SODHANI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SODHANI FOUNDATION (EIN 47-5268267)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102864
- Schema version
- 2019v5.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:48:40-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY SHULMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1938 WASHINGTON STREET UNIT 414 | AddressLine1Txt |
| City | Auburndale | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | 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 | 475268267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODHANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SODH | BusinessNameControlTxt |
| Phone | 4156081565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARVIND SODHANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156081565 | PhoneNum |
| Signature | 2020-10-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY SHULMAN CPA | PreparerPersonNm |
| PTIN | P01459823 | PTIN |
| Phone | 6172447495 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.26.225.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 11:48:26 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A0DC05CB5B9861454079A9646382E5525747304 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A0DC05CB5B9861454079A9646382E5525747304 | 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 | $6,298,806 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $383 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $127,670 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $213,092 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $128,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,092 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,936 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,936 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $337,333 | CashBOYAmt |
| Cash EOY | $295,505 | CashEOYAmt |
| Cash EOYFMV | $295,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,809,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,009,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,010,289 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,281,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,450,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,993,012 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,428,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,755,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,298,806 | 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 |
| Retained Earning BOY | $4,428,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,755,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,428,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,755,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,428,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,755,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,428,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $470,764 | OtherIncreasesAmt |
| Subtotal | $4,755,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,755,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,000 SHARES NETFLIX, INC. | P | 2016-07-19 | 2019-08-26 | $294,000 | $0 | $84,616 | $209,384 | $0 | $0 | $0 | $209,384 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2016-07-19 | 2019-12-31 | $3,708 | $0 | $0 | $3,708 | $0 | $0 | $0 | $3,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,092 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $223,621 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,372,288 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,786 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,906,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003625 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $264,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082577 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.127827 | TotalDistributionRt |
| Average Distribution | 0.031957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,499,608 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $272,511 | 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 | $2,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,668 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,668 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,668 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,537 | OverpaymentAmt |
| Applied To ES Tax | $2,150 | AppliedToESTaxAmt |
| Refund | $1,387 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARVIND SODHANI | IndividualWithBooksNm |
| Phone | 4156081565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARVIND SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ARJUN SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| PRABHA SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MONA KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | SECRETARY | 0.00 | $0 | $0 | $0 |
| VISHWANATH KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | $2,356,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,226,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,583,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,583,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,499,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,131 | TotalTaxAmt |
| Distributable Before Adj | $272,849 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,849 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,511 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $272,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,131 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $270,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,849 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $226,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $226,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $272,511 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $272,511 | RemainingDistriFromCorpusAmt |
| Total Corpus | $498,799 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $272,849 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $498,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $226,288 | ExcessFromYear1Amt |
| Excess From Current Year | $272,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARVIND SODHANI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIAN CIRCLE FOR CARING USA | ||||||
| 220 TOTTEN POND ROAD | WALTHAM | MA | 02451 | 501(C)(3) | PROVIDE SUPPORT TO FAMILIES IN EMERGENCY | $45,000 |
| ST HELENA HOSPITAL FOUNDATION | ||||||
| 10 WOODLAND ROAD | ST HELENA | CA | 94574 | 501(C)3 | SUPPORT HOSPITAL | $10,000 |
| MASS BAY FOUNDATION | ||||||
| 50 OAKLAND ST | WELLESLEY HILLS | MA | 02481 | 501(C)3 | SUPPORT EDUCATION, SCHOLARSHIP | $33,000 |
| MEALS ON WHEELS | ||||||
| 1375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | 501(C)3 | FEED OLD AGE PEOPLE | $20,000 |
| THREADSVISHWA HINDU PARISHAC OF AMERICA | ||||||
| 7 GANON TERRACE | FRAMINGHAM | MA | 01701 | 501(C)3 | CULTURAL AND SPIRITUAL WELL BEING | $10,000 |
| KRAVIS FOUNDATION | ||||||
| 5055 FLAGLER DR STE 900 | WEST PALM BEACH | FL | 33401 | 501(C)3 | SUPPORT EDUCATION | $1,000 |
| VHPA SUPPOR A CHILD SEWA USA | ||||||
| P O BOX 820867 | HOUSTON | TX | 77282 | 501(C)3 | CHILD EDUCATION | $2,913 |
| SHREE SANATAN DHARAM RAMAYAN NANDLI | ||||||
| 37 VALLEJO DRIVE | MILLBRAE | CA | 94030 | 501C)3 | HINDU TEMPLE PLACE OF WORSHIP | $10,000 |
| PUERTA ABIERTAS | ||||||
| 952 NAPA ST | NAPA | CA | 94558 | 501(C)3 | MENTAL HELETH CARE ACCESS | $10,000 |
| BOYS AND GIRLS CLUBS OF NAPA | ||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | 501(C)3 | PROVIDE AFTER SCHOOL PROGRAMS | $10,000 |
| SAC SAVE A CHILD VHP | ||||||
| P O BOX 2009 | NATICK | MA | 01760 | 501(C)3 | FOOD AND EDUCATION INDIA | $10,000 |
| SEWA INTERNATIONAL USA | ||||||
| 1000 W OAKS MALLS SUITE 100 | HOUSTON | TX | 77082 | 501(C)3 | REBUILD HOMES, BUILD TOILETS | $98,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,693 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 999999 | BusinessCd |
| Unrelated Business Taxbl Incm | $383 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 999999 | BusinessCd |
| Unrelated Business Taxbl Incm | $127,670 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $128,053 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,053 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHARES ALTRIA GROUP INC | $323,750 | $499,100 |
| 7,500 SHARES CENTURYLINK INC | $161,360 | $99,075 |
| 1,000 SHARES COSTCO WHOLESALE | $167,005 | $293,920 |
| 5,950 SHARES FACEBOOK, INC. | $166,285 | $1,221,237 |
| 1,000 SHARES NETFLIX INC | $84,616 | $323,570 |
| 5,000 SHARES WELLS FARGO | $294,255 | $269,000 |
| 1,000 SHARES QUALCOMM | $81,000 | $88,230 |
| 8,000 SHARES STARWOOD | $171,750 | $198,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $125 | $125 |
| COMPUTER & INTERNET | $2,708 | $2,708 |
| OFFICE EXPENSES | $1,632 | $1,632 |
| OFFICE SUPPLIES | $757 | $757 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE | Desc |
| Amt | $470,764 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE | CategoryTxt |
| Amt | $60 | Amt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |