ASG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASG FOUNDATION (EIN 20-1238601)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202021399349100777
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T14:15:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830868777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SILVERADO RANCH BLVD 120 174 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201238601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASGF | BusinessNameControlTxt |
| Phone | 6303254604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHUTOSH GUPTA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6303254604 | PhoneNum |
| Signature | 2020-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERI E NEWMAN CPA | PreparerPersonNm |
| PTIN | P00082957 | PTIN |
| Phone | 7252023634 | PhoneNum |
| Preparation | 2020-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,966,047 | 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 | $113,442 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $627,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,022 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $397 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,871 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,510,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,505,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,837,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,540,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,634,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,966,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,540,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,634,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,540,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,634,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,634,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,540,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,634,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,634,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 70 SHS. FACEBOOK INC. | 2014-04-07 | 2019-04-10 | $12,079 | $3,958 | $8,121 | $8,121 | |
| 50 SHS. FACEBOOK INC. | 2014-04-07 | 2019-05-24 | $8,918 | $2,827 | $6,091 | $6,091 | |
| 10 SHS. FACEBOOK INC. | 2014-04-07 | 2019-07-22 | $1,911 | $566 | $1,345 | $1,345 | |
| 20 SHS. FACEBOOK INC. | 2014-04-07 | 2019-10-09 | $3,452 | $1,131 | $2,321 | $2,321 | |
| 100 SHS. FACEBOOK INC. | 2014-04-07 | 2019-09-03 | $17,941 | $5,654 | $12,287 | $12,287 | |
| 5 SHS. FACEBOOK INC. | 2014-04-07 | 2019-10-09 | $863 | $283 | $580 | $580 | |
| 265 SHS. FACEBOOK INC. | 2014-04-07 | 2019-10-21 | $49,330 | $14,984 | $34,346 | $34,346 | |
| 15 SHS. FACEBOOK INC. | 2014-04-07 | 2019-12-20 | $3,042 | $848 | $2,194 | $2,194 | |
| 100 SHS. FACEBOOK INC. | 2014-04-07 | 2019-12-20 | $20,277 | $5,654 | $14,623 | $14,623 | |
| ABERDEEN EMER MKTS-INST | 2019-02-26 | $3,817 | $3,586 | $231 | $231 | ||
| COMCAST CORP. | 2019-09-20 | $2,096 | $424 | $1,672 | $1,672 | ||
| FRANKLIN FLOATING RATE DAILY ACCESS FUND | 2019-07-30 | $14,910 | $16,812 | -$1,902 | -$1,902 | ||
| HUNTINGTON INGALLS INDUSTRIES INC. | 2019-03-05 | $16,507 | $6,861 | $9,646 | $9,646 | ||
| BMO HARRIS - DETAIL AVAILABLE UPON RECEIPT | $149,062 | $143,610 | $5,452 | $5,452 | |||
| BMO HARRIS - DETAIL AVAILABLE UPON RECEIPT | $321,187 | $261,716 | $59,471 | $59,471 | |||
| CAPITAL GAINS DIVIDENDS | $2,544 | $2,544 | $2,544 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,022 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,549 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,527,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,588 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,349,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044155 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,060,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,034,740 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,253 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,008,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072643 | DistributionYr5Rt |
| Total Distribution | 0.351832 | TotalDistributionRt |
| Average Distribution | 0.070366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,697,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,474 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,474 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,279 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DR ASHUTOSH GUPTA | IndividualWithBooksNm |
| Phone | 6303254604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ASHUTOSH GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUDHA GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHAILLY BARNES | ||||||||
