 2018-12-06 | 2020-07-27 | $1,174 | $1,159 | $15 | $15 |
| VULCAN VALUE | P | 2019-12-06 | 2020-04-08 | $911 | $1,426 | -$515 | -$515 |
| VULCAN VALUE | P | 2016-12-23 | 2020-04-08 | $18,928 | $30,507 | -$11,579 | -$11,579 |
| BOEING CO | P | 2019-09-06 | 2020-03-25 | $362,001 | $456,805 | -$94,804 | -$94,804 |
| GENERAL MOTORS | P | 2019-12-06 | 2020-05-12 | $55,132 | $62,647 | -$7,515 | -$7,515 |
| PHILIP MORRIS INTERNATIONAL | P | 2019-08-12 | 2020-07-14 | $85,493 | $80,623 | $4,870 | $4,870 |
| XBIOTECH | P | 2019-08-17 | 2020-09-11 | $7,846 | $7,496 | $350 | $350 |
| MEDTRONIC | P | 2016-01-14 | 2020-04-02 | $8,657 | $8,529 | $128 | $128 |
| WALGREENS BOOT ALLIANCE | P | 2020-09-14 | 2020-11-05 | $37,225 | $34,835 | $2,390 | $2,390 |
| WELLS FARGO | P | 2016-09-28 | 2020-04-27 | $1,939 | $3,123 | -$1,184 | -$1,184 |
| BP PLC | P | 2019-06-21 | 2020-05-18 | $39,704 | $40,402 | -$698 | -$698 |
| GLAXOSMITH | P | 2020-06-12 | 2020-08-12 | $12,646 | $12,000 | $646 | $646 |
| PRICE T ROWE | P | 2020-04-20 | 2020-05-12 | $14,388 | $12,679 | $1,709 | $1,709 |
| 3M COMPANY | P | 2019-08-15 | 2020-06-09 | $76,571 | $71,579 | $4,992 | $4,992 |
| NVIDA CORP | P | 2019-01-08 | 2020-03-27 | $12,788 | $6,941 | $5,847 | $5,847 |
| ALLERGAN PLC | P | 2015-02-06 | 2020-05-11 | $9,855 | $13,837 | -$3,982 | -$3,982 |
| ABBOT LABRATORIES | P | 2019-02-13 | 2020-02-05 | $69,943 | $67,391 | $2,552 | $2,552 |
| BRITISH AMERICAN TOBACCO | P | 2020-08-25 | 2020-12-15 | $2,713 | $2,675 | $38 | $38 |
| HANES BRAND | P | 2020-03-27 | 2020-04-06 | $15,659 | $15,559 | $100 | $100 |
| QUANTA SERVICES | P | 2020-03-27 | 2020-04-02 | $16,028 | $15,085 | $943 | $943 |
| ABBOT LABRATORIES | P | 2018-08-13 | 2020-02-05 | $747 | $561 | $186 | $186 |
| PHILIP MORRIS INTERNATIONAL | P | 2019-04-09 | 2020-07-14 | $1,228 | $1,269 | -$41 | -$41 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$44,764 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$62,933 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $986 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $986 | SubtotalAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $6,012 | OverpaymentAmt |
| Applied To ES Tax | $6,012 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SMITA SHAH | IndividualWithBooksNm |
| Phone | 3129226400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PRATIMA N SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| SMITA SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | TREASURER | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,202,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,352,354 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,352,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,302,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986 | TotalTaxAmt |
| Distributable Before Adj | $164,117 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,117 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $151,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,080 | UndistributedIncomePYAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,080 | AppliedToYear1Amt |
| Applied To Current Year | $86,920 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $77,197 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTER SCHOOL MATTERS | ||||||
| 66 EAST RANDOLPH | CHICAGO | IL | 60601 | PC | SUPPORT FOR YOUTH DEVELOPMENT | $15,000 |
| VIVEKANANDA VEDANTA SOCIETY OF CHIC | ||||||
| 14630 LEMONT ROAD | HOMER GLEN | IL | 60491 | PC | SUPPORT FOR RELIGIOUS TEACHINGS | $100,000 |
| BAPS | ||||||
| 1851 S IL ROUTE 59 | BARTLETT | IL | 60103 | PC | SUPPORT FOR PARISH | $1,000 |
| WILSON CENTER | ||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | SUPPORT FOR INDEPENDENT RESEARCH | $25,000 |
| NAVY PIER | ||||||
| 600 EAST GRAND AVENUE | CHICAGO | IL | 60611 | PC | SUPPORT FOR LOCAL PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,223 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$44,764 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,124 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIRANJAN SHAH EDU FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBETROTTERS INTERNATIONAL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DRIVE SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $102,306 | EOYBookValueAmt |
| EOYFMV | $110,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $1,572,056 | $2,296,804 |
| VARIOUS MUTUAL FUNDS | $647,753 | $676,171 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $145,755 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $151,520 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,714 | BookValueAmt |
| EOYFMV | $22,670 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $956 | $956 |
| FEES | $100 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLOBETROTTERS INTERNATIONAL INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $9,876 |
| FOREIGN TAXES PAID ON DIVIDENDS | $792 |