UJALA FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: UJALA FOUNDATION (EIN 26-3274193)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201923199349100702
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T05:29:57-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810696340	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RADNOR FINANCIAL ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	485 DEVON PARK DRIVE SUITE 119	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	263274193	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UJALA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UJAL	BusinessNameControlTxt
Phone	6103595449	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4801 BONITA BAY BLVD NO 401	AddressLine1Txt
City	BONITA SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34134	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MR RAJIV L GUPTA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6103595449	PhoneNum
Signature	2019-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CARL M ROSENFELD CPA	PreparerPersonNm
PTIN	P01750860	PTIN
Phone	6109750280	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	162.211.205.12	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-11	IPDt
IP Tm	21:24:05	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	819EBE9CDD0FBCEA73808B8C578CBAFF610141A8	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$24,036,977	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	$2,054,171	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$716,006	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$716,006	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$137,833	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,904,406	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$923,189	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,908,010	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,639,195	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$20,582	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$20,582	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$24,680	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$24,680	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$20	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$20	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$45,282	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$45,282	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,919,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,919,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,964,282	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$45,282	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,919,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$943,728	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,593,913	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$372,715	CashBOYAmt
Cash EOY	$960,898	CashEOYAmt
Cash EOYFMV	$960,898	CashEOYFMVAmt
Corporate Stock BOY	$11,642,429	CorporateStockBOYAmt
Corporate Stock EOY	$12,237,217	CorporateStockEOYAmt
Corporate Stock EOYFMV	$12,989,312	CorporateStockEOYFMVAmt
Other Investments BOY	$6,289,004	OtherInvestmentsBOYAmt
Other Investments EOY	$6,049,761	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$10,086,767	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$18,304,148	TotalAssetsBOYAmt
Total Assets EOY	$19,247,876	TotalAssetsEOYAmt
Total Assets EOYFMV	$24,036,977	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$18,304,148	RetainedEarningBOYAmt
