UJALA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: UJALA FOUNDATION (EIN 26-3274193)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202003219349100630
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 Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T07:50:01-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810696340	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RADNOR FINANCIAL ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	485 DEVON PARK DRIVE	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	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	263274193	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UJALA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UJAL	BusinessNameControlTxt
Phone	6103595449	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4801 BONITA BAY BLVD NO 401	AddressLine1Txt
City	BONITA SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34134	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MR RAJIV L GUPTA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6103595449	PhoneNum
Signature	2020-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JUSTIN SPIKE CPA	PreparerPersonNm
PTIN	P01629616	PTIN
Phone	6109750280	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	162.211.205.12	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-14	IPDt
IP Tm	09:37:31	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	38C0C28E551094D01283B5C6C849D2A086B5EB5F	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	$29,985,070	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	$1,681,048	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$829,357	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$829,357	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$831,651	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,563,392	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$831,651	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,342,056	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,661,008	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	$22,905	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$22,905	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$56,605	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$56,605	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$25	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$79,535	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$79,535	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,187,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,187,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,267,035	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$79,535	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,187,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,075,021	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,581,473	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$960,898	CashBOYAmt
Cash EOY	$1,238,557	CashEOYAmt
Cash EOYFMV	$1,238,557	CashEOYFMVAmt
Corporate Stock BOY	$12,237,217	CorporateStockBOYAmt
Corporate Stock EOY	$11,816,272	CorporateStockEOYAmt
Corporate Stock EOYFMV	$14,502,186	CorporateStockEOYFMVAmt
Other Investments BOY	$6,049,761	OtherInvestmentsBOYAmt
Other Investments EOY	$7,697,373	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,244,327	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$19,247,876	TotalAssetsBOYAmt
Total Assets EOY	$20,752,202	TotalAssetsEOYAmt
Total Assets EOYFMV	$29,985,070	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	$19,247,876	RetainedEarningBOYAmt
Retained Earning EOY	$20,752,202	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,247,876	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$20,752,202	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,247,876	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$20,752,202	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,247,876	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,075,021	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$21,322,897	SubtotalAmt
Other Decreases	$570,695	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$20,752,202	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CORTEVA INC. COM	P	2010-05-28	2019-06-05	$9	$16	-$7	-$7
CORTEVA INC. COM	P	2016-12-14	2019-09-25	$456	$484	-$28	-$28
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$8,411	$5,832	$2,579	$2,579
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$2,833	$1,964	$869	$869
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$5,666	$3,929	$1,737	$1,737
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$2,833	$1,964	$869	$869
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$2,832	$1,964	$868	$868
CORTEVA INC. COM	P	2011-02-01	2019-09-25	$1,152	$799	$353	$353
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$1,680	$914	$766	$766
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$2,832	$1,540	$1,292	$1,292
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$5,664	$3,080	$2,584	$2,584
CORTEVA INC. COM	P	2010-04-30	2019-09-25	$255	$139	$116	$116
CORTEVA INC. COM	P	2010-03-25	2019-09-25	$2,577	$1,341	$1,236	$1,236
CORTEVA INC. COM	P	2010-03-25	2019-09-25	$2,832	$1,474	$1,358	$1,358
CORTEVA INC. COM	P	2010-03-25	2019-09-25	$2,832	$1,474	$1,358	$1,358
CORTEVA INC. COM	P	2010-03-25	2019-09-25	$109	$57	$52	$52
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,722	$1,350	$1,372	$1,372
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,832	$1,404	$1,428	$1,428
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,832	$1,404	$1,428	$1,428
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,832	$1,404	$1,428	$1,428
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$142	$70	$72	$72
