HERSHA H AND HASU P SHAH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HERSHA H AND HASU P SHAH FAMILY FOUNDATION (EIN 20-2011302)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202041959349102214
- Schema version
- 2018v3.1
- 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 Land Schedule2
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:51:26-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232175024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boles Metzger Brosius & Walborn PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 N Front Street | AddressLine1Txt |
| City | Harrisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHA H AND HASU P SHAH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASU P SHAH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William B Boles CPA | PreparerPersonNm |
| PTIN | P00168811 | PTIN |
| Phone | 7172380446 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,168,042 | 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 | $548,371 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,947 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,947 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $428,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,285 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,881 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $26,032 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $690,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,232 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $77,828 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,573 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $8,200 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $41,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,072 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,072 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,914 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,914 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,072 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $537,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,756 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,987 | CashBOYAmt |
| Cash EOY | $12,826 | CashEOYAmt |
| Cash EOYFMV | $12,826 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,486,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,640,147 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,464,650 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $597,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $86,783 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $518,917 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $510,717 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $30,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,128,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,204,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,168,042 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $328,201 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $318,205 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $328,201 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $318,205 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,800,430 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,886,051 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,800,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,886,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,128,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,204,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,800,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,901,586 | SubtotalAmt |
| Other Decreases | $15,535 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,886,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | P | 2018-09-12 | 2018-10-09 | $5,194 | $5,245 | -$51 | -$51 |
| VANGUARD 500 INDEX ADMIRAL | P | 2018-04-20 | 2018-07-11 | $25,125 | $24,212 | $913 | $913 |
| VANGUARD 500 INDEX ADMIRAL | P | 2011-01-01 | 2018-07-17 | $105,551 | $88,260 | $17,291 | $17,291 |
| VANGUARD 500 INDEX ADMIRAL | P | 2018-09-12 | 2019-02-20 | $32,000 | $33,257 | -$1,257 | -$1,257 |
| VANGUARD 500 INDEX ADMIRAL | P | 2018-09-12 | 2019-03-07 | $1,920 | $2,037 | -$117 | -$117 |
| DFA INTL CORE | P | 2018-07-18 | 2019-04-11 | $15,536 | $16,597 | -$1,061 | -$1,061 |
| DFA INTL SMALL CAP | P | 2018-09-12 | 2019-04-11 | $10,357 | $11,723 | -$1,366 | -$1,366 |
| VANGUARD DEVELOPED MKTS | P | 2018-04-20 | 2019-04-11 | $15,536 | $16,837 | -$1,301 | -$1,301 |
| VANGUARD SMALL CAP INDEX | P | 2018-04-20 | 2019-04-11 | $19,420 | $18,515 | $905 | $905 |
| VANGUARD 500 INDEX ADMIRAL | P | 2018-04-20 | 2019-04-11 | $142,413 | $135,197 | $7,216 | $7,216 |
| DFA EMERGING MKTS CORE | P | 2011-01-01 | 2019-04-11 | $10,357 | $9,290 | $1,067 | $1,067 |
| DFA US MICRO CAP PORT | P | 2005-01-31 | 2019-04-11 | $19,420 | $13,296 | $6,124 | $6,124 |
| VANGUARD MID CAP | P | 2011-01-01 | 2019-04-11 | $25,893 | $11,971 | $13,922 | $13,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,285 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,881 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,362 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,691,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,389,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,235,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,072,526 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08882 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,076 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,823,795 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05487 | DistributionYr5Rt |
| Total Distribution | 0.333401 | TotalDistributionRt |
| Average Distribution | 0.066680 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,391,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $537,914 | 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 | $1,140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,140 | SubtotalAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,941 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,941 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $1,793 | OverpaymentAmt |
| Applied To ES Tax | $1,793 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASU P SHAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172364400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | 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 | Yes (true) | 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 | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HASU P SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| HARSHA H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| JAY H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| NEIL H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,369,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,427,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,427,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,391,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $118,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $537,914 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $537,914 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $536,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,886 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,505 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,205 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,843 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $187,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $537,914 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,475 | RemainingDistriFromCorpusAmt |
| Total Corpus | $607,436 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,886 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $598,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,505 | ExcessFromYear4Amt |
| Excess From Year3 | $47,522 | ExcessFromYear3Amt |
| Excess From Year2 | $46,205 | ExcessFromYear2Amt |
| Excess From Year1 | $3,843 | ExcessFromYear1Amt |
| Excess From Current Year | $419,475 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASU P SHAH | ContributingManagerNm |
| Contributing Manager | HARSHA H SHAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONAK CHARITY TRUST | ||||||||||||
| 27 BAUTAMNAGAR SOCIETY RACE COURSE | VADODARA | GUJARAT | IN | 39007 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $70,400 | ||||
| RNC Free Eye Hospital | ||||||||||||
| Kapadia Chal | Valsad | Gujarat | IN | 396001 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $130,071 | ||||
| SANKARA EYE FOUNDATION USA | ||||||||||||
| NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $327,537 | 1900 MCCARTHY BOULEVARD | MILPITAS | CA | 95035 | ||||||
| SHRI JALARAM ARGOYA SEVA TRUST | ||||||||||||
| at po MEGRAJ TA MEGRAJ - 383350 | GUJARAT | GUJARAT | IN | 383350 | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $9,906 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,914 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,947 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$19,700 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,700 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,532 | 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 |
|---|---|---|---|---|---|---|
| MR HASU P SHAH | ||||||
| 1 | 1748 CONWAY HEATH | CAMP HILL | PA | 17011 | $509,286 | Yes (X) |
| DR SANDEEP and NEETA PATEL | ||||||
| 2 | 100 CENTRAL AVENUE SUITE 200 | ST PETERSBURG | FL | 33701 | $60,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1800 N 2ND STREET BLDG | PropertyDesc |
| Acquired | 2008-12-03 | AcquiredDt |
| Cost Or Other Basis | $328,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $78,583 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
| Current Year Expense | $8,200 | CurrentYearExpenseAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $328,000 | $86,783 | $241,217 | $356,820 |
| Land | $269,500 | $269,500 | $293,180 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $318,205 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BBT | PersonNm |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $15,535 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOUNDATION FEES | $3,676 | $1,838 | $1,838 |
| INVESTMENT & BANK FEES | $584 | $350 | $234 |
| Rental Expenses | $37,532 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $26,032 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $1,573 | Amt |