Retained Earning EOY	$19,247,876	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$18,304,148	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,247,876	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$18,304,148	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,247,876	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$18,304,148	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$943,728	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$19,247,876	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$19,247,876	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,919	$3,730	$1,189	$1,189
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,919	$3,730	$1,189	$1,189
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,916	$3,730	$1,186	$1,186
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,916	$3,730	$1,186	$1,186
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,916	$3,730	$1,186	$1,186
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,916	$3,730	$1,186	$1,186
DELPHI TECHNOLOGIES PLC - 99.3 SH	P	2015-04-22	2018-04-20	$4,881	$3,703	$1,178	$1,178
DELPHI TECHNOLOGIES PLC - 0.700 SH	P	2010-06-30	2018-04-20	$34	$3	$31	$31
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2015-04-22	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 100 SH	P	2010-06-30	2018-04-20	$4,916	$441	$4,475	$4,475
DELPHI TECHNOLOGIES PLC - 5298.700 SH	P	2010-06-30	2018-04-20	$260,422	$23,369	$237,053	$237,053
DELPHI TECHNOLOGIES PLC - 2967.3 SH	P	2010-06-30	2018-04-20	$145,838	$13,083	$132,755	$132,755
DOCUSIGN INC - 292 SH	P	2018-10-30	2018-12-28	$11,819		$11,819	$11,819
DXC TECHNOLOGY CO - 185.408 SH	P	2012-04-25	2018-09-26	$17,571	$15,323	$2,248	$2,248
DXC TECHNOLOGY CO - 1.289 SH	P	2013-04-20	2018-09-26	$122	$106	$16	$16
DXC TECHNOLOGY CO - 26.287 SH	P	2013-04-20	2018-09-26	$2,491	$2,128	$363	$363
DXC TECHNOLOGY CO - 17.181 SH	P	2013-04-20	2018-09-26	$1,628	$1,158	$470	$470
DXC TECHNOLOGY CO - 32.900 SH	P	2013-04-20	2018-09-26	$3,118	$2,219	$899	$899
DXC TECHNOLOGY CO - 34.361 SH	P	2013-04-20	2018-09-26	$3,256	$2,317	$939	$939
DXC TECHNOLOGY CO - 171.808 SH	P	2013-04-20	2018-09-26	$16,282	$11,585	$4,697	$4,697
DXC TECHNOLOGY CO - 223.350 SH	P	2013-04-20	2018-09-26	$21,166	$15,060	$6,106	$6,106
DXC TECHNOLOGY CO - 1.460 SH	P	2013-04-20	2018-09-26	$138	$98	$40	$40
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO - 8.590 SH	P	2013-04-20	2018-09-26	$814	$579	$235	$235
DXC TECHNOLOGY CO 17.181 SH	P	2013-04-20	2018-09-26	$1,628	$1,158	$470	$470
DXC TECHNOLOGY CO 17.181 SH	P	2013-04-20	2018-09-26	$1,628	$1,158	$470	$470
DXC TECHNOLOGY CO - 2.148 SH	P	2013-04-20	2018-09-26	$204	$133	$71	$71
DXC TECHNOLOGY CO - 280.305 SH	P	2013-04-20	2018-09-26	$26,567	$17,300	$9,267	$9,267
DXC TECHNOLOGY CO - 235.377 SH	P	2015-04-21	2018-09-26	$22,306	$12,064	$10,242	$10,242
DXC TECHNOLOGY CO - 4.381 SH	P	2012-04-25	2018-09-26	$415	$225	$190	$190
DXC TECHNOLOGY CO - 380.469 SH	P	2014-04-22	2018-09-26	$36,056	$18,655	$17,401	$17,401
DXC TECHNOLOGY CO - 8.419 SH	P	2012-04-25	2018-09-26	$798	$413	$385	$385
DXC TECHNOLOGY CO - 185.467 SH	P	2012-04-25	2018-09-26	$17,576	$7,107	$10,469	$10,469
DXC TECHNOLOGY CO - 3.350 SH	P	2012-04-25	2018-09-26	$317	$128	$189	$189
DXC TECHNOLOGY CO - 306.677 SH	P	2013-04-20	2018-09-26	$29,063	$9,258	$19,805	$19,805
DXC TECHNOLOGY CO - 9.278 SH	P	2013-04-20	2018-09-26	$879	$280	$599	$599
HEWLETT PACKARD COMPANY - 15500 SH	P	2010-11-24	2018-09-26	$405,162	$305,061	$100,101	$100,101
PERSPECTA INC - .230 SH	P	2010-11-24	2018-09-26	$6	$4	$2	$2
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 8.590 SH	P	2010-11-24	2018-09-26	$219	$149	$70	$70
PERSPECTA INC - 8.590 SH	P	2010-11-24	2018-09-26	$219	$149	$70	$70
PERSPECTA INC - 17.181 SH	P	2010-11-24	2018-09-26	$438	$298	$140	$140
PERSPECTA INC - 16.249 SH	P	2010-11-24	2018-09-26	$414	$281	$133	$133
PERSPECTA INC - 8.590 SH	P	2010-11-24	2018-09-26	$219	$149	$70	$70
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 4.295 SH	P	2010-11-24	2018-09-26	$109	$74	$35	$35
