DESHPANDE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DESHPANDE FAMILY FOUNDATION INC (EIN 20-1947794)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-15
- IRS object ID
- 202133499349100438
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-15T19:08:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760324633 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIN & JAIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUGAR CREEK CENTER BLVD STE 410 | AddressLine1Txt |
| City | SUGARLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | 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 | 201947794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESHPANDE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESH | BusinessNameControlTxt |
| Phone | 4074818191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 S KIRKMAN ROAD SUITE 640 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANIL D DESHPANDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074818191 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANIL | PersonFirstNm |
| Person Last | DESHPANDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UMESH K JAIN | PreparerPersonNm |
| PTIN | P00643004 | PTIN |
| Phone | 2812422420 | 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 | $2,077,851 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,506 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,565 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $12,565 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$58,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,351,301 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $25,097 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,097 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $196,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,613 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $2,240 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,240 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,096 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,745 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,103 | CashBOYAmt |
| Cash EOY | $84,516 | CashEOYAmt |
| Cash EOYFMV | $84,516 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $275 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,400 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,320,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,481,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,589,935 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $400,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $400,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,902,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,969,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,077,851 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,350 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,901,081 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,969,801 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,901,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,902,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,969,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,901,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,720 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,969,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC CAPITAL (STATEMENT A) | P | 2020-01-01 | 2020-12-31 | $890,311 | $927,026 | -$36,715 | -$36,715 |
| RBC CAPITAL (STATEMENT A) | P | 2020-01-01 | 2020-12-31 | $184,636 | $195,144 | -$10,508 | -$10,508 |
| RBC CAPITAL (STATEMENT A) | P | 2018-01-01 | 2020-12-31 | $216,109 | $238,026 | -$21,917 | -$21,917 |
| RBC CAPITAL (STATEMENT A) | P | 2018-01-01 | 2020-12-31 | $29,811 | $22,402 | $7,409 | $7,409 |
| MORGAN STANLEY (STATEMENT B) | P | 2020-01-01 | 2020-12-31 | $3,914 | $5,533 | -$1,619 | -$1,619 |
| MORGAN STANLEY (STATEMENT B) | P | 2018-01-01 | 2020-12-31 | $9,615 | $10,007 | -$392 | -$392 |
| MORGAN STANLEY (STATEMENT B) | P | 2018-01-01 | 2020-12-31 | $12,495 | $11,646 | $849 | $849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,483 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$48,842 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,274 | SubtotalAmt |
| Tax Based On Investment Income | $3,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $2,090 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | ANIL D DESHPANDE | IndividualWithBooksNm |
| Phone | 4074818191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DR | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANIL D DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CHITRA A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | V. PRESIDENT | 000.00 | $0 | $0 | $0 |
| ANJALI A DESPHANDE | ||||||||
| 8839 SOUTHERN BREEZE DR | ORLANDO | FL | 32836 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE WERE NO DIRECT CHARITABLE ACTIVITIES PARTICIPATED IN DURING 2020. THE FOUNDATION DID, HOWEVER, MAKE DIRECT CHARITABLE CONTRIBUTIONS TO VARIOUS RECOGNIZED CHARITIES. | Description1Txt |
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 | $1,472,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,955,345 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,955,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,926,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,274 | TotalTaxAmt |
| Distributable Before Adj | $93,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $118,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $118,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,027 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $93,282 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $8,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,752 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,473 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,225 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $93,282 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,726 | ExcessFromYear4Amt |
| Excess From Year1 | $8,744 | ExcessFromYear1Amt |
| Excess From Current Year | $25,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANIL DESHPANDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DR | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074818191 | RecipientPhoneNum |
| Recipient Email Address | ANIL@DESHPANDEINC.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JIJNYASA RESEARCH | |||||||
| & EDUCATION FOUNDATION INC | 3700 34TH STREET | ORLANDO | FL | 32805 | PC | CHARITABLE/EDUCATIONAL | $20,000 |
| CHELONIA RESEARCH | |||||||
| 402 SOUTH CENTRAL AVE | OVIEDO | FL | 32765 | PC | CHARITABLE/EDUCATIONAL | $5,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | PC | CHARITABLE/EDUCATIONAL | $50,000 | |
| ASIAN CULTURAL ASSOCIATION | |||||||
| 2759 MARSH WREN CIRCLE | LONGWOOD | FL | 32779 | PC | CHARITABLE/EDUCATIONAL | $500 | |
| DR PHILLIPS CENTER | |||||||
| 155 E ANDERSON ST | ORLANDO | FL | 32801 | PC | CHARITABLE/EDUCATIONAL | $25,000 | |
| GENERATION OM INC | |||||||
| PO BOX 85 | GOLDENROD | FL | 32733 | PC | CHARITABLE/EDUCATIONAL | $3,000 | |
| LIFE IN YOGA INSTITUTION | |||||||
| 1111 UNIVERSITY BLVD W | SILVER SPRING | MD | 20902 | PC | CHARITABLE/EDUCATIONAL | $5,000 | |
| HINDU AMERICAN FOUNDATION | |||||||
| 910 17TH STREET NW | WASHINGTON | DC | 20006 | PC | CHARITABLE/EDUCATIONAL | $5,000 | |
| HINDU UNIVERSITY OF AMERICA | |||||||
| 19010 TRIBUNE ST | PORTER RANCH | CA | 91326 | PC | CHARITABLE/EDUCATIONAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,616 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,506 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,565 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $25,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,410 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,893 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| LESS QBIS (20,002 X 20%) | 531120 | -$4,000 | |
| ADD BACK 990-T DEDUCTION | $4,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,565 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,629 | ExclusionAmt |
| Related Or Exempt Function Incm | -$58,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,301 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEGIS-0918 | $594,109 | $639,449 |
| K-1: 1792 LEE AH INVESTORS LLC | $122,342 | $122,342 |
| K-1: ALOMA MIDDLE INVESTORS LLC | $97,894 | $97,894 |
| K-1: ALOMA SC INVESTORS LLC | $205,521 | $205,521 |
| K-1: BENZER POLYNESIAN PARTNERS LLC | $188,013 | $188,013 |
| K-1: TAMPA BA INVESTORS 5 LLC | $132,759 | $132,759 |
| MORGAN STANLEY 1117 | $141,231 | $203,941 |
| MORGAN STANLEY 2117 | $16 | $16 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM SUPREME EMPIRE CORP | $500,000 | ||
| NOTES RECEIVABLE | $400,000 | $400,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $30 | $30 |
| ASSET MANAGEMENT FEES | $1,715 | $1,715 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: 1792 LEE AH INVESTORS LL | $11,361 | $11,361 |
| K-1: ALOMA MIDDLE INVESTORS L | $4,925 | $4,925 |
| K-1: ALOMA SC INVESTORS LLC | $20,837 | $20,837 |
| K-1: TAMPA BA INVESTORS 5 LLC | $12,526 | $12,526 |
| K-1: BENZER POLYNESIAN PARTNE | -$11,987 | -$11,987 |
| LESS UBTI REPORTED LINE 5 | -$12,565 | -$12,565 |
| LESS QBIS (20,002 X 20%) | -$4,000 | |
| ADD BACK 990-T DEDUCTION | $4,000 | $4,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PAYABLE | Desc |
| BOY Book Value | $1,350 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $5,077 | $5,077 |
| FOREIGN TAX | $19 | $19 |