SODHANI FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SODHANI FOUNDATION (EIN 47-5268267)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349101245
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:50:19-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY SHULMAN CPA | PreparerPersonNm |
| PTIN | P01459823 | PTIN |
| Phone | 6172447495 | PhoneNum |
| Preparation | 2019-05-14 | 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 | 2019-05-14 | IPDt |
| IP Tm | 08:50:10 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85B4A92113DC79E76A85B529C44ED977AFF4800A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85B4A92113DC79E76A85B529C44ED977AFF4800A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,503,981 | 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 | $6,247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,490 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $164,996 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $101,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $408 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $15,347 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,347 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,025,611 | CashBOYAmt |
| Cash EOY | $337,333 | CashEOYAmt |
| Cash EOYFMV | $337,333 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,809,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,809,707 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,124,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,281,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,356,941 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $106,800 | OtherInvestmentsBOYAmt |
| 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 | $4,257,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,428,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,503,981 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,257,215 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,428,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,257,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,428,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,257,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,428,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,257,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $296,263 | OtherIncreasesAmt |
| Subtotal | $4,428,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,428,927 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VISA | P | 2013-05-21 | 2018-12-26 | $256,000 | $0 | $91,000 | $165,000 | $0 | $0 | $0 | $165,000 |
| SCHWAB VARIABLE | P | 2018-07-09 | 2018-12-26 | $40,008 | $0 | $40,012 | -$4 | $0 | $0 | $0 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,996 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $17,786 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,906,943 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.003625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $264,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.086202 | TotalDistributionRt |
| Average Distribution | 0.028734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,372,288 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $154,367 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,667 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,288 | 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 | $2,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,148 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,148 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,148 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,519 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | ARVOMD 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 | $2,367,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,086,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,454,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,454,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,372,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,667 | TotalTaxAmt |
| Distributable Before Adj | $265,947 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,947 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,947 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,288 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,288 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,667 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $223,621 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,947 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,288 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $226,288 | RemainingDistriFromCorpusAmt |
| Total Corpus | $226,288 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $265,947 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $226,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $226,288 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EKAL VIDYALAYA FOUNDATION OF USA | ||||||
| 1712 HIGHWAY 6 S STE A | HOUSTON | TX | 77077 | 501(C)(3) | EDUCATION OF VILLAGE KIDS IN INDIA | $101,250 |
| INDIAN CIRCLE FOR CARING USA | ||||||
| 220 TOTTEN POND ROAD | WALTHAM | MA | 02451 | 501(C)(3) | PROVIDE SUPPORT TO FAMILIES IN EMERGENCY | $15,000 |
| PETER MICHAEL FOUNDATION | ||||||
| 1 GATE 6 ROAD SUITE B201 | SAUSALITO | CA | 94965 | 501(C)(3) | IMMUNOTHEAPY LAB AND CLINIC AT UCSF HOSPITAL | $1,000 |
| SEWA INTERNATIONAL USA | ||||||
| P O BOX 820867 | HOUSTON | TX | 77282 | 501(c)3 | EDUCATE A CHILD IN INDIA | $5,313 |
| SHREE SANATAN DHARAM RAMAYAN NANDLI OF BAY AREA INC | ||||||
| 37 VALLEJO DRIVE | MILLBRAE | CA | 94030 | 501(c)3 | HINDU TEMPLE PLACE OF WORSHIP | $5,000 |
| MASS BAY COMMUNITY COLLEGE FOUNDATION | ||||||
| 50 OAKLAND ST | WELLESLEY HILLS | MA | 02481 | 501(C)3 | STUDENT SCHOLARSHIP | $6,000 |
| ONE MIND MENTAL HEALTH FOUNDATION | ||||||
| P O BOX 680 | RUTHERFORD | CA | 94573 | 501(C)3 | RESEARCH FOR MENTAL HEALTH | $9,700 |
| NAPA VALLEY FARMWORKER FOUNDATION | ||||||
| 1795 THIRD STREET | NAPA | CA | 94559 | 501(C)3 | EDUCATION FOR NAPA VALLEY | $5,000 |
| MUSIQUE ET VIN AU CLOS VOUGEOT | ||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | OTHER | PURCHASE OF MUSIC INSTRUMENTS FOR NEEDY AND GIFTED | $30,000 |
| VHPA DONATION SUPPORT A CHILD | ||||||
| P O BOX 441505 | HOUSTON | TX | 77244 | 501(C)3 | SUPPORT A CHILD IN INDIA | $5,000 |
| AKSHAYA PATRA FOUNDATION USA | ||||||
| 6800 OWENSMOUTH AVE 230 | CANOGA PARK | CA | 91303 | 501(C)3 | LUNCHES FOR STUDENTS IN INDIA | $5,000 |
| ST HELENA HOSPITAL FOUNDATION | ||||||
| 10 WOODLAND ROAD | ST HELENA | CA | 94574 | 501(C)3 | HOSPITAL FOUNDATION | $5,000 |
| HINDUPEDIA | ||||||
| 10367 MENHART LANE | CUPERTINO | CA | 95014 | 501(C)3 | IMPROVE KNOWLEDGE OF HINDU RELIGION IN US CLASSROOM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,263 | 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 | $6,247 | 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 | $95,490 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $101,737 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,737 | 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 (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHARES ALTRIA GROUP INC | $323,750 | $493,900 |
| 7,500 SHARES CENTURYLINK INC | $161,360 | $113,625 |
| 1,000 SHARES COSTCO WHOLESALE CO | $167,005 | $203,710 |
| 5,950 FACEBOOK INC | $166,285 | $779,986 |
| 2,000 NETFLIX INC | $169,233 | $535,320 |
| 5,00 WELLS FARGO BK N A | $294,254 | $230,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EQUIPMENT | $10,166 | $10,166 |
| FILING FEES | $229 | $229 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE | Desc |
| Amt | $296,263 | Amt |