BR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BR FOUNDATION (EIN 35-2014496)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349101632
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:44:39-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEGATE & COMPANY PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 S WOODLAND AVE | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | 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 | 352014496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRFO | BusinessNameControlTxt |
| Phone | 2198749609 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BINA GUPTA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2198749609 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BINA | PersonFirstNm |
| Person Last | GUPTA | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL E APPLEGATE CPA | PreparerPersonNm |
| PTIN | P00212518 | PTIN |
| Phone | 2198717880 | 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 |
| 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 | $1,137,292 | 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 | $16,320 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,897 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,208 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,208 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $494 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $934 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,671 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,208 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,799 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $328,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $549,060 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,700 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $121,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,733 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,177,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,181,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,137,292 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,177,096 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,181,585 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,177,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,181,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,177,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,181,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,177,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,489 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,181,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,181,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| E*TRADE SECURITIES (SHORT TERM) | P | 2020-01-01 | 2020-12-31 | $184,460 | $0 | $166,252 | $18,208 | $0 | $0 | $0 | $18,208 |
| E*TRADE SECURITIES (LONG TERM) | P | 2019-01-01 | 2020-12-31 | $109,971 | $0 | $125,282 | -$15,311 | $0 | $0 | $0 | -$15,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,897 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,208 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $515 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $515 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$515 | OriginalReturnOverpaymentAmt |
| Overpayment | $289 | OverpaymentAmt |
| Applied To ES Tax | $289 | 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 | IN | 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 | BINA GUPTA | IndividualWithBooksNm |
| Phone | 2198749609 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET MICHIGAN | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BINA GUPTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $512,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $347,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $859,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $859,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $847,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226 | TotalTaxAmt |
| Distributable Before Adj | $42,125 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,125 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,125 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,730 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,816 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $28,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $143,654 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,125 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $124,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $554 | ExcessFromYear4Amt |
| Excess From Year3 | $7,730 | ExcessFromYear3Amt |
| Excess From Year2 | $11,733 | ExcessFromYear2Amt |
| Excess From Year1 | $75,915 | ExcessFromYear1Amt |
| Excess From Current Year | $28,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BINA GUPTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2198749609 | RecipientPhoneNum |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CORPORATIONS ORGANIZED & OPERATED FOR PUBLIC SAFETY ARE NOT QUALIFIED TO RECEIVE AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIAN AMERICAN CULTURAL CTR | ||||||
| MERRILLVILLE | MERRILLVILLE | IN | 46410 | PC | GENERAL PURPOSE | $2,612 |
| HINDU TEMPLE OF GREATER CHICAGO | ||||||
| LEMONT | LEMONT | IL | 60439 | PC | RELIGIOUS | $501 |
| SALAVATION ARMY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $1,000 |
| CENTER FOR CREATIVE SOLUTIONS | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | LEGAL ASSISTANCE | $1,500 |
| ST ANTHONY MEMORIAL | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | NURSING SCHOLARSHIP | $1,500 |
| MICHIANA HUMANE SOCIETY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | ANIMAL WELFARE | $6,200 |
| GOODWILL | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $4,820 |
| SOCIAL LEARNING INSTITUTE | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GEN. PURPOSE | $500 |
| LA FOOD BANK | ||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL PURPOSE | $500 |
| EJIORG (BLM) | ||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PC | GENERAL PURPOSE | $773 |
| NOTRE DAME SCHOOL | ||||||
| 1000 MOORE ROAD | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $500 |
| MEALS ON WHEELS AMERICA | ||||||
| 1550 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | PC | GENERAL PURPOSE | $515 |
| MARQUETTE HIGH SCHOOL | ||||||
| 306 W 10TH ST | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $5,300 |
| CITIZENS CONCERNED FOR THE HOMELESS | ||||||
| 1005 W 8TH ST | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $200 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | GENERAL PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,671 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,713 | 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 |
|---|---|---|---|---|---|---|
| RAKESH BINA GUPTA | ||||||
| 1 | 2930 FRANKLIN STREET | MICHIGAN CITY | IN | 46360 | $13,140 | Yes (X) |
| NEIL GUPTA | ||||||
| 2 | 2930 FRANKLIN STREET | MICHIGAN CITY | IN | 46360 | $11,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPLEGATE & COMPANY CPAs TAX & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CREDIT SUISSE AG VELOCITYSHS 3X LNG NAT GAS E | Purchased | 2020-12 | $92,248 | $114,729 | FMV | -$22,481 |
| CREDIT SUISSE AG NASSAU B VELOCITY SHS | Purchased | 2020-12 | $77,598 | $35,448 | FMV | $42,150 |
| DIREXION SHARES ETF TRUST | Purchased | 2020-12 | $14,614 | $16,075 | FMV | -$1,461 |
| CREDIT SUISSE AG VELOCITY SHS | Purchased | 2020-12 | $2,833 | $28,896 | FMV | -$26,063 |
| TEXAS COHLD TECH | Purchased | 2020-12 | $541 | $41,278 | -$40,737 | |
| ASA GOLD AND PRECIOUS METALS LIMITED | Purchased | 2020-12 | $106,597 | $55,108 | FMV | $51,489 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS HELD THROUGH E*TRADE BROKERAGE ACCOUNT | BondNm |
| EOY Book Value | $462,050 | EOYBookValueAmt |
| EOYFMV | $65,700 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK HELD THROUGH E*TRADE BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $179,657 | EOYBookValueAmt |
| EOYFMV | $549,060 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS HELD THROUGH E*TRADE BROKERAGE ACCOUNT | CategoryOrItemTxt |
| Book Value | $121,079 | BookValueAmt |
| EOYFMV | $103,733 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $934 | $934 | |
| EXCISE TAXES | $300 | ||
| CREDIT CARD FEES | $95 | $95 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $494 | Amt |
| Net Investment Income | $494 | NetInvestmentIncomeAmt |