PERSPECTA INC - 6.207 SH	P	2010-11-24	2018-09-26	$158	$108	$50	$50
PERSPECTA INC - 6.0 SH	P	2010-11-24	2018-09-26	$153	$104	$49	$49
PERSPECTA INC - 73.697 SH	P	2010-11-24	2018-09-26	$1,876	$1,277	$599	$599
PERSPECTA INC - 111.675 SH	P	2010-11-24	2018-09-26	$2,843	$1,934	$909	$909
PERSPECTA INC - 1.074 SH	P	2010-11-24	2018-09-26	$27	$17	$10	$10
PERSPECTA INC - 93.549 SH	P	2010-04-20	2018-09-26	$2,382	$1,470	$912	$912
PERSPECTA INC - 140.152 SH	P	2010-11-24	2018-09-26	$3,569	$2,202	$1,367	$1,367
PERSPECTA INC 13.143 SH	P	2010-01-15	2018-09-26	$335	$202	$133	$133
PERSPECTA INC - 2.190 SH	P	2010-11-24	2018-09-26	$56	$29	$27	$27
PERSPECTA INC - 117.688 SH	P	2010-11-24	2018-09-26	$2,997	$1,535	$1,462	$1,462
PERSPECTA INC - 4.209 SH	P	2010-11-24	2018-09-26	$107	$53	$54	$54
PERSPECTA INC - 190.234 SH	P	2010-11-24	2018-09-26	$4,844	$2,374	$2,470	$2,470
PERSPECTA INC - 1.675 SH	P	2010-11-24	2018-09-26	$43	$16	$27	$27
PERSPECTA INC - 92.733 SH	P	2010-11-24	2018-09-26	$2,361	$904	$1,457	$1,457
PERSPECTA INC - 153.338 SH	P	2010-11-24	2018-09-26	$3,904	$1,178	$2,726	$2,726
PERSPECTA INC - 4.630 SH	P	2010-11-24	2018-09-26	$118	$36	$82	$82
SNAP INC. - 44.000 SH	P	2018-08-03	2018-09-26	$396	$649	-$253	-$253
SNAP INC. - 468 SH	P	2018-08-03	2018-09-26	$4,214	$5,082	-$868	-$868
SPOTIFY TECHNOLOGY - 85 SH	P	2018-06-08	2018-09-26	$15,489	$844	$14,645	$14,645
SPOTIFY TECHNOLOGY - 108 SH	P	2018-08-02	2018-09-26	$19,680	$536	$19,144	$19,144
SPOTIFY TECHNOLOGY - 148 SH	P	2018-11-02	2018-12-28	$16,693		$16,693	$16,693
SQUARE, INC A - 210 SH	P	2017-11-27	2018-09-26	$19,935	$1,218	$18,717	$18,717
SQUARE, INC A - 216 SH	P	2018-08-15	2018-09-26	$20,504	$1,253	$19,251	$19,251
SQUARE, INC A - 136 SH	P	2018-11-26	2018-12-28	$7,562		$7,562	$7,562
TESARO INC - 88 SH	P	2017-10-02	2018-09-26	$3,362	$670	$2,692	$2,692
VANGUARD DIVIDEND GROWTH - 255.675 SH	P	2016-12-26	2018-02-13	$6,714	$6,039	$675	$675
VANGUARD DIVIDEND GROWTH - 94.647 SH	P	2016-12-23	2018-02-13	$2,485	$2,236	$249	$249
VANGUARD DIVIDEND GROWTH - 939.014 SH	P	2015-12-16	2018-02-13	$24,657	$21,381	$3,276	$3,276
VANGUARD DIVIDEND GROWTH - 132.286 SH	P	2015-12-16	2018-02-13	$3,474	$3,012	$462	$462
VANGUARD DIVIDEND GROWTH - 127.356 SH	P	2016-03-16	2018-02-13	$3,344	$2,876	$468	$468
VANGUARD DIVIDEND GROWTH - 8200.558 SH	P	2010-01-25	2018-02-13	$215,332	$106,774	$108,558	$108,558
VANGUARD DIVIDEND GROWTH - 92.848 SH	P	2017-12-20	2018-02-13	$2,438	$2,461	-$23	-$23
VANGUARD DIVIDEND GROWTH - 1337.897 SH	P	2017-12-20	2018-02-13	$35,131	$35,468	-$337	-$337
VANGUARD DIVIDEND GROWTH - 158.302 SH	P	2017-03-28	2018-02-13	$4,157	$3,916	$241	$241
VANGUARD DIVIDEND GROWTH - 85.636 SH	P	2017-03-28	2018-02-13	$2,249	$2,119	$130	$130
VANGUARD TOTAL STOCK MARKET IND. - 2245.546 SH	P	2017-11-16	2018-09-04	$163,802	$150,000	$13,802	$13,802
VANGUARD TOTAL STOCK MARKET IND. - 1954.454 SH	P	2017-12-20	2018-09-04	$142,568	$126,431	$16,137	$16,137
CAPITAL GAINS DIVIDENDS	P			$60,269		$60,269	$60,269

Field	Value	IRS element (for citing)
Capital Gain Net Income	$923,189	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,334,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$19,832,346	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.067289	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,076,028	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$14,477,972	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.074322	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,235,448	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$14,207,483	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.086958	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,187,340	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$13,654,159	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.086958	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$764,918	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$11,081,408	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.069027	DistributionYr5Rt
