MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15 (EIN 47-7154309)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349102057
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T12:11:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061633293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | 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 | 477154309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEERA & ASHOK VASUDEVAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN DECRUZE & COMPANY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEER | BusinessNameControlTxt |
| Phone | 2033277151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET NO 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHOK VASUDEVAN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2033277151 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M DECRUZE | PreparerPersonNm |
| PTIN | P00468653 | PTIN |
| Phone | 2033277151 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.47.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 10:58:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1BF735D61306EBCB493EE1BBC0E0C5B70413324 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1BF735D61306EBCB493EE1BBC0E0C5B70413324 | 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 | $5,287,967 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $25,792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,424,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,710 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $241,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,271 | 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 |
| Other Prof Fees Rev And Expnss | $25,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,152 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,668 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,893 | CashBOYAmt |
| Cash EOY | $259,588 | CashEOYAmt |
| Cash EOYFMV | $259,588 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,888,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,586,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,976,557 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,079 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,822 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,044,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,897,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,287,967 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $885 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $885 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $885 | 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 | $5,043,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,896,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,043,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,044,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,897,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,043,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,896,726 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS #051-44366-1 | $572,095 | $568,296 | $3,799 | $3,799 | |
| GOLDMAN SACHS #051-44366-1 | $220,246 | $213,956 | $6,290 | $6,290 | |
| GOLDMAN SACHS #051-49415-1 | $137,649 | $138,084 | -$435 | -$435 | |
| GOLDMAN SACHS #051-50401-7 | $102,949 | $104,077 | -$817 | -$817 | |
| GOLDMAN SACHS #051-50401-7 | $386,785 | $301,700 | $86,065 | $86,065 | |
| CAPITAL GAINS DIVIDENDS | $4,808 | $4,808 | $4,808 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,710 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,538,123 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,116,999 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $988,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005061 | DistributionYr3Rt |
| Total Distribution | 0.048150 | TotalDistributionRt |
| Average Distribution | 0.016050 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,494,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $359,168 | 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 | $2,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,822 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,822 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $294 | TaxDueAmt |
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 | CT | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MAVFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE & COMPANY LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033277151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ASHOK VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MEERA VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $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 | $5,347,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,578,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,578,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,494,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,116 | TotalTaxAmt |
| Distributable Before Adj | $272,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,628 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $359,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,649 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $36,456 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,649 | AppliedToYear1Amt |
| Applied To Prior Years | $36,456 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $225,565 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE TO END HUNGER | |||||||
| 425 3RD STREET SW SUITE 1200 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL FUNDING | $25,000 |
| AMHERST SURVIVAL CENTER | |||||||
| 1200 N PLEASANT STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S LEARNING CENTER OF FAIRFIELD | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONNECTICUT FOOD BANK | |||||||
| 74 LINDWOOD AVENUE | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL FUNDING | $5,000 |
| END HUNGER CONNECTICUT | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF LOWER FAIRFIELD | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FOOD RESCUE INC | |||||||
| 4630 LISBORN DRIVE | CARMEL | IN | 46033 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HUNGER FREE AMERICA | |||||||
| 50 BROAD STREET SUITE 1103 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $20,000 |
| PERSON TO PERSON | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOCIETY OF ST ANDREW | |||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 245268517 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UNITED WAY OF WESTERN CONNECTICUT | |||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | NONE | PC | GENERAL SUPPORT | $17,500 |
| WHOLESOME WAVE | |||||||
| 855 MAIN STREET SUITE 910 | BRIDGEPORT | CT | 06604 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH STREET | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $5,000 | |
| AMPLE HARVEST INC | |||||||
| 24 CLOVER ROAD | NEWFOUNDLAND | NJ | 07435 | PC | GENERAL SUPPORT | $10,000 | |
| BRIGHTER BIGHTS | |||||||
| 93-11 34TH AVE | JACKSON HEIGHTS | NY | 11372 | PC | GENERAL SUPPORT | $5,000 | |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $5,000 | |
| DAILY TABLE | |||||||
| 450 WASHINGTON STREET | BOSTON | MA | 02124 | PC | GENERAL SUPPORT | $25,000 | |
| DC CENTRAL KITCHEN | |||||||
| 425 3RD STREET SW SUITE 1200 | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $5,000 | |
| EL PASOANS FIGHTING UNGER FOOD BANK | |||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | PC | GENERAL SUPPORT | $5,000 | |
| FARE START | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | PC | GENERAL SUPPORT | $5,000 | |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | PC | GENERAL SUPPORT | $5,000 | |
| FOODSHARE | |||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | PC | GENERAL SUPPORT | $5,000 | |
| HOT BREAD KITCHEN | |||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $5,000 | |
| LIFEBRIDGE COMMUNITY SERVICES | |||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | GENERAL SUPPORT | $5,000 | |
| MARTHA'S TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $5,000 | |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 E PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $1,000 | |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01050 | PC | GENERAL SUPPORT | $5,000 | |
| PARTNERSHIP FOR A HEALTHIER AMERICA | |||||||
| 2001 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $25,000 | |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $50,000 | |
| SOCIAL ENTERPRISE GREENHOUSE | |||||||
| 10 DAVOL SQUARE UNIT 100 | PROVIDENCE | RI | 02903 | PC | GENERAL SUPPORT | $25,000 | |
| STRONG FOOD LA KITCHEN | |||||||
| PO BOX 31345 | LOS ANGELES | CA | 90031 | PC | GENERAL SUPPORT | $5,000 | |
| THE FOOD TRUST | |||||||
| 1617 JOHN F KENNEDY BLVD 900 | PHILADELPHIA | PA | 19103 | PC | GENERAL SUPPORT | $5,000 | |
| UNITED METHODIST URBAN MINISTRIES | |||||||
| 217 S THIRD STREET | CLARKSVILLE | TN | 37040 | PC | GENERAL SUPPORT | $5,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,792 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,988 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,490 | 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 |
|---|---|
| 1 | DIVIDEND INCOME AND INTEREST CONTINUES TO BE REINVESTED TO UTILIZE IN FUTURE YEARS TO ASSIST IN FUNDING ORGANIZATIONS COMMITTED TO ENDING HUNGER IN THE U.S. |
| 2 | STOCKS WERE SOLD IN ORDER TO ACCUMULATE CASH TO DISTRIBUTE TO ORGANIZATIONS COMMITTED TO ENDING HUNGER IN THE U.S. |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS UNDER REGULATIONS SECTION 53.4942(A) - 3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFIED DISTRIBUTIONS FOR ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2017 TO CURRENT YEAR DISTRIBUTIONS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #366-1 | $1,928,665 | $1,959,678 |
| GOLDMAN SACHS #415-1 | $1,163,918 | $1,164,993 |
| GOLDMAN SACHS #401-7 | $1,493,618 | $1,851,886 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1 INC. - 5% CONVERTIBLE NOTE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $3,079 | BOYBookValueAmt |
| EOY Book Value | $1,822 | EOYBookValueAmt |
| EOYFMV | $1,822 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $20,668 | $0 | $20,668 |
| ACCOUNTING FEES | $3,000 | $0 | $3,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $25,404 | Amt |
| Net Investment Income | $21,152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,038 | $2,038 | $0 |
| RECLAIMABLE FOREIGN TAX | $263 | $263 | $0 |
| FEDERAL TAX | $1,257 | $1,257 | $0 |