AUM CAPITAL GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AUM CAPITAL GROUP CHARITABLE FOUNDATION (EIN 46-4308239)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349108852
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:43:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MERIDIAN STREET N SUITE 201 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35801 | 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 | 464308239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUM CAPITAL GROUP CHARITABLE FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUMC | BusinessNameControlTxt |
| Phone | 2567591263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22634 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALKA BHARGAV | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567243624 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALKA | PersonFirstNm |
| Person Last | BHARGAV | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG BARNES | PreparerPersonNm |
| PTIN | P00453391 | PTIN |
| Phone | 2059825500 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,172,540 | 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 | $277,803 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,546 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,546 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,546 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,186 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,186 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,608 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,656 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,319 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,319 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,026 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,656 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,656 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,890 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,132 | CashBOYAmt |
| Cash EOY | $200,726 | CashEOYAmt |
| Cash EOYFMV | $200,726 | CashEOYFMVAmt |
| Corporate Stock BOY | $884,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $913,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $958,665 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,611 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,611 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,920 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,141 | LandBOYAmt |
| Land EOY | $2,538 | LandEOYAmt |
| Land EOYFMV | $2,538 | LandEOYFMVAmt |
| Total Assets BOY | $998,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,126,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,540 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,690 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $998,285 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,125,199 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $998,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,125,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $998,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,126,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $998,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,125,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,125,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LT COVERED - RAYMOND JAMES | P | 2019-01-01 | 2020-12-31 | $21,530 | $25,991 | -$4,461 | -$4,461 |
| ST NONCOVERED | P | 2020-01-01 | 2020-12-31 | $1,060 | $1,060 | $1,060 | |
| ENTERPRISE PRODUCTS PARTNERS | P | 2019-01-01 | 2020-12-31 | $790 | -$790 | -$790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,191 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,060 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $307 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $307 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $307 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.AUMFOUNDATIONUSA.ORG/ | WebsiteAddressTxt |
| Individual With Books | NANETTE GARDNER | IndividualWithBooksNm |
| Phone | 2567243624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 472 PROVIDENCE MAIN SUITE 200 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35806 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RAJ KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALKA BHARGAV | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 40.00 | $0 | $0 | $0 |
| AJESH KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEYA KURUVILLA | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANISHA KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RIA KURUVILLA | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PATHWAY 2 SUCCESS SUPPORTS 30 UNDER RESOURCED FEMALE HIGH SCHOOL STUDENTS | Description1Txt |
