SODHANI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SODHANI FOUNDATION (EIN 47-5268267)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107489
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:32:40-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY SHULMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1938 WASHINGTON STREET UNIT 414 | AddressLine1Txt |
| City | Auburndale | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | 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 | 475268267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODHANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SODH | BusinessNameControlTxt |
| Phone | 4156081565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARVIND SODHANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156081565 | PhoneNum |
| Signature | 2021-05-16 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARVIND | PersonFirstNm |
| Person Last | SODHANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY SHULMAN CPA | PreparerPersonNm |
| PTIN | P01459823 | PTIN |
| Phone | 6172447495 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $6,541,350 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $183,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $183,192 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $274,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $19,740 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,740 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $271,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $295,505 | CashBOYAmt |
| Cash EOY | $170,645 | CashEOYAmt |
| Cash EOYFMV | $170,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,009,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,309,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,309,833 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,450,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,326,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,060,872 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,755,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,807,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,541,350 | 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 |
| Retained Earning BOY | $4,755,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,807,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,755,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,807,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,755,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,807,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,755,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,575 | OtherIncreasesAmt |
| Subtotal | $4,810,050 | SubtotalAmt |
| Other Decreases | $3,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,807,050 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500 SHARES NETFLIX | P | 2016-07-19 | 2020-05-15 | $226,000 | $0 | $42,308 | $183,692 | $0 | $0 | $0 | $183,692 |
| 1000 QUALCOMM SHARES | P | 2019-10-30 | 2020-05-11 | $80,500 | $0 | $81,000 | -$500 | $0 | $0 | $0 | -$500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $183,192 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$500 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,888 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,888 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,888 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $109 | OverpaymentAmt |
| Applied To ES Tax | $109 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARVIND SODHANI | IndividualWithBooksNm |
| Phone | 4156081565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARVIND SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
| ARJUN SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| PRABHA SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MONA KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | SECRETARY | 0.00 | $0 | $0 | $0 |
| VISHWANATH KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,970,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,164 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,105,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,105,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,014,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,773 | TotalTaxAmt |
| Distributable Before Adj | $296,943 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $296,943 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $296,943 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,201 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $274,201 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,201 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,943 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $272,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $498,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,201 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $274,201 | RemainingDistriFromCorpusAmt |
| Total Corpus | $773,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $296,943 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $773,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $226,288 | ExcessFromYear2Amt |
| Excess From Year1 | $272,511 | ExcessFromYear1Amt |
| Excess From Current Year | $274,201 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARVIND SODHANI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALL 100 | HOUSTON | TX | 77082 | 501(C)(3) | HOUSE | $20,000 |
| VISHWA HINDU PARISHAD OF AMERICA | ||||||
| 7 GANON TERRACE | FRAMINGHAM | MA | 01701 | 501 | SUPPORT HOSPITAL | $10,000 |
| PUERTA ABIERTAS | ||||||
| 952 NAPA ST | NAPA | CA | 94558 | 501(C)3 | FOOD FOR HUNGRY I | $10,000 |
| UTTAR PRADASH AKHIL SANGAM OF N AMERICA | ||||||
| 4677 OLD IRONSIDES DR STE 170 | SANTA CLARA | CA | 95054 | 501(C)3 | FOOD FOR COVID RELATED | $5,000 |
| YOUTH EMERGING STRONGER | ||||||
| 1857 TAFT AVENUE | LOS ANGELES | CA | 94558 | 501(C)3 | EDUCATION OPPORTUNITIES FOR INNER CITY YOUTH | $1,000 |
| BOYS AND GIRLS CLUBS OF NAPA | ||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | 501(C)3 | OPPORTUNITIES FOR YOUTH IN NAPA | $10,000 |
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALLS 100 | HOUSTON | TX | 77082 | 501(C)3 | SPON | $11,700 |
| SEWA INTERNATIONAL | ||||||
| 1000 NW OAKS MALLS 100 | HOUSTON | TX | 77082 | 501()3' | SPONSOR A CHILD | $2,880 |
| NAPA COUNTY FARM BUREAU FOUNDATION | ||||||
| 811 JEFFERSON ST | NAPA | CA | 94559 | 501(C)3 | SUPPORT FOR FARMWORKERS IN NAPA | $5,000 |
| ST HELENA VOLUNTEER FIRE DEPARTMENT | ||||||
| 1480 MAIN ST | ST HELENA | CA | 94574 | 501(C)3 | FIRE FIGHTING EQUIPMENT PURCHASE | $25,000 |
| SAC SAVE A CHILD VHP | ||||||
| P O BOX 2009 | NATICK | MA | 01760 | 501(C)3 | FOOD A | $10,000 |
| MASSBAY COMMUNITY COLLEGE | ||||||
| 50 OAKLAND ST | WELLESLEY HILLS | MA | 02481 | 501(C)3 | EDUCATION | $14,000 |
| INDIAN CIRCLE FOR CARING USA INC | ||||||
| 20 HOPE AVE 309 | WALTHAM | MA | 02453 | 501(C)3 | FUNDS FOR HELPING IN EMERGENCY FOR INDIAN ORIGIAN PEOPLE IN USA | $20,000 |
| SEWA INTERNATIONAL | ||||||
| 10090 W OAKS MALLS SUITE 100 | HOUSTON | TX | 77082 | 501(C)3 | SPONSOR A CHILD | $23,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,240 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HINDU SOCIETY OF AMERICA | ||||||
| 6114 COLUMBIA FALLS LANE | KATY | TX | 77450 | 501(C)3 | TOWARDS STUDENT CENTER IN IOWA STATE UNIVERSITY | $5,000 |
| MEALS ON WHEELS | ||||||
| 375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | 501(C)3 | FOOD DONATION | $2,575 |
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALLS 100 | HOUSTON | TX | 77082 | 501(C)3 | SPONSOR A CHILD | $70,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $78,295 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,287 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $183,192 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $274,493 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,493 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest on Bank savings deposits |
| 4 | Dividends on investments |
| 8 | Capital gains on investments |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BHATIA & CO ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 500 SHARES NETFLIX | 2016-07 | Purchased | 2020-05 | $226,000 | $42,308 | $183,692 |
| 1000 QUALCOMM SHARES | 2019-10 | Purchased | 2020-05 | $80,500 | $81,000 | -$500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHARES ALTRIA GROUP INC | $323,750 | $410,000 |
| 1,000 SHARES COSTCO WHOLESALE | $167,005 | $376,780 |
| 5,950 SHARES FACEBOOK, INC. | $166,286 | $1,625,302 |
| 500 NETFLIX | $42,308 | $270,365 |
| 5,000 SHARES WELLS FARGO | $294,254 | $150,900 |
| 7,500 SHARES LUMEN TECHNOLOGIES | $161,360 | $73,125 |
| 8,000 STARWOOD PPTY TRUST | $171,750 | $154,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $3,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $175 | $175 |
| DUES & SUB | $95 | $95 |
| OFFICE EXPENSES | $1,346 | $1,346 |
| OFFICE SUPPLIES | $150 | $150 |
| GIFTS | $3,000 | $3,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS APPROVED FOR FUTURE PAYMENTS | Desc |
| Amt | $57,575 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HENRY SHULMAN CPA TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,600 | Amt |