Total Distribution	0.384554	TotalDistributionRt
Average Distribution	0.076911	AverageDistributionRt
Net Vl Noncharitable Assets	$25,789,867	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,983,524	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$15,939	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,999,463	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,919,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$31,878	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$31,878	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$31,878	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,484	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$40,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$51,484	TotalPaymentsAndCreditsAmt
Es Penalty	$220	EsPenaltyAmt
Overpayment	$19,386	OverpaymentAmt
Applied To ES Tax	$19,386	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MR RAJIV L GUPTA	IndividualWithBooksNm
Phone	6103595449	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4801 BONITA BAY BLVD PH 401	AddressLine1Txt
Address Line2	ESTANCIA	AddressLine2Txt
City	BONITA SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34134	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJIV L GUPTA
4801 BONITA BAY BLVD PH 401	ESTANCIA	BONITA SPRINGS	FL	34134	DIRECTOR	0.00	$0	$0	$0
KAMLA GUPTA
4801 BONITA BAY BLVD PH 401	ESTANCIA	BONITA SPRINGS	FL	34134	SUCCESSOR 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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$25,602,299	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$580,307	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,182,606	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$26,182,606	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$392,739	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,789,867	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,289,493	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,289,493	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$31,878	TaxBasedOnInvestmentIncomeAmt
Total Tax	$31,878	TotalTaxAmt
Distributable Before Adj	$1,257,615	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,257,615	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,257,615	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,919,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,919,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,919,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,257,615	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$217,368	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$518,260	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$542,258	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$367,073	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$361,927	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,006,886	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,919,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,257,615	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$661,385	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,668,271	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$217,368	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,450,903	ExcessDistriCyovToNextYrAmt
Excess From Year4	$518,260	ExcessFromYear4Amt
Excess From Year3	$542,258	ExcessFromYear3Amt
Excess From Year2	$367,073	ExcessFromYear2Amt
Excess From Year1	$361,927	ExcessFromYear1Amt
Excess From Current Year	$661,385	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALBEMARLE HOUSING IMPROVEMENT PROJECT
