AUM CAPITAL GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AUM CAPITAL GROUP CHARITABLE FOUNDATION (EIN 46-4308239)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103860
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:47:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG BARNES | PreparerPersonNm |
| PTIN | P00453391 | PTIN |
| Phone | 2059825500 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.254.230.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:47:55 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2CB75B105B2388EF71C5B550424FDFCEDA9F62F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,046,386 | 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 | $184,729 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,065 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,065 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,031,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,841 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,065 | 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 |
| Accounting Fees Rev And Expnss | $860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $860 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $294 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,114 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $855 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $76,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $855 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $855 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,210 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,410 | CashBOYAmt |
| Cash EOY | $98,132 | CashEOYAmt |
| Cash EOYFMV | $98,132 | CashEOYFMVAmt |
| Corporate Stock BOY | $783,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $884,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $932,290 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,823 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,823 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,310 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $470 | LandBOYAmt |
| Land EOY | $4,141 | LandEOYAmt |
| Land EOYFMV | $4,141 | LandEOYFMVAmt |
| Total Assets BOY | $859,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $998,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,046,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $859,754 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $998,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $859,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $998,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $859,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $998,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $859,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $998,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $998,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| RAYMOND JAMES - ST COVERED | $134,374 | $128,862 | $5,512 | $5,512 | |
| RAYMOND JAMES - LT COVERED | $392,115 | $367,732 | $24,383 | $24,383 | |
| RAYMOND JAMES - NON-COVERED | $1,367 | $1,367 | $1,367 | ||
| REGIONS - ST COVERED | $223,308 | $227,653 | -$4,345 | -$4,345 | P |
| REGIONS - ST NON-COVERED | $5,457 | $5,447 | $10 | $10 | |
| REGIONS - LT COVERED | $274,405 | $265,500 | $8,905 | $8,905 | |
| REGIONS - LT NON-COVERED | $50 | $52 | -$2 | -$2 | |
| CAPITAL GAINS DIVIDENDS | $11 | $11 | $11 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,841 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,544 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $840,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115190 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,799 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $851,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084360 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $908,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $924,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097425 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $973,254 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024782 | DistributionYr5Rt |
| Total Distribution | 0.387412 | TotalDistributionRt |
| Average Distribution | 0.077482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $904,922 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,319 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $242 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $400 | 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 | N/A | 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 |
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 | $839,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $918,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $918,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $642 | TotalTaxAmt |
| Distributable Before Adj | $44,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,604 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $642 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $18,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,777 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,820 | ExcessFromYear4Amt |
| Excess From Year3 | $14,719 | ExcessFromYear3Amt |
| Excess From Year2 | $29,486 | ExcessFromYear2Amt |
