HERSHA H AND HASU P SHAH FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HERSHA H AND HASU P SHAH FAMILY FOUNDATION (EIN 20-2011302)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201911359349102186
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:24:37-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232175024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boles Metzger Brosius & Walborn PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 N Front Street | AddressLine1Txt |
| City | Harrisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHA H AND HASU P SHAH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASU P SHAH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William B Boles CPA | PreparerPersonNm |
| PTIN | P00168811 | PTIN |
| Phone | 7172380446 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,172,589 | 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 | $106,463 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,718 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $76,718 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,367 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $298,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $76,718 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $5,100 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $68,252 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $8,200 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $52,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,454 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,554 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,362 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,362 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,554 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,164 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,597 | CashBOYAmt |
| Cash EOY | $65,987 | CashEOYAmt |
| Cash EOYFMV | $65,987 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,373 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,371,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,486,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,399,229 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $597,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $78,583 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $527,117 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $518,917 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $30,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $40,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,111,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,128,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,172,589 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $340,235 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $328,201 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $340,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $328,201 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,771,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,800,430 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,771,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,800,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,111,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,128,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,771,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,163 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,800,430 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,800,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,275 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,276 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,389,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,235,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,072,526 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,076 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,823,795 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,502,596 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06234 | DistributionYr5Rt |
| Total Distribution | 0.345440 | TotalDistributionRt |
| Average Distribution | 0.069088 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,691,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $185,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,362 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,038 | SubtotalAmt |
| Tax Based On Investment Income | $3,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $443 | OverpaymentAmt |
| Applied To ES Tax | $443 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASU P SHAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172364400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HASU P SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| HARSHA H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| JAY H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| NEIL H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,251,051 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $680,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,060,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $328,200 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,732,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,691,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,038 | TotalTaxAmt |
| Distributable Before Adj | $131,519 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,519 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,362 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,362 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $135,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,519 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,205 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,362 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,843 | RemainingDistriFromCorpusAmt |
| Total Corpus | $207,166 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,205 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,886 | ExcessFromYear4Amt |
| Excess From Year3 | $81,505 | ExcessFromYear3Amt |
| Excess From Year2 | $47,522 | ExcessFromYear2Amt |
| Excess From Year1 | $46,205 | ExcessFromYear1Amt |
| Excess From Current Year | $3,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASU P SHAH | ContributingManagerNm |
| Contributing Manager | HARSHA H SHAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONAK CHARITY TRUST | ||||||||||||
| 27 BAUTAMNAGAR SOCIETY RACE COURSE | VADODARA | GUJARAT | IN | 39007 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $66,201 | ||||
| RNC Free Eye Hospital | ||||||||||||
| Kapadia Chal | Valsad | Gujarat | IN | 396001 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $62,560 | ||||
| The Dalubhai Goplbhai Patel Fund In | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,000 | 223 Oak Hill Road | Horseheads | NY | 14845 | |||||
| Heartfulness Institute | ||||||||||||
| NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,601 | 2200 Goldenrod Lane | SAN RAMON | CA | 94582 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,362 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,718 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,056 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,056 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,938 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR HASU P SHAH | ||||||
| 1 | 1748 CONWAY HEATH | CAMP HILL | PA | 17011 | $30,000 | Yes (X) |
| DR SANDEEP and NEETA PATEL | ||||||
| 2 | 100 CENTRAL AVENUE SUITE 200 | ST PETERSBURG | FL | 33701 | $50,000 | Yes (X) |
| JASHBHAI BHANUMATI PATEL | ||||||
| 3 | 1722 PATRICIA LANE | FLOSSMOOR | IL | 60422 | $8,000 | Yes (X) |
| MR MINAL P BANTHIYA | ||||||
| 4 | 6015 GABLESTONE LANE | KATY | TX | 77450 | $8,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1800 N 2ND STREET BLDG | PropertyDesc |
| Acquired | 2008-12-03 | AcquiredDt |
| Cost Or Other Basis | $328,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $70,383 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
| Current Year Expense | $8,200 | CurrentYearExpenseAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $328,000 | $78,583 | $249,417 | $356,820 |
| Land | $269,500 | $269,500 | $293,180 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $328,201 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BBT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $328,200 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOUNDATION FEES | $3,569 | $1,785 | $1,784 |
| INVESTMENT & BANK FEES | $285 | $285 | |
| MISCELLANEOUS | $8,670 | $8,670 | |
| Rental Expenses | $40,223 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $38,367 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $68,252 | Amt |