2127 BERKMAR DRIVE	CHARLOTTESVILLE	VA	22901	PUBLIC	GENERAL PURPOSE	$30,000
AMERICA INDIA FOUNDATION
216 E 45TH ST	NEW YORK	NY	10017	PUBLIC	GENERAL PURPOSE	$20,000
ARLINGTON FOOD ASSISTANCE CENTER
2708 S NELSON STREET	ARLINGTON	VA	22206	PUBLIC	GENERAL PURPOSE	$5,000
BHARATIYA TEMPLE AND CULTURAL CENTER
3050 N CLEVELAND RD	LEXINGTON	KY	40516	PUBLIC	GENERAL PURPOSE	$100,000
CAPUCHIN SOUP KITCHEN
1820 MOUNT ELLIOTT ST	DETROIT	MI	48207		GENERAL PURPOSE	$2,000
CORNELL UNIVERSITY
130 E SENECA STREET STE 400	ITHACA	NY	14850	PUBLIC	GENERAL PURPOSE	$5,000
DREXEL UNIVERSITY
3141 CHESTNUT STREET STE 310	PHILADELPHIA	PA	19104	PUBLIC	GENERAL PURPOSE	$605,000
INDIASPORA
3450 SACRAMENTO STREET SUITE 615	SAN FRANCISCO	CA	94118	PUBLIC	GENERAL PURPOSE	$12,500
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET	BALTIMORE	MD	21218	PUBLIC	GENERAL PURPOSE	$775,000
LEGAL AID SOCIETY OF DC
1331 H STREET NW SUITE 350	WASHINGTON	DC	20005	PUBLIC	GENERAL PURPOSE	$40,000
MAKE A WISH FOUNDATION
707 GRANT STREET 37TH FLOOR	PITTSBURGH	PA	15219		GENERAL PURPOSE	$500
PHILADELPHIA ZOO
3400 W GIRARD AVE	PHILADELPHIA	PA	19104	PUBLIC	GENERAL PURPOSE	$20,000
PRATHAM USA
9703 RICHMOND AVE 102	HOUSTON	TX	77042	PUBLIC	GENERAL PURPOSE	$50,000
THE GERMAN SOCIETY OF PENNSYLVANIA
611 SPRING GARDEN ST	PHILADELPHIA	PA	19123	PUBLIC	GENERAL PURPOSE	$4,000
THE LEADERSHIP CONFERENCE EDUCATION FUND
1620 L ST NW 1100	WASHINGTON	DC	20036	PUBLIC	GENERAL PURPOSE	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,919,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$716,006	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$60,269	ExclusionAmt
Related Or Exempt Function Incm	$77,564	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$776,275	ExclusionAmt
Related Or Exempt Function Incm	$77,564	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$853,839	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	NOT APPLICABLE
8	NOT APPLICABLE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	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	Noncash ContributionNoncashContributionInd
RAJIV L GUPTA
1	4801 BONITA BAY BLVD PH 401 ESTANCI	BONITA SPRINGS	FL	34134	$1,752,905	Yes (X)
AMITA GUPTA
2	959 FELL STREET	BALTIMORE	MD	21231	$301,266	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt
1	VARIOUS SHARES OF COMMON STOCK	$1,752,905
2	3915 SH. VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL FUND	$301,266

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RADNOR FINANCIAL ADVISORS	CategoryTxt
Amt	$20,582	Amt
Net Investment Income	$20,582	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALTRIA GROUP	$2,006,175	$1,417,789
APTIV PLC	$1,475,230	$1,785,530
BRISTOL-MYERS SQUIBB	$857,448	$591,272
DOWDUPONT, INC.	$595,429	$1,973,786
HP	$1,370,335	$1,319,670
MCDONALDS	$1,133,076	$1,321,476
NEW MOUNTAIN FINANCE CORP	$1,048,789	$888,729
PNC	$1,283,046	$1,136,950
VERIZON COMMUNICATIONS	$1,053,162	$1,113,156
MERCK	$566,178	$649,867
SOUTHERN COMPANY	$848,349	$791,087

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD DIVIDEND GROWTH	AT COST	$483,203	$1,073,846
VANGUARD HIGH DIVIDEND YIELD INDEX	AT COST	$630,025	$1,305,163
VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL	AT COST	$2,400,000	$2,512,520
VANGUARD TOTAL STOCK MARKET ETF	AT COST	$1,350,243	$3,084,817
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL	AT COST	$1,186,290	$2,110,421

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	ADR	Desc
Revenue And Expenses Per Books	$20	RevenueAndExpensesPerBooksAmt
Net Investment Income	$20	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID (SCHWAB)	$6,386	$6,386	$0
2017 EXTENSION PAYMENT	$10,000	$10,000	$0
FILING FEE	$294	$294	$0
2017 ESTIMATED PAYMENT	$8,000	$8,000	$0