SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION (EIN 46-0715559)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202023099349100717
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T10:55:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | 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 | 460715559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shraman South Asian Museum and Learning | BusinessNameLine1Txt |
| Business Name Line2 | Center Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREG FISHER | InCareOfNm |
| Business Name Control | SHRA | BusinessNameControlTxt |
| Phone | 2142078003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W PLANO PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINAY JAIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2145930506 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | kevin Ensminger | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 9727028262 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 76915820203095000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EB976710118F518B8933A72D91D1D85239D99EDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB976710118F518B8933A72D91D1D85239D99EDA | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,041,534 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,000,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,279,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,279,714 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,279,714 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $570,696 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $570,696 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $570,696 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $283,657 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $45,984,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,251,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,984,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,835,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,834,535 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,850,410 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $172,708 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $173,941 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,650 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,650 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $502,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $471,253 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $476,812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287,039 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $287,039 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,150 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,150 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,197 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,197 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,063 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $7,086 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,732 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,262,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $294,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $294,771 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $726,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,267,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $294,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $294,771 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $731,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,567,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,539,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,555,639 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $714,946 | CashBOYAmt |
| Cash EOY | $720,859 | CashEOYAmt |
| Cash EOYFMV | $720,859 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $572,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,251,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,251,536 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $73,889 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $266,839 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,243,594 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,243,594 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $30,756,208 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,461,979 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $73,461,979 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,365,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,365,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,193,042 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,587,064 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,587,064 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,283,602 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $27,267,027 | LandBOYAmt |
| Land EOY | $7,283,602 | LandEOYAmt |
| Land EOYFMV | $7,283,602 | LandEOYFMVAmt |
| Other Assets BOY | $127,518 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,518 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,972,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,041,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,041,534 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,464 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,058 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,058 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $63,967,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $115,007,476 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,967,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,007,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,972,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,041,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,967,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,567,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $485,126 | OtherIncreasesAmt |
| Subtotal | $115,020,397 | SubtotalAmt |
| Other Decreases | $12,921 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,007,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,984,125 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $45,984,125 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $648,152 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,084,670 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,225,242 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,486,722 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $179,242 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,052,639 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $211,027 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,901,382 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $393,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,407,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037763 | DistributionYr5Rt |
| Total Distribution | 0.221261 | TotalDistributionRt |
| Average Distribution | 0.044252 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,002,567 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,186,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $475,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,661,656 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,014,849 | 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 | $475,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $475,398 | SubtotalAmt |
| Tax Based On Investment Income | $475,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $943,237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $943,237 | TotalPaymentsAndCreditsAmt |
| Overpayment | $467,839 | OverpaymentAmt |
| Applied To ES Tax | $67,839 | AppliedToESTaxAmt |
| Refund | $400,000 | RefundAmt |
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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | www.shraman.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG FISHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142078003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ FREEWAY SUITE 410 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| VINAY K JAIN | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | PRESIDENT/DIRECTOR | 15.0 | $0 | $0 | $0 |
| KANIKA V JAIN | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | VICE PRES/SECRETARY/DIRECTOR | 5.0 | $0 | $0 | $0 |
| YASH PAUL VIRMANI | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Greg Fisher | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | Treasurer | 5.0 | $0 | $0 | $0 |
| Nikhil Jain | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | Director | 1.0 | $0 | $0 | $0 |
| Trishla Jain | ||||||||
| 2700 W PLANO PARKWAY | PLANO | TX | 75075 | Director | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYOTSNA GOLLAMUDI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 W PLANO PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ARCHITECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $88,500 | CompensationAmt |
| Employee Benefits | $5,850 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ESTABLISHING A MUSEUM AND LEARNING CENTER IN DALLAS, WHICH WILL PRESERVE AND INTERPRET THE CULTURAL HERITAGE OF SOUTH ASIA, INCLUDING JAIN RELIGION AND ART. | Description1Txt |
| Expenses1 | $731,247 | Expenses1Amt |
| Description2 | SHRAMAN LIFE SCIENCE FOUNDATION PLANS TO DEVELOP DRUGS FOR CANCER, GENETIC DISORDERS, INFECTIOUS DISEASES, & AUTOIMMUNE DISEASES, ALL OF WHICH ARE SIGNIFICANTLY UNDER APPRECIATED | Description2Txt |
| Description3 | AND UNDER TREATED IN THE DEVELOPING WORLD. THIS WILL INCLUDE POTENTIAL DISCOVERY & IN-LICENSING, AS WELL AS DEVELOPING, RESEARCHING, MANUFACTURING, AND DISTRIBUTING SUCH MEDICATION | Description3Txt |
| Description4 | TO PATIENTS IN NEED. THE FOUNDATION MAY ALSO PARTNER WITH OTHER BIO-PHARMA COMPANIES TO HELP CO-DEVELOP NOVEL MEDICATIONS FOR SUCH USES. SEE ATTACHMENT | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,427,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,671,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,099,053 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,099,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,096,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,002,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,600,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $731,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,283,602 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,014,849 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $475,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,539,451 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-11-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,555,639 | CurrentYearAmt |
| Year1 | $902,465 | Year1Amt |
| Year2 | $1,092,541 | Year2Amt |
| Year3 | $835,055 | Year3Amt |
| Total | $4,385,700 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,322,293 | CurrentYearAmt |
| Year1 | $767,095 | Year1Amt |
| Year2 | $928,660 | Year2Amt |
| Year3 | $709,797 | Year3Amt |
| Total | $3,727,845 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,014,849 | CurrentYearAmt |
| Year1 | $648,152 | Year1Amt |
| Year2 | $4,225,242 | Year2Amt |
| Year3 | $179,242 | Year3Amt |
| Total | $9,067,485 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,000 | CurrentYearAmt |
| Year1 | $14,256 | Year1Amt |
| Year2 | $8,500 | Year2Amt |
| Year3 | $11,500 | Year3Amt |
| Total | $39,256 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,009,849 | CurrentYearAmt |
| Year1 | $633,896 | Year1Amt |
| Year2 | $4,216,742 | Year2Amt |
| Year3 | $167,742 | Year3Amt |
| Total | $9,028,229 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,400,086 | CurrentYearAmt |
| Year1 | $1,102,822 | Year1Amt |
| Year2 | $982,891 | Year2Amt |
| Year3 | $735,088 | Year3Amt |
| Total | $5,220,887 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINAY K JAIN | ContributingManagerNm |
| Contributing Manager | KANIKA V JAIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earth Day Texas Inc | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 McKinney Avenue Suite 155-241 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Unrelated organization | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To further the exempt purpose of the recipient. | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,279,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $283,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,984,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,547,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,547,496 | 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 | false | 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 | JIV DAYA FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ Freeway Suite 410 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC NOTE A | $285,872 | $285,872 |
| GOLDMAN SACHS GROUP INC NOTE | $543,120 | $543,120 |
| BANK AMER CORP MTN | $1,922,043 | $1,922,043 |
| CITIGROUP INC NOTE B | $265,475 | $265,475 |
| JPMORGAN CHASE & CO NOTE | $273,885 | $273,885 |
| WELLS FARGO CO MTN BE | $258,910 | $258,910 |
| BANK OF AMERICA CORP | $266,990 | $266,990 |
| CITIGROUP INC NOTE C | $825,863 | $825,863 |
| BUNGE LTD FIN CORP | $507,160 | $507,160 |
| BERKSHIRE HATHAWAY FIN CORP | $1,176,620 | $1,176,620 |
| 3M CO MTN CALL MAKE WHOLE | $1,067,790 | $1,067,790 |
| MICROSOFT CORP NOTE CALL | $2,274,480 | $2,274,480 |
| ORACLE CORP NOTE CALL | $1,130,010 | $1,130,010 |
| EXXON MOBIL CORP NOTE CALL | $2,348,100 | $2,348,100 |
| PRESIDENT & FELLOW HARVARD | $337,190 | $337,190 |
| JOHNSON & JOHNSON NOTE CALL | $2,287,380 | $2,287,380 |
| APPLE INC NOTE CALL | $2,227,820 | $2,227,820 |
| SUTTER HEALTH BOND CALL | $1,028,388 | $1,028,388 |
| PFIZER INC NOTE CALL | $2,302,360 | $2,302,360 |
| INTERNATIONAL BUSINESS MACHS | $1,144,460 | $1,144,460 |
| 3M CO NOTE CALL MAKE WHOLE | $1,946,740 | $1,946,740 |
| INTEL CORP NOTE CALL | $1,005,600 | $1,005,600 |
| PURCHASED INTEREST | $160,808 | $160,808 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD INDEX FDS ETP | StockNm |
| EOY Book Value | $4,365,382 | EOYBookValueAmt |
| EOYFMV | $4,365,382 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $59,631,391 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $59,631,391 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $13,830,588 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $13,830,588 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TEXAS SECRETARY OF STATE | $15 | $15 |
| HURWIT & ASSOC | $1,248 | $1,248 |
| LOEB & LOEB LLP | $6,277 | $6,277 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEXTUAL COLLECTION | $14,993 | $14,993 | $14,993 |
| ART & ANTIQUITIES COLLECTION | $112,525 | $112,525 | $112,525 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED RENT/INTERNET SERVICES | Desc |
| Amt | $12,921 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK FEES | $164 | $164 | $164 |
| MEMBERSHIPS & SUBSCRIPTIONS | $147 | $147 | $147 |
| ADVERTISING | $11 | $11 | $11 |
| OFFICE EXPENSE | $136 | $136 | $136 |
| MEALS & ENTERTAINMENT | $173 | $173 | $173 |
| INFORMATION TECHNOLOGY | $4,384 | $4,384 | $4,384 |
| UTILITIES & WATER SERVICE | $2,717 | $2,717 | $2,717 |
| MISCELLANEOUS EXPENSE | $21,851 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED RENT/INTERNET SERVICES | $12,921 |
| UNREALIZED GAIN ON INVESTMENTS | $472,205 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| HC BECK LTD | $375,923 | $375,923 |
| CBRE, INC | $3,750 | $3,750 |
| MUNSCH HARDT KOPF & HARR PC | $80,452 | $75,456 |
| PIBURN & COMPANY | $9,702 | $8,624 |
| JAGDISH GODWHANI | $25,000 | $0 |
| LINCOLN PROP COMPANY COMM. | $7,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $189,773 | ||
| PROPERTY TAX | $287,039 | $287,039 | $287,039 |