PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-15
- IRS object ID
- 202022599349100717
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-15T11:18:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | 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 | 311809141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA N SHAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAT | BusinessNameControlTxt |
| Phone | 3129226400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR RM/STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SMITA SHAH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2020-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN MATSUI | PreparerPersonNm |
| PTIN | P00651675 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2020-09-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.165.102.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-15 | IPDt |
| IP Tm | 11:18:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FBA5305133E786305DC0EB2147A5CC6F5FE46F0B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFD7058D43D32B700EA13B982A896577124CD665 | 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 | $3,265,266 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,467,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $172,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,099 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,229 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,914 | CashBOYAmt |
| Cash EOY | $116,534 | CashEOYAmt |
| Cash EOYFMV | $116,534 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,962,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,180,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,731,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $481,759 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $393,609 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $11,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,212 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,589,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,697,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,265,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,589,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,697,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,589,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,697,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,589,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,697,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,589,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,697,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,697,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORPCOM | P | 2019-08-12 | 2019-08-12 | $44 | $45 | -$1 | -$1 |
| BANK NEW YORK | P | 2018-08-08 | 2019-02-12 | $120,430 | $118,868 | $1,562 | $1,562 |
| GENERAL ELECTRIC | P | 2018-10-23 | 2019-08-19 | $169 | $263 | -$94 | -$94 |
| NETFLIX COM | P | 2019-01-08 | 2019-02-19 | $36,200 | $31,252 | $4,948 | $4,948 |
| VIPSHOP HLDGS | P | 2019-07-02 | 2019-08-15 | $8,802 | $10,668 | -$1,866 | -$1,866 |
| PHILIP MORRIS INTERNATIONAL | P | 2018-07-09 | 2019-10-18 | $666 | $667 | -$1 | -$1 |
| STAMPS COM INC | P | 2019-07-08 | 2019-08-30 | $19,765 | $13,624 | $6,141 | $6,141 |
| BB&T CORP | P | 2019-10-07 | 2019-11-26 | $27,294 | $25,818 | $1,476 | $1,476 |
| GREEN DOT | P | 2019-10-15 | 2019-11-01 | $20,223 | $17,125 | $3,098 | $3,098 |
| NORTHWEST BRANCSHARES INC | P | 2018-10-12 | 2019-05-13 | $21,072 | $20,385 | $687 | $687 |
| VIRGIN GALACTIC HLDGS | P | 2019-11-18 | 2019-12-10 | $11,115 | $10,121 | $994 | $994 |
| WESTERN DIGITAL CORPDEL | P | 2018-08-21 | 2019-01-30 | $28,773 | $43,833 | -$15,060 | -$15,060 |
| BIG LOTS | P | 2019-07-03 | 2019-11-22 | $6,010 | $8,449 | -$2,439 | -$2,439 |
| GUARDANT HEALTH INC | P | 2019-04-03 | 2019-05-14 | $22,904 | $22,481 | $423 | $423 |