| Expenses1 | $34,864 | Expenses1Amt |
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 | $913,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $307 | TotalTaxAmt |
| Distributable Before Adj | $52,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,018 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,820 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,715 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $182,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $279,262 | 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 | $18,820 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $260,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,719 | ExcessFromYear4Amt |
| Excess From Year3 | $29,486 | ExcessFromYear3Amt |
| Excess From Year2 | $55,037 | ExcessFromYear2Amt |
| Excess From Year1 | $64,715 | ExcessFromYear1Amt |
| Excess From Current Year | $96,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALKA BHARGAV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2159 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2567591263 | RecipientPhoneNum |
| Recipient Email Address | AHBARGAV_87@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS ONLY. ADDITIONAL INFORMATION WILL BE REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1ST EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD RESTRICTIONS ARE BASED ON APPLICANT'S NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALABAMA A&M UNIVERSITY | ||||||
| 4900 MERIDIAN ST | HUNTSVILLE | AL | 35811 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| ALABAMA STATE UNIVERSITY | ||||||
| 915 S JACKSON ST | MONTGOMERY | AL | 36104 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| BEREA COLLEGE | ||||||
| 101 CHESTNUT ST | BEREA | KY | 40403 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| BIRMINGHAM SOUTHERN COLLEGE | ||||||
| 900 ARKADELPHIA RD | BIRMINGHAM | AL | 35254 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| CALHOUN COMMUNITY COLLEGE | ||||||
| 102 WYNN DRIVE | HUNTSVILLE | AL | 35805 | NC | EDUCATIONAL FOR PARTICIPANT | $8,100 |
| DALTON STATE COLLEGE | ||||||
| 650 COLLEGE DR | DALTON | GA | 30720 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| GEORGIA STATE UNIVERSITY | ||||||
| 33 GILMER ST | ATLANTA | GA | 30303 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| JACKSONVILLE STATE UNIVERSITY | ||||||
| 700 PELHAM RD N | JACKSONVILLE | AL | 36265 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| LEMOYNE-OWEN COLLEGE | ||||||
| 807 WALKER AVE | MEMPHIS | TN | 38126 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| OAKWOOD UNIVERSITY | ||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| SAVANNAH COLLEGE OF ART & DESIGN | ||||||
| 516 DRAYTON ST | SAVANNAH | GA | 31401 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| UNIVERSITY OF ALABAMA | ||||||
| 105 STUDENT SERVICES CENTER | TUSCALOOSA | AL | 35487 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||
| 1720 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | TPS | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| UNIVERSITY OF ILLINOIS AT URBANA | ||||||
| 506 S WRIGHT ST | URBANA | IL | 61801 | EDUCATIONAL FOR PARTICIPANT | $2,000 | |
| UNIVERSITY OF SOUTH ALABAMA | ||||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | NC | EDUCATIONAL FOR PARTICIPANT | $2,000 |
| UNIVERSITY OF ALABAMA IN HUNTSVILLE | ||||||
| 301 SPARKMAN DRIVE | HUNTSVILLE | AL | 35899 | NC | EDUCATIONAL FOR PARTICIPANT | $14,000 |
| KAYLA HILL | ||||||
| 472 PROVIDENCE MAIN ST SUITE 200 | HUNTSVILLE | AL | 35806 | PROGRAM PARTICIPANT | PROGRAM PARTICIPANT RECEIVED PRIZE | $5,372 |
| WOMEN'S ECONOMIC DEVELOPMENT COUNCIL | ||||||
| 301 WASHINGTON ST NW SUTIE 303 | HUNTSVILLE | AL | 35801 | PC | EDUCATIONAL FOR PARTICIPANT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,972 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,546 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,191 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$24,945 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,590 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,590 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROVIDE FINANCIAL & ACADEMIC SUPPORT TO UNDER RESOURCED FEMALES | RelationshipStatementTxt |
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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RAJ KHANIJOW | |||||||
| 1 | 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | $15,000 | Yes (X) | |
| BRYANT BANK | |||||||
| 2 | 320 PELHAM AVENUE SW | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| EAGLE COLLISON | |||||||
| 3 | 29943 US HIGHWAY 72 | MADISON | AL | 35756 | $5,000 | Yes (X) | |
| SHAWN FAIRBURN | |||||||