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$283	$140	$143	$143
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,831	$1,404	$1,427	$1,427
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$707	$351	$356	$356
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$2,830	$1,404	$1,426	$1,426
CORTEVA INC. COM	P	2010-05-28	2019-09-25	$500	$248	$252	$252
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,330	$8	$2,322	$2,322
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,830	$10	$2,820	$2,820
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$5,660	$19	$5,641	$5,641
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,830	$10	$2,820	$2,820
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$11,320	$39	$11,281	$11,281
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$311	$1	$310	$310
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$85		$85	$85
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,519	$9	$2,510	$2,510
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,830	$10	$2,820	$2,820
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$5,658	$19	$5,639	$5,639
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$4,300	$15	$4,285	$4,285
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$8,487	$29	$8,458	$8,458
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,603	$9	$2,594	$2,594
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,829	$10	$2,819	$2,819
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$2,829	$10	$2,819	$2,819
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$101,897	$350	$101,547	$101,547
CORTEVA INC. COM	P	2009-06-23	2019-09-25	$93,354	$321	$93,033	$93,033
DUPONT DE NEMOURS INC COM	P	2010-05-28	2019-06-06	$24	$62	-$38	-$38
SOUTHERN COMPANY	P	2016-12-06	2019-12-09	$6,202	$4,702	$1,500	$1,500
SOUTHERN COMPANY	P	2016-12-06	2019-12-09	$6,202	$4,702	$1,500	$1,500
SOUTHERN COMPANY	P	2016-12-06	2019-12-09	$744	$564	$180	$180
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$5,458	$3,280	$2,178	$2,178
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,202	$3,727	$2,475	$2,475
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,202	$3,727	$2,475	$2,475
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$12,402	$7,454	$4,948	$4,948
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$12,402	$7,454	$4,948	$4,948
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$6,201	$3,727	$2,474	$2,474
SOUTHERN COMPANY	P	2011-02-04	2019-12-09	$31,743	$19,082	$12,661	$12,661
SOUTHERN COMPANY	P	2010-04-30	2019-12-09	$176,696	$99,302	$77,394	$77,394
SOUTHERN COMPANY	P	2010-03-29	2019-12-09	$185,996	$99,896	$86,100	$86,100
SOUTHERN COMPANY	P	2010-05-26	2019-12-09	$189,096	$100,497	$88,599	$88,599
SOUTHERN COMPANY	P	2010-01-29	2019-12-09	$192,196	$99,283	$92,913	$92,913
SOUTHERN COMPANY	P	2010-02-26	2019-12-09	$192,196	$99,100	$93,096	$93,096
BEYOND MEAT INC	P	2019-12-06	2019-12-09	$18,963	$19,360	-$397	-$397
DOCUSIGN INC.	P	2019-06-28	2019-08-14	$25,644	$29,031	-$3,387	-$3,387
ELASTIC NVF	P	2019-12-06	2019-12-09	$1,870	$1,915	-$45	-$45
SQUARE, INC.	P	2019-12-06	2019-12-09	$17,760	$17,879	-$119	-$119
CAPITAL GAINS DIVIDENDS	P			$34,244		$34,244	$34,244

Field	Value	IRS element (for citing)
Capital Gain Net Income	$831,651	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,919,000	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$25,789,867	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.074409	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,334,500	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$19,832,346	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.067289	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,076,028	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$14,477,972	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.074322	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,235,448	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$14,207,483	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.086958	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,187,340	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$13,654,159	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.086958	DistributionYr5Rt
Total Distribution	0.389936	TotalDistributionRt
Average Distribution	0.077987	AverageDistributionRt
Net Vl Noncharitable Assets	$26,156,469	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,039,865	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$15,815	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,055,680	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,187,500	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$31,629	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$31,629	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$31,629	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$19,386	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$25,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$44,386	TotalPaymentsAndCreditsAmt
Es Penalty	$305	EsPenaltyAmt
Overpayment	$12,452	OverpaymentAmt
Applied To ES Tax	$12,452	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MR RAJIV L GUPTA	IndividualWithBooksNm
Phone	6103595449	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4801 BONITA BAY BLVD PH 401	AddressLine1Txt
Address Line2	ESTANCIA	AddressLine2Txt
City	BONITA SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34134	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJIV L GUPTA
4801 BONITA BAY BLVD PH 401	ESTANCIA	BONITA SPRINGS	FL	34134	DIRECTOR	0.00	$0	$0	$0
KAMLA GUPTA