| NVIDIA CORP | P | 2018-12-17 | 2019-03-25 | $51,850 | $43,213 | $8,637 | $8,637 |
| WABTEC CORP | P | 2019-02-26 | 2019-04-22 | $82 | $79 | $3 | $3 |
| ANADARKO PETROLEUM | P | 2019-12-11 | 2019-08-09 | $7,912 | $6,243 | $1,669 | $1,669 |
| BIOGEN | P | 2019-04-24 | 2019-07-23 | $129,934 | $132,924 | -$2,990 | -$2,990 |
| HUNT | P | 2018-10-15 | 2019-02-12 | $44,629 | $44,332 | $297 | $297 |
| PHILIP MORRIS INTERNATIONAL | P | 2019-06-19 | 2019-10-18 | $39,860 | $38,186 | $1,674 | $1,674 |
| WELLS FARGO | P | 2018-08-30 | 2019-01-24 | $40,172 | $41,417 | -$1,245 | -$1,245 |
| BANK AMER CORP | P | 2017-12-14 | 2019-01-15 | $25,000 | $25,000 | ||
| BP PLC | P | 2018-12-28 | 2019-09-06 | $53,031 | $51,826 | $1,205 | $1,205 |
| INTERNATIONAL BUS MACH | P | 2018-11-01 | 2019-09-05 | $35,215 | $29,045 | $6,170 | $6,170 |
| PROVIDENCE SVC CORP | P | 2018-08-02 | 2019-02-20 | $14,698 | $14,370 | $328 | $328 |
| 3M COMPANY | P | 2019-08-08 | 2019-09-05 | $33,228 | $32,843 | $385 | $385 |
| CHEVRON CORPORATION | P | 2009-11-12 | 2019-03-04 | $25,000 | $25,000 | ||
| BRISTOL | P | 2018-10-15 | 2019-08-09 | $44,722 | $51,430 | -$6,708 | -$6,708 |
| JOHNSON OUTDOORS | P | 2018-09-20 | 2019-07-29 | $6,985 | $9,783 | -$2,798 | -$2,798 |
| SALESFORCE.COM INC | P | 2019-04-01 | 2019-06-20 | $42,431 | $42,540 | -$109 | -$109 |
| ABBOTT LABORATORIES | P | 2018-04-25 | 2019-08-12 | $85,513 | $58,687 | $26,826 | $26,826 |
| KONTOOR BRANDS INC | P | 2009-06-12 | 2019-05-28 | $26 | $4 | $22 | $22 |
| BRITISH AMERICAN TOBACCO | P | 2019-01-17 | 2019-07-01 | $6,539 | $6,011 | $528 | $528 |
| KAR AUCTION | P | 2018-06-12 | 2019-02-26 | $4,922 | $5,807 | -$885 | -$885 |
| SEAGATE TECHNOLOGY | P | 2019-04-26 | 2019-04-30 | $38,936 | $35,724 | $3,212 | $3,212 |
| AT&T INC | P | 2018-07-17 | 2019-11-25 | $18,909 | $16,121 | $2,788 | $2,788 |
| SHELL INTERNATIONAL | P | 2012-06-06 | 2019-09-23 | $25,000 | $25,000 | ||
| BROWN-FORMAN | P | 2019-04-24 | 2019-09-09 | $34,821 | $31,388 | $3,433 | $3,433 |
| L BRANDS | P | 2018-12-06 | 2019-11-01 | $69 | $97 | -$28 | -$28 |
| SHOPIFY INC | P | 2019-09-20 | 2019-12-05 | $106,181 | $100,655 | $5,526 | $5,526 |
| BANK OF NEW YORK MELLON CORP | P | 2018-08-25 | 2019-11-04 | $10,793 | $10,955 | -$162 | -$162 |
| ABBVIE | P | 2019-06-25 | 2019-11-05 | $187,977 | $175,368 | $12,609 | $12,609 |
| CAPRI HOLDINGS | P | 2018-12-03 | 2019-03-21 | $6,733 | $6,800 | -$67 | -$67 |
| LANDEC CORP | P | 2019-05-01 | 2019-05-16 | $11,153 | $11,561 | -$408 | -$408 |
| STARBUCKS CORP | P | 2019-04-30 | 2019-07-09 | $24,470 | $21,575 | $2,895 | $2,895 |
| BIG LOTS | P | 2018-04-05 | 2019-11-01 | $2,424 | $5,202 | -$2,778 | -$2,778 |
| AMAZON.COM | P | 2018-09-24 | 2019-03-01 | $83,890 | $86,666 | -$2,776 | -$2,776 |
| CAVCO | P | 2018-12-07 | 2019-01-18 | $44,721 | $46,026 | -$1,305 | -$1,305 |
| LITHIA MOTORS | P | 2019-03-20 | 2019-06-06 | $16,246 | $15,970 | $276 | $276 |
| TATA MOTORS CORP | P | 2018-07-06 | 2019-04-01 | $22,065 | $32,910 | -$10,845 | -$10,845 |
| BRITISH AMERICAN TOBACCO | P | 2017-08-07 | 2019-06-06 | $15,104 | $26,762 | -$11,658 | -$11,658 |
| AMGEN | P | 2019-05-01 | 2019-06-17 | $63,315 | $62,298 | $1,017 | $1,017 |
| CROWN HLDGS | P | 2018-10-25 | 2019-01-30 | $26,357 | $23,474 | $2,883 | $2,883 |
| LOEWS CORP COM | P | 2018-12-07 | 2019-11-01 | $178 | $173 | $5 | $5 |
| THOR INDS | P | 2019-08-21 | 2019-08-30 | $32,540 | $31,486 | $1,054 | $1,054 |
| FRANKLIN RESOURCES | P | 2017-07-11 | 2019-04-29 | $6,934 | $7,395 | -$461 | -$461 |
| ANHEUSER-BUSCH | P | 2019-04-29 | 2019-07-29 | $29,472 | $25,459 | $4,013 | $4,013 |
| DEXCOM | P | 2019-04-29 | 2019-06-10 | $20,751 | $18,364 | $2,387 | $2,387 |
| MATTHEWS INTL CORP | P | 2019-02-05 | 2019-02-19 | $29,672 | $27,920 | $1,752 | $1,752 |
| ULTA BEAUTY | P | 2019-09-06 | 2019-09-27 | $36,795 | $35,408 | $1,387 | $1,387 |