| 4 | 2000 ANDREW JACKSON WAY | HUNTSVILLE | AL | 35811 | $10,000 | Yes (X) | |
| GL SMITH & ASSOCIATES | |||||||
| 5 | 200 CLINTON AVE SUITE 707 | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| MADISON STREET WEALTH ADVISORS | |||||||
| 6 | 601 MADISON STREET | HUNTSVILLE | AL | 35801 | $10,000 | Yes (X) | |
| FJW FOUNDATION | |||||||
| 7 | 5790 UNIVERSITY DRIVE | HUNTSVILLE | AL | 35816 | $5,500 | Yes (X) | |
| GOOGLE FIBER | |||||||
| 8 | 920 BOB WALLACE AVE SUITE 323 | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| TOYOTA | |||||||
| 9 | 1 COTTONVALLEY DR NW | HUNTSVILLE | AL | 35811 | $5,000 | Yes (X) | |
| INTERLINC FAMILY FOUNDATION | |||||||
| 10 | 10613 W SAM HOUSTON HIGHWAY SUITE 2 | HOUSTON | TX | 77064 | $9,000 | Yes (X) | |
| BOBBI BROOKS | |||||||
| 11 | 21 CYPRESS GROVE LANE | HUNTSVILLE | AL | 35824 | $6,375 | Yes (X) | |
| STATE OF ALABAMA | |||||||
| 12 | ALABAMA | MONTGOMERY | AL | 36043 | $15,000 | Yes (X) | |
| OUR TIME CHARITY FOUNDATION | |||||||
| 13 | MERIDIAN ST | HUNTSVILLE | AL | 35801 | $29,455 | Yes (X) | |
| RAHMATI LAW | |||||||
| 14 | 470 PROVIDENCE MAIN SUITE 201 | HUNTSVILLE | AL | 35806 | $5,000 | Yes (X) | |
| FULFYLD | |||||||
| 15 | 4521 OLD RAILROAD BED RD | HARVEST | AL | 35749 | $5,000 | Yes (X) | |
| COTTAGE SENIOR LIVING INC | |||||||
| 16 | 2820 15TH AVE | HUNTSVILLE | AL | 35805 | $5,000 | Yes (X) | |
| RAYTHEON | |||||||
| 17 | 4101 E PLANO PKWY | PLANO | TX | 75074 | $20,000 | Yes (X) | |
| WADE WHITE MARGARET THOMPSON | |||||||
| 18 | 1814 GLACIER COURT 8 | VAIL | CO | 81657 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 11 | ContributorNum |
| Noncash Property | ARTWORK | NoncashPropertyDesc |
| Fair Market Value | $6,375 | FairMarketValueAmt |
| Received | 2020-10-12 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| LAPTOP | 2017-07-09 | $1,199 | $1,026 | 200DB | 5.000000000000 | $69 | $0 | $69 |
| LENOVO LAPTOP | 2017-09-20 | $763 | $653 | 200DB | 5.000000000000 | $43 | $0 | $43 |
| COMPUTER EQUIPMENT | 2019-06-30 | $4,233 | $847 | 200DB | 5.000000000000 | $1,354 | $0 | $1,354 |
| FURNITURE | 2009-06-30 | $551 | $79 | 200DB | 7.000000000000 | $135 | $0 | $135 |
| HP LAPTOP | 2020-12-21 | $16,235 | 200DB | 5.000000000000 | $16,235 | $0 | $0 | |
| FOLDING CHAIR | 2020-06-21 | $772 | 200DB | 7.000000000000 | $772 | $0 | $55 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $913,014 | EOYBookValueAmt |
| EOYFMV | $958,665 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS - PTP | AT COST | $4,821 | $4,821 |
| ENERGY TRANSFER LP | AT COST | $5,790 | $5,790 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAPTOP | $1,199 | $1,095 | $104 |
| LENOVO LAPTOP | $763 | $696 | $67 |
| COMPUTER EQUIPMENT | $4,233 | $2,201 | $2,032 |
| FURNITURE | $551 | $214 | $337 |
| HP LAPTOP | $16,235 | $16,235 | $0 |
| FOLDING CHAIR | $772 | $772 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $228 | $0 | $0 | $228 |
| BACKGROUND CHECKS | $103 | $0 | $0 | $103 |
| CREDIT CARD PROCESSING FEE | $1,476 | $0 | $0 | $1,476 |
| DUES & SUBSCRIPTIONS | $300 | $0 | $0 | $300 |
| FACILITY OVERHEAD COST | $3,480 | $0 | $0 | $3,480 |
| INVESTMENT MANAGEMENT FEES | $4,464 | $4,464 | $0 | $0 |
| MEALS & ENTERTAINMENT | $8,277 | $0 | $0 | $8,277 |
| OFFICE SUPPLIES | $5,307 | $0 | $0 | $5,307 |
| OUTSIDE SERVICES | $22,224 | $0 | $0 | $22,224 |
| ACT PREP | $6,730 | $0 | $0 | $6,730 |
| PARTICIPANT GIFTS | $956 | $0 | $0 | $956 |
| EVENT COSTS | $24,945 | $0 | $0 | $24,945 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,690 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RAJ KHANIJOW | |||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 |
| BRYANT BANK | |||
| 320 PELHAM AVENUE SW | HUNTSVILLE | AL | 35801 |
| EAGLE COLLISON | |||
| 29943 US HIGHWAY 72 | MADISON | AL | 35756 |
| SHAWN FAIRBURN | |||
| 2000 ANDREW JACKSON WAY | HUNTSVILLE | AL | 35811 |
| GL SMITH & ASSOCIATES | |||
| 200 CLINTON AVE SUITE 707 | HUNTSVILLE | AL | 35801 |
| MADISON STREET WEALTH ADVISORS | |||
| 601 MADISON STREET | HUNTSVILLE | AL | 35801 |
| FJW FOUNDATION | |||
| 5790 UNIVERSITY DRIVE | HUNTSVILLE | AL | 35816 |
| GOOGLE FIBER | |||
| 920 BOB WALLACE AVE SUITE 323 | HUNTSVILLE | AL | 35801 |
| OUR TIME CHARITY FOUNDATION | |||
| MERIDIAN STREET | HUNTSVILLE | AL | 35801 |
| RAHAMATI LAW | |||
| 470 PROVIDENCE MAIN SUITE 201 | HUNTSVILLE | AL | 35806 |
| FULFYLD | |||
| 4521 OLD RAILROAD BED RD | HUNTSVILLE | AL | 35749 |
| COTTAGE SENIOR LIVING INC | |||
| 2820 15TH AVE | HUNTSVILLE | AL | 35805 |
| RAYTHEON | |||
| 4101 E PLANO PKWY | PLANO | TX | 75074 |
| WADE WHITE MARGARET THOMPSON | |||
| 1814 GLACIER COURT 8 | VAIL | CO | 81657 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,669 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |