JIV DAYA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JIV DAYA FOUNDATION (EIN 32-0045123)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202043099349100109
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T09:17:30-06:00 | 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 | 320045123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jiv Daya Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VINAY JAIN | InCareOfNm |
| Business Name Control | JIVD | 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 | 2142078003 | 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 | 75465920203095000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6D1DD365E5FD0453614493DC10498445B60BCB2 | 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 | $90,089,731 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,552,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,552,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $985,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $985,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $975,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$29,101 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,598,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,537,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $416,519 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $416,519 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,228 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,228 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $23,203 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,977 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,328 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $53,828 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $57,638 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,204 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,204 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $696,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $598,702 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,989,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,989,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,685,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,588,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,087,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,537,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,326 | CashBOYAmt |
| Cash EOY | $222,776 | CashEOYAmt |
| Cash EOYFMV | $222,776 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,792,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,256,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,256,098 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $169,366 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $100,254 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $100,254 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $29,089,073 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,648,736 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,648,736 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,028,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,547,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,547,260 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,710,427 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,683,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,683,386 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,671,363 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,317,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,317,451 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $209,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $313,770 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $313,770 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,864,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,089,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,089,731 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $129,626 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,508 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $129,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,508 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $14,400,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $14,400,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,334,711 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,660,223 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,734,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,060,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,864,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,089,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,734,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,087,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,438,218 | OtherIncreasesAmt |
| Subtotal | $90,085,913 | SubtotalAmt |
| Other Decreases | $25,690 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,060,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #1862 LONG TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $975,455 | GrossSalesPriceAmt |
| Cost Or Other Basis | $982,009 | CostOrOtherBasisAmt |
| Gain Or Loss | -$6,554 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$6,554 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,681 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,476,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,364,473 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,692,338 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,160,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,583,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $76,301,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,330,565 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,768,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017796 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,220,206 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,967,200 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.1153 | DistributionYr5Rt |
| Total Distribution | 0.202542 | TotalDistributionRt |
| Average Distribution | 0.040508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $89,019,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,606,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,631,375 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,588,468 | 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 | $25,372 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,372 | SubtotalAmt |
| Tax Based On Investment Income | $25,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,726 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $49,726 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,354 | OverpaymentAmt |
| Applied To ES Tax | $24,354 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 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 | WWW.JIVDAYAFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINAY JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142078003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | 20.0 | $0 | $0 | $0 |
| KANIKA VIRMANI JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | VP/SECRETARY/DIRECTOR | 2.0 | $0 | $0 | $0 |
| YASH PAUL VIRMANI | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| NIKHIL JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| TRISHLA JAIN | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| GREG FISHER | ||||||||
| 2700 W Plano Parkway | Plano | TX | 75075 | TREASURER | 25.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMITKUMAR PATEL | ||||||||
| 5420 LBJ FREEWAY | DALLAS | TX | 75240 | GRANT COORDINATOR | 40.0 | $106,697 | $3,999 | $0 |
| SONAL RAUT | ||||||||
| 5420 LBJ FREEWAY | DALLAS | TX | 75240 | PROGRAM MANAGER | 40.0 | $71,007 | $2,673 | $0 |
| AASHKA CHAUDHARI | ||||||||
| 5420 LBJ FREEWAY | DALLAS | TX | 75240 | PROGRAM MANAGER | 40.0 | $66,660 | $2,511 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,857,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,518,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,375,166 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,375,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,355,627 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,019,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,450,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,450,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,372 | TotalTaxAmt |
| Distributable Before Adj | $4,425,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,425,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,425,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,588,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,588,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,372 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,563,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,425,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,913,466 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,588,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,913,466 | AppliedToYear1Amt |
| Applied To Current Year | $1,675,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $2,750,603 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINAY K JAIN | ContributingManagerNm |
| Contributing Manager | KANIKA V JAIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Vinay K Jain | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 2145930506 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE WWW.JIVDAYAFOUND.ORG FOR GRANT GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIABLE DEPENDING ON TIMING OF GRANT CYCLES DETERMINED ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE WWW.JIVDAYAFOUND.ORG FOR PROGRAM AND GEOGRAPHIC LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 LBJ Freeway Suite 410 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | N/A | GrantOrContributionPurposeTxt |
| Amt | $4,989,766 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,989,766 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 LBJ FREEWAY STE 410 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | N/A | GrantOrContributionPurposeTxt |
| Amt | $537,142 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $537,142 | TotalGrantOrContriApprvFutAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,552,094 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $985,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $90,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME - NEWPORT FEEDER FUND, LP | 18 | -$3,575 | ||
| OTHER INCOME - PEOP VI, LP | 18 | -$27,911 | ||
| UBI - NEWPORT FEEDER FUND, LP | 900099 | $1,013 | ||
| UBI - PEOP VI, LP | 900099 | $1,372 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,385 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,596,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,598,906 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $8,683,386 | EOYBookValueAmt |
| EOYFMV | $8,683,386 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $43,547,260 | EOYBookValueAmt |
| EOYFMV | $43,547,260 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $33,648,736 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $33,648,736 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEWPORT FEEDER FUND LP | FMV | $65,519 | $65,519 |
| PROVIDENCE EQUITY OPP PTR VI | FMV | $1,251,932 | $1,251,932 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $209,096 | $313,626 | $313,626 |
| AMBISOME-14 VIALS-CHARIT. USE | $144 | $144 | $144 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED RENT/INTERNET SERVICES | Desc |
| Amt | $25,690 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,752 | $2,752 | |
| BANK AND OTHER MISC FEES | $5,456 | $210 | |
| POSTAGE AND DELIVERY | $1,816 | $1,816 | |
| TELEPHONE | $2,219 | $2,219 | |
| INTERNET | $10,450 | $10,941 | |
| MEALS & ENTERTAINMENT | $75 | ||
| BOOKS AND SUBSCRIPTIONS | $385 | $385 | |
| RECRUITMENT COSTS | $320 | $320 | |
| INSURANCE | $2,500 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Other Income - NEwport Feeder Fund, Lp | -$3,575 |
| Other Income - PEOP VI, LP | -$27,911 |
| UBI - Newport Feeder Fund, LP | $1,013 |
| UBI - PEOP VI, LP | $1,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED RENT/INTERNET SERVICES | $25,690 |
| UNREALIZED GAINS FROM INVESTMENTS | $9,412,528 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SOMASUNDARAM JAYABOSE | $55,000 | $58,131 |
| STEP CONSULTANTS | $14,727 | $14,727 |
| SUBHASH MITTAL & ASSOC | $2,119 | $2,119 |