| 501 W 123RD STREET APT 15F | NEW YORK | NY | 10027 | DIRECTOR | 2.00 | $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 |
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 | $1,581,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,723,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,723,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,697,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,753 | TotalTaxAmt |
| Distributable Before Adj | $81,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,241 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $10,677 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,254 | 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 | $24,241 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,524 | ExcessFromYear4Amt |
| Excess From Year3 | $38,423 | ExcessFromYear3Amt |
| Excess From Year1 | $10,677 | ExcessFromYear1Amt |
| Excess From Current Year | $28,389 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ASHUTOSH GUPTA | ContributingManagerNm |
| Contributing Manager | SUDHA GUPTA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APNA GHAR | |||||||
| 4753 N BROADWAY STREET 632 | CHICAGO | IL | 60640 | NONE | EXEMPT | CHARITABLE | $1,000 |
| CHINMAYA MISSION CHICAGO | |||||||
| 11S080 KINGERY HIGHWAY | WILLOWBROOK | IL | 60527 | NONE | EXEMPT | CHARITABLE | $2,000 |
| EKAL VIDYALAYA FOUNDATION OF USA | |||||||
| 1712 HIGHWAY 6 SOUTH SUITE A | HOUSTON | TX | 77077 | NONE | EXEMPT | CHARITABLE | $1,825 |
| GIANT STEPS | |||||||
| 2500 CABOT DRIVE | LISLE | IL | 60532 | NONE | EXEMPT | CHARITABLE | $5,000 |
| HAND IN HAND USA | |||||||
| 710 SAINT JOSEPH SOUTH DRIVE | OAKBROOK | IL | 60523 | NONE | EXEMPT | CHARITABLE | $5,500 |
| HTGC | |||||||
| 10915 LEMONT ROAD | LEMONT | IL | 60439 | NONE | EXEMPT | CHARITABLE | $1,000 |
| IAMA CHARITABLE FOUNDATION | |||||||
| 2645 W PETERSON ROAD | CHICAGO | IL | 60659 | NONE | EXEMPT | CHARITABLE | $5,300 |
| JACKSON PARK HOSPITAL | |||||||
| 7531 S STONY ISLAND AVENUE | CHICAGO | IL | 60649 | NONE | EXEMPT | CHARITABLE | $3,000 |
| JAINA CALENDAR | |||||||
| 722 S MAIN STREET | MILPITAS | CA | 95035 | NONE | EXEMPT | CHARITABLE | $100 |
| NATIONAL KIDNEY FOUNDATION OF IL | |||||||
| 215 W ILLINOIS STREET SUITE 1C | CHICAGO | IL | 60654 | NONE | EXEMPT | CHARITABLE | $100 |
| VIVEKANANADA VEDANTA SOCIETY | |||||||
| 14630 S LEMONT ROAD | HOMER GLEN | IL | 60491 | NONE | EXEMPT | CHARITABLE | $66,700 |
| ACUS FOUNDATION | |||||||
| 2520 MILVIA STREET SUITE 204 | BERKLEY | CA | 94704 | NONE | EXEMPT | CHARITABLE | $6,000 |
| ST BERNARD HOSPITAL | |||||||
| 326 W 64TH STREET | CHICAGO | IL | 60621 | NONE | EXEMPT | CHARITABLE | $1,000 |
| DANDELION FOUNDATION | |||||||
| PO BOX 775 | GREAT FALLS | MT | 59403 | NONE | EXEMPT | CHARITABLE | $1,000 |
| KRIYA VEDANTA GURULULAM | |||||||
| 3400 EARL DRIVE | JOLIET | IL | 60431 | NONE | EXEMPT | CHARITABLE | $5,000 |
| TASSEL INC | |||||||
| 1632 5TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | EXEMPT | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,506 | TotalIncomeProducingActyAmt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ASHUTOSH GUPTA | ||||||
| 1 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $10,331 | Yes (X) |
| ASHUTOSH GUPTA | ||||||
| 2 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $9,651 | Yes (X) |
| ASHUTOSH GUPTA | ||||||
| 3 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $5,275 | Yes (X) |
| ASHUTOSH GUPTA | ||||||
| 4 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $18,389 | Yes (X) |
| ASHUTOSH GUPTA | ||||||
| 5 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $49,821 | Yes (X) |
| ASHUTOSH GUPTA | ||||||
| 6 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $19,975 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SHS. FACEBOOK INC. | $10,331 | 2019-01-28 |
| 2 | 50 SHS. FACEBOOK INC. | $9,651 | 2019-04-29 |
| 3 | 30 SHS. FACEBOOK INC. | $5,275 | 2019-06-10 |
| 4 | 100 SHS. FACEBOOK INC. | $18,389 | 2019-09-03 |
| 5 | 285 SHS. FACEBOOK INC. | $49,821 | 2019-10-02 |
| 6 | 100 SHS. FACEBOOK INC. | $19,975 | 2019-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,798 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BMO HARRIS BANK NA | AT COST | $1,380,822 | $1,712,176 |
| RIJUVEN CORPORATION | AT COST | $125,000 | $125,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,907 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHUTOSH GUPTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $25 | $0 | $0 |
| FOREIGN TAXES | $397 | $397 | $0 |
| FEDERAL TAXES | $2,256 | $0 | $0 |