4801 BONITA BAY BLVD PH 401	ESTANCIA	BONITA SPRINGS	FL	34134	SUCCESSOR 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	$25,659,430	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$895,361	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,554,791	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$26,554,791	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$398,322	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,156,469	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,307,823	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,307,823	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$31,629	TaxBasedOnInvestmentIncomeAmt
Total Tax	$31,629	TotalTaxAmt
Distributable Before Adj	$1,276,194	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,276,194	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,276,194	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,187,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,187,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,187,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,276,194	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$518,260	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$542,258	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$367,073	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$361,927	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$661,385	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,450,903	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,187,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,187,500	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$88,694	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$88,694	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,362,209	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	$429,566	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,932,643	ExcessDistriCyovToNextYrAmt
Excess From Year4	$542,258	ExcessFromYear4Amt
Excess From Year3	$367,073	ExcessFromYear3Amt
Excess From Year2	$361,927	ExcessFromYear2Amt
Excess From Year1	$661,385	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALBEMARLE HOUSING IMPROVEMENT PROJECT
2127 BERKMAR DRIVE	CHARLOTTESVILLE	VA	22901	PUBLIC	GENERAL PURPOSE	$130,000
ARLINGTON FOOD ASSISTANCE CENTER
2708 S NELSON STREET	ARLINGTON	VA	22206	PUBLIC	GENERAL PURPOSE	$5,000
ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
99 HUDSON ST	NEW YORK	NY	10013	PUBLIC	GENERAL PURPOSE	$11,000
BRIDESBURG BOYS & GIRLS CLUB
2901 BRIDGE ST	PHILADELPHIA	PA	19137	PUBLIC	GENERAL PURPOSE	$1,500
CORNELL UNIVERSITY
130 E SENECA STREET STE 400	ITHACA	NY	14850	PUBLIC	GENERAL PURPOSE	$5,000
DREXEL UNIVERSITY
3141 CHESTNUT STREET STE 310	PHILADELPHIA	PA	19104	PUBLIC	GENERAL PURPOSE	$495,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET	BALTIMORE	MD	21218	PUBLIC	GENERAL PURPOSE	$175,000
LEGAL AID SOCIETY OF DC
1331 H STREET NW SUITE 350	WASHINGTON	DC	20005	PUBLIC	GENERAL PURPOSE	$40,000
PHILADELPHIA ZOO
3400 W GIRARD AVE	PHILADELPHIA	PA	19104	PUBLIC	GENERAL PURPOSE	$10,000
PLAYHOUSE ARTIST
70 S MAIN ST	NEW HOPE	PA	18938	PUBLIC	GENERAL PURPOSE	$10,000
SABA PHILADELPHIA CHAPTER
1101 MARKET ST 11	PHILADELPHIA	PA	19107	PUBLIC	GENERAL PURPOSE	$5,000
THE LEADERSHIP CONFERENCE EDUCATION FUND
1620 L ST NW 1100	WASHINGTON	DC	20036	PUBLIC	GENERAL PURPOSE	$300,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,187,500	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	14	ExclusionCd
Exclusion	$829,357	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34,244	ExclusionAmt
Related Or Exempt Function Incm	$797,407	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$863,601	ExclusionAmt
Related Or Exempt Function Incm	$797,407	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,661,008	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	NOT APPLICABLE
8	NOT APPLICABLE

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	RAJIV L GUPTA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	4801 BONITA BAY BLVD PH 401 ESTANCI	AddressLine1Txt
City	BONITA SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34134	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,681,048	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	VARIOUS SHARES OF COMMON STOCK	NoncashPropertyDesc
Fair Market Value	$1,681,048	FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RADNOR FINANCIAL ADVISORS	$22,880	$22,880	$0
SCHWAB FEE	$25	$25	$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALTRIA GROUP	$2,006,175	$1,432,716
APTIV PLC	$1,475,230	$2,754,130
BEYOND MEAT	$13,421	$13,684
BRISTOL-MYERS SQUIBB	$802,792	$730,161
DUPONT DE NEMOURS	$157,043	$789,787
HP	$1,370,355	$1,325,475
MCDONALDS	$1,133,076	$1,470,614
MERCK	$566,178	$773,530
NEW MOUNTAIN FINANCE CORP	$1,048,789	$970,679
PNC	$1,283,046	$1,552,402
VERIZON COMMUNICATIONS	$1,053,162	$1,215,720
NEW MOUNTAIN GUARDIAN III	$800,000	$800,000
DOW CHEMICAL COMPANY	$107,005	$673,288

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD DIVIDEND APPRECIATION INDEX FUND	AT COST	$1,607,656	$1,672,588
VANGUARD DIVIDEND GROWTH	AT COST	$523,159	$1,381,987
VANGUARD HIGH DIVIDEND YIELD INDEX	AT COST	$630,025	$1,568,237
VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL	AT COST	$2,400,000	$2,958,179
VANGUARD TOTAL STOCK MARKET ETF	AT COST	$1,350,243	$3,954,696
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL	AT COST	$1,186,290	$2,708,640

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	VARIOUS BASIS ADJUSTMENTS	Desc
Amt	$570,695	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	ADR	Desc
Revenue And Expenses Per Books	$25	RevenueAndExpensesPerBooksAmt
Net Investment Income	$25	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID (SCHWAB)	$6,605	$6,605	$0
2018 EXTENSION PAYMENT	$40,000	$40,000	$0
2018 ESTIMATED PAYMENT	$10,000	$10,000	$0