| Excess From Year1 | $55,037 | ExcessFromYear1Amt |
| Excess From Current Year | $64,715 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ALABAMA STATE UNIVERSITY | |||||||
| 915 S JACKSON ST | MONTGOMERY | AL | 36104 | EDUCATIONAL | $1,900 | ||
| CALHOUN COMMUNITY COLLEGE | |||||||
| 102 WYNN DRIVE | HUNTSVILLE | AL | 35805 | EDUCATIONAL | $15,300 | ||
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | EDUCATIONAL | $2,000 | ||
| UNIVERSITY OF SOUTH ALABAMA | |||||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | EDUCATIONAL | $2,000 | ||
| UNIVERSITY OF MONTEVALLO | |||||||
| STATION 6065 | MONTEVALLO | AL | 35115 | EDUCATIONAL | $1,900 | ||
| JACKSONVILLE STATE UNIVERSITY | |||||||
| 700 PELHAM RD N | JACKSONVILLE | AL | 36265 | EDUCATIONAL | $3,600 | ||
| MOUNTAIN VIEW COLLEGE | |||||||
| 4849 W ILLINOIS AVE | DALLAS | TX | 75211 | EDUCATIONAL | $3,800 | ||
| UNIVERSITY OF NORTH ALABAMA | |||||||
| STUDENT ACCOUNTS OFFICE UNABOX 5001 | FLORENCE | AL | 35632 | EDUCATIONAL | $1,900 | ||
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | EDUCATIONAL | $1,800 | ||
| UNIVERSITY OF ALABAMA | |||||||
| 105 STUDENT SERVICES CENTER | TUSCALOOSA | AL | 35487 | EDUCATIONAL | $1,900 | ||
| LASONYA SPEARS | |||||||
| 472 PROVIDENCE MAIN STREET SUITE | HUNTSVILLE | AL | 35806 | APPLICANT AWARDED CONTRIBUTION OF 2007 TOYOTA CAMRY BASED ON EVENT APPLICATION | $5,000 | 200 | PROGRAM PARTICIPANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,100 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,906 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RAJ KHANIJOW | |||||||
| 1 | 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | $33,000 | 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) | |
| CRUNKLETON COMMERCIAL REAL ESTATE | |||||||
| 4 | 200 WEST SIDE SQUARE | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| SHAWN FAIRBURN | |||||||
| 5 | 2000 ANDREW JACKSON WAY | HUNTSVILLE | AL | 35811 | $5,000 | Yes (X) | |
| GL SMITH & ASSOCIATES | |||||||
| 6 | 200 CLINTON AVE SUITE 707 | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| MADISON STREET WEALTH ADVISORS | |||||||
| 7 | 601 MADISON STREET | HUNTSVILLE | AL | 35801 | $7,500 | Yes (X) | |
| FIVE STONES RESEARCH CORPORATION | |||||||
| 8 | 5767 COVE COMMONS DRIVE | HAMPTON COVE | AL | 35741 | $10,000 | Yes (X) | |
| FJW FOUNDATION | |||||||
| 9 | 5790 UNIVERSITY DRIVE | HUNTSVILLE | AL | 35816 | $5,000 | Yes (X) | |
| GOOGLE FIBER | |||||||
| 10 | 920 BOB WALLACE AVE SUITE 323 | HUNTSVILLE | AL | 35801 | $5,000 | Yes (X) | |
| TOYOTA | |||||||
| 11 | 1 COTTONVALLEY DR NW | HUNTSVILLE | AL | 35811 | $10,000 | Yes (X) | |
| INTERLINC FAMILY FOUNDATION | |||||||
| 12 | 10613 W SAM HOUSTON HIGHWAY SUITE 2 | HOUSTON | TX | 77064 | $6,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES OF SERVIS1ST BANCORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $33,000 | FairMarketValueAmt |
| Received | 2019-10-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $860 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $860 | DisbursementsCharitablePrpsAmt |
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 | $911 | 200DB | 5.000000000000 | $115 | $0 | $240 |
| LENOVO LAPTOP | 2017-09-20 | $763 | $580 | 200DB | 5.000000000000 | $73 | $0 | $153 |
| OFFICE FURNITURE | 2018-09-30 | $1,412 | $1,412 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2018-09-30 | $1,293 | $1,293 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2019-06-30 | $4,233 | 200DB | 5.000000000000 | $847 | $0 | $423 | |
| FURNITURE | 2019-06-30 | $551 | 200DB | 7.000000000000 | $79 | $0 | $39 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $884,189 | EOYBookValueAmt |
| EOYFMV | $932,290 | 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 | $6,033 | $6,033 |
| 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 | $1,026 | $173 |
| LENOVO LAPTOP | $763 | $653 | $110 |
| OFFICE FURNITURE | $1,412 | $1,412 | $0 |
| COMPUTER EQUIPMENT | $1,293 | $1,293 | $0 |
| COMPUTER EQUIPMENT | $4,233 | $847 | $3,386 |
| FURNITURE | $551 | $79 | $472 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $1,396 | $0 | $0 | $1,396 |
| BACKGROUND CHECKS | $519 | $0 | $0 | $519 |
| CREDIT CARD PROCESSING FEE | $614 | $0 | $0 | $614 |
| DUES & SUBSCRIPTIONS | $613 | $0 | $0 | $613 |
| FACILITY OVERHEAD COST | $3,150 | $0 | $0 | $3,150 |
| INVESTMENT MANAGEMENT FEES | $9,367 | $9,367 | $0 | $0 |
| MEALS & ENTERTAINMENT | $3,670 | $0 | $0 | $3,670 |
| OFFICE SUPPLIES | $1,907 | $0 | $0 | $1,907 |
| OUTSIDE SERVICES | $35,082 | $0 | $0 | $35,082 |
| ACT PREP | $5,650 | $0 | $0 | $5,650 |
| EVENT EXPENSES | $14,758 | $0 | $0 | $14,758 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 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 |
| CRUNKLETON COMMERCIAL REAL ESTATE | |||
| 200 WEST SIDE SQUARE | HUNTSVILLE | AL | 35801 |
| 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 |
| FIVE STONES RESEARCH CORPORATION | |||
| 5767 COVE COMMONS DRIVE | HAMPTON COVE | AL | 35741 |
| FJW FOUNDATION | |||
| 5790 UNIVERSITY DRIVE | HUNTSVILLE | AL | 35816 |
| GOOGLE FIBER | |||
| 920 BOB WALLACE AVE SUITE 323 | HUNTSVILLE | AL | 35801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $294 | Amt |
| Net Investment Income | $294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |