BR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BR FOUNDATION (EIN 35-2014496)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101708
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:08:17-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEGATE & COMPANY PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 S WOODLAND AVE | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | 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 | 352014496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRFO | BusinessNameControlTxt |
| Phone | 2198749609 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BINA GUPTA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2198749609 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL E APPLEGATE CPA | PreparerPersonNm |
| PTIN | P00212518 | PTIN |
| Phone | 2198717880 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.65.79.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:08:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7A6D14E2C220B8348E4B6CC2F716F1347F0C544 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 292308EEF23F59290344A78CEC19B8655E850488 | 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 | $975,106 | 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 | $56,030 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $354 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,014 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,623 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $108,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,803 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,623 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $867 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $818 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,623 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,800 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $397,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $328,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $532,458 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,760 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $121,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,088 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,146,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,177,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $975,106 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,146,863 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,177,096 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,146,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,146,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,177,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,146,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,233 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,177,096 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PG&E CORP | P | 2019-10-10 | 2019-12-04 | $45,998 | $0 | $38,375 | $7,623 | $0 | $0 | $0 | $7,623 |
| HELLENIC TELECOMMUNICATION ORGANIZATION | P | 2012-02-24 | 2019-03-28 | $131,310 | $0 | $20,887 | $110,423 | $0 | $0 | $0 | $110,423 |
| OLEO E GAS PARTICIPACOES BRAZIL AMERICAN DEPOSITARY | P | 2014-01-06 | 2019-02-05 | $546 | $0 | $22,605 | -$22,059 | $0 | $0 | $0 | -$22,059 |
| FEDERAL NATIONAL MORTGAGE ASSOC. COM | P | 2008-11-13 | 2019-01-25 | $30,499 | $0 | $5,908 | $24,591 | $0 | $0 | $0 | $24,591 |
| FEDERAL MOGUL | P | 2018-01-01 | 2019-09-01 | $0 | $0 | $41,732 | -$41,732 | $0 | $0 | $0 | -$41,732 |
| NORTHFIELD LAB | P | 2018-01-01 | 2019-11-01 | $0 | $0 | $43,832 | -$43,832 | $0 | $0 | $0 | -$43,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,014 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $978,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061534 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,678 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,113,433 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,059,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,031,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,883 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,406,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039743 | DistributionYr5Rt |
| Total Distribution | 0.275155 | TotalDistributionRt |
| Average Distribution | 0.055031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $981,168 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,506 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,915 | 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 | $511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $726 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $726 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$726 | OriginalReturnOverpaymentAmt |
| Overpayment | $215 | OverpaymentAmt |
| Applied To ES Tax | $215 | AppliedToESTaxAmt |
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 | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | BINA GUPTA | IndividualWithBooksNm |
| Phone | 2198749609 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET MICHIGAN | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BINA GUPTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $744,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $996,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $996,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $981,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $511 | TotalTaxAmt |
| Distributable Before Adj | $48,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,547 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,915 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $511 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,547 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $554 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,733 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,923 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,915 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $75,915 | RemainingDistriFromCorpusAmt |
| Total Corpus | $114,838 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $48,547 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,906 | ExcessFromYear4Amt |
| Excess From Year3 | $554 | ExcessFromYear3Amt |
| Excess From Year2 | $7,730 | ExcessFromYear2Amt |
| Excess From Year1 | $11,733 | ExcessFromYear1Amt |
| Excess From Current Year | $75,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BINA GUPTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2198749609 | RecipientPhoneNum |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CORPORATIONS ORGANIZED & OPERATED FOR PUBLIC SAFETY ARE NOT QUALIFIED TO RECEIVE AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIAN AMERICAN CULTURAL CTR | ||||||
| MERRILLVILLE | MERRILLVILLE | IN | 46410 | PC | GENERAL PURPOSE | $8,553 |
| HINDU TEMPLE OF GREATER CHICAGO | ||||||
| LEMONT | LEMONT | IL | 60439 | PC | RELIGIOUS | $3,502 |
| SALAVATION ARMY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $930 |
| LUBEZNIK ART CENTER | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $7,950 |
| LAPORTE COUNTY VISITORS BUREAU | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $5,500 |
| CENTER FOR CREATIVE SOLUTIONS | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | LEGAL ASSISTANCE | $2,500 |
| ST ANTHONY MEMORIAL | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | NURSING SCHOLARSHIP | $6,600 |
| MICHIANA HUMANE SOCIETY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | ANIMAL WELFARE | $7,500 |
| GOODWILL | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $6,120 |
| UNITED WAY LAPORTE COUNTY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GEN. PURPOSE | $2,180 |
| SOCIAL LEARNING INSTITUTE | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GEN. PURPOSE | $500 |
| JUNIOR ACHIEVEMENT LAPORTE COUNTY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | EDUCATION | $1,000 |
| AGA RESEARCH FOUNDATION | ||||||
| BETHESDA | BETHESDA | MD | 20814 | PC | RESEARCH | $3,000 |
| FAMILY ADVOCATES | ||||||
| LAPORTE | LAPORTE | IN | 46350 | PC | GENERAL PURPOSE | $4,000 |
| REINS OF LIFE | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $5,000 |
| SHIRLEY HEINZE | ||||||
| VALPARAISO | VALPARAISO | IN | 46385 | PC | GENERAL PURPOSE | $8,280 |
| IMA NWI | ||||||
| MERRILLVILLE | MERRILLVILLE | IN | 46410 | PC | HEALTHCARE | $2,200 |
| MCCME | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | RESEARCH | $200 |
| AAICES | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | RESEARCH | $250 |
| LA MISSION | ||||||
| LOS ANGELES | LOS ANGELES | CA | 90054 | PC | GENERAL PURPOSE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,865 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,803 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RAKESH BINA GUPTA | ||||||
| 1 | 2930 FRANKLIN STREET | MICHIGAN CITY | IN | 46360 | $21,230 | Yes (X) |
| NEIL GUPTA | ||||||
| 2 | 2930 FRANKLIN STREET | MICHIGAN CITY | IN | 46360 | $27,680 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPLEGATE & COMPANY CPAs TAX & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| PG&E CORP | 2019-10 | Purchased | 2019-12 | $45,998 | $38,375 | FMV | $7,623 |
| HELLENIC TELLECOMMUNICATIO ORGANIZATION S A | 2012-02 | Purchased | 2019-03 | $131,310 | $20,887 | FMV | $110,423 |
| OLEO E GAS PARTICIPACOES BRAZIL AMERICAN DEPOSITARY | 2014-01 | Purchased | 2019-02 | $546 | $22,605 | FMV | -$22,059 |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION COM | 2008-11 | Purchased | 2019-01 | $30,499 | $5,908 | FMV | $24,591 |
| FEDERAL MOGUL | Purchased | 2019-09 | $0 | $41,732 | -$41,732 | ||
| NORTHFIELD LAB | Purchased | 2019-11 | $0 | $43,832 | -$43,832 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS HELD THROUGH E*TRADE BROKERAGE ACCOUNT | BondNm |
| EOY Book Value | $462,050 | EOYBookValueAmt |
| EOYFMV | $74,760 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK HELD THROUGH E*TRADE BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $328,167 | EOYBookValueAmt |
| EOYFMV | $532,458 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS HELD THROUGH E*TRADE BROKERAGE ACCOUNT | CategoryOrItemTxt |
| Book Value | $121,079 | BookValueAmt |
| EOYFMV | $102,088 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $818 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $818 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $867 | Amt |
| Net Investment Income | $867 | NetInvestmentIncomeAmt |