| GENERAL ELECTRIC | P | 2017-12-13 | 2019-08-15 | $1,422 | $3,060 | -$1,638 | -$1,638 |
| APPLE INC | P | 2018-12-18 | 2019-01-14 | $22,228 | $25,370 | -$3,142 | -$3,142 |
| DISNEY WALT | P | 2019-05-06 | 2019-05-16 | $27,173 | $26,510 | $663 | $663 |
| MEDTRONIC PLC | P | 2018-12-03 | 2019-08-20 | $38,254 | $31,695 | $6,559 | $6,559 |
| UNITED RENTALS | P | 2018-10-12 | 2019-04-18 | $230,263 | $219,995 | $10,268 | $10,268 |
| L BRANDS | P | 2017-06-13 | 2019-11-01 | $1,100 | $3,029 | -$1,929 | -$1,929 |
| AT&T | P | 2018-12-12 | 2019-11-25 | $18,295 | $14,844 | $3,451 | $3,451 |
| EXXON MOBIL | P | 2019-11-12 | 2019-12-06 | $52,175 | $52,175 | ||
| MULTI COLOR CORP | P | 2018-07-16 | 2019-03-21 | $1,025 | $1,370 | -$345 | -$345 |
| VERIZON COMMUNICATIONS | P | 2019-10-07 | 2019-11-04 | $30,355 | $30,370 | -$15 | -$15 |
| LITHIA MOTORS | P | 2018-03-27 | 2019-06-06 | $1,468 | $1,343 | $125 | $125 |
| BAIDU | P | 2019-03-19 | 2019-07-02 | $16,014 | $23,136 | -$7,122 | -$7,122 |
| FRANKLIN | P | 2018-10-10 | 2019-04-29 | $268 | $243 | $25 | $25 |
| NET 1 UEPS TECH | P | 2019-02-05 | 2019-02-21 | $6,143 | $5,201 | $942 | $942 |
| VERRICA PHARMACEUTICALS | P | 2019-10-18 | 2019-11-01 | $14,538 | $14,784 | -$246 | -$246 |
| LOEWS CORP COM | P | 2018-03-02 | 2019-08-22 | $49,000 | $49,259 | -$259 | -$259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,454 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,088 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,438 | SubtotalAmt |
| Tax Based On Investment Income | $3,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $2,876 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SMITA SHAH | IndividualWithBooksNm |
| Phone | 3129226400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PRATIMA N SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| SMITA SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,801,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,931,957 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,931,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,887,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,438 | TotalTaxAmt |
| Distributable Before Adj | $140,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $45,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,961 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $31,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $31,881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,881 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $64,080 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAHAM LINCOLN PRES LIBRARY FDN | ||||||
| 500 EAST MADISON | SPRINGFIELD | IL | 62701 | PC | SUPPORT FOR EDUCATION AND LEADERSHIP | $10,000 |
| AFTER SCHOOL MATTERS | ||||||
| 66 EAST RANDOLPH | CHICAGO | IL | 60601 | PC | SUPPORT FOR YOUTH DEVELOPMENT | $15,000 |
| MASSACHUSETTS INSTITUTE OF TECH | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | SUPPORT FOR EDUCATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,999 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,628 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $172,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,099 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIRANJAN SHAH EDU FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $389,124 | EOYBookValueAmt |
| EOYFMV | $393,609 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $1,715,233 | $2,321,158 |
| VARIOUS MUTUAL FUNDS | $464,841 | $410,753 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,715 | BookValueAmt |
| EOYFMV | $23,212 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $195 | $195 |
| ASSET BASIS REDUCTION | $16,245 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE PTP | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $1,200 |
| FOREIGN TAXES PAID ON DIVIDENDS | $1,029 |